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candsbattery
Level 1

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

I need to send invoices for a rental battery each month. Is there an easy way to do this without re doing the invoice every month? I only need to change the date of the rental period and date of invoice.
6 Comments 6
Fiat Lux - ASIA
Level 15

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

Are you run a rental equipment business? Consider having a renal management app to integrate with your QBO account.

Kiala_S
QuickBooks Team

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

Good morning, @candsbattery! Thank you for reaching out to the Community about your invoices. You can set up recurring invoices in your account. Here's how:

  1. Select + New.
  2. Under Customers, select Invoice.
  3. When that window opens, along the bottom, click on "Make Recurring".
  4. Enter a template name.
  5. From the Type drop-down, choose Scheduled, Unscheduled, or Reminder.
  6. If you would like them to be sent out for you, choose Automatically send emails.
  7. Fill in other invoice information and Save.

Here's the full article for you to look over: How to create a recurring invoice and manage recurring transactions.

 

Feel free to reach out to me through this post for any additional questions. I'm happy to help!

BrianBeers
Level 1

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

The "make recurring" option does not appear in this context.

Joesem M
Moderator

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

Thanks for joining this thread, @BrianBeers.

 

Currently, the Make Recurring feature is only available in EssentialsPlus, and Advanced versions of QuickBooks Online (QBO). In case you're using QuickBooks Simple Start, you can upgrade your subscription so you can start creating a recurring invoice.

 

Here's how to upgrade subscription:

 

  1. Click the Gear icon on the top menu.
  2. Select Account & Settings.
  3. Go to the Billing & Subscription tab.
  4. Then, from the QuickBooks section, select Upgrade your plan.
  5. Click Choose plan for the product you want. 
  6. Click Continue.
  7. If prompted, enter your payment information.
  8. Confirm the upgrade and your new billing, then choose Confirm Upgrade.

 

I've included these helpful articles for the detailed steps in upgrading your subscription, as well as the pricing and subscription levels for QBO: 

 

 

However, if you're using the supported version and this option isn't available, I'd suggest opening your QBO account using a private window to check if this is a browser issue.

 

Depending on your browser, here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If it works fine, using incognito, you can go back to your regular browser and clear the cache. This will clear the stored data on your platform that may cause some issues in using QuickBooks.

 

You can also use a different browser if the issue persists.

 

Additionally, you can read through these links to learn more about creating recurring transactions:

 

 

If there's anything else I can do for you, please let me know. I'll be around to help you. Take good care!

PassivePrincess
Level 1

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

I have the same question, but for a rental property.  The problem with the recurring invoice is that it does not change the service date or desciption.

Archie_B
QuickBooks Team

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

Thank you for responding to this thread, PassivePrincess.

 

You can make an invoice template for your recurring transaction. This way, you can set up the scheduled date interval and email it automatically to your customer.

 

Here's how:

 

  1. Go to the Gear ⚙️icon, then choose Recurring Transactions.
  2. Select New.
  3. From the Transaction Type ▼ dropdown, select Invoice.
  4. Click on OK.
  5. Enter a template name, and make sure to select Scheduled from the Type ▼ dropdown.
  6. Put all necessary information.
  7. Set up the Interval for the scheduled date based on when you usually create the invoice (Daily, Weekly, Monthly, Yearly).
  8. Once done, click on Save template.

 

You can also check out this article on how to customize sales transactions in QuickBooks Online

 

Let me know if you still have questions and clarifications about recurring invoices. I'm always here to help. Keep safe!

 

 

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