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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:
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.
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