I have QB's setup to automatically create 200 recurring invoices each month. How do I set the order these invoices are created? Ideally, I want them grouped by customer.

Let me help you go over to your account and set the order of those invoices, bweiss.

You can set the order of your invoices by editing the recurring transactions. However, grouping them by customer isn't currently an option in QuickBooks Online.

Here's how to edit an existing recurring template:

1. Click the Gear icon ⚙️at the upper right corner and choose Recurring Transactions.
   
2. From the recurring invoice template, click Edit.
   
3. Once the transaction is open, make any changes and set it by ascending or descending order.
4. Hit Save Template.

To know more about how this feature work in QuickBooks Online, you can take a look at this article: Create recurring transactions in QuickBooks Online. It will provide you steps on how to create a duplicate an existing template as well as additional resources to help you with your future task.

In case you need to manage your invoice reminders, here's a link to guide you through the steps: Send invoice reminders automatically or manually in QuickBooks Online. On the same write-up, you'll find tips on how to customize your reminder messages.

Please get back to me if you have any other questions about setting the orders of your invoices or have follow-up concerns. I want to make sure you're taken care of. I'll be here to keep helping.

Thank you for your feedback. In step 3 you say to "set the order", but how do I do that? As an example, lets say I have the following three recurring invoices:

1) Invoice for Customer A - Location 1

2) Invoice for Customer A - Location 2

3) Invoice for Customer B - Location 1

Ideally I want them to be created as:

1) Invoice for Customer A - Location 1 (Invoice #1)

2) Invoice for Customer A - Location 2 (Invoice #2)

3) Invoice for Customer B - Location 1 (Invoice #3)

I understand that QB's won't create them by customer, but is there a way for me to manually set the order? I need to make sure they are in the same order each time they are created. From what I can see, the order is random.

Thanks for getting back to us, @bweiss.

By default, the recurring template in QuickBooks is set in ascending or descending order. You can click the column header and set how you'll want to view the template from oldest to newest or vice versa.

I'm adding a screenshot for visual reference.

More info on creating a recurring invoice is in this article: How to create a recurring invoice and manage recurring transactions. It also includes steps on how you can manage your recurring transactions.

Besides, you can open this link and go to the Income and expenses section in case you need tips while working with QuickBooks or (invoices, sales receipts, receive payment, customers, vendors, clients) in the future.

If you have other concerns or need further help with recurring transactions in QuickBooks, let me know by adding a comment below. I'll be right here to help whenever you need one. Have a wonderful day!

Thanks for the feedback, but my question is about the order the invoices get created not about the order of the invoices in the grid on screen. How do I control the order the invoices get created?

Thanks for coming back for more support, @bweiss. Recurring invoices allows you to send out the same invoice regularly.

At the moment, setting up the order of your invoices isn't available in QuickBooks Online. However, you'll want to consider customizing your recurring invoices by setting a schedule, interval, and start date. 

You can check out this article for more insights: Schedule recurring transactions created with a template. 

For future reference, read through this article should you need steps to edit your recurring template. 

Let me know if you still have more questions. I'd be here to get back and help. 

Thanks,

To confirm, if I have 5 recurring invoices that are created on the 28th of each month, one month they could be created in the following order:

Invoice 1

Invoice 2

Invoice 3

Invoice 4

Invoice 5

and the next month they could be created in the following order:

Invoice 4

Invoice 1

Invoice 3

Invoice 2

Invoice 5

and there is nothing that controls that order and it is random?

I appreciate the clarification that you gave, @bweiss.

I've got some troubleshooting steps that you can try to help fix the order of your recurring template.

Your template should be created in order every month. Since this isn't your case, I recommend deleting and recreating the template to isolate this matter.

To do that:

1. Go to the Settings ⚙ menu and choose Recurring Transactions.
   
2. Select the recurring transaction you want to delete.
3. Click the Edit drop-down menu under the Action column.
   
4. Select Delete and then click Yes to confirm.
   

Here's a link that you can utilize to help you in modifying recurring templates in the system: Learn how to change a recurring transaction template in QuickBooks Online.

However, if the problem continues, I suggest contacting our Customer Care Team. They have the tools that can help investigate the root cause of this hurdle and apply a fix.

To reach them:

1. Click on Help at the top menu bar.
2. Hit on the Contact Us button.
3. Enter a brief description of the issue in the What can we help you with? box.
4. Press on Let's talk.
5. Select on Get a callback.
6. Key in your contact details, then tap on Confirm my call.

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

Thanks. To confirm, are you saying that the recurring invoices should be created in the same order they appear on the recurring template screen (https://c1.qbo.intuit.com/app/recurring)?

Hi bweiss!

Let me join this thread so I can share some details about recurring transactions.

Currently, we're unable to control the invoice numbers generated through the recurring transactions feature. QuickBooks Online will continue the sequence based on the last used set of numbers.

Example, for this month:

1. First transaction: Invoice #1
2. Second transaction: Invoice #2
3. Third transaction: Invoice #3

Next month will be:

1. First transaction: Invoice #4
2. Second transaction: Invoice #5
3. Third transaction: Invoice #6

If you need to set your own numbering preference, here's how to change the invoice number on sales forms. In addition, please check these links about recurring transactions. These will explain more how the said feature works:

• Create recurring transactions in QuickBooks Online

• How to create a recurring invoice and manage recurring transactions

Need more help? Please leave a reply again here.