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Intuit
35 helpful votes

How to create a recurring invoice and manage recurring transactions

Do you have customers you invoice regularly? Consider creating a recurring invoice instead of a recurring sales receipt. This gives your customers the flexibility to choose when and how much to pay.

Create a recurring invoice

  1. Select the Create ⨁ icon.
  2. Under Customers, select Invoice.
  3. Fill out the form with information you want to appear in every instance of the invoice.
  4. Under Payment Options, choose the types of payments that you accept.
  5. Select Make recurring.
  6. Customise the Recurring Invoice:
    • Enter a template name.
    • From the Type drop-down, choose Scheduled.
    • On the Options section, mark Automatically send emails.
    • Set the interval.
    • Set the Start date to at least one day in the future. Scheduled recurring transactions are automatically created during the first half of the day. Choosing a day in the future ensures that the first instance will be created on the day you've selected.
    • Change the End date, unless you want this transaction to recur for an unlimited time.
    • Select Save template.

 

 If you want to create the transaction ... then ...
 Every other week Select Weekly, then every two weeks.
 Twice a month Create two scheduled Monthly transactions: one for the first transaction per month and one for the second transaction.
 Quarterly Select Monthly, then every three months.
 Semiannually Select Monthly, then every six months.

Manage recurring transactions

Here's how to manage recurring transactions:

  1. Select the Settings ⚙ icon.
  2. Under Lists, select Recurring Transactions.
  3. Choose the recurring invoice you want to manage.

Now you know how to recreate a recurring invoice and manage recurring transactions.

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