Company Gear Invoice Lists Recurring Transactions

Can QuickBooks Online remind me that I need to create an invoice

Yes, you can set up “Reminder” in QuickBooks Online.

This is how you do it:

From the home page screen

  • Click on your company gear in the top right corner
  • Click Recurring Transactions under the Lists column
  • Click New
  • Change the Transaction Type to Invoice
  • Change Type to Reminder

Your reminder will show up in the Tasks section of your home page screen. Click “View reminders” link to review and complete the task.

Click on the screenshot below to enlarge it


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Company Gear Company Settings Customer Center Customers Invoice

How to turn off the “Terms” so it won’t show on an Invoice at all?

Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once.


Here’s how to do it:

  • Click on your Company Gear in the top right corner
  • Click Custom Form Styles under the Settings tab
  • Select form name you would like to take the Terms off of
  • Click edit under action column (far right)
  • Select your form style and click Next
  • Click on Header on the left side
  • Uncheck the box next to “Terms” under Customer
  • Click Save

Now when you invoice your customers using this customized template (under customize at the bottom),  there will be no terms of payment listed.

Click on the screenshots below to enlarge them
turn off terms

turn off terms invoice


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