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bhaj
Level 1

If I see a "recurring wheel" on an invoice, where can I find the ncext date that the next invoice will be sent so I can change the date if necessary

I can't find the date of next invoice. i want to be sure it is going out on the correct date
3 Comments 3
jamespaul
Moderator

If I see a "recurring wheel" on an invoice, where can I find the ncext date that the next invoice will be sent so I can change the date if necessary

Hello, bhaj.

 

I'll show the way to help you check for the next date on when the invoice will be sent. 

 

The recurring transactions use the recurring template's details to generate the next invoice. So, we'll want to go to your Recurring transactions page to check when the next invoice would be sent. Here's how:

 

  1. Click the Gear icon.
  2. Select Recurring transactions.
  3. Find the template, then check the Next Date column.

 

rec1.PNG

 

If the date is incorrect, we can simply open the template by clicking on Edit. Then, make the necessary changes on the Interval section. 

 

I'll share this helpful article in case you need more details about using recurring transactions: Create recurring transactions in QuickBooks Online

 

If you'd like to run a few reports for the recurring transactions you've created, we can take a moment to look at this guide in the future: Run reports in QuickBooks Online

 

Should you have any other concerns regarding your recurring transactions, let me know and I'll help you out again. Want to take care of other things in QuickBooks? Lay down the details below. Always here to assist. 

bhaj
Level 1

If I see a "recurring wheel" on an invoice, where can I find the ncext date that the next invoice will be sent so I can change the date if necessary

Thak yoyu, for your guidance. So simple. I appreciate it. 

jamespaul
Moderator

If I see a "recurring wheel" on an invoice, where can I find the ncext date that the next invoice will be sent so I can change the date if necessary

You're welcome, bhaj!

 

Let me know if you have other concerns. I'm here to help. 

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