Convert recurring invoices to recurring payments in QuickBooks Online

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

Schedule and collect payments from your customers with QuickBooks Online. You can convert your recurring invoices into recurring payments, auto-populate payment forms and request for 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 will open, 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 form 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, a consent request is automatically sent to your customer.
• If the customer doesn't consent to the recurring payment before the request expires, your original Recurring Invoice will remain active, and the Recurring Payment request will expire. The customer has until the next invoice generation date to consent to the Recurring Payment request.
• If the customer consents, the Recurring Invoice will be paused, and the Recurring Payment will take over. This means an invoice will be automatically generated and matched with the payment received, ensuring a smooth and efficient billing process.

Learn about Recurring Payments in QuickBooks Online.