Batch Recurring Invoices

Blueishmango · ‎August 25, 2022

I have a huge customer list that is going to be all the same invoices, and they need to be recurring. Is there a way to do it in a batch, so I don't have to make a recurring invoice for every one of the customers?

MaryLandT · ‎August 25, 2022

Hi there, Blueishmango.

At this moment, you need to make a recurring invoice for each customer. You can use the Duplicate function so you won't have to enter all details again.

Let me show you how.

Go to Settings ⚙.
Select Recurring transactions.
Choose the template, then in the Action column ▼ drop-down menu select Duplicate.
All settings except the title will be in the duplicate copy.

I'm adding this article in case you have other things to do with the recurring invoice: Learn how to create templates for recurring transactions in QuickBooks Online.

Make sure to set the timing for your recurring transaction templates. That way, you have the visibility into future cash flow as well as the ability to send reminders to clients before the transaction date. Please browse this article to explain more about the feature and show you how to set it up: Schedule recurring transactions created with a template.

You can get back to me if you have additional questions about recurring invoices. Just leave a comment below and I'll get back to you.