How to schedule recurring invoices

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Need to send out invoices on a regular basis? QuickBooks makes it easy to set them up automatically. Just schedule recurring invoices!

Example

Let’s say you have two customers, and you provide breakfast pastries for their offices every Friday. It’s always the same order, on the same day. You want to automatically email your customers an invoice every Monday for $200.

Create a recurring invoice

QuickBooks recurring transaction form

  • Select Gear > Recurring Transactions > New.
  • For Transaction Type, select Invoice and then click OK.
  • For Type, select 01 Scheduled.
  • Select 02 Automatically send emails.
  • Complete the rest of the form and then click 03 Save template.

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