Thanks for coming back to us, @greenheron. Let me share some insights on how QuickBooks Online (QBO) handles recurring transactions.

QBO will handle your transactions depending on how you set them up. You’ll want to select Reminder as the type of your recurring invoice. This way, you’ll be notified when the transaction will be created before sending it to your customer. Also, ensure to enter the start date of when the invoice will recur.

First, turn on the Reminder feature.

1. Go to the Gear icon.
2. Under Your Company, select Account and settings.
3. Click the Sales tab.
4. Select the Reminders edit pencil icon.
5. Turn on the Automatic invoice reminders.
6. Hit Save and then Done.
   

Then, set up the reminders in the recurring template.

1. Go to the Gear icon.
2. Under Lists, select Recurring transactions.
3. Click Edit in the Action column.
4. Click the Type drop-down arrow, then choose Reminder.
5. Enter 2 in the Remind days before the transaction date box.
6. Put a Start date.
7. Hit Save template.
   

Visit this link to learn more about your recurring transaction: Create templates for recurring transactions.

Also, here’s an article you can use for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This link can walk you through the steps to personalize your invoices.

Let me know if you have other questions about recurring transactions in QBO. I’ll be around to answer it for you. Keep safe and stay well.