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Rent invoice template for Purchasing

foreign I'm Lori Ellison from Hudson Valley bookkeeping and in today's video I'm going to teach you how to memorize your rent invoices so you can get paid faster all right let's get started okay everyone I'm going to teach you how to create a recurring transaction to automatically invoice your tenants so let's go to sales oh I need to mention that I am in accountant view I just click the gear icon I don't care for business views so I teach an accountant case we have a list of the tenants I'm going to pick this tenant as do I need to automatically invoice and this is something I always put in here as like deadly send date so let's say we're only going to need to put in for four months we'll start January 2023 and we'll we'll put in this scenario okay so you click new transaction click invoice okay and then you would want this you need an email in here to make it automatically email the client I'm just I'll just put in one of ours and so you can see what it looks like okay okay so we're gonna make this for January 1st make sure your due date and click create recurring you can do this let's say three to four days in advance click automatically send emails start date would be January 1st end date it's going to end after four occurrences because I said we're saying at least we'll expire notice I have a product and service that matches her address I like to make for each unit and have its own income code and so we're going to say 1950. okay again I also if I'm doing classes I would pick the correct class okay so it's going to start three days in advance on January 1st and it will end after four occurrences so this won't go out yet so that is now set to happen three days before January 1st and if you want to check your recurring you would go up here to the gear icon click recurring transactions and I have other ones in here here it is Melissa Bond it's going to start on January 1st you can click edit here I'll take you back into that so what I like to do as well is let's say we know she is going to continue than what I would do is start a new one for five one twenty three and let's say her um bill goes up fifty dollars automatically send make it three days in advance on the first so now we'll say 0.501 2023 after 12 occurrences that just came up about automatic reminders those are dangerous the reason they're dangerous I see I like them I don't want them on okay because if you're not really good at making sure your payments are posted all the time you will send people these and they may have paid you so unless you're up to the minute I would not have reminders on I can show you how to send a reminder um I'll show you in a different one but don't do that I had just had a client um one of my clients and our company paid his bills and the check had cashed and they sent a reminder to pay the the invoice and I didn't even understand what was going on it was because they weren't doing a good job themselves of keeping their books up to date and then QuickBooks was sending out these reminders so just understand that okay so now you save the template and now we'll have two different we have this Melissa Bond and we have this one so this one will go through January February March April yeah and then may it'll start again so again on like a commercial lease new five-year lease you could set well I would recommend setting all of these up all at once you know do year one year two year three year four get them so that you know that that part is handled now let me show you what I said I would teach you about a reminder so right over here this is you know just a demo file for teaching QuickBooks here you can go on any invoice here any send a reminder okay so it's saying send that the other thing you can do is if you're allowing QuickBooks payments um you can share the invoice link you can copy this and paste it into an email and that'll help you as well but so that's how you do a memorized transaction for QuickBooks Online to invoice your tenants um I hope you found this helpful all right have a great day