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Best answer October 25, 2023
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Hello, LL2010. It's great that you created a recurring invoice to automatically send out your invoice at the beginning of each month.
When you create recurring invoices, you can utilize the Term feature to track the rental period. You can set the invoice date as the starting point for the rental period, and the counting will begin from that day.
For example: If you set the recurring invoice start date to 11/01/2023 and the term period is 7 days, your customer must pay it within the 7 days or before the rental period ends immediately after receiving the invoice.
After the first invoice, QuickBooks will automatically generate a new transaction to your customer, while also adjusting the date according to your setup.
However, if you are looking for a specific field to enter the rental period when creating a recurring invoice, we currently do not have that option. I recommend sending this feedback to our product developer by clicking on the Gear icon and selecting Feedback.
Lastly, if you are referring to the option of automatically changing the term when the system generates and sends the invoice each month, we will need to manually adjust it. You can include this suggestion as well.
Here's how you can manually update the term:
- Go to the Gear icon and pick Recurring transactions.
- Click the drop-down arrow next to Edit.
- Choose Use.
- Manually update the term and date.
Visit these article to learn how to review your recurring transactions and the accounts they're linked to. Additionally, the other article provides details about the schedule recurring invoices.
Inform me if you have any further concerns about handling recurring invoices and other transactions in QuickBooks. I will be available to offer valid suggestions for you. Have a great day!
Hello, LL2010. It's great that you created a recurring invoice to automatically send out your invoice at the beginning of each month.
When you create recurring invoices, you can utilize the Term feature to track the rental period. You can set the invoice date as the starting point for the rental period, and the counting will begin from that day.
For example: If you set the recurring invoice start date to 11/01/2023 and the term period is 7 days, your customer must pay it within the 7 days or before the rental period ends immediately after receiving the invoice.
After the first invoice, QuickBooks will automatically generate a new transaction to your customer, while also adjusting the date according to your setup.
However, if you are looking for a specific field to enter the rental period when creating a recurring invoice, we currently do not have that option. I recommend sending this feedback to our product developer by clicking on the Gear icon and selecting Feedback.
Lastly, if you are referring to the option of automatically changing the term when the system generates and sends the invoice each month, we will need to manually adjust it. You can include this suggestion as well.
Here's how you can manually update the term:
- Go to the Gear icon and pick Recurring transactions.
- Click the drop-down arrow next to Edit.
- Choose Use.
- Manually update the term and date.
Visit these article to learn how to review your recurring transactions and the accounts they're linked to. Additionally, the other article provides details about the schedule recurring invoices.
Inform me if you have any further concerns about handling recurring invoices and other transactions in QuickBooks. I will be available to offer valid suggestions for you. Have a great day!
