Reocurring Invoice

Forum|Forum|6 years ago
August 27, 2019
1 reply
2 views

How do you set up a reocurring invoice in QB Desktop Premier for monthly or quarterly services?

QuickBooks Desktop

JamesM

Level 5

Hi there,

Thanks for reaching out in the Community. I'll be happy to assist you with creating a reocurring invoice in QuickBooks.

Once you've created your invoice, you'll need to set up the reocurring invoice from the File menu > Edit > Memorize invoice and set up your Preferences. Here's a screenshot for reference:

Let me know if you need further assistance with this. Otherwise, that's how you set up recurring invoices in QB. Let me know if you have questions. I'll be on standby.

IvanSk

Hi,
Can you please explain more about where I can find the file menu?

Nick K

Hi IvanSk.

I'd be happy to help clarify what my colleague meant when they said file menu. When you open up an invoice you'll see some icons for New, Save, Delete, Etc. It'll look like this:

From here you need to select the memorize option and a new pop up will show. Just fill in the information you want such as how often, next invoice date and what kind of reminder you want for it. Once done it'll save your invoice and either notify you or create it for you automatically. All you'll need to do is email or print the invoice out if you provide a copy to the client.

If you have any questions let us know and we'd be happy to help.

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