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perezpropertyman
Level 2

How do i change a specific due date for a recurring invoice? I set for invoice to be sent 7 days in advance and it never gives the due date for the 1st of each month.

 
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Best answer October 25, 2020

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MirriamM
Moderator

How do i change a specific due date for a recurring invoice? I set for invoice to be sent 7 days in advance and it never gives the due date for the 1st of each month.

Thanks for reaching out in the Inuit Community, perezpropertyman.

 

Let me get the help you need in customizing recurring invoice template. 

 

You'll need first to enter the start date and set the Term applicable for the recurring invoice. Since you want the invoice to recur 7 days in advance, then, choose Monthly as Interval and set the 7 days ahead. Then, set up a new Term and select Due by certain day of the month radio button, and enter 1 on the day of the month field.

 

Keep in mind that the Start date and end date would identify when the invoice will start and end. Also, the interval and the start date would not affect the due date instead, it would base on the Terms set for the invoice.

 

For more information about this process, you can check this article: Create recurring transactions in QuickBooks Online.

 

Please let me know if you have further questions in creating recurring template in QuickBooks Online. I’d be happy to answer it for you.

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4 Comments
MirriamM
Moderator

How do i change a specific due date for a recurring invoice? I set for invoice to be sent 7 days in advance and it never gives the due date for the 1st of each month.

Thanks for reaching out in the Inuit Community, perezpropertyman.

 

Let me get the help you need in customizing recurring invoice template. 

 

You'll need first to enter the start date and set the Term applicable for the recurring invoice. Since you want the invoice to recur 7 days in advance, then, choose Monthly as Interval and set the 7 days ahead. Then, set up a new Term and select Due by certain day of the month radio button, and enter 1 on the day of the month field.

 

Keep in mind that the Start date and end date would identify when the invoice will start and end. Also, the interval and the start date would not affect the due date instead, it would base on the Terms set for the invoice.

 

For more information about this process, you can check this article: Create recurring transactions in QuickBooks Online.

 

Please let me know if you have further questions in creating recurring template in QuickBooks Online. I’d be happy to answer it for you.

View solution in original post

perezpropertyman
Level 2

How do i change a specific due date for a recurring invoice? I set for invoice to be sent 7 days in advance and it never gives the due date for the 1st of each month.

Im trying to edit a current recurring invoice. My goal is to send 7 days in before the 1st of each month where the money will be due. But right now it sends 7 days before and for whatever reason shows that its due on the 11th.

perezpropertyman
Level 2

How do i change a specific due date for a recurring invoice? I set for invoice to be sent 7 days in advance and it never gives the due date for the 1st of each month.

Thank you!

MirriamM
Moderator

How do i change a specific due date for a recurring invoice? I set for invoice to be sent 7 days in advance and it never gives the due date for the 1st of each month.

I appreciate your prompt response, perezpropertyman

 

To have the invoice be due on the date you want, ensure that you've selected the Due by certain day of the month and enter 1 on the box field. Doing so, it'll show the invoice to be due every 1st day of the month.

 

 

Keep me posted how things go on your end. I'm always here to further assist. Have a nice day.

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