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August 26, 2020
Question

I created a recurring invoice with a starting date of today. How do I get QB to generate the invoice? Also, how can I put in a range of service dates into the template?

  • August 26, 2020
  • 1 reply
  • 5 views
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1 reply

Level 4
August 26, 2020

Hello there, @paul-goapluscc-c.

 

Anything scheduled before or on the day the transaction is created won't occur until the next appropriate date based on the schedule.

 

You may need to customize the form styles by adding custom fields on the header area to add the range of services dates. Let me show you how.

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles under Your Company.
  3. Select a template under Custom form styles and click Edit under Action.
  4. Go to the Content column and click the header area.
  5. You can add a field under Display, just click on the Custom field.

 

 

For more details about this one, you can check out this article: Schedule recurring transactions created with a template.

 

 

I have articles here about managing your recurring template:

 

 

I'm just one click away if you need a hand with managing customer's payments or any QBO related. I'll be here to help.