cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Have a question about HMRC's VAT portal closure on November 1st? - Ask it here!
JoshCa
Level 1

Recurring Invoicing?

Hi all,

 

Just deregistered as a LTD company, going back to self employment.

 

I have around 10 invoices that I need to set to recur on the 1st of every month, how can I set up this in QuickBooks self employment?

 

Thank you

Josh

10 REPLIES 10
GeorgiaC
QuickBooks Team

Recurring Invoicing?

Hey JoshCa,

 

The recurring template feature is exclusive to the QBO small business subscriptions, you would need to manually create each individual invoice within the Self-Employed product. 


Thanks

 

JoshCa
Level 1

Recurring Invoicing?

Thanks for that, what plan would I need to be able to do it?

MaryJoyD
Moderator

Recurring Invoicing?

You're welcome, @JoshCa

 

We have a lot of QuickBooks plan that are designed for small businesses:

 

  • Simple Start
  • Essentials
  • Plus

All these versions can create a recurring invoice. Check this link for more detailed information about each version: https://quickbooks.intuit.com/uk/pricing/.

 

Once you already have the account, you can follow the steps below on how to create a recurring invoice:

 

  1. Go to the Plus/Create icon and choose Invoices.
  2. Provide all the information needed.
  3. Once you're done, click on the Enable recurring recurring payments at the bottom and customise this invoice.
  4. Hit the Save template button once you’re done.

See this article for detailed guidance on how to create and manage this: How to create a recurring invoice and manage recurring transactions.

 

I’m always here if you need further assistance or help by adding a comment below. Take care and have a great rest of the day.

JoshCa
Level 1

Recurring Invoicing?

Thank you Mary!

 

I've already signed up to Self-Employed, can I switch my account to simple start or do I have to sign up again?

 

And can I still get my self assessment details through simple start like the self employment version?

Ryan_M
Moderator

Recurring Invoicing?

Hi @JoshCa,

 

As mentioned above, the recurring template feature is exclusive to QuickBooks Online (QBO). While the Self Assessment feature is exclusive to QuickBooks Self-Employed (QBSE).

 

There isn't an option to change a QBSE company over to QBO since they are different from each other. If you need to create recurring transactions, then you'll have to subscribe and create a new QBO company. If you prefer to have the Self Assessment feature though, then you can keep using QBSE, and manually create your monthly invoices.

 

It's your decision on how to proceed from here on out. Weigh the options I provided and choose what works best for you.

 

You may also view our Plans & Pricing page to see the different features for each plan.

 

Have other questions in mind? Please leave them in the comments below, I'll get back to you.

iamoris
Level 1

Recurring Invoicing?

Are there any plans to add this feature? Recurring invoicing is such a much needed option for all types of businesses.

 

Do you have a best practices for folks that are using the SELF EMPLOYED version that are looking to switch to another QB Online plan?

Adrian_A
Moderator

Recurring Invoicing?

I'm unable to tell if and when this feature will be added to QuickBooks Self-Employed (QBSE), iamoris.

 

Rest assured, I'll share this product suggestion with our developers so they'll analyze it and may be added to one of the QBSE latest features. 

 

On the other hand, if you want to use the recurring invoice option, you'll have to subscribe to one of the QuickBooks Online versions. Then, you can cancel your QBSE account to avoid additional charges. As my colleague shared above, you're unable to have the Self Assessment feature when converting to QuickBooks Online.

 

You can also browse this article that has the detailed information about recurring invoice: How to create a recurring invoice and manage recurring transactions.

 

The QuickBooks Community team is always up to help you.

info1059
Level 1

Recurring Invoicing?

Hi!

for some reason, recurring invoicing is not working in Simple Start on my desktop - just wondering why as you said it is available for simple start, it just comes up with an error message.

Catherine_B
QuickBooks Team

Recurring Invoicing?

Thanks for keeping us posted, info1059.

 

The recurring transaction feature is available for Essentials, Plus, and Advanced users. You can upgrade to either of these subscriptions to have the option to create recurring templates. 

 

I'll show you how to do that using a web browser: 

  1. Log in to qbo.intuit.com.
  2. Click the Gear icon and select Account and Settings
  3. From the left menu, click Billing and Subscription
  4. Under the QuickBooks Online section, click Upgrade your plan.
  5. Select Upgrade to what suits best your business needs. 
  6. Click OK, got it to start creating your recurring transactions.

You can look into the article my colleague shared on how to create recurring transactions. Take care and stay safe!

awx
Level 1

Recurring Invoicing?

I know this thread is old but just want to point out, we were told in this thread recurring invoices WAS available in Simple Start, not the more expensive plans.

 

Also QB people keep saying refer to the pricing pages for plan features yet literally none of the plans mention recurring invoices.

 

This is a feature which is quite important and really should be available to all plans inc. QBSE, but I know it won't be, as you want to force people to upgrade. But kindly don't mislead us in your responses here.

Need to get in touch?

Contact us