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J
JunkGuy
June 23, 2025
Question

Recurring Transactions emailing on create date

  • June 23, 2025
  • 1 reply
  • 35 views

I have over 300 recurring invoices set up to create 10 days early and automatically send emails on the 1st. See example below:

 

"

Repeats on 1st day of every 1 month.
The next invoice will be created on 07/22/2025 and sent on 08/01/2025."

 

 

This is the first month I've used quickbooks and all the emails sent on the create date instead! I need to be able to review and edit them before they send and they should send on the first of the month, not 10 days early.

1 reply

Tori B
Tori BQuickBooks Team
QuickBooks Team
June 23, 2025

Good morning, @JunkGuy.

 

How are you doing today? I hope all is well. 

 

You'll need first to enter the start date and set the Term applicable for the recurring invoice. If you want the invoice to recur so many days in advance, then, choose Monthly as Interval and set the number of days ahead. Then, set up a new Term and select Due by certain day of the month radio button, and enter 1 on the day of the month field.

 

Keep in mind that the Start date and end date would identify when the invoice will start and end. Also, the interval and the start date would not affect the due date instead, it would base on the Terms set for the invoice.

 

For more information about this process, you can check this article: Create recurring transactions in QuickBooks Online.

 

Here's how you can edit the current template: 

 

  1. Click on the Gear Icon and then select Recurring transactions.
  2. From the Action column, tap on Edit for the transaction you want to edit.
  3. Edit the template name, type, and the customer or payee name as needed.
  4. If you're editing a Scheduled or Reminder type template, you can adjust how far in advance QuickBooks creates the template or sends you a reminder. You can also set the frequency in the Interval section.
  5. Add or remove any product or service details in the Item details section.
  6. When you're done, select Save template.

 

If you have any additional questions or concerns about this process, please don't hesitate to let us know. I hope you have a great rest of your day! 

J
JunkGuyAuthor
June 23, 2025

Thank you for the reply but I have done this.

 

The type is "scheduled" and create number of days in advance is 10.

 

The start date is set to 7/1/25 and term is due on receipt. It is set to repeat monthly every 1 month on the 1st day and end never. I have checked off "automatically send emails."

 

Last week under interval it said " Repeats on 1st day of every 1 month.
The next invoice will be created on 06/21/2025 and sent on 07/01/2025."

 

But on 6/21/25 all of the emails went to the customers. I have to edit and add things some invoices before they go out so this is not good.

 

Is there a known error where the emails send on create date and not send date?

J
JeveeAdvin_laQuickBooks Team
QuickBooks Team
June 23, 2025

I can see that you've correctly configured the recurring invoices, JunkGuy. however, the system is not sending them on the intended dates. We recommend contacting our live support team for a secure and thorough review of your account.

Here's how to contact them:

 

  1. Click on the Help icon and choose the Search tab.
  2. In the search field, enter the contact support.
  3. Select the Contact Us button.
  4. Choose the Have us call you in the Callback section.
  5. Follow the on-screen steps.

 

For future reference on how to accept online payments for online and in-person sales with QuickBooks Payments, check out this resource: Receive and process payments.

If you have any other concerns, feel free to return to the Community for further assistance.

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