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If none of the 11/1/2020 Scheduled Invoices were actually mailed to customers? Is there a way to automatically resend them?

None of the 11/1/2020 Scheduled Invoices were actually mailed to customers. The invoices were generated in QuickBooks but none were ever mailed out. Was this due to DST change at 2AM Sunday? Is there a way to automatically resend them?
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If none of the 11/1/2020 Scheduled Invoices were actually mailed to customers? Is there a way to automatically resend them?

Thanks for contacting us, jjanas.

 

Once you set up recurring invoices, they'll be automatically delivered, to your customer on the dates you have scheduled, and you won't have to worry about creating them over and over. 

 

To isolate the issue as to why they're not mail, let's check that your recurring invoices, are set to Scheduled, and you put a checkmark for Automatically send emails under the Options section. And if the template has not reached its End Date or Maximum Occurrences.

 

Here's how:

  1. Click the Gear icon at the top. 
  2. Select Recurring Transactions
  3. Look for the template of the transaction that was not created.
  4. In the Action column, tap Edit.
  5. Ensure the Type is set to Scheduled and End is set to the appropriate end date/number of occurrences.
  6. Hit Save template.

Moreover, to fix the issue for the recurring transactions that weren't sent automatically, here's what you'll need to do to send it:

  1. Find and open the transaction.
  2. Put a checkmark on the Send later box.
  3. If you want to print later, go to Print or Preview. Then, select Print later. (Optional)
  4. Update the transaction and choose Save.
  5. Hit Save and send

Doing so will send the recurring invoices created automatically. 

 

For more information on using this feature, take a look at these articles: 

Reach out to me anytime if you have additional questions or concerns. I'd be glad to lend a hand. Have a great day.

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