- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Manage Customers and income
Hi @Reeder,
In QuickBooks Online (QBO), recurring transactions are created as is.
You have the option to customize your recurring template to create the invoice in advance (say, 2 or 3 days), but not email them automatically. This way, you can review the generated invoice and enter the necessary info (nth month of 12 Month). You can enter this on the Message on invoice text box, and your customer will see that message on the invoice itself when they view the transaction.
Once you're okay with what you see on the generated invoice, you can proceed with sending it. You can refer to the screenshot below as to how you can edit your recurring template.
More info on creating a recurring invoice is in this article: How to create a recurring invoice and manage recurring transactions. It also includes steps on how you can manage your recurring transactions.
Do you have other questions? Post them below, and I'll get back to you shortly.