cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit
2 helpful votes

How to set up a recurring invoice for customers

You can set up a recurring invoice if you have customers you charge the same thing at the same time in QuickBooks Online Essentials, and Plus. You can use an unscheduled invoice template to create one recurring, unscheduled transaction to use repeatedly.

Note: If you’re using Simple Start, you can upgrade your QuickBooks plan once you're ready to start setting up recurring invoices.

Set up the unscheduled invoice template

Here's how to set up the unscheduled invoice template:

  1. Go to Settings ⚙️.
  2. Under Lists, select Recurring Transactions.
  3. Under the Toolbar select New.
  4. From the Transaction Type drop-down, choose Invoice, then select OK.
  5. Enter a Template name.
  6. From the Type drop-down, choose Unscheduled.
  7. From the Customer drop-down, choose Add new. Create a generic customer name.
  8. Enter the detailed information that would be the same for each customer.
  9. Select Save Template.

Use the unscheduled invoice template

Once you set up the unscheduled invoice template, you can follow these steps to use it:

  1. Go to Settings ⚙️.
  2. Under Lists, select Recurring Transactions.
  3. In the Action column, select the drop-down, then choose Use
  4. Replace the generic customer name with the desired customer name, then select Save.

Was this helpful?

You must sign in to vote, reply, or post