Convert recurring invoices to recurring payments

Go to All apps , then Accounting, then Recurring transactions (Take me there).

Select Convert to recurring payment.
Note: A new recurring payment form opens, pre-filled with your customer’s details.

Check the info, then select Review and send.

Enter a message for your customer, then select Send recurring payment.

Custom Fields

Dimensions

Classes

Locations

Attachments

Notes

Memo on Statement

Print Later

Unbilled charges

Create X days in advance

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.