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May 18, 2024
Question

Trying to set up a recurring Invoice, but invoice is not listed on the list

  • May 18, 2024
  • 1 reply
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1 reply

MJoy_D
May 19, 2024

I can help you with creating a recurring invoice, @mainlands4527.

 

Are you attempting to create a recurring invoice based on an existing invoice, or is the template you've generated not appearing in the list or seems to be missing?

 

You can use the magnifying glass or the search function in QuickBooks Online to look for that invoice to create a recurring invoice. Here are the steps:

 

  1. Go to the Sales menu and click on All sales. 
  2. From the Type dropdown menu, choose Invoices.
  3. Set the Date and Customer

 

For more detailed instructions on searching for transactions using various criteria, such as date, amount, transaction number, customer name, vendor name, and transaction type, refer to this resource:  Search for transactions in QuickBooks Online

 

Once you've located your invoice, you can follow this guide on how to create a recurring invoice based on an existing one: Create recurring transactions in QuickBooks Online.

 

You can find all the recurring transactions you've created from the Transactions page and then go to the Recurring transactions tab or from your Settings and then Recurring transactions under Lists

 

Additionally, you may find this article helpful for setting up autopay for recurring invoices: Set up Autopay for recurring invoices in QuickBooks Online

 

If you require further assistance with your invoices, feel free to let us know in the Reply section. We're here to support you. Have a wonderful day ahead!