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ellejae
Level 1

Hi we are trying to find out why our recurring invoices were automatically sent out this morning to all of our clients before we were finished making adjustments to them

I clicked on one of the invoices that was sent out in Audit History and it says sent at 7:12 am: "Indirect edit by System Administration" .
1 Comment 1
Jessica_young
Moderator

Hi we are trying to find out why our recurring invoices were automatically sent out this morning to all of our clients before we were finished making adjustments to them

Thanks for taking the time to reach out, ellejae.

 

In the case you need to make adjustments to your invoices before sending, it's best to turn off the scheduled  option so you can make your changes prior to sending these invoices being sent out automatically.  Here's how to manage existing recurring transactions:

  1. From your invoice list, Go to the Gear icon in the top right.
  2. Under Lists, select Recurring Transactions.
  3. Choose the recurring invoice you want to manage. Click the dropdown under Type and change from scheduled to unscheduled.

For more on reoccurring invoices and how to manage them, check out this article: How to create a recurring

invoice and manage recurring transactions.

 

I also want to address your question on the entry in your Audit history. Scheduled activities within your QBO file that take place even if you're not logged in may be recorded as System Administration.  To learn more about the audit log and how to decipher messages within it, check out this article: Use the audit log in QuickBooks Online.

 

If you have additional questions on any of this, please feel free to reply in a thread to continue the conversation! Take care.

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