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john87
Sep 16, 2019 12:51 PM UTC
Solved

How to create recurring invoice that starts today?

I am unable to get a recurring invoice to start on the day it is created.

For instance, if I create an annually recurring invoice today (Sep 16) and set both the "interval" and "start date" to today's date, it still won't send out today. If I look at the invoice under Recurring Transactions, it shows next year under "NEXT DATE".  How do I get the invoice to send out today?
john87Answer
Sep 17, 2019 4:27 PM UTC

Easy enough! Thanks very much for that tip. 

-jp

 

 

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2 replies

Anonymous
Sep 16, 2019 3:01 PM UTC

Hello,
Welcome to the QuickBooks community. I'll gladly assist you with this. Creating recurring transactions is a great feature that lets you automate specific sales operations and minimize manual input. If you wish to get a recurring invoice that you just created to send out on the same day, follow these steps:

  1. Select the gear icon
  2. Under lists, select Recurring transactions
  3. Locate the invoice you wish to use
  4. Under the ACTION column, select the little triangle
  5. From the dropdown menu, select Use
  6. Select Save and send

 

To know more about how to create a recurring invoice and manage recurring transactions, check this community article: https://quickbooks.intuit.com/learn-support/en-ca/help-article/recurring-transactions/create-recurring-transactions-quickbooks-online/L3WoKX2R8_CA_en_CA?uid=lao7cp51.


Reach out if you need help with anything else.

    john87AuthorAnswer
    Sep 17, 2019 4:27 PM UTC

    Easy enough! Thanks very much for that tip. 

    -jp

     

     

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