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poolman8535
Level 1

Recurring transactions did not process this morning.. I have over 100 invoices that should have automatically added and emailed out. any ideas why/how to fix?

never had a problem in past months..
2 Comments 2
Ivan_G
QuickBooks Team

Recurring transactions did not process this morning.. I have over 100 invoices that should have automatically added and emailed out. any ideas why/how to fix?

There are several factors why your recurring invoices were not generated and automatically sent to your customers in QuickBooks Online (QBO), poolman. I'll help you get past and resolve this promptly.

 

Handling this situation would depend on specific circumstances. For the invoice templates that didn't run, we can manually create the transactions directly from the existing template:

 

  1. Go to the Gear icon and pick Recurring transactions.
  2. Locate the recurring invoice.
  3. Click the dropdown arrow under the Action column and select Use.
  4. Double-check the details and make necessary updates if needed.
  5. Once done, hit Save template.

 

On the other hand, the invoice template's type could also affect the recurring invoice data. Let's ensure the recurring templates auto-generate transactions by setting their template type to Scheduled.

 

To proceed, kindly refer to the steps below:

 

  1. From the Recurring transactions page, locate the invoice template.
  2. Click the dropdown arrow under the Action column. Then, pick Edit.
  3. On the Type dropdown, choose Scheduled and set the End field to None.
  4. Tick the Box icon beside the Automatically send emails option. It ensures that your recurring transaction will be automatically sent to your customers once created.
  5. Make sure the rest of the template has accurate details.
  6. Once done, hit Save template.

 

However, if the recurring template continues to fail, we can recreate it to narrow down the result. To guide you with the steps, kindly check the Recreate then delete the failed template section from this article: Fix failed recurring transactions in QuickBooks Online.

 

I've also included an article for future reference if you need to access the list of your customers' unpaid balances: Run an accounts receivable aging report. It will allow you to see the amount owed and how long the payment is overdue.

 

Helping you is our top priority. If you have additional questions regarding recurring invoices in QBO, kindly reply to them in this thread. The Community will ensure to provide prompt assistance.

PBJ10
Level 6

Recurring transactions did not process this morning.. I have over 100 invoices that should have automatically added and emailed out. any ideas why/how to fix?

@poolman8535 Same, we have dozens of invoices that are scheduled to have automatic reminders sent out and since the new invoice update they just have not been sending. 

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