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Dynamic Date Fields

6 min. readlast update: 09.11.2025

Dynamic Date Fields

 

Dymanic Date fields can be inserted into Line Item Descriptions (shows in RECUR360 and QuickBooks) or in the Customer Message section (this only shows in RECUR360 and doesn't sync to the Customer Message within QuickBooks Desktop or Online).

 

Add/Insert a Dynamic Date to a Line Item

To add/insert a Dynamic Date, when Adding/Editing a Line Item, to the left of the Line Items you will see your options:

    • You can click or drag your selections into the Description field and separate them with verbiage, i.e.

    • Which then looks like this in a Recurring Invoice Template future Line Item:

    • When the transaction Processes, it will then fill in those fields accordingly:

    • When the invoice is sent to the customer they will see:

 

Add/Insert a Dynamic Date to the Customer Memo

Likewise, you can paste that code into the Customer Message Section so that it shows within the RECUR360 Invoice (doesn't copy over to Customer Memo in QuickBooks though):

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    • When the invoice is created you will see:

    • The customer will see:

 

Create/Copy a Dynamic Date to an item in QuickBooks

You can also copy the Code for the Dynamic Date and update your Item Descriptions in QuickBooks so that the next time you add them into a transaction in RECUR360, it will be automatically set to use those fields when the transaction processes. Make sure after editing Items in QuickBooks you run a sync with RECUR360.

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Create Dynamic Date

"Create Dynamic Date" allows you to create your own date parameter:

    • You can choose Monthly or Weekly:

    • Pick the day of the month:

    • How many months/weeks before, after, or during the month of the invoice date. 

 

Changing the Dynamic Date Format  

If you would like to change the date format on the "Dynamic Date" simply click the m/d/yyyy and edit it.

 

    • You can change it to show the month and the year by using MMMM/YYYY

    • The invoice will reflect:

    • Your customer will see:

 

    • Or to just show the month use MMMM

    • Viewing the invoice in Recur360:

    • Customers View:

 

There are multiple formats that can be used for your dates. 

Day

(d) Shows the day of month as digits with no leading zero for single-digit days. (8)

(dd) Shows the day of month as digits with leading zero for single-digit days. (08)

 

Month

(M) Shows the month as digits with no leading zero for single-digit months. (9)

(MM) Shows the month as digits with leading zero for single-digit months. (09)

(MMM) Shows the month as a three-letter abbreviation. (Sep)

(MMMM) Shows the month as its full name. (September)

Year 

(yy) Shows the Year as last two digits, but with leading zero for years less than 10. (07)

(yyy) or (yyyy) Shows the year represented by full four digits. (2007)

 

Examples:

 

Billing for future services 

 

Example 1: Lets say you bill on the 15th of each month, due in 15 days, for services for the next month recurring.

    • Set the interval as monthly on the 15th day of each month, with the terms net 15.

    • Then create a Dynamic Date if you do not have one already for monthly, the first day of the month, 1 month after the invoice date.

    • And another for monthly, last day of the month, 1 month after the invoice date. 

    • When adding it should look similar to:

    • And on the invoice it will show:

 

Example 2: Similarly, if you bill on the 1st of each month, due in 15 days, for services from the 16th of that month to the 15th of the next month recurring.

    • Set the interval as monthly on the 1st day of each month, with the terms net 15.

    • Then create a Dynamic Date if you do not have one already for monthly, the 16th day of the month, during the month of the invoice date.

    • And another for monthly, the 15th day of the month, 1 month after the invoice date. 

    • When adding it should look similar to:

    • The invoice will show:

 

Example 3: If you have a more custom billing period, and want the invoice dated of the 23rd of the month, with the billing period the 22nd of the next month to the 19th of the month following that. 

    • Set the interval as monthly on the 23rd day of each month.

    • Create a Dynamic Date if you do not have one already for monthly, the 22nd day of the month, 1 month after the invoice date.

    • And you will want one for monthly, the 19th day of the month, 2 months after the invoice date. 

    • Here is how it should look when adding the dates:

    • And the look on the invoice will be:

 

Billing for past services 

 

Example 1: Lets say you bill on the 15th of each month, due in 15 days, for services from the 1st day of the previous month to the last day of the previous month recurring.

    • Set the interval as monthly on the 15th day of each month, with the terms net 15.

    • Then create a Dynamic Date if you do not have one already for monthly, the first day of the month, 1 month before the invoice date.

    • And another for monthly, last day of the month, 1 month before the invoice date. 

    • When adding it should look similar to:

    • And on the invoice it will show:

 

Example 2: If you bill on the 1st of each month, due in 15 days, for services from the 1st of the previos month to the last day of the previous month recurring.

    • Set the interval as monthly on the 1st day of each month, with the terms net 15.

    • Create a Dynamic Date if you do not have one already for monthly, the first day of the month, 1 month before the invoice date.

    • The second one for monthly, last day of the month, 1 month before the invoice date.

    • When adding it should look similar to:

    • The invoice will show:

 

 

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