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info2009
April 5, 2024
Question

If I change a recurring transaction after it becomes an invoice, how can I get QB to change the recurring transaction for me as well (this used to happen)?

  • April 5, 2024
  • 2 replies
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    2 replies

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    ErwinQ
    April 5, 2024

    I'm here to provide insight about changing recurring transactions after they become invoices in QuickBooks Online, @info2009.

     

    If you change the transactions that are already created in the recurring template, it will only affect future transactions. For the transactions that have been created, you need to manually edit them. 

     

    Here's how:

     

    1.  Access your QuickBooks Online account and select Sales from the menu on the left.
    2.  Navigate to the Invoice section and choose the transaction you wish to modify.
    3.  Click on Edit Invoice.
    4.  After making the necessary changes, select Save and Close.

     

    Furthermore, I've also added this article on how you can record payments to mark your outstanding invoices as paid: Record invoice payments in QuickBooks Online.

     

    If you have more questions related to your recurring invoice in QuickBooks Online, feel free to respond. Have a great day!

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    info2009Author
    April 7, 2024

    Thanks for the reply but that doesn't answer my question.  For years, I've been using recurring transactions.  After an invoice was created from a recurring transaction, if I changed that invoice, when Saving it, QB would ask if I wanted to update the recurring transaction as well.  If I said Yes, the recurring transaction would automatically update and the next time it ran, it would have the updated values.  About 2 -3 months ago, QB stopped asking if I wanted to update the recurring transaction.  Now, if I change an invoice that was created from a recurring transaction, I need to go to that recurring transaction and modify it myself.  It has doubled the amount of time it takes to do billing.

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      Wirx
      June 4, 2024

      Exactly,

       

      Not only that, but they deleted the "CUSTOMIZE" option in recurring transactions. Now, there is no option to change to a different invoice template.

       

      Very frustrating

       

      Randy 

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