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barkranger
April 1, 2025
Question

Recurring Transactions with One-Time Customization

  • April 1, 2025
  • 1 reply
  • 0 views

I really need a feature to generate a recurring invoice on a certain date and have it send out automatically at a later date.

 

I have customers with a flat rate recurring charge every month. Sometimes these customers make additional one-time purchases during a given month. I would like to have the following month's invoice generate 10 days in advance so that I have time to edit it before it sends out to them on the 1st of the following month, with the option of having the additional charge(s) only apply one time without changing the recurring transaction template.

 

I thought the current feature of generating the invoice a certain number of days in advance then setting the interval to repeat monthly on the 1st would accomplish this, but it turns out all that does is generate and send the invoice at the same time, however many days in advance you set. This is no different than just setting the invoice to send out on a different day each month and does not add to the functionality at all.

 

If this feature exists and I just haven't found it yet, I am happy to have that pointed out. Otherwise, I hope this catches the attention of the QuickBooks team as a suggestion for a future revision.

1 reply

Z
ZuzieG
April 1, 2025

Hello, barkranger.

 

I do like the idea of utilizing Recurring Invoices as it gives you more flexibility and speeds up the process while adding more elements to your invoices.

 

We are unable to automatically add or make changes to Recurring Invoices once they are already created; you will need to manually add the transactions you want to change.  If you'd like to have this feature added, you can consider sending a request for feedback to our product developers for them to implement this feature in the future.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Gear icon at the top, then Feedback.
  3. Enter your comments or product suggestions.
  4. Press Next.

 


 

Once done, our designated team will review it. You can track your future requests through the QuickBooks Online Feature Requests website.

 

Furthermore, I will provide this resource to assist you in updating recurring transaction templates: Edit a recurring template in QuickBooks Online.

 

The Community team and I are always here to assist you with any questions regarding recurring transactions. Simply click the Reply button, and we’ll offer detailed support.

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