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graham-hogg
Level 3
posted
‎September 02, 2020 05:59 AM
last updated ‎September 02, 2020 5:59 AM

Recurring Invoicing not working with QBO

Hi, 

We have just started to use Recurring Transactions and the 1st time they were scheduled only 1 transaction worked.

All were scheduled to run on 01/09/2020 but as you can see in the screenshot below only 1 was successful.

Recurring Schedule.PNG

 

On my task list this morning was a message that 7 recurring transactions cannot be created. these are recurring invoices that have been set up last month and have varying repeats from customer to customer.

Task List.PNG

When I check the Audit log I see that one of the scheduled transactions completed and emailed, yet the following 7 didn't work.

Audit Log 01-09-2020.PNG

Firstly why?

Secondly, how can I manually go and do the one invoice for September for each customer then start the schedule to continue next month?

 

Many thanks

Graham Hogg

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1 Comment 1
RaymondJayO
Moderator
Moderator
‎September 02, 2020 08:31 AM

Recurring Invoicing not working with QBO

I appreciate you for providing screenshots related to your concerns above, @graham-hogg. I'll provide more information regarding them. 

 

Currently, there's an ongoing investigation about the recurring invoicing not working with QBO. I assure you that our product engineers are now working to fix this as soon as possible.

 

I'd suggest contacting our Customer Support Team so they can add your company to the list of affected users. This way, you'll get email updates about its status. Please provide the INV-49252 to our representative as your reference. I'll guide you how. 

  1. Go to the Help menu at the upper right. 
  2. Choose Contact Us. 
  3. Enter Recurring Invoicing not working with QBO (INV-49252) in the What can we help you with? box. 
  4. Click Let's talk. 
  5. Select Start a chat. 
  6. Enter your contact info and further details about your concern on the pre-chat window. 
  7. Click Submit. 

 

The screenshot below shows you the third to fifth steps. 

StartAChatFromTheHelpMenu1.PNG

 

For your second concern, let's manually create the invoice for September for each customer by using the recurring template. Here's how: 

  1. Go to the Gear (⚙) icon at the upper right.
  2. Select Recurring Transactions under Lists. 
  3. Locate the recurring transaction from the list. 
  4. Select Use from the Edit drop-down menu (see the screenshot below). 
  5. Review the transaction details and add more when necessary.
  6. Click Save and close.

 

UseTheRecurringTemplate.PNG

 

Once done, let's check the following factors so we can ensure the system will start the schedule to continue next month: 

  • The template is set to scheduled and hasn't reached its End Date or Maximum Occurrences.
  • If you're also using recurring sales receipts or cash memo, the credit card associated with it should be still active. 
  • The tax code was changed indirectly, and you'll have to re-saved it on the actual template.
  • Recreate then delete the damaged template. 

 

For the detailed steps in each factor, check out this article: How To Handle A Recurring Transaction That Did Not Run. 

 

Additionally, you can go to this article's Additional resources section to manage your recurring transactions and further troubleshoot them. 

 

I'm here anytime you have other concerns. Take care always.

 

Best regards, 

Raymond Jay

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