Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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?
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.
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here