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Kalee Guzzo
Level 1

Recurring Invoices for Customers

Am I able to set up a recurring monthly invoice for all of my customers?  

Let's say I have a customer, John Smith, who owes me $1050, but him and I have worked out a deal that he will pay me $30/ month until that $1050 is paid off.  Is there a section to enter dates for recurring invoices to the customer?  John Smith has to pay $30/ month starting on July 1, 2020 through June 30, 2023.  Or something to that effect.

 

 

1 Comment 1
Candice C
QuickBooks Team

Recurring Invoices for Customers

Good Afternoon, @Kalee Guzzo

 

It's great to see you back in the Community. Yes, you can set up a recurring invoice for all of your customers. You can also enter how often and the next date for the recurring invoice. Here's how: 

 

  1. Go to the Customers menu. 
  2. Pick Create Invoices
  3. Enter all the information needed and press Memorize at the top of the invoice screen under "Create a Copy." 
  4. Give it a name and select one of the four options. (Add to my Reminders ListDo Not Remind MeAutomate Transaction Entry, or Add to Group)
  5. Fill in the required information. 
  6. When you're done, press OK

 

Learn more in-depth details about memorized transactions through this link. Here's an extra article that may come in handy in the future: Recurring payments

 

Should you need any further information, just let me know. Have a splendid day!

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