Is anyone having trouble with recurring transactions processing for today May 1st, 2024?

All my recurring May 1st invoices didn't send as well. In fact, they weren't even created. Usually they send in the early hours every 1st of the month.

I understand how important sending your recurring transactions promptly, Johnny. I've got some information to share with you about this matter.

We've received and encountered similar cases and reports where recurring invoices are not created or sent to their designated customers. To address this concern, I recommend contacting our Customer Support team so they can add you to the list of affected users. 

Here's how to contact us:

1. Go to the Help menu, then select the Search tab.
2. Click Contact Us.
3. Enter a brief description of your concern, then choose Continue.
4. Select either Start a Chat or Get a Callback and start connecting with them.

In the meantime, as our Product engineers look further into this issue, you can manually send the invoices by following these steps:

1. Go to the Gear icon, then select Recurring Transactions.
2. Look for the template you want to send, then click the Dropdown beside the Edit button.
3. Select Use.
   
   
    
4. Review the invoice details, then click Review and Send.
5. Once done, click Send Invoice.
   
   

Moreover, if you want to get the list of your recurring transactions and the accounts linked to in QuickBooks, you can visit this link as your reference: Review your recurring transactions in QuickBooks Online.

Also, once your customer paid their invoices, you can record the received payments in the program to mark them as paid and make your account accurate. 

I'm just a click away if you have other queries aside from managing recurring transactions in QuickBooks. I'll make sure to get back to you to sort things out. 

Hello there, @Kr2578. 

I'd like to provide an update regarding the timing of your scheduled transactions. 

We have changed the timing of when recurring invoices are sent out. While the automatic creation of invoices will still occur between midnight and 2 am PST, the actual sending of the email will not happen until approximately 9 am PST.   

This change is automatic, which means you don't need to take any action.

For more guidance, you can check out these articles:

• Create recurring transactions in QuickBooks Online.
• Schedule recurring transactions created with a template.

Apart from that, here's an article to help you manage invoice payments inside QBO: Record invoice payments in QuickBooks Online.

If there's anything else you'd like to discuss or if you require further assistance beyond managing recurring transactions in QuickBooks, please don't hesitate to let me know.

I'm here with an update about why recurring transactions still appear on your task list in QuickBooks Online (QBO), MR601.

QuickBooks has made changes to the timing of sending notifications for recurring transactions. As a result, they'll continue to appear on your task list even after you have received their payment. Furthermore, this occurrence is automatic, and no action is needed on your end. Rest assured that we'll send further communications about it.

Also, would you like to delete an account linked to a recurring transaction? If so, feel free to check out the How to delete an account linked to a recurring transaction section in this article for the step-by-step guide: Review your recurring transactions in QuickBooks Online.

If you need further assistance managing your recurring transactions, let me know in the comment section below. I'm always ready to provide the guidance you require. 

It's nice to see you here in the Community, Shelley4731. I'd be happy to share some details about scheduled recurring invoices in QuickBooks Online.

In QuickBooks Online, you have the option to create templates for transactions that occur regularly. If you've set up a template to be sent monthly on the 1st of each month, the July invoices might have already been sent out to your customers. As a result, the next invoice is scheduled for August 1.

To adjust the interval settings, you can follow these steps:
 

1. Head to the gear icon at the top-right corner of the screen.
2. Under Lists, select Recurring transactions.
3. Locate the template. Then, click Edit under the Action column.
4. Make the necessary changes in the interval section.
5. Press Save template.

If you need more information about recurring invoices, feel free to explore these resources:
 

• Create recurring transactions in QuickBooks Online
• How to schedule recurring invoices in QuickBooks Online

For future reference, here's a helpful article on how to get a list of all your recurring transactions in QuickBooks: Review your recurring transactions in QuickBooks Online.

Come back to this post if you have any other concerns about recurring transactions in QuickBooks, Shelley4731. The Community is always available to help you out. Keep safe!

I am using QB Online, I found I neglected to click the Automatically Send Email in the Scheduling settings of the invoices that would not send.  Go into each invoice you want to set to recur and then Manage (Gear at the top), Set to automate in the Scheduled box in the Manage area of the invoice.  Once you set them to Automatically Send then you can set its frequency.

You should then see the invoice to be sent in the Recurring Invoices settings as pointed out to in the image in this string.  You can edit the recurring invoices individually in that area if you need to change recipient, service, pricing, etc.

You can see if the recurring invoice was actually sent under the far left navigation Sales -> Invoices -> Status

It is "intuitive" once you set up a couple.