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Level 1

How do I go about setting up memberships and recording different membership types with different amounts? Then setting up recurring invoices for annual payments? Thanks

 
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QuickBooks Team

How do I go about setting up memberships and recording different membership types with different amounts? Then setting up recurring invoices for annual payments? Thanks

Hi amandareader001-

 

For recurring invoices, we need to be on an Essentials plan, but once we are, we can follow the steps below to get this done. 

  1. Select + New.
  2. Under Customers, select Invoice.
  3. Fill out the form with information you want to appear in every instance of the invoice.
  4. Under Payment Options, choose the types of payments that you accept.
  5. Select Make recurring.
  6. Customise the Recurring Invoice

Further on this we have a guide to setting them up: How to create a recurring invoice and manage recurring transactions

 

For membership types, hmm, we could set these up as specific products, i.e. 12 month membership at a certain rate, and then a 24 membership at a certain rate, etc. Let me know how your memberships work and we can help get these set up. 

 

-Christine