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Level 2

I have a recurring invoice template for a customer's annual invoice. The customer asked for the invoice today. Can I manually trigger the invoice to be generated today?

The annual subscription invoice is scheduled to be sent in September, but the customer would like the invoice today to start the payment approval process. I would like to open the recurring invoice template and have QB generate the invoice today.

 

Is this possible?  Or do I have to manually create a standard invoice, send that separate invoice, and then update the recurring invoice template to send next year? (skip this year)

Solved
Best answer August 07, 2020

Best Answers
Level 15

I have a recurring invoice template for a customer's annual invoice. The customer asked for the invoice today. Can I manually trigger the invoice to be generated today?

Go to recurring transactions, find the invoice and click use now

View solution in original post

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Level 15

I have a recurring invoice template for a customer's annual invoice. The customer asked for the invoice today. Can I manually trigger the invoice to be generated today?

Go to recurring transactions, find the invoice and click use now

View solution in original post

Level 2

I have a recurring invoice template for a customer's annual invoice. The customer asked for the invoice today. Can I manually trigger the invoice to be generated today?

Wow, thank you.  Just to confirm, you are referring to the "Use" menu item from the drop down next to the Edit link?  

 

QBUseTemplate.jpg

QuickBooks Team

I have a recurring invoice template for a customer's annual invoice. The customer asked for the invoice today. Can I manually trigger the invoice to be generated today?

You got it right, @sendow.


Selecting the Use option from the drop-down menu will generate your recurring invoice. To learn more about how recurring transactions work in QuickBooks Online (QBO), you can refer to this link for reference: How to create a recurring invoice and manage recurring transactions.

 

Let me also add this article that can guide you on how to personalize your invoice and control what information your customer sees: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can always post a reply in this thread if you have other questions about managing your recurring transactions. I’m just a few clicks away.  

Level 2

I have a recurring invoice template for a customer's annual invoice. The customer asked for the invoice today. Can I manually trigger the invoice to be generated today?

Great, thank you!

QuickBooks Team

I have a recurring invoice template for a customer's annual invoice. The customer asked for the invoice today. Can I manually trigger the invoice to be generated today?

Hi, sendow. 

 

Glad to see you were able to find the help you needed. If there's anything else you need, the Community has your back!

 

Thanks for your time and have a nice weekend. 

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