I can help you set a recurring invoice that'll notify you days before the date of the transaction, @larz01.
You can create a reminder recurring invoice. This will send you a reminder days before the transaction date. Then, you can set a recurring payment from your merchants account on what day this will be processed.
To create a reminder recurring invoice:
- Go to the Gear icon (⚙) and select Recurring Transactions.
- Pick New, choose Invoice and then select OK.
- Enter a Template name.
- Choose Reminder as the Type.
- You can set how many days before the transactions date you'll be reminded of the invoice.
![reminder invoice.JPG reminder invoice.JPG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/65508i4B57DBF46EF93282/image-size/large?v=v2&px=999)
You can check these articles for more information:
Here’s also a guide to help manage your recurring transactions: How to create a recurring invoice and manage recurring transactions.
I'm always here if you need further guidance in setting up your recurring transactions. Let me know by leaving a Reply below. Take care and have a great rest of the day!