Transactions

You're welcome, @lkoups. 

I can provide additional information about using a recurring transaction. 

Using or utilizing the Use feature when recording the invoice is totally fine. 

When you create the invoice by using that feature, the invoice will still use the scheduled date. You’ll need to reset or edit the date to stop the transaction from sending on the scheduled date. 

This means that when you manually create or use that template, that won’t update or move the date to the next schedule. 

You'll need to edit it so it'll no longer be sent automatically on the scheduled date. Here's how:

1. From the Recurring Transaction List, click the Edit button of the template that you're referring to. 
2. Update the Start and End date.
3. Select Save template.

You can check this article for more information on how to schedule recurring transactions created with a template and on how to edit a recurring template. 

I'm always here if you still have questions about your recurring invoices. Let me know in the reply section below. Take care and have a wonderful day!