I have 17 recurring invoices that are supposed to send out on the 1st of each month. I had to upgrade my subscription just to access recurring invoices and yet it does not send out. Do I missunderstand what recurring invoiceing is supposed to do?
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:
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:
Lastly, here are some resources that you can check to help manage your recurring transactions in QuickBooks Online:
Keep me posted if you have any other concerns or additional questions. I'll always have your back.