I would like to pregenerate the invoices for my reoccurring templates until its completion.

We're unable to pre-generate a recurring invoice, Services6.

The template will be automatically generated based on the schedule that was set up. 

I'll share the article about creating recurring transactions in QuickBooks Online for more information.

We're right here if you have additional questions. Feel free to keep in touch.

Re: Unable

why?

Re: unable

Why?

Good afternoon, @services6. 

Thanks for following up on this thread. 

Before going into detail, I want to ask what you're meaning? This way, I'll be able to better assist you in finding an accurate solution. 

For now, you can set the timing for your recurring transaction template to be created days in advance. For more information about schedule recurring transactions, this article explains the feature and shows you how to set it up: 

• Schedule recurring transactions created with a template

Please let me know if you have any more questions. Take care!

I have a client who entered into several agreements with me to pay some items off over 12 months. i scheduled 12 invoices for 1 twelfth of the total price. like 3 months have passed and 2 months have passed on some of them. I want to generate the remaining invoices that are supposed to be generated in the future.

Please advise

Hi @services6,

Thank you for your prompt reply, as well as the additional details you've included in the thread. 

As my colleague @Kristine Mae mentioned above, recurring templates generate the transaction in an interval that you set. What you can do is to manually create the transactions that are supposed to be generated in the future. Edit their due dates as necessary too. 

Since these invoices have the same amounts, you can copy the invoice you created by hand. Create as many copies as needed, then edit their due dates.

Here's how to create a copy of your invoice:

1. Given that you have the invoice open, click the More menu.
2. Select Copy.

If you encounter an issue where an expected recurring template didn't create a scheduled transaction, see this article for troubleshooting steps: How to handle a recurring transaction that did not run.

If you need further assistance, post a comment below. I'll be sure to get back to you.

Sounds like a lot of uneeded work.

Why not add an option to generate the invoices in advance until completion with the appropriate due dates?

Hello there, services6.

The purpose of recurring transactions is to automate the process if you need to create them regularly. As mentioned in this thread, the recurring transactions are based on the schedule you set up. 

What I can suggest for you to pre-generate the invoices is to change the number of days in the days in advance field. This way, QuickBooks Online will process the invoices in advance even though they are dated in the future.

Another way is to manually create the invoices. With this, you can change the due date on any date you want.

I have articles here if you have more questions about invoices:

• Create recurring transactions in QuickBooks Online

• Create a recurring invoice dated in the future, but completed at an earlier date

• Record invoice payments

Leave a reply again if you need anything else. Have a great day!