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Sep 12, 2024 9:52 AM UTC
Question

Some of our clients pay by monthly standing order by bacs. How do we set up the invoice to show the correct amounts owing

Do we set it up as a recurring transaction

1 reply

Sep 12, 2024 10:56 AM UTC

Hi victoria-kelvinb, thanks for reaching out to the Community today

 

You can set up recurring transactions (in QuickBooks Online Essentials, Plus, and Advanced) for clients who are invoiced on a regular basis. To do this, create a new template for each client by following the steps below. 

 

Details of the template, such as the amount, can be edited in the future if they change. 

 

1. Go to Settings ⚙.
2. In the Lists column, select Recurring transactions.
3. Select New.
4. Select the type of transaction to create, and then select OK.
5. Enter a Template name.
6. Select a Type: Scheduled, Reminder, or Unscheduled.

(See here for a breakdown between each Type)

7. Complete the fields and select Save template.

 

Thanks for reaching Intuit support. We'll be here if you have further questions or require additional assistance.