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February 21, 2023
Question

Recurring invoice template

  • February 21, 2023
  • 1 reply
  • 0 views

How do I set-up a scheduled recurring invoice to a customer?

1 reply

JoesemM
February 21, 2023

Welcome to the Community space, @leo32.

 

I'd be glad to guide you in setting up recurring invoice transactions for your customer. Before doing so, please note that the recurring transactions feature is only available for customers using QuickBooks Online Essentials and Plus.

 

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. Click OK.
  5. Enter your desired Template name, then select Scheduled in the Type dropdown.
  6. Choose the name of your customer in the dropdown.
  7. Select the Interval to Yearly or Monthly. 
  8. Fill in the rest of the information.
  9. Once done, click Save.

 

This will automatically send to your customers based on the interval you set for the recurring template. For more details, see this article: Create recurring transactions in QuickBooks Online.

 

Also, feel free to browse the articles below to learn how to manage your recurring transactions and recording invoice payments in QBO:

 

 

Let me know if there's anything else that you need with QuickBooks. I'll be around to lend a helping hand. Have a good one.