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A
Arka3L
October 3, 2024
Solved

Recurring invoice hasn't been sent for 2 days

  • October 3, 2024
  • 2 replies
  • 0 views

This is the first time I've experienced this but I have a recurring invoice that gets sent out to a customer on the first day of each month. I haven't had any issues in the past but I noticed today that the invoice created Oct 1st never got sent. It's now Oct 3rd and the invoice status is only "Opened". Why hasn't this invoice sent? Previous invoices were created and sent the same day. 

Best answer by GlinetteC

I appreciate you updating us regarding your issue with recurring invoices, Arka3L. Let me offer alternative options to help us fix this.

 

We can perform a few steps to resolve recurring transactions that aren't sent automatically. It's important to note that the set scheduled recurring invoice has not reached its End Date.

 

Here's how:

 

  1. Locate and access the transaction.
  2. Tick the Send later box.
  3. If you plan to print it later, navigate to Print or Preview and choose Print later.
  4. Hit Save to refresh the transaction.
  5. Then, select Save and send. This ensures that the recurring transaction will be dispatched automatically when created.

 

Another approach is to delete the existing template and create a new one from scratch. This can help in resolving any issues you have with the current setup.

 

I'm sharing these resources for more guidance in managing recurring transactions:

 

 

I'm here if you need any more help aside from managing your recurring transactions.

2 replies

J
jeanbiverly_
October 3, 2024

Hello, @Arka3L. Thanks for getting in touch regarding the issue with your recurring invoices in QuickBooks Online (QBO). I understand how important it is for them to be sent on time, especially since everything has been running smoothly so far.

 

An email fails to deliver due to an incorrect email address or a temporary issue with the recipient's email server. It's crucial to ensure that the correct email address is associated with each of your customer accounts to guarantee they receive their invoices and pay you on time. 

 

Here's how to review your customer's email address:

 

  1. Navigate to Customer & leads, then Customers.
  2. Choose the customer who didn't receive the invoice.
  3. Click Edit.
  4. Verify the email address and make any necessary changes.
  5. Resend the invoice.

 

 

For more detailed information, visit this article: Fix undelivered invoices.

 

Additionally, recurring templates will only create transactions automatically when the type is set to Scheduled and the template hasn't reached its end date or maximum occurrences. 

 

Here's how to check the transaction's settings:

 

  1. Head to the Gear icon.
  2. Select All lists, then Recurring transactions.
  3. Look for the template that wasn't created. Then, in the Action column, click Edit.
  4. Ensure the Type is set to Scheduled, and End is set to Never, or the appropriate end date or number of occurrences.
  5. Hit Save template.

 

 

If the issue persists, check out this article for further troubleshooting steps: Fix failed recurring transactions.

 

Once you receive the invoice payment, make sure to record it to connect it to the invoice and balance your accounts.

 

If you have any other questions or if there’s anything else you need assistance with, please don’t hesitate to reach out. Take care.

A
Arka3LAuthor
October 3, 2024

You clearly didn't read my message otherwise you'd recognize your response is irrelevant. 

I've experienced a plethora of bugs with your online services, even your support forums are bugged. As i'm writing this reply after logging in and can see my avatar in the top right indicating i'm signed in, I'm seeing the message "you must be signed in to add attachments" to this reply... 

 

A
Arka3LAuthor
October 3, 2024

You clearly didn't read my post - your response is irrelevant. 

See the attached screenshot of the state of the invoice. It was never sent to the recipient.

 

I've experienced nothing but continual bugs with your online services. Even your forums are bugged. I've been redirected numerous times to log in in order to reply and this is now my 4th attempt. 

G
GlinetteCAnswer
October 3, 2024

I appreciate you updating us regarding your issue with recurring invoices, Arka3L. Let me offer alternative options to help us fix this.

 

We can perform a few steps to resolve recurring transactions that aren't sent automatically. It's important to note that the set scheduled recurring invoice has not reached its End Date.

 

Here's how:

 

  1. Locate and access the transaction.
  2. Tick the Send later box.
  3. If you plan to print it later, navigate to Print or Preview and choose Print later.
  4. Hit Save to refresh the transaction.
  5. Then, select Save and send. This ensures that the recurring transaction will be dispatched automatically when created.

 

Another approach is to delete the existing template and create a new one from scratch. This can help in resolving any issues you have with the current setup.

 

I'm sharing these resources for more guidance in managing recurring transactions:

 

 

I'm here if you need any more help aside from managing your recurring transactions.

A
Arka3LAuthor
October 4, 2024

Thank you for your suggestion. Even though I have not had to interfere once with the recurrence of the invoices being sent in the past 3 months, the recurring template had the automatically send invoices unchecked which is suspect... I'll see how the next month billing goes. 

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