How do you create a recurring invoice that automatically sends 30 days in advance of the due date where the invoice date is the day it's sent (30 days prior to due date)?

Good day, user32906.

Let me help you set up your recurring invoice so you'll be able to send an invoice on your desired date.

You'll have to remove the Create days in advance on your Recurring Invoice. Then, set the interval. This will determine the invoice date while the Terms use will determine the Due Date. This invoice will be sent out once it creates based on the Interval date

Here's how:
 

1. Go to the Gear icon and choose Recurring transactions under Lists.
2. Open the recurring invoice. If you haven't created one, just click New. Then, choose Invoice as the Transaction Type.
3. Leave the Create days in advance blank.
   
4. Setup the correct interval.
5. Click Save template.
   
   

To become more familiar with managing payment terms in QBO, visit this article: How to Adjust Invoice Payment Terms in QuickBooks Online.

Please feel free to read these hand articles for your reference about managing your invoices:

• Automate invoice reminders in QuickBooks Online.

• How to create a recurring invoice and manage recurring transactions.

• Set up and send progress invoices in QuickBooks Online.
  
  

I'm just a post away if you have any additional questions using the payment terms and recurring invoices. I'm more than willing to help. Have a great day!

Hello! Thank you for your reply. If the Term is the "First Day of the Month" but I set the Interval to the first day of the month, will it know it means the first day of the following month?

If not, the problem is that the interval will change month-to-month. For example:

In this use case, the invoice is always due on the first of the month. So if I use the interval of the first of the month (since it only lets me choose based on a day of the month), and then set the Terms to 30 days (since per our contract we need to give them at least 30 days notice prior to the due date of the 1st of the month) it will be inconsistent as to what the due date is based on how many days are in that month.

Is there a way to make sure it is sent out at least 30 days pr

Thank you for getting back, @user32906.

Yes, a monthly invoice will be created 30 days in advance once you've set the Create days in advance to 30. An example is, if your starting date is May 01, 2021, then the invoice will be created on April 1, 2021, or 30 days in advance. If you want to adjust the terms, you can set it up under the Terms field.

I've added this screenshot for your visual reference.

For more tips about recurring transactions and invoice payment terms, you can open these articles:
 

• Send invoice reminders automatically or manually in QuickBooks Online
• How to Adjust Invoice Payment Terms in QuickBooks Online

If you have any follow-up questions, please let me know by adding a comment below. I'm more than happy to help. Keep safe!

Thank you for your reply. It's still not doing what I need it to do. Let me explain:

I need to send monthly invoices that are DUE on the first of every month, but I need to send them 30 days in advance. So for example, the next invoice that will need to go out will need a  DUE DATE May 1st, but needs to go out April 1st with an INVOICE DATE of April 1st.

Here's what I've tried (continuing to use the May 1st example above):

1) Create 30 days in advance. Interval: Monthly on 1st of every month. Terms: Net-30. This would send the invoice on April 1st with a May 1st INVOICE date and a May 30th DUE date. Which is not what I wanted.

2) Create 30 days in advance. Interval: Monthly on 1st of every month. Terms: First Day of Month. This would send the invoice on April 1st with a May 1st INVOICE date and a May 1st DUE date. Which is not what I wanted.

3) Create 0 days in advance. Interval: Monthly on 1st of every month. Terms: Net-30. This would send the invoice on April 1st with an April 1st INVOICE date and a May 1st DUE date, HOWEVER it would then send a May 1st INVOICE with a May 31st DUE date, which I don't want. So any month that has 31 days, or February would not be correct.

So how do I create a monthly invoice that is DUE on the first of the month, but is SENT 30 days prior and has that send date as the INVOICE date?

Thank you.

Thank you for your reply. It's still not doing what I need it to do. Let me explain:

I need to send monthly invoices that are DUE on the first of every month, but I need to send them 30 days in advance. So for example, the next invoice that will need to go out will need a  DUE DATE May 1st, but needs to go out April 1st with an INVOICE DATE of April 1st.

Here's what I've tried (continuing to use the May 1st example above):

1) Create 30 days in advance. Interval: Monthly on 1st of every month. Terms: Net-30. This would send the invoice on April 1st with a May 1st INVOICE date and a May 30th DUE date. Which is not what I wanted.

2) Create 30 days in advance. Interval: Monthly on 1st of every month. Terms: First Day of Month. This would send the invoice on April 1st with a May 1st INVOICE date and a May 1st DUE date. Which is not what I wanted.

3) Create 0 days in advance. Interval: Monthly on 1st of every month. Terms: Net-30. This would send the invoice on April 1st with an April 1st INVOICE date and a May 1st DUE date, HOWEVER it would then send a May 1st INVOICE with a May 31st DUE date, which I don't want. So any month that has 31 days, or February would not be correct.

So how do I create a monthly invoice that is DUE on the first of the month, but is SENT 30 days prior and has that send date as the INVOICE date?

Thank you.

Hello, user32906. I appreciate for providing further details of your concern.

I can see how relevant for you and your business to get the same date as your invoice date when utilizing the Recurring transactions feature. The send date will not have the same date as the invoice date. It's because QuickBooks automatically generates the date as the invoice date depending on the number of days you've set up. 
 

For now, you may want to visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.

Also, I've got an article you can use for additional information about creating templates for recurring transactions: Recurring transactions in QuickBooks Online. 

Let me know if you have other questions. The Community is always around to help in any way that we can. Stay safe and take.

Then can someone please tell me how the send, invoice and due dates are calculated by the input fields so I can try to do this properly? Again, I need the due date to be the first of the month, and the invoice date and send date to both be 30 days prior.

Thanks.

Let me share an additional information, @user32906.

I did a little tinkering to help make sure that you can set up your recurring invoices as best suit your business needs.

You can set up your recurring transaction's interval to Daily for every 30 days. By doing this, the system will automatically create an invoice every 30th day from the day you send the last one.

Get back to us here if you have other questions or concerns. I'm always here to help.

Did you ever get this solved?  They need a "due date" on the template.  I am dealing with the same type of thing only yearly.  I need the due date to be specific without having to do the math each time on the terms.

Hi there, @trinda.

Thank you for taking the time in explaining how you wanted to set up your payment terms. This time, the option to automate the setup of your payment terms is not yet integrated.to modify multiple invoice dates at a time is currently unavailable in QuickBooks Online. 

I can see how this additional options and functionality would be helpful for both you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates.

Here's how:

1. Go to the Help menu.
2. Select Send Feedback Online.
3. Click the Product Suggestion from the dropdown menu.
4. Fill out the on-screen instructions in the QuickBooks Feedback window.
5. Click Send Feedback.

Once done, feel free to visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback. 

See the How to Adjust Invoice Payment Terms in QuickBooks Online article for further guidance.

Just in case, I'm linking an article about receipt term for future reference: Due date and invoice date do not match when using due on receipt term.

Let me know if you have any follow-ups or other questions. I'll be here to help. Wishing you the best!

This is the same problem I have and it is very frustrating.

I have to edit all my dues every month before sending them!!

Not exactly a problem we should be having with Quickbooks hence the name Quick!

Have you found a resolution to this issue. Non o the agents can help me or even understand what I mean.  

Help!!!!

Hello there, Paradise. Let's edit the recurring invoice date so you won't need to edit all your dues every month before sending them.

If you want to send the recurring invoice before the due date, we can set your recurring transaction's interval Daily and then select how many days. By doing this, the system will automatically create an invoice according to the days you've set up. 

Additionally, you can set the Terms to Net 15, 30, or 60. That's the invoice's due date. 

To edit recurring invoice date:

1. Hover to the Gear icon and choose Recurring transactions under Lists.
2. Click the Action dropdown, then click Edit
3. In the Create days in advance, enter your preferred days to create an invoice.
4. In the Interval section, please set it to Daily, then type in the days
5. Now, click the Terms dropdown and choose your desired due payment terms.  

I've added screenshots for reference.

Meanwhile, if you wish to automate the setup of your payment terms in your invoices, please know that this feature is still unavailable in QuickBooks Online. I see this is essential to your business, so I'd recommend sending feedback to our product development team. They'll carefully review your idea and may consider it for future updates. 

To submit your suggestion:

1. Select the Gear icon, then choose Feedback.
2. Type in your product suggestions.
3. Select Next to submit.

We truly appreciate your valuable feedback and acknowledge your contribution towards improving our product.

Meanwhile, if you've received a payment from your customer, it's important to record it in QuickBooks to ensure that the invoices are marked as paid. This way, you can keep track of your business's financial transactions and maintain accurate records. Additionally, you can set up automated reminders for your customers when your invoices are due. This feature can help you get paid faster and reduce the number of overdue payments. 

You can utilize the reply button below for further clarification regarding the due date in your invoice. I'm always here to support you, Paradise. 

Hello,

Is there a way to send a recurring invoice with a due date that is different than the day the invoice is sent?  For example, I need to send out monthly invoices that are due the first of each month and I want them to be sent out on approximately the 20th of each month.  When I tried this before the invoices went out on the correct date but the due date shown on the invoices were the same as the send date.

Thanks

I appreciate you joining the thread, Nia.

Let me share additional details about your recurring invoice concern in QuickBooks Online (QBO).

If you want to send a recurring invoice with a due date that is different than the day the invoice is sent, you'll want to set up the Interval date with the 20th day of every month and then add Terms for the due date. Let me guide you with the steps below:

1. Go to the Gear icon and choose Recurring Transactions under Lists.
2. Click Edit or New recurring Invoice.
3. In the Create days in advance, enter your preferred days to create an invoice.
4. In the Interval section, please set it to Monthly on day 20th of every 1 month.
5. Select the Terms dropdown, click Add New, and choose the Due by a certain day of the month then, enter 1 day of the month.
6. Then hit Save Template.

See the screenshot below for visual reference:

I'm leaving this article for future reference in receiving invoice payments in QuickBooks: Record invoice payments in QuickBooks Online.

Tag me in the comment below if you have follow-up concerns about managing recurring invoices and other transactions in QuickBooks. I'm always around to help.

Very helpful, thank you.  In summary,

• leave Create Days in Advance blank.  
• Choose Automatically send emails.
• Set Repeat to Monthly
• Set on Day to the day of the month you want the invoice sent out.
• Set the Terms in the invoice window to be the number of days after the invoice is sent out that the invoice will be due.  So, for instance, if you choose the On Day to be the 9th, and you choose Terms Net 10, then the invoice will be due on the 19th every month.
• Set the start date to be a few days before you want the first invoice to be sent.  So for instance, if today is August 6, 2024, and you want the first invoice to be sent out on September 9, 2024, you could set the Start date to September 1, 2024.

There does not appear to be a way to actually preview the invoice that will be sent.

Thanks for following up on this thread, kklkawev.

You've got those steps correct!

Additionally, there are a couple of options to preview your invoice:

• You may consider the "Print preview" function by clicking print but only viewing the preview before actually printing.
• Or, you can include yourself to receive a copy in the Bcc/Cc for emails. This would provide a copy of the invoice but would be sent to you the same time it is sent to your customer.

For other options I recommend submitting feedback to the Product Development Team for review. This can be done through your QuickBooks Online account by clicking the Gear icon in the top right corner, then select Feedback. Once you've done that, you can check the Firm of the Future site for info about product updates and feature releases.

Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.