Recurring Transactions that are Reminders

Welcome to the Community, ​@JaneKroe.

To verify my understanding, are you referring to your automatic invoice reminders?

If so, you don't need to track the dates yourself or worry about sending too many of them. This feature enables you to remind customers about invoice due dates and go out a few days before or after an invoice's due date. They also let customers with multiple unpaid invoices select and pay them all at once.

Another thing to be aware of with this feature is it only applies to invoices that have already been sent and are currently due. If you haven't sent some invoices to your customers yet, the reminder won't automatically send to them until you do. Just make sure you've already emailed them the original invoice.

It's also important to know any changes you make to reminder rules will apply to future reminders. The templates you've set are used for all invoice reminders.

In regard to them disappearing from your list after being created, I'd recommend troubleshooting the web browser you're using if you haven't yet. If they appear while browsing in incognito mode, you'll want to clear cached data and Intuit-specific cookies to fix the issue.

Also be sure you meet each system requirement for QuickBooks. This will ensure you aren't encountering unexpected behaviors while using the platform.

I’ve included a detailed resource about working with reminders which may come in handy moving forward: Send invoice reminders automatically or manually

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Thursday!