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treasurer24
March 17, 2019
Solved

Prices not updating in recurring templates even after checking "update price" box and saving. What am I missing? I followed the directions to the letter.

  • March 17, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by Malcolm Ziman

The problem is that is not happening. I'd like to hear from someone who has successfully used the feature. Have you used it before?


@treasurer24 wrote:

The problem is that is not happening. I'd like to hear from someone who has successfully used the feature. Have you used it before?

Yes, it works for me. They say to clear cache for strange behavior

3 replies

john-pero
john-pero
March 17, 2019

Recurring transactions initially created before price update will not reflect the price update. If you read somewhere it would that article is wrong. If someone told you it would that person is wrong.

 

You will have to edit each recurring transaction to reflect the new price. One trick when you open the recurring template to view is add the same item as already on there and it should be at new price as of today, then delete the line with the old price

M
Malcolm Ziman
March 17, 2019
@john-pero wrote:

Recurring transactions initially created before price update will not reflect the price update. If you read somewhere it would that article is wrong. If someone told you it would that person is wrong.

 

 

They are not wrong.

If you check the box that says " Update price in recurring templates, too" it updates price in recurring templates, too

    T
    treasurer24Author
    March 17, 2019

    The problem is that is not happening. I'd like to hear from someone who has successfully used the feature. Have you used it before?

    H
    howardjennings
    October 18, 2019

    Hi, I have the same issue, but with 605 templates. I've tried the delete cache think, no joy.

     

    The update recurring templates checkbox only appears once you've manually updated at least one template.

    However it doesn't actually update anything. Well cetainly not anything useful to man or dog.

     

    I was told it doesn't update the recurring templates, because it will ruin any templates that have special pricing. We don't have special pricing! who does?

     

    Having said that, has anyone got it to work or found a work around?

    Yours,
    Desperate in Detroit

    C
    ChristieAnn 11
    October 18, 2019

    Hi there, howardjennings.


    Thank you for providing an information about the steps you've done to resolve the issue.

     

    For the price update to flow into the existing template, it has to sync first with the current price in products and services.

     

    To do that, open your template and you'll need to toggle the item from your product and services field. Then, go back to selecting the item so the amount will update to the current price. This means your template has synced with your products and services.

     

    Here's how:

     

    1. Click the Gear icon at the upper left corner and select Recurring Transaction.
    2. Select the Edit drop-down arrow under the Action column.
    3. From the Product/Services column drop-down list, toggle the item.
    4. Go back to the original item so the amount will update to the current price.
    5. Click the Save template button.


    Please check this article for additional information in creating templates for recurring transactions and how to edit an existing recurring: Create templates for recurring transactions.

     

    If the problem persists after following the steps above, I suggest contacting our Customer Support Team. They have the necessary tools like screen sharing to check and pull up your account and investigate what is happening to your end.

     

    I'll be glad to help you if you have any other questions.​ Have a good day!​

    H
    howardjennings
    October 18, 2019

    Hi @ChristieAnn 11 , thanks for your input. I have a couple of observations from your comment.

     

    1. Deleting the template and recreating it kind of defeats the object of the line item price being automatically updated.
    2. Obviously the updated price will show. It's a new template.
    3. I have contacted your customer non-support team. They also excelled themselves by providing no help whatsoever.
    4. This, I feel is a better idea. Why don't you delete and the recreate the template for us so that you can see what happens and save everyone time. We only have 605, so it should be a doddle for you.
      H
      HermanYoder
      September 23, 2021

      I am having an issue that the prices are not updating to the item price. The pop up comes up to update the price but I can save it and go to the item window and the price is still not updated. This has nothing to do with recurring transactions as we use all new transactions.

      Candice C
      Candice C
      September 23, 2021

      Good afternoon, @HermanYoder. 

       

      Thanks for joining in on this thread. I hope your day is going well so far. 

       

      The best way to get this resolved, is by contacting our Customer Support Team. The reason why is they can use a screen share to review your account to see what the next steps would be for your business. Here's how: 

       

      1. Go to the Help icon in the top right-hand corner. 
      2. Press the Contact Us button. 
      3. Give a brief description and hit Let's talk. 
      4. Scroll down and choose to Get a callback. 

       

      It's that easy. 

       

      Keep us updated on how the phone call goes. I'm only a post away if you need me. Take care! 

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