Have previously used the reminder function. Would start by clicking edit and create, make any changes needed for the billing period, then save. If I recall correctly, this is the point at which the payment would be processed and a 'Transaction Processed' hyperlink would appear below the payment account details. When I started this quarter's process on Thursday 10/19, that 'Processed' link did not appear, but when I checked the client account, the sales receipt was showing as paid. Given that Quickbooks has made other changes to sales form templates, I thought that maybe this change was part of those updates. I continued working through the reminders Friday and today and finally decided to check our merchant services account today to find that nothing has processed. I spoke with Merchant Services support who confirmed that there was a system issue and suggested changing Quickbooks Payments - Bank, which is what we have always used, to Check. That did not work. Also have the same problem with the lone credit card, so does not appear to be exclusive to bank drafts.
Here's what I'm hoping to get some feedback on:
- Any workarounds/temporary fixes?
- If there is a workaround, what should I do w/ the sales receipts that I have 'processed'? As mentioned, they are showing as paid, but no payments have been processed. We tried updating the payment method on one of these from QB Payments - Bank to Check but received an error saying this transaction is already processing and if we wanted to make changes, we would need to refund the transaction and reprocess.
- Estimates on permanent fix? We have about 85% of our clients on recurring sales receipts, so this is a major issue for us - of course it happens the one week of the quarter we are actually drafting payments.
Appreciate any insights!
