Why does recurring transaction invoice template fail when will it be fixed

I appreciate you for posting here, Scott.

Before anything else, I'd like to know the exact cryptic message you encountered. This way we'll see if the issue is from your bank or in QuickBooks. Then, provide you with the resolution.

As a workaround, we manually create transactions from the template. For any templates that don't work, an immediate way to create the transaction is to use the existing template. 

Here's how:

1. From the Settings, click Recurring Transactions under Lists.
2. In the list, look for the recurring transaction.
3. From the Edit icon, select Use.
4. Check the transaction details and add more if needed, then Save template.

You can read this article for more info: Fix failed recurring transactions in QuickBooks Online.

In the meantime, we can perform some troubleshooting steps. Let's start by logging in to your account via a private browser to determine if this is a browser-related concern. 

Check out the shortcut key below:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift + N

This doesn't store cache files that may cause odd behaviors when running web-based programs. Then, send your recurring invoice there and check the template. 

If this works, clear the cache of your regular browser to eliminate piled-up data. If the issue persists, you can use another supported browser or device. It might be that the current one you're using has a temporary issue with the program.

You might want to print multiple invoices now or later. Check out this article: Email or print multiple sales forms in QuickBooks Online.

For additional questions about managing your invoice template, click the Reply button below. I'll be willing to lend a hand. Keep safe, and have a good day.

05/01/24

Thanks Bryan - This isn't a browser issue - it is identified as INV-103779 at Intuit as a known QBO issue with the recurring invoice template.

Please review the investigation and advise what the expectation is for resolution. 

My understanding is that this is a known issue from 4/24/2024.  Thank you.

I can see the urgency of resolving your issue about the recurring invoice template in QuickBooks Online (QBO), Scott.

As per the status of the investigation about the error you're experiencing, it is still in progress. I know it's been a while, but rest assured our engineers are working on it with high priority to get you back on track soon.  If you haven't contacted our Customer Care Team, I suggest getting in touch with them and providing the ticket number INV-103779. They can add you to our notification list and keep you updated on the progress of the investigation.

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

Moreover, if you require any assistance with receiving invoice payments in the future, please refer to this article for guidance: Record invoice payments in QuickBooks Online.

We appreciate your patience and understanding as we continue to investigate this issue, Scott. If you have any further concerns while using QuickBooks Online, please don't hesitate to reach out to us.

05/02/2024 Thank you Mirriam –

Based on the August 2023 issue with rendering invoices we’re not confident that QBO will resolve this in a timely manner.

For others impacted –

The “workaround” provided to us by QBO was to create a NEW invoice for each individual customer.  We found that to be a very time consuming event that risked us not providing ALL of the required invoice information and proper distribution that our customers need and expect.

Try the following to cut processing time and increase accuracy:

Go to the transaction section of each account you need to invoice, select an invoice from the list and use the drop-down menu to choose DUPLICATE.  Your distribution CC’s and BC’s and any specific account memos should be carried over the “new invoice”.

Please use QBO support to:

1. Subscribe to the notifications for INV-103779
2. Open your own ticket and have the QBO supervisor RAISE the severity level on that ticket
3. Keep checking with QBO for status of the investigation and expectation of a fix – this bug was identified on 4/24/24 – as of 5/2/24 QBO appears to have only confirmed that the problem exists.

05/02/2024 Thank you Mirriam –

Based on the August 2023 issue with rendering invoices we’re not confident that QBO will resolve this in a timely manner.

For others impacted –

The “workaround” provided to us by QBO was to create a NEW invoice for each individual customer.  We found that to be a very time consuming event that risked us not providing ALL of the required invoice information and proper distribution that our customers need and expect.

Try the following to cut processing time and increase accuracy:

Go to the transaction section of each account you need to invoice, select an invoice from the list and use the drop-down menu to choose DUPLICATE.  Your distribution CC’s and BC’s and any specific account memos should be carried over the “new invoice”.

Please use QBO support to:

1. Subscribe to the notifications for INV-103779
2. Open your own ticket and have the QBO supervisor RAISE the severity level on that ticket
3. Keep checking with QBO for status of the investigation and expectation of a fix – this bug was identified on 4/24/24 – as of 5/2/24 QBO appears to have only confirmed that the problem exists.