Can I set up and send the 1st invoice the same day that I create the recurring invoice? I have only been able to set up recurring invoices to start the day after.

Hi, Lou. We can address this by sending the first invoice manually and having the recurring invoice set up to start automatically the next day. Let me guide you through the steps.
 

While QuickBooks Online currently requires the start date for recurring invoices to be set for the day after the setup, here's a straightforward solution to achieve your goal.

Create the invoice manually:

1. Log in to your QuickBooks Online account.
2. Click on the +New button.
3. Select Invoice. Enter the customer’s name and fill in the details.
4. Click Save and send to email the invoice to your customer immediately.

Setting up the recurring invoice:

1. Navigate to the Settings ⚙ menu.
2. Select Recurring transactions under the Lists column
3. Click New. Then select Invoice for the Transaction Type.
4. Set up the Interval.
5. Once done, Save the template.

The recurring invoice will automatically go through according to the schedule you set up, starting from the next day.

Additionally, I'd like to share this insightful article that helps you schedule and automatically collect payments from your customers: Convert recurring invoices to recurring payments in QuickBooks Online.

I'm also pleased to inform you that you can elevate your financial management with the help of our QuickBooks Live Expert Assisted team. They specialize in helping you transform your financial management and provide personalized advice for your business's specific demands.

Please feel welcome to reply to the thread if you have more queries about recurring invoices. We'll stay in the loop and will be ready to assist.