Skip to main content
August 23, 2022
Question

I need to change my old cash invoices on monthly basis on Qb If there is an option for Recurring invoices Or any other?

  • August 23, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

August 23, 2022

I've got you covered, @accounts-arabesc.

 

You can create recurring transactions in QuickBooks Online (QBO) except for bill payments, customer payments, and time activities. Here's how to set up recurring invoices on a monthly basis:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon, then select Recurring transactions.
  3. Select New and choose Invoice as the type of transaction. Then, click OK.
  4. Enter the template name.
  5. Choose Scheduled from the Type drop-down. Make sure you specify that it should include unbilled charges and automatically send emails.
  6. Enter the necessary information on the fields, then click Save template.

 

That's it! Come back to this post and let me know how it goes, @accounts-arabesc. I'll be around to provide more assistance.

 

You may also want to edit your recurring invoices in the future. You can check out this article for more guidance: Edit a recurring template.

 

Wishing you all the best!