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koblabusiness90
Level 1

I am struggling to set my invoices to recurring its rental invoices l. I can't find settings and scheduling on my profile when I select the invoice.

 
1 Comment 1
ArnoldJohn_C
QuickBooks Team

I am struggling to set my invoices to recurring its rental invoices l. I can't find settings and scheduling on my profile when I select the invoice.

Welcome to the Community, @koblabusiness90. I understand that navigating to certain settings can sometimes feel a bit tricky, but I'm here to make it easier for you.


You can simply make your invoice recurring by clicking the Make Recurring button at the bottom of the invoice page when you open it.

Once clicked, a panel will appear on the right side where you can see the Recurring settings. This is where you'll set the Template name, Interval, Start date, whether to automatically send the invoice to your customer, as well as other recurring settings controls.


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Alternatively, you can create a recurring invoice template from scratch by going to the Gear icon, choosing Recurring Transactions under the Lists column, and then clicking the New button. Select Invoice as the Transaction type and click OK to proceed. From there, you can fill in all the invoice details and set up your scheduling preferences.

 

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Additionally, you can view these step-by-step instructions on how to create recurring invoices and other transactions: Create recurring invoices and other transactions in QuickBooks Online.


If any part of the recurring invoice setup feels unclear, just let us know, and our team will guide you through each step.