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A
Acticode
August 4, 2020
Question

Would an invoice template run today 4th if I set up starting today and then charge every 1st

  • August 4, 2020
  • 1 reply
  • 0 views

I have set up a few invoice templates to charge every 1st of the month starting today, today is 4th. My question is if the first batch will run today or the 1st of Sep, in this case? I want to send them today, but the next charge to take place on September first.

1 reply

J
JamesDuanT
August 4, 2020

Let me give you some insight about the recurring template, Acticode.

 

The invoice template (that will recur every 1st of the month) you set today (August 4th) will not run for Aug 1st. It will only recur on the next month (September 1st). You can also use this link for reference: How to create a recurring invoice and manage recurring transactions.

 

If you haven't created the invoices for August 1st, you'll need to create them manually: Create invoices in QuickBooks Online.

 

Moving forward, QuickBooks Online will create the invoices based on the schedule or set up on the recurring templates.

 

Feel free to get back to us if you need additional clarifications. Also, screenshots or other details you can provide would be much appreciated. Have a great day!

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