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

selfdirectedirasolutions · ‎July 12, 2025

I used the AI bot, and the instructions were not right, for there were commands that were not available.

Dandie_A · ‎July 13, 2025

Yes, selfdirect. By manually sending it today first, then create the recurring template for future invoices starting the following year.

QuickBooks Online doesn’t automatically allow recurring transactions to start and send on the same day due to how scheduling works in the system.

Once today’s invoice has been sent, follow these steps to create a recurring transaction template for yearly invoices:

Click the Gear Icon at the top right corner.
Select Recurring Transactions under the Lists section.
Click the New button to create a new template.
Set the following:
- Transaction Type: Invoice
- Recurring Type: Scheduled
- Interval: Yearly
- Start Date: Tomorrow's date (the start date must be a day in the future, since QuickBooks does not allow same-day schedules).
- End Date: Leave blank if the invoice should continue indefinitely.
Add all the necessary details for the invoice, including the customer’s name, amount, product/service, etc.
Click Save Template.

For additional details on recurring transactions in existing invoices, you can check this article as your guideline: Creating recurring transactions in QuickBooks Online.

If you need further assistance, feel free to reach out to us.

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FateCandylaneT · ‎July 12, 2025

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:

Enter a detail from the Template name.
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.
Then, activate any of the Template options.
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.

selfdirectedirasolutions · ‎July 13, 2025

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

Dandie_A · ‎July 13, 2025

Yes, selfdirect. By manually sending it today first, then create the recurring template for future invoices starting the following year.

QuickBooks Online doesn’t automatically allow recurring transactions to start and send on the same day due to how scheduling works in the system.

Once today’s invoice has been sent, follow these steps to create a recurring transaction template for yearly invoices:

Click the Gear Icon at the top right corner.
Select Recurring Transactions under the Lists section.
Click the New button to create a new template.
Set the following:
- Transaction Type: Invoice
- Recurring Type: Scheduled
- Interval: Yearly
- Start Date: Tomorrow's date (the start date must be a day in the future, since QuickBooks does not allow same-day schedules).
- End Date: Leave blank if the invoice should continue indefinitely.
Add all the necessary details for the invoice, including the customer’s name, amount, product/service, etc.
Click Save Template.

For additional details on recurring transactions in existing invoices, you can check this article as your guideline: Creating recurring transactions in QuickBooks Online.

If you need further assistance, feel free to reach out to us.

selfdirectedirasolutions · ‎July 13, 2025

THANK YOU !! both

ClaireSamanthaS · ‎July 13, 2025

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.

As always, feel free to visit our Community Forum for any additional questions or concerns. You can click the reply button below, and we will respond to provide further assistance. Take care!

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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