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accounts504
November 30, 2021
Question

How can I create a reacuring invoice for one customer. One for monthly and one for once a year?

  • November 30, 2021
  • 1 reply
  • 0 views
I have to make a reacuring invoice for a customer. One is for monthly and one is for once a year. How do I do it?

1 reply

L
LeizylM
November 30, 2021

Welcome to Community, accounts504. 

 

I'm here to guide you on how you can create a recurring invoice for your customer in QuickBooks Online. 

 

Here's how:

 

  1. Go to the Gear or Settings ⚙ icon.
  2. Under Lists, select Recurring Transactions.
  3. Click New, then choose Invoice in the Transaction Type dropdown.
  4. Hit OK.
  5. Enter your desired Template name, then select Scheduled in the Type dropdown.
  6. Select the Interval to Yearly or Monthly. 
  7. Fill in the rest of the information.
  8. Once done, click Save.

 

 

 

To know more about how this feature work in QuickBooks Online, you can take a look at this article: Create recurring transactions in QuickBooks Online. It will provide you with steps on how to create a duplicate existing template as well as additional resources to help you with your future task.

 

For future reference, read through this article should you need steps to edit your recurring template. 

 

The Community is always open if you need further help with recurring transactions in QuickBooks. I'll be around to help. Wishing you a great day ahead!

S
Safehavenhomestead
December 1, 2021

What plan do you need to have in order to utilize this function, I followed the steps but when I click on Reoccurring Transaction it takes me to a page showing me that I need to upgrade my plan (I currently have Simple Start), but I dont know which plan would include being able to create and track reoccurring invoices.

R
RoseJillB
December 1, 2021

Thank you for joining the thread, @Safehavenhomestead. I can help you identify which QuickBooks Online version has the recurring transactions feature.

 

This feature is available in QuickBooks Online Essentials and Plus. You can follow the steps below to upgrade your subscription.

 

  1. Go to the Gear
  2. Under "Your Company," click Account and Settings.
  3. From the left pane, select Billing & Subscription.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Choose your preferred subscription, then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 
You can check out this article for more details about upgrading your subscription.

 

For future reference, you can refer to this article when creating recurring transactions in QuickBooks Online.

 

If you need further assistance with upgrading your subscription, you can always hit the Reply button. Have a great day!

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