Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How can I to make a recurring invoice?

How to make a recurring invoice?
1 Comment
QuickBooks Team

How can I to make a recurring invoice?

I've got the steps that you need to make a recurring invoice, @astritahmetaj.

 

It's now easier to invoice your regular customer using the recurring invoice feature in QuickBooks Online. All you have to do is to set a recurring template. 

 

Here's how:

  1. Press on + New.
  2. Under Customers, select on 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 at the bottom. 

Once done, let's go ahead and customize your template:

  1. Enter a template name.
  2. From the Type drop-down, choose Scheduled.
  3. On the Options section, mark Automatically send emails.
  4. Set the interval.
  5. 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.
  6. Change the End date, unless you want this transaction to recur for an unlimited time.
  7. Select Save template

Your template is now ready to use. To give you more tips in managing recurring transactions in QBO, you can check out this article: How to create a recurring invoice and manage recurring transactions.

 

Lastly, I recommend visiting this reference which provides insights about anything that you need to know when scheduling a recurring invoice: How to schedule recurring invoices.

 

Keep me posted if you have any other questions. I'm always ready to help. Take care!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us