Cadence 1.01
Practical guidance for recurring billing.
Clear, careful answers for the work between a customer change and a correct invoice—in QuickBooks Online, Xero, and the processes around them.
Apply a customer credit to the next recurring invoice—after review
This article helps readers decide whether to apply all, part, or none of an existing customer credit to an unsent recurring invoice. It provides product-specific steps for QuickBooks Online and Xero, including checks for the correct customer, currency, invoice status, amount due, and remaining credit balance before delivery.
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16 guides
Apply a customer credit to the next recurring invoice—after review
This article helps readers decide whether to apply all, part, or none of an existing customer credit to an unsent recurring invoice. It provides product-specific steps for QuickBooks Online and Xero, including checks for the correct customer, currency, invoice status, amount due, and remaining credit balance before delivery.
Read guide →Set deliberate payment terms for recurring customers
This guide helps readers choose the narrowest supported setting for a recurring customer's payment terms in QuickBooks Online or Xero. It shows when to use an invoice, recurring or repeating template, or customer or contact setting; what effects to consider; and how to inspect a generated invoice's displayed due date before sending it.
Read guide →Retire a Former Customer Without Erasing Billing History
This guide helps readers close out a former customer by checking future recurring billing first, then making an eligible customer inactive in QuickBooks Online or archiving a contact in Xero. It explains how to retain financial history, when linked Projects prevent inactivation in QuickBooks Online, and why existing invoices and separate billing services need their own review.
Read guide →Review the First Xero Repeating Invoice Draft Before You Approve and Email It
This article helps you review a Xero-generated repeating invoice draft, correct the draft and template when needed, and choose the appropriate approval and email action.
Read guide →Which recurring invoices are coming up? A ten-minute check
This article helps readers choose a cutoff for a recurring-date review, identify templates whose displayed next dates meet that rule in QuickBooks Online and Xero, and record the results without making changes. It also helps readers avoid treating a displayed next date as proof that an invoice was created, sent, paid, or missed.
Read guide →Trace a recurring bank receipt before treating it as new income
This article helps readers inspect one recurring bank receipt in QuickBooks Online or Xero before treating it as new income. It explains what displayed bank-transaction or statement-line details to record, how to inspect available links to existing records without making changes, and when to stop if the trail is missing or unclear.
Read guide →Decide What a Generated Recurring Invoice Needs Next in QuickBooks Online and Xero
This guide helps you inspect a generated recurring invoice in QuickBooks Online or Xero without making changes. It explains how to record the labels displayed on the invoice and use them to decide whether the next check concerns approval, delivery, or payment. It also distinguishes an individual invoice’s displayed status from recurring or repeating template choices that control future invoice creation.
Read guide →End Recurring Invoicing at the Last Authorized Date in QuickBooks Online and Xero
This guide helps you set the final authorized invoice date on a recurring invoice template in QuickBooks Online or Xero. It then helps you review invoices and drafts already created, identify exceptions that need a decision, and document follow-up when your process requires it.
Read guide →Create a One-Time Invoice from a QuickBooks Online Recurring Template
This guide helps you create a separate, one-time invoice from a QuickBooks Online recurring template by choosing Action > Use. It shows what to review before saving, which template actions to avoid, and why to review the next scheduled invoice so you can decide whether the extra and scheduled invoices cover the same customer and period.
Read guide →Verify Recurring Billing Activity When No Report Total Drill-Down Exists
This article helps readers build a read-only evidence trail when a recurring-billing total does not open its contributing transactions. It explains how to record displayed template details, run the relevant transaction-detail report for the transaction-date period, and compare transaction dates and amounts. Readers can label one fitting row a likely match, or record the result as inconclusive when several rows fit or records are unavailable.
Read guide →Review a Generated Recurring Invoice Draft Before Sending in QuickBooks Online
This article helps you decide what can be reviewed before a recurring invoice is sent in QuickBooks Online. If no draft exists, use the Recurring Template List to check the template, listed amount, and account name. Once QuickBooks Online generates a draft, open it from the customer’s Transaction List and inspect the invoice output for the invoice date, due date, payment terms, line items, and amounts without editing, saving, or sending it.
Read guide →Choose the Right Xero Repeating-Invoice Status
This guide helps you choose Save as Draft, Approve, or Approve for Sending for a Xero repeating-invoice template. It walks through whether the template includes tracked inventory, whether invoices need review or approval, whether staff will send them individually, and when automatic email applies to the first invoice.
Read guide →Choose a Recurring Invoice Template Type in QuickBooks Online
This guide helps you choose a QuickBooks Online recurring invoice template type: Scheduled for predictable invoice details and automatic draft creation, Reminder when each invoice needs review or revision, and Unscheduled for irregular invoices that need a reusable starting point. It also shows how to create or update the template and what to check before saving it.
Read guide →Cadence 101: Use recurring invoices when the customer owes payment later
This guide helps you decide whether a recurring customer charge paid after billing should use a recurring invoice workflow. It shows what to review in QuickBooks Online and Xero: the recurring invoice template status, invoice due date, invoice payment status, and whether the existing payment is connected to that invoice rather than recorded as a separate direct cash receipt. It also explains when to stop and route an item for follow-up without changing records.
Read guide →Pilot Customer-Name Standardization Before Updating Recurring Billing
This guide helps readers decide whether a customer or contact rename is safe to extend beyond one pilot by validating every associated recurring billing template before the next run.
Read guide →Pause a Recurring Invoice Template, Then Verify Its Next Run
This guide helps you pause an existing QuickBooks Online recurring invoice template, resume it when available, and decide whether it is safe to rely on the next automatic invoice by checking template status and Next Date.
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