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fransvdwalt789-g
Level 1

54 recurring invoices was not activated on due date(today)! how do activate all with 1 step?

Recurring templates execution date is today. Worked perfectly 1st July
1 Comment 1
DivinaMercy_N
Moderator

54 recurring invoices was not activated on due date(today)! how do activate all with 1 step?

Hi there, Frans. I'll share a few steps to help you fix the due dates of the recurring invoices in QuickBooks Online (QBO).

 

To start, we have to ensure that the terms selected in the recurring templates are correct. This information will determine when the invoice will be due. Here's how:

 

  1. Go to the Gear icon and select Recurring Transactions.
  2. From there, look for the template you use for the recurring invoices and select the Edit button.
  3. Once opened, check the Terms field. Make sure that the correct net term is selected.
  4. Make the necessary changes if needed and click Save template. 

 

Please know that any changes made will be applied to the next recurring transactions. 

 

If you verified that the net term entered is correct and the invoice is still not due on the expected date, I recommend reaching out to our phone support team to further investigate the root of the issue as it affects 54 invoices.

 

As a workaround, you can edit each of the invoices manually. I'll guide you on how:

 

  1. To start, you can run a report to use as a reference on what invoice needs to be edited.
  2. Just go to the Reports menu and type Invoice list in the search field.
  3. Select the Customize button to filter the report so you can easily find those invoices.
  4. Once done, you can export the report to Excel.
  5. After that, in your QBO account, select the Sales tab and choose Invoices.
  6. Locate the invoice you need to correct (refer to the report you exported) and select the Edit button.
  7. Next, enter the correct date in the Due date field.
  8. Then, select Save and close when done. 

 

For reference, check out this article: Fix inconsistencies in due date and invoice date in QuickBooks Online.

 

I also include this link for additional troubleshooting steps in fixing your recurring template: How to handle a recurring transaction that did not run.

 

Once everything is set, your next step is to process your customer payments. For a detailed guide, read this resource: Record invoice payments in QuickBooks Online.

 

If you have other concerns about managing your recurring invoices, please don't hesitate to leave a reply below. I'm always here ready to lend a hand.