Create a recurring invoice to accept payments online

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If you want to bill a customer on a regular basis and give them the choice of when and how much to pay, you can set up a recurring invoice instead of a recurring sales receipt.

To set up the recurring invoice:

  1. Start an invoice or find an existing one and open it.
  2. Fill in or complete the details that you want to include on each instance of the invoice.
  3. Under Online Payment, select the types of payment you'll accept.
  4. Enter the invoice details. Make sure to include the customer's email address.
  5. Click Make recurring at the bottom of the form.
  6. Change the template name so it's a unique name and make sure the Type is set to Scheduled.
  7. Select Automatically send emails.
  8. Select the Interval for how often the transaction will be created. For example:

    To repeat...

    Use

    Every other week

    Select Weekly and enter "every 2 weeks"

    Twice a month

    Create two scheduled Monthly transactions: one for the first transaction per month, and one for the second

    Quarterly

    Select Monthly and enter "every 3 months"

    Semiannually

    Select Monthly and enter "every 6 months"

  9. Set the Start date to at least one day in the future. Scheduled recurring transactions are automatically created during the first half of the day, so choosing a day in the future ensures that the first instance will be created on the day you've selected.
  10. Change the End date setting unless you want this transaction to recur for an unlimited time.
  11. Click Save template.

See also

QuickBooks Payments overview