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clearblupoolcare
Level 1

Has anyone else noticed a glitch with recurring invoicing? I run a service business with flat-rate billing and have never had problems with this until this year.

I do recurrinf monthly billing and the option to automatically include unbilled charges is selected. Any time an charge is added for a given account, that invoice will not be automatically sent until the charges are manually added to an invoice. This glitch is cost me time and money. Gotta love it!

1 Comment 1
JamaicaA
QuickBooks Team

Has anyone else noticed a glitch with recurring invoicing? I run a service business with flat-rate billing and have never had problems with this until this year.

Good job on setting up recurring invoices, and thank you for elaborating on the issue with the automation, clearblupoolcare. Let me help you connect with our support team to resolve this error.

 

The best way to get this issue investigated is by starting a chat or requesting a callback. This way, our live experts can check and communicate the progress with you. Although we do not have an ETA for resolution at this time, please know that we're prioritizing this matter.

 

Follow the steps below:

 

  1. Go to the Help icon on the top menu.
  2. Select the Search tab and enter your concern. For instance, enter help.
  3. Click the Contact Us button and choose between Chat or Callback to connect with us.

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Note our operating hours under QuickBooks Online in this article: Get help with QuickBooks products and services.

 

If you'd like to help your customers pay the full amount automatically, refer to this article for the instructions: Set up Autopay for recurring invoices. Alternatively, you can record invoice payments manually.

 

Lastly, you'll want to reconcile your accounts to ensure the payment matches your bank statement.

 

Reach out to me if you have any further questions about handling customer payments or reconciling transactions. I'll be here to offer additional assistance.

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