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Intuit

How to set up a recurring invoice for customers

If you have a lot of customers that you charge the same thing at the same time to, setting up a recurring invoice for them can be really helpful. You can use an unscheduled invoice template to create one recurring, unscheduled transaction to use repeatedly.

Note  This feature is only available in QuickBooks Online Essentials and Plus.

Set up the unscheduled invoice template

Here's how to set up the unscheduled invoice template:

  1. Select the Gear icon on the Toolbar.

  2. Under Lists, select Recurring Transactions.

  3. Under the Toolbar select New.
  4. From the Transaction Type drop-down, choose Invoice.
  5. Enter a Template name.
  6. From the Type drop-down, choose Unscheduled.
  7. From the Customer drop-down, choose Add new. Create a generic customer name.
  8. Enter the detailed information that would be the same for each customer.
  9. Select Save Template.

Use the unscheduled invoice template

Once you set up the unscheduled invoice template, you can follow these steps to use it:

  1. Select the Gear icon on the Toolbar.

  2. Under Lists, select Recurring Transactions.

  3. In the Action column, select the drop-down, then choose Use.
  4. Replace the generic customer name with the desired customer name, then select Save.
  5. Repeat steps 1-5 for each customer.

Now you're able to set up a recurring invoice for customers.