I appreciate the details you've shared with the Community, John.

Assuming you have correctly set up the interval on the recurring reminder template. Yes, you're correct. You'll have to edit the date when you decide to "use" it since it's different from the scheduled template, regardless of the interval. Thus, manually using the template won't move the date to the next schedule.

For more details about picking the correct type of recurring transaction, see this article: Create recurring transactions in QuickBooks Online.

In addition, if you want to create a scheduled template, you'll have to uncheck the Automatically send emails box to ensure you can use it manually. It won't stop you from sending scheduled templates. Please see this guide for insightful details: Scheduled recurring transactions created with a template.

Let us know if you need more assistance with using recurring templates. We're always ready to help you here 24/7. Stay safe, and more power to your business!