Can I create more than one recurring invoice for a customer?

Yes, @farmteam1. You can create multiple recurring invoices for a single customer, even when they are for different services, such as a yearly service and a monthly service. I’m glad to assist you with the steps.

Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Click on the Gear icon and select Recurring Transactions.
3. On the Recurring Transactions page, click 'New,' select 'Invoice' from the Transaction Type drop-down menu, and then click 'OK.
4. To avoid confusion, choose a Template Name that is distinct from your existing templates for that customer.
5. Choose Scheduled from the Type drop-down.
6. Fill in the invoice details as needed, and click Save template.

After completing this process, you can create additional templates for various frequencies and start dates by repeating these steps, ensuring they meet your billing needs.

For more assistance with managing your recurring transactions, check out these articles:

• Create recurring transactions in QuickBooks Online
• Schedule recurring transactions created with a template

Additionally, you can edit your recurring transactions. Here’s an article providing detailed steps and information on how to do so: Edit a recurring template in QuickBooks Online.

I’m still open to your replies if you need further assistance managing recurring transactions. Have a great day ahead!