I am using QuickBooks Online - How do I set up a recurring invoice on an invoice I'm sending today? I want to create an invoice that goes out today, then repeats yearly

You'll need to enable the recurring invoice option to activate the annual transaction, selfdirect.

From the invoice entry you're sending today, go to the Scheduling tab and enable the Make Invoice Recurring option. Then, follow these steps:

1. Enter a detail from the Template name.
2. From the Create number of days in advance section, enter a specific days as to when the invoice will be created in your invoices list.
3. Then, activate any of the Template options.
4. Under Interval, choose the Start date, End, and Repeat.

Once done, the template created will appear on the Recurring Transactions page.

If there's anything else you need further assistance with, just reply in the comments below.

Do I send the invoice 1st, then set it to recurring?  When I just set it to recurring and start it the next day, it doesn't send it the next day. It doesn't give me the option to start the same day

THANK YOU !! both

You're very welcome, @selfdirectedirasolutions . We're delighted to know that the advice from my colleague proved beneficial in resolving your concerns. Our Community is always eager to help and enhance the efficiency of your business operations.
 

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