Here are more details about how that works. In the left hand menu, select “employees,” “payroll settings,” and then “pay schedules.” Choose the pay schedule you want to automate, and then under “pay run automation,” click the button for “click here to configure.”įrom there, QuickBooks will walk you through a four-step process for automating your payroll. Needless to say, this is another accounting process that’s ripe for automation, and setting up an automated pay schedule is surprisingly easy within QuickBooks. At the top of the list, according to the survey, is payroll. Here are the steps to create a recurring sales receipt.Īccording to a recent QuickBooks Live business growth survey, 97% of small business owners say they personally manage at least one area of business operations. If you want to take this automation a step further, a recurring payment means you’ll collect the money you’re owed on a regular basis without you or your customer lifting a finger. Just like that, invoicing happens without you. Select “make recurring” and then customize the template. To do this within QuickBooks, you’d click the button to create a new invoice and fill out the necessary information, including the payment options you accept. Rather than needing to remember to send their invoice on the last workday of each month, you could set up a recurring invoice so that they automatically receive their bill. Imagine that you run your own marketing agency, and you provide monthly social media management services to Client XYZ. Overdue payment reminders : The customer receives an automated reminder when their invoice is past due. Recurring credit card payments : The customer’s credit card payment is automatically processed on a predictable schedule.Recurring invoices : The customer automatically receives an invoice on a predictable schedule.QuickBooks offers a number of ways to automate and manage your accounts receivable, including setting up: That’s proof that it’s important to stay on top of the money your business is owed from your customers. As many as 44% of small business owners who had cash flow issues admit that those problems were a surprise.
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