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tami2
Level 1
 
5 Comments
KhimG
QuickBooks Team

Thanks for coming to the Community for help, @tami2.

 

I’m here to address your concern about duplicate invoice numbers on your monthly recurring transaction. 

 

We haven’t received reports similar to this from other users. It’s possible that the recurring invoice transactions are damaged so let’s try deleting and recreating them.

 

To delete: 
1.    Go to the Gear icon and select Recurring Transactions.
2.    Find the transaction or template you want to delete.
3.    Choose Delete on the drop-down arrow under the Action column.

 

 

 

For more information, please refer to this article: Remove recurring transactions or templates.


To create: 
1.    Go to the Gear icon and select Invoice.
2.    Fill out the form.
3.    Choose the types of payments that you accept under Online Payments.
4.    Select Make recurring

 

 

 

You may take a look at this article for additional information: How to create a recurring invoice and manage recurring transactions.

 

That should help get you back to business. If you have any more questions, please leave a comment and I will be more than happy to assist!

Jagster1000
Level 1

I am having a problem with duplicate invoices.  When I synch with our WMS (acctivate) invoices are getting replicated every time I synch.  

MaryGraceS
Moderator

Hello there, @Jagster1000.

 

Thanks for posting your question here in the Community. I'd be happy to help get this taken care of today.

 

Since you're using a third-party application to download invoices to QuickBooks Online (QBO), I recommend contacting them so they can help you look for ways preventing these duplicates occur in the future.

 

In the meantime, let me walk you through deleting those duplicate invoices manually in QBO. 

 

Here's  how:

  1. On the left pane, select Sales.
  2. Select the All Sales tab.
  3. Select the Filter drop-down.
  4. From the Type drop-down, choose Invoice, then select Apply.
  5. Find and open the duplicate invoice.
  6. Click More at the bottom.
  7. Select Delete.
  8. Click Yes.

For more information and screenshots, you can check out this helpful article: How to void or delete an invoice or other transactions.

 

Let me know if you need further assistance, I’ll be happy to help you further. Have a great day!

AK621
Level 1

I, too, am having difficulty with one customer who is double invoiced each month.  I turned off her recurring invoice last month and yet still had the duplicate ghost invoice show up again.  I'm unsure how to proceed since she's no longer listed in my list of recurring customers but the invoice continues to be sent.  How do I delete it?  Thank you

ZackE
QuickBooks Team

Welcome to the Community, AK621.
 

Since you've deleted your customer's recurring template, but they continue receiving an invoice you didn't manually send them, I'd recommend checking if there's any additional templates for their profile.
 

Here's how:

  1. In the left navigation bar, go to Reports.
  2. Enter "Recurring Template List" in your Find report by name field, then click Recurring Template List.
  3. Hit Customize, then use the Filter option and tick your Name checkbox.
  4. In the Name field, choose your customer.
  5. Select Run report.


Each item listed on the report is a separate template. If you see any that you'd like to delete, take note of what they're named.


When you're finished, they can be deleted:

  1. Use your Gear (⚙️) icon, then pick Recurring Transactions.
  2. Find each one that's causing your issue.
  3. In their Action column's drop-down list (▼), press Delete.
  4. Click Yes to confirm deletion.


I've additionally included a detailed resource about managing recurring transactions that may come in handy moving forward: How to create a recurring invoice & manage recurring transactions
 

I'll be here to help if there's any questions. Have a lovely Friday!

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