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Senior Explorer ***

Can I schedule recurring invoices from estimates?

I would like to schedule recurring invoices from estimates so that my customers can pay me in installments (for example in 12 payments).

I can create an invoice from an estimate, but when I try to make it a recurring invoice, I get this message: "Creating a recurring template will remove the linked transactions."

Obviously, that defeats the purpose of making it a recurring invoice, since it won't bill the remaining balance in installments.

 

Is there a way to do this?

2 Comments
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Community Manager

Re: Can I schedule recurring invoices from estimates?

Hello MiguelG,

 

QuickBooks allows you convert an estimate to an invoice. However, the system doesn't have an option to make recurring invoices out from an estimate. I'll take note of your feedback and personally send it to our engineers. 

 

Here's a reference for more details: How to Convert An Estimate Into an Invoice

 

If you have any questions, please let us know. We'll be right here to help. 

Senior Explorer ***

Re: Can I schedule recurring invoices from estimates?

Thanks. I already know who to create invoices from estimates. What I need is to be able to schedule a set of invoices to collect the payment for the estimate.

 

I hope this feature is implemented.