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BrandonKNSS
July 1, 2019
Question

Why is my recurring invoices not being sent on the scheduled day?

  • July 1, 2019
  • 1 reply
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1 reply

C
Catherine_B
July 1, 2019

Hello there, BrandonKNSS. 

 

Let's check the Audit Log report to see if there are errors when sending the recurring invoices. Let's view the details to  fix the error. 

 

We can manually send the invoices to your customer's in the meantime. 

 

You can check this article for more details about recurring transactions. 

 

Let me know if you need more help. Have a great day!

B
BrandonKNSSAuthor
July 1, 2019

Hi Catherine, 

 

For some reason it just started to happen this last invoice. I have had a recurring invoicing for this one client set for almost 6 months with no issues. Now it's just not sending, no errors in the logs.  The system administrator created the invoice, just for some reason didn't send it.  

 

 

IamjuViel
IamjuViel
July 1, 2019

Let me help you sort this out, @BrandonKNSS.


There are several reasons why you're recurring invoices stops working. Let's ensure that your recurring invoices are set to Scheduled and has not reached its End Date.

 

To fix a problematic recurring invoice template, we can delete and recreate it.

 

Here's how: 

 

1. Go to the Gear Icon.
2. Choose Recurring Transactions.
3. Locate the template that stops from working.
4. In the Action column, click Edit.
5. Take note of the recurring invoice details. You'll need it when recreating the template.
6. Return to the list of Recurring Templates window.
7. Click New.
8. Enter the invoice details.
9. Click Save and Close.

 

Once completed, let's delete the problematic recurring template.

 

1. Go to the recurring templates list.
2. Find the template.
3. In the Action column, select the Edit drop-down.
4. Choose Delete.

 

You can refer to this article for more detailed information: How to handle a recurring transaction that did not run.

 

Keep me posted if you have other questions. I'm always here to help.

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