Recurring Invoices

Thanks for dropping by here in the Community, @B and R Reps. I'll share some insights about your concern.

You're unable to select past dates when creating recurring transactions in QuickBooks Online (QBO). You'll need to pick the current or future date on the template to proceed.

Once you're all set, you can now proceed to create the recurring transactions for upcoming invoices. Simply follow the steps below
 

1. Go to the Gear icon and then select Recurring Transactions under the LISTS column.

  2. Tap the New button and then select Invoice for the Transaction Type.



   3. Click OK and enter all the recurring details.

    4. Once done, press Save template.


Also to add up, unbillable amount or non billable amount won't appear if you are using automated invoice. if it does not appear, it means you've turned off or unticked the box for Billable amount or expense.

Additionally, I'll be leaving these articles for future reference:

• Enter billable expenses
• ​​​​​​​Scheduled recurring transactions created with a template
• Edit recurring templates
• Set up automatic or recurring statements for customers

As always, you can post here again if you have any additional QuickBooks-related query. We'll be more than happy to assist you. Keep safe and stay hydrated!
 

I think I am most confused by the Template TYPE. Scheduled, Reminder, Unscheduled. I am reading conflicting information. This is what I have gathered. If I select SCHEDULED then it will automatically send the invoice however many days in advance I choose, correct?? REMINDER I initially thought was to send me a reminder of the upcoming invoice, but, again, I am seeing conflicting information. Some say that and another says that the REMINDER is sent to the customer however many days in advance chosen. Which is correct?  

.Welcome back, B and R Reps

I'd be delighted to help shed some light regarding your confusion about the different recurring transaction types in QuickBooks Online (QBO).

For your question about selecting the Scheduled type, the answer is yes. The invoice will automatically be sent via email. The Reminder type, on the other hand, means that the transaction will not be sent unless you decide to create and send it manually. 

Feel free to read through this article about creating recurring templates and what do these template types mean: Create recurring transactions in QuickBooks Online.

Here's a  guide to learn more about how sending invoice reminders work in QBO: Send invoice reminders automatically or manually in QuickBooks Online.

In addition, here's a helpful resource for your guidance when receiving customer payments: Record invoice payments in QuickBooks Online.

You know where to find me if your have other concerns with recurring transactions. I'll be around in the Community to help you out.

Thank you for response! 

However, I would like to continue with this process/conversation so maybe it will help others understand as well. 

To clarify, the "Create _ days in advance", if REMINDER is selected, is when I will receive the reminder to create and send in my tasks? Not a reminder to the customer? 

The screen shot shows why I am confused. 

Yes, @B and R Reps! I'll share additional details about your recurring invoices.

Once the REMINDER type is chosen, the Create _ days in advance option is the number of days prompt to create the invoice. You're on the right track, this reminder will show up on your list of tasks that need attention.

You may also read this reference with the topics you can use while working with your recurring transactions: A Series of Articles that Covers Recurring Templates and Transactions in QuickBooks.

Don't hesitate to post a comment using the Reply option below if you have other questions or concerns with QuickBooks recurring transactions. I'm always around, ready to help. Take care and stay safe!

Awesome! Thank you for all of your help. I have read through all of the information/articles but I just need more clarification of what I am getting into because we have a couple thousand invoices this will affect and I don't want to have 1000 erroneous invoices.

Next question, If i need to add or remove a charge on a recurring invoice for that month only would I do that in my REMINDER tasks or do I need to go to the RECURRING TRANSACTIONS list and edit there? If  I EDIT in either of those will that cause any issues with the upcoming invoice? ie making a duplicate invoice, etc?

Thanks for following up with the Community, B and R Reps.
 

If you need to edit a recurring invoice, this can be done from your Recurring Transactions list.
 

Here's how:

1. Use the Gear (⚙️) icon.
2. Choose Recurring transactions.
3. Find the appropriate template, then click its Edit option.
4. Make your necessary changes.
5. Select Save Template.
   

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful day!