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JGTCGZ
Level 1
posted
‎April 15, 2021 07:13 AM
last updated ‎April 15, 2021 7:13 AM

Recurring Invoices Multiple Years

Is there anyway to schedule recurring invoices beyond annual? We sell Cisco Meraki with 3 year licenses and need to create recurring invoices for 3 year licenses. Is this possible?

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2 Comments 2
MaryLandT
Moderator
Moderator
‎April 15, 2021 11:51 AM

Recurring Invoices Multiple Years

I'm here to help schedule recurring invoices beyond annual, JGTCGZ.

 

The highest interval you can set is yearly. But, you have the option to enter an advance date in the Start date column. 

 

Another schedule you can create is to set up multiple recurring templates. For example:

  • First template: Yearly, Start date 2024, End After 1 occurrences.
  • Second template: Yearly, Start date 2027, End After 1 occurrences.

Here are the steps on how to create them in QuickBooks:

 

  1. From the Gear icon, pick Recurring Transactions.
  2. Tap the New button and select Invoice for the Transaction Type.
  3. Hit OK and enter all the recurring details.
  4. Press Save template when done.


To learn more about creating scheduled transactions, see this article: Schedule recurring transactions created with a template.

 

Stay in touch with me if you have other concerns with recurring transactions. Just click the Reply button below, and add more comments about this. I'm always around to help you.

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Fiat Lux - ASIA
Level 15
‎April 15, 2021 11:48 PM

Recurring Invoices Multiple Years

@JGTCGZ 

You may have a membership management app to integrate with your QBO as another option.

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