cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Has anyone else had an issue with duplicate invoice numbers on monthly recurring transactions even after the settings have been verified correct?

 
3 Comments
Highlighted
QuickBooks Team

Has anyone else had an issue with duplicate invoice numbers on monthly recurring transactions even after the settings have been verified correct?

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!

Highlighted
Level 1

Has anyone else had an issue with duplicate invoice numbers on monthly recurring transactions even after the settings have been verified correct?

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

Highlighted
Moderator

Has anyone else had an issue with duplicate invoice numbers on monthly recurring transactions even after the settings have been verified correct?

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!

Need to get in touch?

Contact us