1. Click QuickBooks in the left-hand menu bar.
2. Click the Recurring Invoices tab.
4. To include all one-time fees along with the recurring membership invoices, click to select the Include one-time fees that have not yet been invoiced check box. Make any other desired modifications to Invoice Options. The screen will automatically refresh as needed.Available selections in the Invoice Template, AR Account, Payment Terms, Customer Message drop-down arrows come directly from QuickBooks. To add or remove these selections, see your QuickBooks documentation.Figure 9-10 Invoice Options4. Preview the list of invoices and click to clear the check box in front of any invoice(s) that you do NOT wish to create. For users of QuickBooks 2007 or higher, you may select the desired output method for invoice distribution. You may also choose to print a list of invoices by clicking Print List or you may save and download the list of invoices to a file by clicking Download List.Figure 9-11 Invoices5. Click Create Invoices Now.Figure 9-12 Bottom of invoice list6. Click Refresh every 5 seconds to automatically view on-going progress. See Figure 9-13.Figure 9-13 Invoice creation progress7. Click Finish.Figure 9-14 Invoice creation completeIn many versions of QuickBooks you may print the batch of invoices by clicking Invoices. Then click the Print drop-down arrow .
Click Print Batch . . .
Click OK. Those queued to print are invoices that were marked as “To be Printed”.