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Replying to:
JuliaMikkaelaQ
QuickBooks Team

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Yes, it's possible, Erika. I'm here to guide you on how to set up a single use recurring invoice transaction.

 

In QuickBooks Online, you can create a future-dated invoice to automatically send it on a specific date and at a single time only. Before doing so, please note that the intervals won't be removed as this is a default in the program. However, you can disregard this section and add an End date or the number of occurrences on the template so this will send only once. Here are the steps to set it up:

 

  1. Go to the Gear icon, then select Recurring Transactions.
  2. Click the New button, then select Invoice as the Transaction type, then OK.
  3. Enter the template name, then select Scheduled for the Type. You can also create it in advance.
  4. Add other necessary information about the invoice, then in the Options section, select Automatically Send Emails.
  5. Enter the Start date in the field, then select By or After as the end date. If you choose the By option, enter the specific end date. If you select the After option, enter the number of occurrences.
  6. Click Save template.

 

Furthermore, you may record the invoice payments once you receive them from your customer to mark the existing invoices paid and make your accounts accurate.

 

You're always welcome to comment back if you have additional questions about recurring invoices. We'll be here 24/7 to assist. Take care and have a great day!

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