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C
Chirus Limited
March 16, 2021
Question

Recurring Transactions

  • March 16, 2021
  • 1 reply
  • 0 views

Good afternoon

I have all my customers details set up on recurring transactions. I have gone to use them today and found all the Invoice Addresses and Delivery Addresses have reset to just the customer name. Can anyone give me any ideas why this would have happened? I have been using them now since July 2020?

Many thanks

Mark

1 reply

G
GeorgiaC
March 16, 2021

Hi Mark, thanks for your post 🙂 

 

We don't currently have any reported issues for this on our side, are you able to see the correct full details when selecting 'Edit' against the template, is it only when selecting 'Use' that the data is removed? 

 

To troubleshoot I'd be grateful if you could log in to QuickBooks via an incognito browsing window to verify if the issue persists there. - Thanks!

 

 

C
Chirus LimitedAuthor
March 16, 2021

Hi Georgia

Thank you for your reply 

Yes, if I go into EDIT, the addresses are both correct. I go into USE and they are not.

I would gladly log into QuickBooks via an incognito browsing window if you could let me know how to do that.

Kind regards

Mark

G
GeorgiaC
March 16, 2021

Great thanks for clarifying Mark, though this should of course show when using. 

 

To open the incognito window on Google Chrome, please select the 3 dots in the top-right of your browser > new incognito window on the drop-down or by pressing Ctrl + Shift + N on the keyboard. If you're using Firefox or Microsoft Edge you can press Ctrl + Shift + P to open this. 

 

Thanks :) 

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