Hi there, @patricia24. I've got here a few troubleshooting steps to resolve the issue when sending recurring invoices to your customers. Let's begin with checking the recurring invoice template to review the details. Let's ensure that the email address entered is correct and the Automatically send emails option is enabled. Let me guide you how: Sign in to your QuickBooks Online (QBO) account.Then, go to the Gear icon.Select Recurring transactions.Look for the recurring invoice template and click Edit.Check the email address and ensure the Automatically send emails option is turned on. For more details about creating recurring invoices in QBO, feel free to open this article: Schedule recurring transactions created with a template. Once verified that all the information is correct, we may ask your customers to check their junk mail and spam folders. If they can't still find the email, let's clear and then re-enter your email address in QBO. Here's how: Navigate to the Settings menu and select Account and Settings.From the Contact info section, click Email.Clear the Company email field and re-enter the address, even if it appears correct as is. (Note: Be sure not to use any extra characters or spaces before, within, or after the address you enter).Then, click Save and then Done.Next, send yourself a test transaction.If you don't receive the email, try using a different email address that has a different domain (for instance, if you were using a Gmail email address, try a Hotmail or Yahoo address instead). If the problem persists, your server may need to be configured to accept QBO mail server hostnames and IP addresses. For the detailed steps, please proceed to Solution 3 of this article: 3 solutions for when customers aren't receiving your emails. Just in case you'll need a list of your customers’ outstanding balances to determine how much is still due and how long they’re past due are. You can run the accounts receivable aging report in QBO. I'm always around to help you again if you need further assistance in resolving email issues when sending recurring invoices to your customers. I got your back. Have a good one.

Question

Hello, This is a recurring problem here, 90% of my clients don't receive their invoices (recurring invoices, weekly or monthly). I can't see they are created but not sent

Forum|Forum|4 years ago
November 1, 2021
3 replies
26 views

No text available

QuickBooks Online

DivinaMercy_N

Moderator

Hi there, @patricia24. I've got here a few troubleshooting steps to resolve the issue when sending recurring invoices to your customers.

Let's begin with checking the recurring invoice template to review the details. Let's ensure that the email address entered is correct and the Automatically send emails option is enabled. Let me guide you how:

Sign in to your QuickBooks Online (QBO) account.
Then, go to the Gear icon.
Select Recurring transactions.
Look for the recurring invoice template and click Edit.
Check the email address and ensure the Automatically send emails option is turned on.

For more details about creating recurring invoices in QBO, feel free to open this article: Schedule recurring transactions created with a template.

Once verified that all the information is correct, we may ask your customers to check their junk mail and spam folders. If they can't still find the email, let's clear and then re-enter your email address in QBO. Here's how:

Navigate to the Settings menu and select Account and Settings.
From the Contact info section, click Email.
Clear the Company email field and re-enter the address, even if it appears correct as is. (Note: Be sure not to use any extra characters or spaces before, within, or after the address you enter).
Then, click Save and then Done.
Next, send yourself a test transaction.
If you don't receive the email, try using a different email address that has a different domain (for instance, if you were using a Gmail email address, try a Hotmail or Yahoo address instead).

If the problem persists, your server may need to be configured to accept QBO mail server hostnames and IP addresses. For the detailed steps, please proceed to Solution 3 of this article: 3 solutions for when customers aren't receiving your emails.

Just in case you'll need a list of your customers’ outstanding balances to determine how much is still due and how long they’re past due are. You can run the accounts receivable aging report in QBO.

I'm always around to help you again if you need further assistance in resolving email issues when sending recurring invoices to your customers. I got your back. Have a good one.

B

Bayland5254

I continue to have the same issues, now multiple times. I have been using reoccuring for years and again this month nothing was created or sent. I've re entered my email and none of the 180 are "new" customers so I know the profile is correct because it sent the last 6-8 month without any issues. very frustrating!

E

Ethel_A

QuickBooks Team

You can check the recurring invoices template and review the details, @Bayland5254.

There are times you might discover that one or more of your scheduled transactions did not get made. Follow the suggested fixes suggested in this post to resolve this problem.

Use the template to quickly generate the required transaction for any templates that fail to execute.

Here's how:

Go to Settings ⚙.
Under Lists, select Recurring transactions.
From the list, find the recurring transaction.
Select Use from the Edit dropdown.
Review the transaction details, add more information needed, then select Save and close.

It will create new transactions from the template.

You can read this article for more details of the process: How to handle a recurring transaction that did not run.

If you want to see all the recurring transactions in one place, open a Recurring Template List report. You will know which accounts they're linked to on your chart of accounts.

Feel free to click the Reply button below if you have questions about recurring invoices. I'm always here to help. Have a great day.

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