QuickBooks for Salesforce/Features/Recurring invoicing
Recurring invoiceson a schedule you set once
Save an invoice as a template with a schedule. On each date the invoice is created in QuickBooks Online, saved or emailed, and it can be charged to the customer's saved card or bank account.
Create Recurring Invoice on an opportunity: a monthly template with automatic card payments. Redrawn from the package, fictional data.
Set it up onceand each invoice follows
A recurring invoice is a template on the record. It has the customer, the lines and the terms of a normal invoice, plus a schedule and what to do on each date.
- 1
Open Create Recurring Invoice
The invoice builder opens in Recurring mode. Name the template, pick the QuickBooks customer and add the lines.
- 2
Choose the pattern
Daily, weekly on a weekday, monthly on a day or a weekday of the month, or yearly on a date.
- 3
Set the start and the end
Start on any date. End never, on a date, or after a number of invoices.
- 4
Pick the invoice action
Save puts each invoice in QuickBooks. Save and Send also emails it to the customer.
- 5
Charge it, if you like
Process payments automatically charges a saved card or bank account each time an invoice is created.
- 6
A daily job does the rest
QuickBooksRecurringSchedulerBatchJust after midnight it creates the day's invoices from their templates and sends them to QuickBooks.
The template and its invoicesall on the record
Templates sit in the record's invoice list with a repeat icon. Expand one to see its schedule.
The schedule in words
Like Repeats every month on 1, with the start, the end, and the invoice outcome.
What happened and what's next
Previous and next send dates, past occurrences, and how many days until the next invoice.
Real invoices
Each invoice it creates is a normal invoice in QuickBooks and Salesforce, linked to its template, with its own status, reminders, PDF and payments.
Due dates from terms
Each invoice is due the template's terms after the day it's created.
Amount per invoice
The template shows what each invoice will be, with its lines, discount, tax and shipping.
Who can create them
Create Recurring Invoice shows for people with the recurring invoice permission set.
Payment processing
Where the saved cards come from
Cards and bank accounts are saved when a customer pays through Receive Payment, or added from the recurring invoice form.
Read more →
Invoicing
The invoice builder
The same builder makes one-time invoices: customer, lines, terms, payments switches, Save or Save and Send.
Read more →
Pricing
$7,290
per year, Tally Scale
Recurring invoicing and payment processing come with Tally Scale, installed free.
In Tally Scale
- Everything in Tally GrowthIncluded
- Unified payment processingIncluded
- Recurring invoicingIncluded
- Create refundsIncluded
- Create billsIncluded
- Track timeIncluded