Hi there, StateofMind.
Thank you for visiting the QuickBooks Community. I'll share steps to ensure you'll be able to create an invoice and set up monthly recurring payments in QuickBooks Online.
To start recording an invoice for your customer in the QBO system, you'll have to go to the + New button and choose the Invoice option from there.
Here's how:
- Click the + New button.
- Choose Invoice.
- From the Customer dropdown, select a customer. Make sure all of their info is correct, especially their email address.
- From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
- Enter a quantity, rate, and select the Tax checkbox if you need to charge sales tax.
- Fill in the other necessary fields.
- Click Save and close.
Once done, I reccomend creating a recurring sales receipt in QuickBooks so you can set up monthly recurring payments to automatically charge a customer at a given interval. Please follow the steps below.
- Go to Gear icon ⚙ and select Recurring transactions.
- Choose the New button.
- Select the Transaction Type dropdown menu and select Sales Receipt. Then, OK.
- Enter a template name. This won’t appear on the transaction.
- From the Type dropdown menu, select Scheduled.
- Select the customer's name from the Customer dropdown menu. Then, verify the email. You can select Automatically send emails to send notifications to your customer when you process their payment.
- Set the interval. If you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.
- Enter the start date and when it should end. Then, choose the Payment method dropdown and select Credit card type or Check.
- Click Save template.
After that, you can also customize your template to personalize and add specific info to your sales forms.
Lastly, you may open this article to see various details on how the Sales page gives you a great at-a-glance view of the status of sales transactions: View sales transactions.
If there's anything else I can help with about invoice details, feel free to post down below. Thanks for your time and have a nice day!
