Synder can save you countless hours of sending almost the same invoices to the same customers over and over again.

There are a whole lot of reasons why customers fail to pay their invoices, and the fact that this process is not always straightforward enough is high on the list. Synder makes it a non-issue to send invoices that are a breeze to pay with a credit card — and it accounts for both invoices and payments in your QuickBooks Online automatically! Now we are proud to introduce recurring invoices, i.e., invoices sent repeatedly at specific time intervals.

Overview:

  1. How to Turn a One-Time Invoice into a Recurring One?

  2. How to Create a Recurring Invoice in Synder from Scratch?

  3. Oh no! How Do I Stop Recurring Invoices?

How to Turn a One-Time Invoice into a Recurring One?

send invoices that you created in your QuickBooks or create invoices directly.

Synder can both send invoices that you created in your QuickBooks (here is a link on how to do that) and create invoices directly. The good news is that now you can schedule any of those (including past ones) to be sent to your customers on a weekly, monthly, or yearly basis.

  1. Click Receive payments tab and go to the Invoicing section.
  2. Choose an invoice that you want to make recurring and find the column that says Recurring.
  3. Click Edit near the OFF label.
  4. Select the interval at which you would like to have Synder send that invoice and the date when you want the first such invoice to be sent to your customer.
Select the interval at which you would like to have Synder send that invoice

Voilà! You’ve just turned your one-time invoice into a recurring one! Now you can sit back and relax while Synder tirelessly syncs both the invoice and the payment into your QuickBooks Online in the background, without you having to do anything.

How to Create a Recurring Invoice in Synder from Scratch?

Synder explanatory - click the Receive payments tab and go to the Invoicing section
  1. Click Receive payments tab and go to the Invoicing section.
  2. Click on the green New Invoice button in the top left corner of your invoices list.
  3. Create your new invoice. Customer name, customer email and invoice number fields are mandatory.
  4. Toggle Recurring to On and specify the frequency with which you want your invoice to be sent and its start date.
Synder explanatory - toggle Recurring to On and specify the frequency with which you want your invoice to be sent and its start date.
  1. Finally, click Create Invoice, and you’re done! The invoice will fire automatically on the start date and repeat according to the intervals that you specified. There is nothing else that you need to do: Synder will take care of all bookkeeping related to it.

Oh no! How Do I Stop Recurring Invoices?

  1. Click Receive payments tab and go to the Invoicing section.
  2. Choose an invoice that you want to make recurring and find the column that says Recurring.
  3. Click Edit near the ON label.
  4. Toggle the Recurring setting.
  5. Click Update.

Related Articles:
How to enable paying QuickBooks Invoices with Credit Card
Quickly Create Invoices with the Synder app

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