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How to change from monthly sales invoicing to annual sales invoicing to the customers?

 
1 Comment
QuickBooks Team

How to change from monthly sales invoicing to annual sales invoicing to the customers?

I can guide you on how to change it, brett22.

 

You can open your recurring invoice template and then set the frequency in the Interval section from monthly to yearly. Here's how:
 

  1. Click the Gear icon.

  2. Choose Recurring transactions.

  3. From the Action column, select the Edit link for the template you want to modify.
  4. Edit the template name, type, and the customer or payee name as needed.
  5. In the Interval section, select Yearly from the drop-down menu and then choose the appropriate month and date.
  6. When you're done, click Save template.

To know more about this process, you can read this guide: Edit a recurring template.

 

With QuickBooks Online, you can also personalize the appearance of the invoices so your customer will recognize your business brand.

 

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