Create recurring invoices and other transactions in QuickBooks Online

In QuickBooks Online, you can create templates for recurring invoices, estimates, and other ‌transactions like recurring expenses. You can’t create recurring bill payments or time activities.

Note: Automate credit card payments with a recurring sales receipt, schedule recurring payments to automatically charge your clients, or help your clients set up autopay for recurring invoices.

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Schedule invoices ahead of time and manage all your payments in one place with QuickBooks Payments.

Prerequisites

These instructions apply to the new QuickBooks Online experience.

Create a new recurring transaction from scratch

Here's how you can create a new recurring transaction from scratch.

Follow this link to complete the steps in product

1. Select New.
2. Select the type of transaction to create, and then select OK.
3. Enter a Template name.
4. Select a Type: Scheduled, Reminder, or Unscheduled.
   1. Scheduled transactions other than invoices can be sent automatically without any changes. Examples include rent payments, loan payments, and depreciation.
   2. Reminders are created at regular times, but you need to edit and send them yourself. An example is a utility bill that changes each month.
   3. Unscheduled transactions need to be created and sent each time. Use this to copy a transaction when needed on a case-by-case basis. 
5. For Scheduled and Reminder templates, under Interval, decide how often the transaction will recur.
6. Decide whether to include unbilled charges, automatically send emails, and mark these transactions to print later.
7. For scheduled or reminder transactions with Merchant Services, choose how your customer can pay you online in the Online Payment section.
8. Fill out the transaction details and select Save template.

Note: We save each recurring transaction invoice as a draft. You need to review and finalize them yourself.

Make an existing transaction recur

When you create or edit an invoice, receipt, bank deposit, credit memo, or credit statement, you can make it recurring.

• To make an invoice recur, select Manage ⚙, then select Scheduling. Turn on Make invoice recurring and fill out the details, then select Save template.
• To make a receipt, bank deposit, credit memo, or credit statement recur, select Make recurring.

Note: You can’t turn an existing estimate into a recurring estimate. Create a new recurring estimate from scratch, as described above.

Related links

• Edit a recurring template in QuickBooks Online
• Set up a recurring sales receipt in QuickBooks Online
• Recurring Payments Overview
• Set up Autopay for recurring invoices in QuickBooks Online