Skip to main content
A
anderlandqb
March 30, 2020
Question

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

  • March 30, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

A
AileneA
March 30, 2020

Hi there, @anderlandqb. 

 

Thank you for reaching out the Community. The due date is depend on the term you've set up in your recurring transactions. Let me walk you through on how to customize the recurring transactions. 

 

  1. Click the Gear icon, choose Recurring Invoice. 
  2. Press Edit under Action. 
  3. Under Interval drop-down arrow and select the specific month you wanted to be due. 
  4. In the Terms drop-down field, select Add new.  
  5. Set the term Name, choose Due by certain day of the month radio button, and enter the day of the month field.  
  6. Tap Save.
  7. Hit Save Template.  

 

 

 

 

 

 

 

 

For more details on how to creating recurring templates, you can check this article: Create recurring transactions in QuickBooks Online. 

 

Let me know if you need further assistance. I’m always here to help. Enjoy your day!

A
anderlandqbAuthor
March 31, 2020

Thank for for talking time respond.

 
I did all of the things you mentioned a year ago when setting up the recurring templates in the first place.  They have worked fine every month since then until the invoices that went out on February 26 (which showed April 1 due dates, instead of the intended due dates of March 1) and again on March 26 (which showed due dates of May 1, instead of April 1.)
 
After the first time it happened, I checked each template in the list of templates in the Recurring transactions list, confirmed that the dates shown in the "next date" column were correct, then checked that "Due on 1st of Month " was selected in the Terms drop down in the template.    So far as I could tell, everything was correct and nothing had changed from the previous months.  Nonetheless, all of the invoices that went out on the 26th of March showed the due date as May 1.
 
I have reconfirmed and reset everything again, hoping that the April 26 invoices will correctly show May 1 as the due dates.  We'll see.  In the meantime, do you have any ideas?  Is it possible that the error was initially caused by the fact that February had 29 days?
 
Thanks!
 
Gary
    Ashley H
    Ashley H
    March 31, 2020

    Thanks for joining the thread, @anderlandqb.

     

    I do believe that could be the cause of the recurring template having an error. No worries, now that you've reset and made sure all the information is correct, you're now back on track with your transactions. Here's a couple of Community Articles that you may find useful:

    Please don't hesitate and reach back out if the issue persists or if you have additional questions. I'm always happy to help. Have a beautiful day!

    MaryLandT
    MaryLandT
    April 21, 2020

    Thanks for joining this thread, NPOA.

     

    I can see that  many of you are having the same issue with recurring invoices. I highly suggest contacting our QuickBooks Online so they can create an investigation for this.

     

    They need to pull up your account and create a case for you. Once verified, they'll send a request to our Engineering Team and have them take a look at this issue. 

     

    That being said, the following steps below will guide you through contacting our live support team:

     

    Contact us through your product

     

    1. Sign in to your QuickBooks Online company.
    2. Go to Help (?).
    3. Select Contact Us.
    4. Enter your concern, then select Let's talk.
    5. Choose Start a chat to connect with a support expert.

    Let me know how the contact goes or if there's anything else you need. I'm always around to help you out.

    N
    NPOA
    April 28, 2020

    I went to a chat session as suggested and briefly described the issue with the incorrect due date being populated on recurring invoices for term=First of Upcoming Month.  I received a Case Number (# [removed]) but no further contact or acknowledgement from Intuit.  Would appreciate some update or at least confirmation that this issue is being investigated by Engineering.   NPOA

    M
    mv32
    April 28, 2020

    Thanks for your prompt response, @NPOA.

     

    I'd suggest getting a callback to our Care Support Team to verify the result of the case. There you can give the case number and further know the spot you're in right now. You can ask them to exchange emails for the case update.

     

    Also, please check your email daily after asking them.

     

    You can follow the steps given by my colleague MaryLandT to reach our support. And in step 5, choose to Get a callback.

     

    Just in case you wanted to check our hottest feature updates, you can visit our blog site. There you can see related tools to use to get the job done quickly.

     

    Keep me notified by leaving a message to this if you need my assistance. I'm always here to help. Stay safe and well!

    Terms & ConditionsAccessibility statement