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Replying to:
MarkAngeloG
QuickBooks Team

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Hello there, Kate.

 

I'm here to guide you on making a recurring invoice template that you can use for multiple invoice transactions with different info every time you use it.

 

Here's how:

 

  1. Go to the Gear icon and select All lists.
  2. Select Recurring Transactions.
  3. Click New and choose Invoice as the transaction type.
  4. Enter the necessary info template to your recurring invoice.
  5. Once everything is set, click Save Template.

 

Here's how to use this recurring invoice template manually:

 

  1. Go to the Gear icon and select All lists.
  2. Select Recurring Transactions.
  3. Find the recurring transaction template. Under the Action column, click the drop-down button and select Use.
  4. Complete the required information and hit Save.

 

If you want to create multiple customized invoice templates, check out this article to learn how: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have further questions about setting up multiple invoice templates for the DBA of your company. I'm always here to assist you.

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