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M
mbpros
April 27, 2024
Question

For the past few days if I try to save a Recurring Invoice Template that I have edited, it won't save. Any ideas?

  • April 27, 2024
  • 1 reply
  • 0 views
I have been trying to edit recurring invoice templates by removing a service item, but I cannot save.  I used to be able to do this, but a few days ago something happened and I can no longer save an edited recurring invoice template.  Any ideas??

1 reply

R
RogelioL
April 27, 2024

I'd be happy to help you with saving your edited recurring invoice templates in QuickBooks Online, @mbpros.

 

To begin with, may I ask if you've received a specific error after saving your edited recurring invoice template? This way, we can give you the appropriate solution you need. 

 

In the meantime, let's try some basic troubleshooting to determine if this is a browser-related issue. Sometimes, QuickBooks may encounter errors due to accumulated cache. 

With this, we can try logging in to your QBO account using a private browser, as it ignores websites from using cookies and doesn’t record any history and data:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

If this works, you might need to clear the browser's cache so the system can start fresh. If you get the same result, I recommend switching to a different supported browser.

 

Additionally, you can visit our QuickBooks Blog to find articles that can assist you with recurring invoices.

 

If you want to learn how to set up automatic payments for recurring invoices, refer to this article: Set up Autopay for recurring invoices in QuickBooks Online.

 

Please let me know if you require further assistance with your recurring invoice or any other QuickBooks-related issues. Stay safe.

M
mbprosAuthor
April 28, 2024

This did not solve the problem.  They changed the setup for recurring invoice templates and I don't like the changes....and I cannot save changes I make to an existing template.  I will just have to delete the template for a customer and create a new one whenever I need to make changes.

Nicole_N
Nicole_N
April 28, 2024

I see how essential it is for you to save the modified recurring invoice template, @mbpros. Allow me to route you in the right direction so you can achieve the task in QuickBooks Online (QBO).

 

Since the steps provided by my peer above don't work, I recommend contacting our Phone Support team for further investigation. They have all the necessary tools to safely look at your account and determine the root cause of the issue. You can connect with them using your QuickBooks account. Here's how:

 

  1. Click the Help icon in the top right-hand corner.
  2. Select Search, then Contact Us.



  3. Choose your topic or select "Ask about something else"  to enter your question in the box and hit Continue.
  4. Please choose the best way you'll want to reach out to us.

 

Our representatives can accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT. 

 

Moreover, if you want to review your current financial records, you can check out this article to help you run reports in the future: Run reports in QuickBooks Online. 

 

If you have more questions about managing recurring invoices in QuickBooks, simply leave a comment below. You can always raise any other concerns you might have. The Community is always here to help. 

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