Convert recurring invoices to recurring payments in QuickBooks Online

Learn how to convert recurring invoices to recurring payments in QuickBooks Online.

Schedule and automatically collect payments from your customers in QuickBooks Online with QuickBooks Payments. Convert your recurring invoices into recurring payments, auto-populate payment forms, and request your customer’s consent on these payments. Here’s how.

Convert a recurring invoice to a recurring payment

1. Sign in to QuickBooks, then go to Sales. 
2. Select Customers, then select Recurring transactions.
3. Select Convert to recurring payment.
   Note: A new recurring payment form opens, pre-filled with your customer’s details.
4. Check the info, then select Review and send.
5. Enter a message for your customer, then select Send recurring payment.

Note: These fields from recurring invoices may not be supported by recurring payments:

• Custom Fields
• Dimensions
• Classes
• Locations
• Attachments
• Notes
• Memo on Statement
• Print Later
• Unbilled charges
• Create X days in advance

Save and send a consent request

• Once you save a recurring payment, QuickBooks sends a consent request to your customer.
• If your customer doesn't agree to the recurring payment before the request expires, your original recurring invoice remains active, and the recurring payment request expires. Your customer has until the next invoice generation date to agree to the recurring payment request.
• If the customer agrees, QuickBooks pauses the recurring invoice, and the recurring payment takes over. We then create an invoice and match it with the payment received.

Learn about recurring payments in QuickBooks Online.