I'm having trouble with recurring invoices. I save them and they don't populate or I try to change the start date and the box that shows the date of the next invoice isn't right. What am I doing wrong?

Dealing with recurring invoice issues in QuickBooks Online (QBO) often involves checking the template settings for either a damage issue or incorrect scheduling, Knitter.

The most common reason for a recurring invoice not generating is an issue with the Recurring Transactions template itself. We need to check the template type and end date. Here’s how:

1. Navigate to Settings (Gear Icon).
2. Under Lists, select Recurring Transactions.
3. Find the affected invoice template and click Edit in the Action column.
4. Ensure the Type is set to Scheduled. Templates set to Reminder or Unscheduled won't create transactions automatically.
5. Check the End settings. Then, ensure you haven't set an End Date that's already passed. If you chose to end after a certain number of occurrences, ensure that number hasn't been reached.

If your template is set to Scheduled and the end date looks right, the template itself might be damaged. The best way to fix this is to create a new template. Here’s what to do next:

1. Navigate to Settings (Gear Icon).
2. Under Lists, select Recurring Transactions.
3. Locate the template you need to recreate. Click Edit in the Action column.
4. Note down all the necessary details you will need to recreate the template.
5. Return to the list of recurring templates and click New.
6. From the Transaction Type dropdown menu, select the type of template you wish to create.
7. Fill out the new template. Ensure that you select 'Scheduled' from the Type dropdown menu.
8. Finally, click Save template to complete the process.

Then, delete the old template to avoid duplicates by following the steps below:

1. Go to Settings.
2. Under Lists, select Recurring transactions.
3. From the list, find the recurring transaction template you want to delete.
4. In the Action column, tap the Edit ▼ dropdown, then press Delete.

For more details about fixing recurring transactions that failed to run, check out this article: Fix failed recurring transactions in QuickBooks Online.

While you work on fixing the template, you can manually send any invoices that did not go out to your customers.

Revisit this post if you have other concerns about recurring invoice transactions or QuickBooks-related concerns.

Hi, Knitter73.

Just checking in to see if the solution we shared worked for you.

Did it fix the issue, or are you still having trouble?

I'm glad to assist you further if you need any additional help!