Recurring Invoices

Hello,

As long as you have QBO Essentials, Plus or Advanced, then you can do recurring transactions.

A few questions.

Did the invoices create they just didn't email out?

Did they email but throw an error on the homepage?

Usually we find its a simple setup issue in the recurring template.

Can you post a picture of a setup of one of the templates please?

The templates are setup to send on the 1st of each month. When I looked on February 5th it shows as my previous date being 1/1/2022 and the next date as being 2/1/2022 -> 4 days previous. I manually sent all the invoices. On March 8th I looked and the invoices all showed as previous date being 2/1/2022 and the next date as being 3/1/2022 even though I was checking on 3/8/2022. Shouldn't a recurring invoice just send out on the date specified? Now after I manually sent the March invoices the Recurring invoices show as Last 2/1/2022 and next 4/1/2022. Whay wouldnt it say 3/1/2022 is the last sent? 

What is the proper way to manually send recurring invoices when they don't work automatically?

I'll help you fix this, BumYumYum.

There are several reasons why you're recurring invoices stop working. You'll want to ensure that your recurring invoice template is set to Scheduled and has not reached its End Date or Maximum Occurrences. Here's how:

1. Go to the Gear Icon.
2. Under Lists, select Recurring transactions.
3. Find the invoice template, then select Edit from the Action column.
4. Make sure the Type is set to Scheduled and End is set to the appropriate end date/number of occurrences.
5. Select Save template.

If the issue persists, you can delete the problematic recurring invoice template. Then, recreate it to further isolate the issue. I'll show you how:

1. Go to the Gear Icon.
2. Select Recurring Transactions.
3. Find the invoice template, then select Edit from the Action column.
4. Take note of the recurring invoice details. You'll need it when recreating the template.
5. Head back to the template list, then click New.
6. Enter the invoice details, then hit Save and Close.
7. Once completed, select the problematic recurring template.
8. Click Edit, then choose Delete.

Lastly, here are some resources that you can check to help manage your recurring transactions in QuickBooks Online:

• Create recurring template
• How to handle a recurring transaction that did not run
• Recurring transaction doesn't send automatically

Keep me posted if you have any other concerns or additional questions. I'll always have your back.