How to schedule recurring invoices in QuickBooks Online

Automatically cc yourself

As a safeguard, set QuickBooks Online to automatically email you a copy of all sent invoices:

• Select Gear > Account & Settings.
• Select Sales > Messages > Email me a copy.

Confirm the invoices were created

Okay, now it’s Monday. Last Friday’s pastries were delivered and ravenously consumed.

How do you confirm the invoices were created? Here are a few ways.

Check your inbox

If you automatically cc’ed yourself, you should have received a copy of every invoice that was sent.

View your list of recurring transactions 

• From the left navbar, select Reports.
• Click the “Find Report by Name” drop down
• Select or search for “Recurring Template List” Report

View the customer page and invoice

• Select Customers from the left navbar.
• Click the customer with the recurring invoice. You’ll see Open (Sent) in the Status column.
• Click the invoice. You’ll see a Last Delivery timestamp.

Get paid automatically

When your customers want to pay you quickly and easily, they can set up Autopay on recurring invoices. The fees for Autopay are the same as for any payments made through QuickBooks Payments. To enable Autopay, you’ll need a QuickBooks Payments account. 

Notes

• You can also turn an invoice into a recurring invoice by selecting “Make Recurring” at the bottom of the invoice.
• Want to try recurring transactions using sample data? Check out the QuickBooks test drive.