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MaryAnn_E
QuickBooks Team

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Let me share this insight on how to draft invoice @Capermartin,

 

Aside from creating an estimate, you can also consider creating a recurring transaction to set the invoice as a draft. Let me show you how.


To create a recurring invoice, here's how:

 

  1. Go to the Create ⨁ icon.
  2. Choose Invoice under Customers.
  3. Enter the necessary information.
  4. At the bottom, click the Make recurring option.
  5. Then modify the Recurring Invoice.
  6. In the Recurring invoice page, choose Unscheduled from Type drop-down arrow.
  7. Hit the Save template.

To manage the recurring transactions, here’s how:

 

  1. Go to the Gear ⚙ icon.
  2. Choose Recurring Transactions under the List section.
  3. Locate the created recurring invoice you want to manage.

 

Also, adding this article if you wanted to customize and make designs to your invoices: Customize your invoice emails.

 

If you have other questions, feel free to reply to the comment section below. We're always here to help.