Hi there, Katherine. To make your recurring charges into invoices, you'll need create a recurring invoices and ensure the accounts associated are accurate. I'm here to help you with the process.
Setting up a recurring invoice template in QuickBooks can greatly optimize your billing process. This feature is beneficial for businesses that maintains a regular billing cycle with their customers. To get started, please follow the steps I'll share below:
Go to the Gear icon, then Recurring Transactions.
Navigate to the New, then select Invoice from the Transaction type dropdown. Once done, click OK.
Select your customer. After that, the Recurring settings window will show.
Add the necessary details. Ensure that the information provided is accurate.
Once everything is completed, click the Recurring settings.
On the Product or service field, please add their recurring item.
Should you require further assistance or have any more questions about setting up your recurring charges in QuickBooks, feel free to tag me in the comments, Katherine. I’m here to support you every step of the way.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.