Make an invoice or other transaction recurring

You can start from a new or existing transaction and make a recurring template from it.

To make a recurring transaction:

  1. If you are starting from an existing transaction, find it first.
  2. Fill in or edit the data that you want to include in each occurrence of the transaction.
  3. At the bottom of the page, click Make recurring.
  4. Enter a template name.
  5. Choose a template type.
  6. If you're creating a scheduled or reminder type of recurring template, select the interval for the transactions to be created. For example:
    TO SEND...USE THIS INTERVAL
    Every other weekSelect Weekly, and enter every 2 weeks.
    Twice a monthCreate two scheduled Monthly transactions: one for the first transaction per month, and one for the second.
    QuarterlySelect Monthly, and enter every 3 months.
    Semi-annually

    Select Monthly, and enter every 6 months.

    What time of day will the transaction be created?

  7. If you're creating a scheduled type of recurring template and you want to create the transaction in advance, enter the days in advance to create.
  8. For a reminder type of template, enter the number of days before the due date that you want to receive a reminder on your home page.
  9. If you are making an invoice recurring, you can specify that it include unbilled charges. What are unbilled charges?
  10. From the Recurring Template dialog box, click Save.
  11. Choose whether to keep working on this transaction (which doesn't affect the template you just saved), or go to the Recurring Transactions.

    12. Power Tip: To create another template that is only slightly different from the one you just created, it saves time to click Keep working on this transaction. Then when you are finished making changes for the new template, you can just click Make Recurring again.

    After you have saved the last template in the series, click Go to Recurring Transactions where you can see all the templates you created.

See also

Edit or reschedule a recurring template

Create a recurring template from scratch

Create a recurring invoice to accept payments online

Create a recurring sales receipt to automatically process credit card payments