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L
Lisadeew
June 19, 2024
Question

Recurring Invoice with a design template

  • June 19, 2024
  • 1 reply
  • 0 views

I have several recurring bills that go out each year.  They have a different template but for some reason I can not figure out where to change the template design when setting up a new recurring invoice.   

    1 reply

    M
    Maybelle_S
    June 19, 2024

    Creating recurring invoices with different templates maintains consistent and professional designs, Lisa.

     

    In QuickBooks Online (QBO), making a new recurring invoice also generates a new template, eliminating the need for manual changes.

     

    Here's how:

     

    1. Go to the Gear icon.
    2. Under Lists, select Recurring Transactions.
    3. Tap the New button.
    4. Choose Invoice in the Transaction Type drop-down list, and hit OK.
    5. Enter the Template name and other information needed.
    6. Hit Save Template.

     

    Otherwise, edit the old template if you want to use it and update the information. You can click the Edit link under the Action column.

     

    For more details, check this link: Create recurring transactions.

     

    Additionally, you can visit this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts.

     

    Please tap the Reply button below for further assistance and clarifications regarding recurring invoices. I've got your back always, Lisa. 

    L
    LisadeewAuthor
    June 21, 2024

    I know how to set up a recurring invoice but I want to have the invoice have additional information on the bottom of the invoice.  

     

    We are a service club that has different fundraisers that we bill every year.  I want to have different information on the bottom.

     

    You can create Custom Form Styles.  

    Gear, custom form styles, name of invoices...

     

    I want to use one of the custom form styles on my recurring invoices.  You could do it before but Quickbooks changed everything!!

     

    BEFORE:  When you set up the recurring invoices in the customers tag, you could create an invoice, enter billing info, pick custom invoice and then make recurring.  You can't do that anymore.

     

    I put an invoice I have done before in the attachments.  

     

    Help, and Thank you

    M
    Maybelle_S
    June 21, 2024

    I appreciate you for sharing your concern and providing additional details, Lisa. Your efforts helped me understand how you wish to handle your data.

     

    Changing the recurring invoices to the old Custom form styles template is unavailable in QuickBooks Online (QBO). The changes implemented by the product developers streamline functionality, ensuring a stable user experience and minimizing template version management issues.

     

    I want to assure you that we're actively considering user feedback like yours to shape the future development of our platform. It helps us improve the product and tailor it to your needs.

     

    Here's how:

     

    1. Go to the Gear menu and then select Feedback.
    2. Type in your feature request in the description box.
    3. Once done, click on Next.

     

    Additionally, here's how you can track and enter customer-paid invoices to ensure the accuracy of your accounts: Record invoice payments.

     

    To learn how to set up automatic payments for recurring invoices, refer to this article: Set up Autopay.

     

    Please also know that we removed the screenshot you've provided for security purposes.

     

    Return to this post if you have other concerns about recurring invoices in QuickBooks. I'll be here to lend a hand any time.

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