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accounts639
Level 1

Is there an easier faster way to do recurring invoices for +/- 600 clients .As to do them one at a time -

we have to make all our clients (+/- 600) invoicing recurring whit in the next 2 days. Is there a faster easier way to do it than doing it one at a time?

1 Comment 1
JeraldR
QuickBooks Team

Is there an easier faster way to do recurring invoices for +/- 600 clients .As to do them one at a time -

Hello, @accounts639.

 

Currently, there is no feature that allows you to make your 600 existing invoices recurring all at once. The only thing we have to do is manually convert your current invoices into templates.

 

Here's how:

 

  1. Open an existing invoice for one of your clients. 
  2. At the bottom of the screen, click Make recurring
  3. Fill in the Recurring settings with details, such as the Interval or specifying whether the Type is Scheduled, Reminder, or Unscheduled.
  4. Click Save template.

 

You will need to repeat this process for each of your 600 clients. Once saved, you can view and manage all of the in place by clicking the Gear icon and selecting Recurring transactions in the top right of your screen.

 

It's completely fine to have follow-up questions. We're here to help.