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Replying to:
ShyMae
QuickBooks Team

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Hello there, Paradise. Let's edit the recurring invoice date so you won't need to edit all your dues every month before sending them.

 

If you want to send the recurring invoice before the due date, we can set your recurring transaction's interval Daily and then select how many days. By doing this, the system will automatically create an invoice according to the days you've set up. 

 

Additionally, you can set the Terms to Net 15, 30, or 60. That's the invoice's due date. 

 

To edit recurring invoice date:

  1. Hover to the Gear icon and choose Recurring transactions under Lists.
  2. Click the Action dropdown, then click Edit
  3. In the Create days in advance, enter your preferred days to create an invoice.
  4. In the Interval section, please set it to Daily, then type in the days
  5. Now, click the Terms dropdown and choose your desired due payment terms.  

 

I've added screenshots for reference.

 

 

Meanwhile, if you wish to automate the setup of your payment terms in your invoices, please know that this feature is still unavailable in QuickBooks Online. I see this is essential to your business, so I'd recommend sending feedback to our product development team. They'll carefully review your idea and may consider it for future updates. 

 

To submit your suggestion:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

We truly appreciate your valuable feedback and acknowledge your contribution towards improving our product.

 

Meanwhile, if you've received a payment from your customer, it's important to record it in QuickBooks to ensure that the invoices are marked as paid. This way, you can keep track of your business's financial transactions and maintain accurate records. Additionally, you can set up automated reminders for your customers when your invoices are due. This feature can help you get paid faster and reduce the number of overdue payments. 

 

You can utilize the reply button below for further clarification regarding the due date in your invoice. I'm always here to support you, Paradise. 

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