How can we add the pay now feature (Online Payment button) into already setup recurring invoices list without having to recreate them in new QuickBooks Online? – NEWQBO.COM

How can we add the pay now feature (Online Payment button) into already setup recurring invoices list without having to recreate them in new QuickBooks Online?

Recurring Transactions
Recurring Transactions

Unfortunately, there’s no way to avoid recreating your recurring invoices if they were created before you had the pay now feature (Online Payment button).

Here’s a suggestion that might help save you some time in the future!

Instead of going to the recurring transaction list, clicking on new, and recreating every line, you can save time by clicking the “Use” button! If you go to the recurring transaction list (from Company Gear > select Recurring Transactions under Lists heading) select a recurring transaction, then select “Use” button it will take you to the invoice screen. On that screen, you can turn on Online payments up at the top, and on the bottom in the middle there will be an option “Make recurring.” If you click that it will take you to the template page where you can give it a template name (it has to be one character different from the existing template), set the schedule and save it.

Using this method, you still will have to go through your templates and delete the old ones, but if you have several line items on an invoice, using the “Use” button, then clicking “make recurring” definitely saves time.

Recurring Transactions - Use Online Payment button
Recurring Transactions – Use Online Payment button


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