Question

AR report doesn't include the recurring invoices

Forum|Forum|2 years ago
April 23, 2024
3 replies
30 views

How can I make the recurring invoices that are already set reflect on the AR report? Is this option available?

QuickBooks Online

A

Anonymous

Welcome to the Community, @Meriem. I'll share insights about recurring invoices in QuickBooks Online (QBO).

Recurring invoices with outstanding balances are posted to the Account Receivable (A/R) and will be visible to any A/R reports. Since they're recurring transactions, are you referring to invoices that have only been set to be out on a later date? If so, these transactions won't be visible yet on any reports as they are still considered non-posting transactions.

However, if these invoices have already been posted, we can perform troubleshooting steps that help address unusual behavior in QBO. This unexpected behavior is not limited to button malfunctionality or incorrect display of data. To start, we can access your company file using a private window. A private window is a helpful tool for troubleshooting browser-related difficulties as it won't preserve any history. The following are the keyboard shortcuts:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

After running the report, it is recommended to clear your browser's cache or cookies to avoid similar issues in the future. Alternatively, opting for one of the browsers that are supported can also be a wise decision.

Moreover, you have the option to use different financial reports to gain a quick overview of your business's financial progress. Additionally, I have included a resource that provides detailed instructions on how to customize these reports to your needs.

Feel free to post them here if you need further assistance with managing transactions or reports. The Community is available 24/7 to help. Stay safe!

M

MeriemAuthor

The first scenario is my case. I tried to set the recurring invoices in a way that are all created very early, like 200 days in advance, so I can have them in my AR report, but that didn't work. Is there any way to get those recurring invoices created early enough?

A

Anonymous

Thanks for getting back to this thread and letting us know your preference in sending recurring invoices in QuickBooks Online (QBO), @Meriem.

I understand how you wanted to see these transactions on your Accounts Receivable (A/R) report; however, only invoices with outstanding balances can be displayed on the report. Therefore, non-posted invoices won't appear.

Moreover, I can think of a workaround you can utilize to make this possible. Thus, we can normally create an invoice and tick the Send Later box to mail it to your customer at a later time. Although we'll need to manually send it, transactions will be visible in the report. Please know that this functionality is only available for the old invoice layout; you can switch to the old layout to do so. To start, please follow the steps below:

Click the + New icon and select Invoice.
On the top-right corner, click the Old Layout button.
Tap the Switch layout button.
Enter or select the necessary details, and then the click Leave and Submit button.
Select the Customer from the dropdown, and enter the necessary details for the transaction.
Tick the Send Later box at the bottom of the Customer email section to send them at a later period.
Lastly, click Save and close.

Additionally, you can start recording your invoice payments once your customer decides to pay. Keeping this as a practice will keep your financial records accurate.

Please do not hesitate to get in touch with me through this topic should you need any additional help with QuickBooks. We have a Community that is here for you whenever you need assistance. I hope you have an amazing day!

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