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:
- Start an invoice or find an existing one and open it.
- Fill in or complete the details that you want to include on each instance of the invoice.
- Under Online Payment, select the types of payment you'll accept.
- Enter the invoice details. Make sure to include the customer's email address.
- Click
Make recurring at the bottom of the form.
- Change the template name so it's a unique name and make sure the Type is set to Scheduled.
- Select Automatically send emails.
- 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" |
- 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.
- Change the End date setting unless you want this transaction to recur for an unlimited time.
- Click Save template.
See also
QuickBooks Payments overview