thread Re: Extend Recurring Invoice by 1 month in Archived Discussions (Read Only)

Extend Recurring Invoice by 1 month

WebConcierge — Wed, 24 Jun 2020 18:41:38 GMT

I have a monthly recurring invoice setup, started March 1, for 6 months. When I set it up, I set it to end on August 1. Noticed today that there is no scheduled invoice for August showing when I view scheduled invoices (this year).

I've tried editing the series, twice - once by extending the end date to August 31, once by increasing # of remaining from 1 to 2. Neither of those things produces that August 1 invoice on the list.

Sorting by client, All Invoices, All Dates - it's not a date restriction thing. Logged out, cleared cache, logged back in. Still nothing.

Any other ideas?

Re: Extend Recurring Invoice by 1 month

isabelle — Thu, 25 Jun 2020 23:39:04 GMT

Hey @WebConcierge-

Just to confirm, you're not just editing the individual invoice and receiving the following error message?

In order to make an adjustment to a recurring invoice, you'll need to first click on the invoice, select View Series, then you'll see the following options:

Let me know!

Re: Extend Recurring Invoice by 1 month

WebConcierge — Fri, 26 Jun 2020 11:31:29 GMT

Yes, I am definitely editing the series! Thank you for asking!

Re: Extend Recurring Invoice by 1 month

WebConcierge — Fri, 26 Jun 2020 12:20:49 GMT

Screenshot to follow up:

Re: Extend Recurring Invoice by 1 month

isabelle — Fri, 26 Jun 2020 21:33:12 GMT

Thank you @WebConcierge.

Would you mind giving us a call? I haven't encountered this issue before and I'm wondering if there's a glitch. Perhaps we can make the adjustment on our end.