This article shows how to add a new Fuqua Hall client to QuickBooks and set up a recurring invoice for their client fees. That way, QuickBooks bills them automatically.
From the Fuqua Hall Clients Report
1. Click Enable Field Editing.
2. Enter the Client Fee Due Day.
3. Enter the client's Phone.
4. Enter the client's Email.
5. Check the Quickbooks checkbox.
6. Click Save.
If the client is on the Physical/Disability track, enter 30. Otherwise, enter 8.
The client's account and invoice has been created in Quickbooks.
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