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How do I make an invoice with minimum amount due monthly?

 
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QuickBooks Team

Re: How do I make an invoice with minimum amount due monthly?

It's nice to hear from you today, kblack25.

I'd be delighted to help you make a monthly invoice in QuickBooks Online.

 

I'd be happy to inform that you can easily set up monthly invoices in QuickBooks Online. You'll need to add recurring invoices to get started. Let me guide you how.

 

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 Customer drop-down, choose to Add new. Create a generic customer name.
  8. Enter the detailed information that would be the same for each customer.
  9. Select Save Template.

 

 

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

 

Here's how:

 

  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.

This article is a good reference: https://quickbooks.intuit.com/community/Help-Articles/How-to-set-up-a-recurring-invoice-for-customer....

 

Let me know if you need anything else or if you have any other questions about monthly invoices in QuickBooks Online. I'm here to help.