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userverticalenergy
May 23, 2025
Question

Services not updating in recurring transactions. Urgent

  • May 23, 2025
  • 1 reply
  • 0 views

My services are not updating in recurring invoices. There is no box to check to apply to a recurring template when you edit the service, no matter what I try. When I click the drop down menu to manually change the service on the recurring transaction, it still shows last months. I literally cannot even do this manually. This has been a total catastrophe for the past 2 months, with ZERO fix in sight. Supposedly it is investigation # INV-123762. I cannot confirm this is exactly my problem, but the customer service agent said it matches my issue.

 

Supposedly tech is looking into it? This is an urgent issue that needs fixed immediately. Absolutely unacceptable by QB for this to still be an issue 2 months later! I have almost 1,000 lines of services within my recurring invoices that I had to manually update last month, and it is STILL not fixed.

    1 reply

    cody_a
    cody_a
    Employee
    May 27, 2025

    Hi there @userverticalenergy,

    We understand how critical it is for your recurring invoices to accurately reflect your services and how frustrating it's been that this isn't working as expected, especially after dealing with this for two months and the significant manual effort it's causing. We want to assure you that we're here to help.

     

    We've escalated your issue regarding services not updating in recurring invoices and the inability to apply edited services to recurring templates to our Next Level Help team. They will carefully review your Community comments, support history, and the details of the investigation for full context.

     

    You can expect to hear from one of our experts soon with next steps.

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