cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
katherinevaught
Level 1

how to get the recurring charges to post as an invoice onto the customer's account?

 
1 Comment 1
SheandL
QuickBooks Team

how to get the recurring charges to post as an invoice onto the customer's account?

Hi there, Katherine. To make your recurring charges into invoices, you'll need create a recurring invoices and ensure the accounts associated are accurate. I'm here to help you with the process.

 

Setting up a recurring invoice template in QuickBooks can greatly optimize your billing process. This feature is beneficial for businesses that maintains a regular billing cycle with their customers. To get started, please follow the steps I'll share below:

 

  1. Go to the Gear icon, then Recurring Transactions.
  2. Navigate to the New, then select Invoice from the Transaction type dropdown. Once done, click OK.
  3. Select your customer. After that, the Recurring settings window will show.
  4. Add the necessary details. Ensure that the information provided is accurate.
  5. Once everything is completed, click the Recurring settings.
  6. On the Product or service field, please add their recurring item.
  7. After that, please Save template.

 

Sample.png

 

 

For more detailed guidance, you may refer to the following article: Create recurring transactions in QuickBooks Online.

 

If you want to set up an autopay for your recurring sales receipts in QuickBooks, here's an article you can check out: Set up a recurring sales receipt in QuickBooks Online.

 

Should you require further assistance or have any more questions about setting up your recurring charges in QuickBooks, feel free to tag me in the comments, Katherine. I’m here to support you every step of the way.