Question

Recurring invoices did not go out today. What's the status?

Forum|Forum|2 years ago
March 3, 2024
6 replies
0 views

Anyone else have this issue? Invoices did not go out, so automatic payments did not process. Customers have deadlines to pay. Will this be resolved soon?

QuickBooks Online

E

ErwinQ

Thank you for bringing this out to the Community, Mattjoco.

There are several reasons why recurring invoices may stop working. To ensure they continue to function, make sure your recurring invoice template is set to "Scheduled" and has not reached its "End Date" or "Maximum Occurrences".

Here's how:

Go to the Gear icon.
Under Lists, select Recurring transactions.
Find the template you want to recreate, then select Edit in the Action column.
Print or write down any details you’ll need to recreate the template.
Return to the list of recurring templates, then select New.
From the Transaction Type ▼ dropdown, select the type of template you want to create.
Fill out the template and be sure to select Scheduled from the Type ▼ dropdown.
Select Save template.

If the issue persists, you can delete the recurring invoice template that's causing the problem. Then, create a new one to further isolate the issue. Here's how:

1. First, let's go to the Gear Icon.

2. Next, select Recurring Transactions.

3. Find the invoice template you want to edit, and click on Edit from the Action column.

4. Make sure to jot down all the recurring invoice details, as you'll need them later when you recreate the template.

5. Once you have everything you need, head back to the template list and click on New.

6. Enter all the invoice details and then hit Save and Close.

7. Once completed, select the problematic recurring template.

8. Click on Edit, and then choose Delete.

Furthermore, Check out these resources that can help you handle your recurring transactions in QuickBooks Online:

If you have more question related to sales form, don't hesitate to reply to this post. We're available 14/7. Have a great day.

G

ggarvin

This doesn't solve the problem. Every single invoice has not gone out this month. They are all still sitting in recurring without being sent with dates from 3/1 forward.

M

MRobinson0111

We just experienced this with 4/1/24 invoices, nothing has gone out today.

Their suggestion was that today is the first of the month after a weekend! QB doesn't operate on a bank schedule for sending invoices! Regardless of what day of the week the chosen send date falls, they go out.

They really need to do better for their customers.

Years ago, they had actual knowledgeable people who could help troubleshoot issues.

The man today did not even check his current info to see if there are previously reported problems with this same issue today. I had to suggest it!

G

ggarvin

Same problem - I just realized that none of my recurring invoices have gone out since March 1st. I'm assuming this is a leap-year problem or something because it appears to have stopped working on 3/1. When I look at my recurring invoices I see all of them listed from 3/1 forward but none of them have been sent. I'm on the phone with QBO now and, of course, like EVERY SINGLE PROBLEM I've ever had with them: 1) They've never heard of it before. 2) Let's go through an hour of problem solving 3) Oh wait, this is a known problem. We will add you to the list for updates. (Pro Tip: You'll NEVER get an update).

This is unbelievable how bad they are at software updated, QA testing and customer service. They just really don't care.

A

ad39

I had the same issue this morning with my recurring invoices. I was able to go to Sales, invoices, Today's Date, batch actions, and then send. It appears to have worked. When I go to my audit log it shows all my invoices were sent.

M

MRobinson0111

That’s great info to know! Thank you!!

A

ad39

I had the same issue eith my recurring invoices this morning. I was able to go to Sales, invoices, select Today's Date, batch send. And it appears to have worked. When I go to my audit log it shows they sent.

N

notfy customers when cc is abo

This issue is back. None of my recurring billing was processed again. I have too many invoices to recreate them, so that is NOT a solution. How can I get my billing to run without my time being wasted? I am paying for this service and would like it to run properly. Thank you

J

Jayson_E

This isn't the experience we want you to have when managing recurring invoice transactions, notfy. To help get your billing back on track, I'll provide some troubleshooting steps below.

It's possible that the reason your recurring invoice wasn't sent to your customer is that the recurring invoice template could've been damaged. I suggest deleting and recreating the recurring template used for your invoices. This should resolve the issue and ensure that your invoices are sent out correctly.

Here's how:

Navigate to Settings (Gear Icon).
Under Lists, select Recurring Transactions.
Locate the template you need to recreate. Click Edit in the Action column.
Note down all the necessary details you will need to recreate the template.
Go back to the list of recurring templates and click on New.
From the Transaction Type dropdown menu, select the type of template you wish to create.
Fill out the new template. Make sure to select Scheduled from the Type dropdown menu.
Finally, click Save template to complete the process.

In the meantime, I can also suggest manually sending the invoice transactions that weren't sent to your customers from your recurring invoice transactions.

For more details about the process, you can refer to this article: Fix failed recurring transactions in QuickBooks Online.

However, since you've mentioned that you have a large number of invoices, I recommend contacting our Live support team for further assistance. They have the tools to do screen-sharing to directly view your screen and provide targeted guidance.

Lastly, I'll provide this resource for guidance on how you can record customer's invoice payments in QBO: Record invoice payments in QuickBooks Online.

I'll keep this thread open if you have other concerns about recurring invoice transactions in QBO. The Community is always here to help.

G

ggarvin

This does not solve the problem - how does a recurring invoice randomly get "damaged" and if it is damaged why does it work one month and then not and then go back to working normally again after that? It makes no sense - you system is broken and no one cares to fix it. A complete joke.

B

bbat

This just happened to us. Completely random for the past two months. Some recurring invoices have been generated and some have not. When you review the recurring information, the next date has been set to the next run date, while no invoice has been generated. This is very concerning. When I reached out to support, they said that there was an open ticket. Great! But, I would like to ask Intuit why they would not email us about this (we are an accounting firm).

This is definitely an issue that should be communicated with the community. Other software services will report critical issues like this to their user community. And yes, I say this is a CRITICAL issue since it is dealing with us collecting our revenue on time. Maybe I could talk to our account representative about this. Oh wait, we do not have any such thing with Intuit.

R

RhoiceW

I understand how crucial timely communication is, especially for an accounting firm like yours. Also, I appreciate your patience as we work through the issue with your recurring invoices, bbat. Allow me to show you the steps in contacting our QuickBooks Online (QBO) support team.

Our team is currently looking into the situation to identify the cause of the problem you’ve described. Since you have been informed about the open case regarding this matter, you will receive email notifications with updates as they become available or get a callback.

In the meantime, you can contact our QBO support for updates. That way, you will be able to discuss the specifics of your situation, and they can provide insights into the status of the investigation.

Here's how:

Log in to your QBO account.
Click the Help button.
On the Search tab, enter Contact Us on the search bar.
Click Callback to speak with an agent.

Furthermore, refer to this article for detailed steps in recording your paid invoices in QBO.

After recording customer payments, you can create and send statements to notify them of their open balances.

I hear you about how crucial it is for your business without the recurring invoices, bbat. Following the steps outlined above, you can better manage the situation while we work towards a resolution. If you have any questions or need further assistance, please feel free to reach out. We are here to help you.

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