How do you create a recurring transaction (invoice or estimate) for a monthly client?

• A. Create the transaction, choose Recurring Template, configure schedule, target customer, and items; save.
• B. Create a one-time transaction and set a reminder.
• C. Use the Memorized Report feature.
• D. Set up a bank rule to auto-issue.

Answer: (A)

The idea is to automate monthly billing by turning a prepared invoice (or estimate) into a recurring template and scheduling it. Start with the actual transaction, then choose Recurring Template, set the schedule to monthly, specify the target customer and the items so the same details appear each cycle, and save. From there, QuickBooks will generate the invoice every month (and you can enable automatic emailing if desired). The other options don’t automate recurring invoicing: a one-time transaction with a reminder remains manual; memorized reports are for viewing data, not creating invoices; bank rules automate bank entries, not customer invoices.