How businesses automate invoicing & set up recurring payments in 2026 | QuickBooks business tips

Over 50% of U.S. small businesses rely on credit or loans just to survive unpaid invoices. Late payments don’t just delay revenue — they stall growth. Want your business cash flow to be predictable and your invoicing process stress-free? Automating your invoicing and using recurring billing may be your answer. In this video, Charlie Chang, a real business owner and QuickBooks Payments user, will guide you through the process of setting up the automated invoicing process and recurring payments with QuickBooks. 👉 What you’ll learn in this video (for small and medium-sized businesses & freelancers): Why late payments are a major cash flow problem for small businesses How to automate invoicing to eliminate manual errors and save admin time The benefits of recurring payments for predictable cash flow How QuickBooks Payments makes it easy for clients to pay via credit cards, ACH, PayPal, and more How QuickBooks’ Intuit AI agents act like digital teammates, monitoring invoices, tracking payments, and flagging issues automatically Why automation + AI = more time for growth, customers, and strategy How the AI invoice generator creates professional invoices in seconds How recurring billing improves client retention and reduces churn Charlie Chang is a serial entrepreneur who has built and run companies in recruiting, real estate, photography, and media. He's used QuickBooks for years to organize finances and Accounts Receivable. Follow along for business tips from Charlie and his experience with QuickBooks Payments. 0:00 – Intro: Why chasing payments hurts your business 0:34 – The real cost of late payments for small businesses 1:34 – Why automating invoicing is a game-changer 1:51 – How recurring payments improve cash flow predictability 2:28 – How AI agents automate reminders & reconciliation to help you get paid faster 2:54 - What are recurring payments? 3:45 – QuickBooks Payments: flexible digital payment options 4:35 - How to set up recurring payments 5:10 – Using the AI invoice generator to save time 5:39 – Putting it all together for smarter cash flow management 6:07 – Wrap-up & resources See how QuickBooks Payments can help your business: https://intuit.me/47ColE1 QuickBooks introduces recurring payments: https://intuit.me/3KvUHs2 How to schedule recurring invoices in QuickBooks Online: https://intuit.me/4pNHZoI Recurring payment types, tips, and info: https://intuit.me/46To1QT Free invoice generator: https://intuit.me/474mf0r 2025 US Small Business Late Payments Report: https://intuit.me/3VKvpJi Subscribe to our YouTube channel: http://intuit.me/3bOj0M2 Visit QuickBooks.com: http://intuit.me/QBO #QuickBooks