Skip to main content
March 24, 2021
Question

Can you kindly advise how to create an invoice from a recurring invoice?

  • March 24, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

AlexV
March 24, 2021

Hi accounts454!

 

Thanks for posting here. Let me show you how to create a recurring invoice.

 

When you set it up, we need to make sure to select the Scheduled type. With this option, QuickBooks Online will create the transaction automatically depending on the schedule you set.

  1. Go to the Gear icon and select the Recurring transactions.
  2. From the Action column, select Edit for the invoice you're working for.
  3. Click the Type drop-down and select Scheduled.
  4. Verify if the details are correct especially the IntervalStart date, and End date.
  5. Tap Save template.

I've added some links you can check. These will show you more details on how to create recurring transactions correctly:

Need more help? Please reply to this post. Thanks!