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Replying to:
Maybelle_S
QuickBooks Team

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Glad to have you here in the Community, @GreggP.

 

I'm here to help you be able to create a recurring template of the invoice.

 

You have the option to create an individual recurring invoice for each customer.

 

A scheduled recurring invoice will allow you to include the customer name, products or services, and their respective amounts.

 

Let me show you how:

 

1. Go to the Gear icon, and select Recurring transactions.

2. On the Recurring Transactions page, click New.

3. Click the Transaction Type drop-down arrow, and then choose Invoice.

4. Hit OK.

5. Enter the template name.

6. Under Type drop-down, choose Scheduled.

7. Select your customer.

8. Click the Interval drop-down arrow, enter information based on your preferences.

9. Under Item details, select the products or services and their amounts.

10. Click Save template.
invoice.PNG

 

Also, here's an article you can read on for more information about recurring transactions: Create Templates for Recurring Transactions.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day and stay safe.

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