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anderlandqb
Level 2

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

 
11 Comments
AileneA
QuickBooks Team

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

Hi there, @anderlandqb

 

Thank you for reaching out the Community. The due date is depend on the term you've set up in your recurring transactions. Let me walk you through on how to customize the recurring transactions. 

 

  1. Click the Gear icon, choose Recurring Invoice. 
  2. Press Edit under Action
  3. Under Interval drop-down arrow and select the specific month you wanted to be due. 
  4. In the Terms drop-down field, select Add new.  
  5. Set the term Name, choose Due by certain day of the month radio button, and enter the day of the month field.  
  6. Tap Save.
  7. Hit Save Template.  

 

 

 

 

 

 

 

 

For more details on how to creating recurring templates, you can check this article: Create recurring transactions in QuickBooks Online

 

Let me know if you need further assistance. I’m always here to help. Enjoy your day!

lawman199
Level 2

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

Thank for for talking time respond.

 
I did all of the things you mentioned a year ago when setting up the recurring templates in the first place.  They have worked fine every month since then until the invoices that went out on February 26 (which showed April 1 due dates, instead of the intended due dates of March 1) and again on March 26 (which showed due dates of May 1, instead of April 1.)
 
After the first time it happened, I checked each template in the list of templates in the Recurring transactions list, confirmed that the dates shown in the "next date" column were correct, then checked that "Due on 1st of Month " was selected in the Terms drop down in the template.    So far as I could tell, everything was correct and nothing had changed from the previous months.  Nonetheless, all of the invoices that went out on the 26th of March showed the due date as May 1.
 
I have reconfirmed and reset everything again, hoping that the April 26 invoices will correctly show May 1 as the due dates.  We'll see.  In the meantime, do you have any ideas?  Is it possible that the error was initially caused by the fact that February had 29 days?
 
Thanks!
 
Gary
Ashley H
QuickBooks Team

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

Thanks for joining the thread, @lawman199.

 

I do believe that could be the cause of the recurring template having an error. No worries, now that you've reset and made sure all the information is correct, you're now back on track with your transactions. Here's a couple of Community Articles that you may find useful:

Please don't hesitate and reach back out if the issue persists or if you have additional questions. I'm always happy to help. Have a beautiful day!

NPOA
Level 2

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

We had exactly the same problem today (April 20). Our invoice templates are set to create invoices on a monthly interval 10 days before the LAST DAY of the month (transaction date) with Terms = First Day of Upcoming month.  The invoices were created today (Apr 20) with an invoice date of April 30. But the Due Date in the invoices is June 1 (not May 1 as it should be).   Hope Intuit can fix this problem or tell me if it is a configuration change. 

Angelyn_T
QuickBooks Team

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

Thank you for joining the thread, @NPOA.

 

For now, let's make sure that the recurring invoice template is set up correctly. Also, you may need to review the terms selected under the Terms section. The due date of the transaction depends on the option selected from that field.

 

If everything was set up correctly and the problem continues, let's try deleting and recreating the recurring template.

 

To delete the template:

 

  1. Click on Recurring transactions under Lists from the Gear icon.
  2. Look for the template from the result, then click on the drop-down arrow under Action.
  3. Select Delete.

To recreate the template, tap on the New button from the Recurring Transactions page then follow the onscreen pop-ups to continue the process.

 

Get back to me if you have any other questions. I'm a few clicks away to help. Have a good day!

NPOA
Level 2

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

I use over 80 recurring entry invoice templates to create invoices each month for the same set of members. Deleting and recreating them when I just created them back on April 15 is a huge burden. So I would only want to do that if there is no other alternative and you are certain this will solve the problem.  I believe all recurring invoice template parameters are correct and I am attaching a screen capture of one of those to demonstrate that (Type=Scheduled, Create 10 days in advance, Interval=Monthly on Day Last of every 1 month, Terms=First of The Upcoming Month).   Please advise why the 80 some invoices were created on April 20 with Invoice Date = 04/30/2020 (correct) but with Due Date = 06/01/2020 (incorrect, should have been 05/01/2020).  

NPOA typical recurring invoice template

 

 

MaryLandT
QuickBooks Team

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

Thanks for joining this thread, NPOA.

 

I can see that  many of you are having the same issue with recurring invoices. I highly suggest contacting our QuickBooks Online so they can create an investigation for this.

 

They need to pull up your account and create a case for you. Once verified, they'll send a request to our Engineering Team and have them take a look at this issue. 

 

That being said, the following steps below will guide you through contacting our live support team:

 

Contact us through your product

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose Start a chat to connect with a support expert.

Let me know how the contact goes or if there's anything else you need. I'm always around to help you out.

NPOA
Level 2

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

I went to a chat session as suggested and briefly described the issue with the incorrect due date being populated on recurring invoices for term=First of Upcoming Month.  I received a Case Number (# [removed]) but no further contact or acknowledgement from Intuit.  Would appreciate some update or at least confirmation that this issue is being investigated by Engineering.   NPOA

Jovychris_A
QuickBooks Team

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

Thanks for your prompt response, @NPOA.

 

I'd suggest getting a callback to our Care Support Team to verify the result of the case. There you can give the case number and further know the spot you're in right now. You can ask them to exchange emails for the case update.

 

Also, please check your email daily after asking them.

 

You can follow the steps given by my colleague MaryLandT to reach our support. And in step 5, choose to Get a callback.
Help.PNG

 

Just in case you wanted to check our hottest feature updates, you can visit our blog site. There you can see related tools to use to get the job done quickly.

 

Keep me notified by leaving a message to this if you need my assistance. I'm always here to help. Stay safe and well!

NPOA
Level 2

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

After a phone conversation with a very knowledgable Quickbooks Customer Care rep (Ernesto), we discovered the problem of incorrect Due Date being set by the Recurring Invoice was coming from the parameters set in the Terms setting.  We had created the Term item: Due First of the Upcoming Month and had set the parameter "Due the Next Month if Issued Within 10 days" while the Recurring Invoice template parameter was set to create 10 days prior to month-end.  The Quickbooks application read this as meaning treat Next Month as the month starting in 40 days, not in 10 days as we intended.  Changing the Term parameter to "Due the Next Month if Issued Within 0 days" was the solution that achieved the behavior we wanted, i.e. invoices generated at any time will have a Due Date set to the nearest next first of the month.  So invoices from Recurring Invoice templates set for Invoice dates April 30 (last day of month) created 10 days before month-end (April 20) will now correctly have May 1 as their Due Date.    Thanks, Ernesto, for diagnosing this cause quickly. 

FLS1
Level 1

Has anyone else had recurring transactions that are due "1st of the month" get sent out with a due date that is the first of the second month (e.g., 40 days away)?

Thanks for your clarification of this! I had the same question and this will hopefully work for us.

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