Skip to main content
September 1, 2020
Question

Can you tell me about why my recurring is not appear suddenly in this month, today is next recurring date.

  • September 1, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

September 1, 2020

Let's work together to resolve this, @accesstaxaffairs

 

Here are the possible factors why your recurring template isn't showing up today: 

  • The template isn't set to scheduled and has reached its End Date or Maximum Occurrences.
  • If you're using recurring sales receipt or cash memo, the credit card associated with it isn't active. 
  • The tax code used on the template was changed indirectly. 
  • The template is damaged. 

 

First, let's open the template to check its Type and End Date or Maximum Occurrences. This way, we'll be able to determine the root cause of the issue and help fix it. I'll guide you how. 

  1. Go to the Gear (⚙) icon at the upper right.
  2. Select Recurring Transactions under Lists
  3. In the Action column, locate the template for the transaction that was not created and choose Edit.
  4. Make sure the Type is set to Scheduled and End is set to the appropriate end date/number of occurrences.
  5. Click Save template.

 

The screenshot below shows you the last two steps. 

 

Second, let's go to your customer's profile to review and make sure their credit card isn't expired or expiring soon (for recurring sales receipt or cash memo). If it is, you'll need to update it as soon as you have their new card details. That way, any scheduled recurring sales receipts or cash memos will continue to run.

 

Third, let's open the recurring template again, select the appropriate tax code, and re-save it. View the screenshot below for your visual reference. 

 

However, if the issue persists, let's recreate the damaged template by writing down or printing its details. Then, delete it afterward to help resolve this (see the screenshot below).

 

In case you want to manually create the needed transaction today, just select Use from the Edit drop-down menu on the Recurring Transactions page.

 

To learn more about the process above, check out this article: How To Handle A Recurring Transaction That Did Not Run

 

If you need to create a new template for your recurring transactions, you can check out this link: Manage Recurring Transactions.

 

I'll be right here to help if you need further assistance. Take care always, and stay healthy.