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user32906
March 12, 2021
Question

How do you create a recurring invoice that automatically sends 30 days in advance of the due date where the invoice date is the day it's sent (30 days prior to due date)?

  • March 12, 2021
  • 1 reply
  • 0 views
I currently have it set up: - Create: 30 days in advance - Interval: Monthly on 1st of every month - Terms: First Day of Month It then sends the invoice with the invoice date and the due date the same, being the first of the month. But I need the invoice date to be the day it is sent. I've also tried "Net 30" in the Terms, but then it sends 30 days prior with the invoice date being the date I want it to be due, and the due date 30 days after that. Is there a way to make sure the due date is the first, it's sent out 30 days prior, and the "invoice date" is that date that it is sent out?

1 reply

C
Charies_M
March 12, 2021

Good day, user32906.

 

Let me help you set up your recurring invoice so you'll be able to send an invoice on your desired date.

 

You'll have to remove the Create days in advance on your Recurring Invoice. Then, set the interval. This will determine the invoice date while the Terms use will determine the Due Date. This invoice will be sent out once it creates based on the Interval date

 

Here's how:
 

  1. Go to the Gear icon and choose Recurring transactions under Lists.
  2. Open the recurring invoice. If you haven't created one, just click New. Then, choose Invoice as the Transaction Type.
  3. Leave the Create days in advance blank.
  4. Setup the correct interval.
  5. Click Save template.

To become more familiar with managing payment terms in QBO, visit this article: How to Adjust Invoice Payment Terms in QuickBooks Online.

 

Please feel free to read these hand articles for your reference about managing your invoices:

I'm just a post away if you have any additional questions using the payment terms and recurring invoices. I'm more than willing to help. Have a great day!

U
user32906Author
March 12, 2021

Hello! Thank you for your reply. If the Term is the "First Day of the Month" but I set the Interval to the first day of the month, will it know it means the first day of the following month?

 

If not, the problem is that the interval will change month-to-month. For example:

In this use case, the invoice is always due on the first of the month. So if I use the interval of the first of the month (since it only lets me choose based on a day of the month), and then set the Terms to 30 days (since per our contract we need to give them at least 30 days notice prior to the due date of the 1st of the month) it will be inconsistent as to what the due date is based on how many days are in that month.

 

Is there a way to make sure it is sent out at least 30 days pr

Angelyn_T
Angelyn_T
March 13, 2021

Thank you for getting back, @user32906.

 

Yes, a monthly invoice will be created 30 days in advance once you've set the Create days in advance to 30. An example is, if your starting date is May 01, 2021, then the invoice will be created on April 1, 2021, or 30 days in advance. If you want to adjust the terms, you can set it up under the Terms field.

 

I've added this screenshot for your visual reference.

 

For more tips about recurring transactions and invoice payment terms, you can open these articles:
 

 

If you have any follow-up questions, please let me know by adding a comment below. I'm more than happy to help. Keep safe!

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