Why is my recurring invoice showing as "Past Due" after adding a manual payment?

[savanarose]

The title of this thread has been changed from the original: Recurring Invoice payments not recorded

[Sensitive info included in this post has been redacted]

I have a client on recurring invoice series. The form of payment is saved. When I process that,  the payment that I manually make isn't picked up by the system and shows past due and she continues to get reminders. What am I doing wrong. She wants me to handle it since I have her card on file and simply send her a paid invoice. Should I just NOT have recurring series? Thanks! 

[JustinC]

@savanarose

Hmm, something sounds off here. Does the paid invoice show under Transactions in your Dashboard?  

If not, can you walk me through the steps you take to mark the invoice as paid? This will help me figure out what's going on. 

Thanks for your help with this. 

[savanarose]

Looked at Transactions, it shows paid.  But when I mark a recurring invoice paid (I manually enter the payment method), it creates a receipt, but then shows the invoice as past due. I'm going to remove the recurring series and just send this invoice, ask for approval, and then pay it with their saved card. I only have the one client using Square. I'm a Paypal user. But I can't pay for the client with their card on PP. They have to click link on invoice. The client just wants me to do it. 🙂  

[Valentina]

Thanks for getting back to us, @savanarose! If you could please clarify some additional details, I think we'll get a better picture of what's causing the invoice to show as Past Due. 

When you are marking a recurring invoice paid, and manually entering the payment method, what are the exact steps you are taking? I'm hoping to find out where in your Dashboard you are manually entering this payment - there are a few ways this could be done.

While we're here, within the Recurring Schedule portion when creating a new recurring series, you have the option to allow automatic payments with card on file by enabling Automatic Payments. It sounds like this could be a great option for you to consider, as it will take your work out of receiving payments from this client!

[savanarose]

Hi Valentina, Cody at Square customer service got me all fixed up. I had accidently marked payment as "other" instead of Amex. What a mess, but it is all fixed now. 🙂 

Thanks! 

[Valentina]

I'm so glad to hear that all is well, @savanarose!

Please don't hesitate to reach out to our support team if you ever need help with your account again in the future - our team is fantastic at identifying solutions 😌