Thanks for posting your questions here in the Community, @CFOPres. I'm here to answer all of your concerns about the reminders feature for recurring transactions.
Yes, you're right. You can find the reminders from the top homepage or dashboard in the Tasks section. It also suggests a series of transactions based on the schedule you've set.
About the different choices in your reminders, it could be that you've used a base or an existing template for a recurring transaction. That's why you only have the option to Use or Duplicate.
To make sure you'll get notified when your transactions will be created, I'd suggest you create it from scratch. Then, let's select Reminder as the type of your recurring bill.
Here's how:
- Go to the Gear icon, then under Lists, select Recurring Transactions.
- Tap New, then choose Bill.
- On the Type section, select Reminder.
- Enter all the information needed for your recurring bill.
- Click Save template.
To learn more insights about this, here's an article that you can read through: Create templates for recurring transactions.
I've also added this help article for your future reference: Duplicate transactions when using a recurring template. It helps you learn about how to handle this type of situation in case you'll encounter any.
I'm always here in the Community if you need more help, @CFOPres. More power to your business.
