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WATSON
Level 1

invoices recurring

I am new to online QB and I am trying to understand what happens when I use Invoices Recurring.

I was able to create a template for the invoice and save it.

What happens after that? The invoice is not showing up in the "invoice" area.

I need some details of what is going o

1 Comment 1
FritzF
Moderator

invoices recurring

Welcome to the Community, @Watson.

 

You may have entered today's date in the Start date field, causing it now to show. When setting up a Recurring Invoice template, the Start date should be at least one day in the future.

 

Scheduled recurring transactions are automatically created during the first half of the day. Choosing a day in the future ensures that the first instance will be created on the day you've selected.

 

In this case, you can manually modify the template in the settings. Here's how:

 

  1. In QuickBooks Online (QBO), go to the Gear icon at the top right to get to the Recurring Transactions
  2. Locate the template that you've created, then tick Edit under the Action column. 
  3. Change the Start date, then click Save template to complete.

 

To learn more about recurring invoices in QBO, I suggest checking out this article: How to create a recurring invoice and manage recurring transactions.

 

Please leave a comment below if you have any other concerns or questions. I'm always here to assist. Have a great day!

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