Help CenterHow to Create a Recurring Invoice Template
Create a new Customer in QuickBooks or Recur360 and name it *Plan 1.
Create a new Recurring Transaction against this customer and the Items you want on it.
Set it to Run Monthly on the 1st of every month, backdate the start date to 2/1/2025 and set it to End After 1 occurrence.
Add your Items and click the green "Save" in the top right to save.
In the top right select "Process Transactions" so that it creates it once and puts it in the Collections Center
Now go into the Collections Center and sort by Customer Name, you will then see this transaction at the top of the list
Click on the Recur360 transaction Id, then click the "Options" and select "Make Recurring invoice" button at the top.
Now change the Customer Name from *Plan 1 by backspacing/deleting out the name and select a new Customer, then set all of your other parameters and click the green "Save" at the top right of the screen to save.
Go Back into the Collections Center and repeat again and again for all subsequent customers you want to apply this "Invoice Plan" to.