Create a recurring invoice

Create a recurring invoice to generate invoices automatically on a schedule. Open Menu > Receivables > Invoicing, and then select the Recurring Invoices tab.

Before you begin

You need at least one product item or service item to include on the generated invoices. Decide the schedule frequency and first invoice date. You can create the customer from the recurring invoice form.

To create a recurring invoice

1. Open Menu > Receivables > Invoicing, and then select the Recurring Invoices tab.
2. Select Create recurring invoice.
3. Enter a template name and select the frequency, start date, and, if applicable, end date.
4. Select Create invoices as draft if generated invoices should remain drafts.
5. Select an existing customer in the Customer field. To create a customer without leaving the recurring invoice, select Create new customer and complete the customer drawer. Enter the remaining invoice information.
6. Add the items and review discounts, addresses, and shipping details as needed.
7. Select Submit.

QuickStart uses the next scheduled date to determine when to create the next invoice.