Set up a recurring invoice for all or several customers when you need to charge them the same thing, at the same time. For instance, if all of a business's customers have to pay an annual fee at the same time.

QuickBooks Online doesn't allow you to create a recurring transaction that applies to all your customers. However, you can use an unscheduled invoice template to create one recurring, unscheduled transaction and use it over and over again, preventing you from having to enter the same information each time.

Note: This feature is only available in QuickBooks Online Essentials and Plus.

Set up the unscheduled invoice template

  1. Select the Gear icon at the top.
  2. Under Lists, select Recurring Transactions.
  3. At the top right, select New.
  4. From the Transaction Type drop-down, choose Invoice.
  5. Enter a Template name.
  6. From the Type drop-down, choose Unscheduled.
  7. From the Customer drop-down, choose Add new. Create a generic customer name.
  8. Enter the detailed information that would be the same for each customer.
  9. Select Save Template.

Apply the unscheduled invoice template to each customer when it's time to charge your customers

  1. Select the Gear icon at the top.
  2. Under Lists, select Recurring Transactions.
  3. Select the appropriate template
  4. In the Action column, select the drop-down, then choose Use.
  5. Replace the generic customer name with the desired customer name, then select Save.
  6. Repeat the steps above for each customer.
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