Can not save recurring transaction

Question

Account is required for all transaction lines. Please select an account and try again. Tax code is required.

Account details and Tax details have been completed.  Able to save but not able to create recurring invoice template.

Princess_R · Answer

Hi @KatieH-QAS,

I hope you've had a wonderful day! I would just like to inform you that I'll now be closing this post as I haven't received a response or update from your end. Feel free to start a new post whenever you've got any concerns in the future. I'm here to help.

Cheers,

Princess

Princess_R · Answer

Hi @KatieH-QAS,

I hope this message finds you well! I'd like to follow up regarding the issue you've encountered with saving a recurring transaction to see if this has been resolved. Please feel free to let us know if you require further assistance, and I'd be more than happy to assist further.

Cheers,

Princess

Princess_R · Answer

Hi @KatieH-QAS,

Thank you for your post, and welcome to the community forum.

Kindly check the linked accounts for your sales and check how they are set up from the chart of accounts (to see if they have tax codes connected to them).

If the linked accounts have tax codes on them, but the issue persists, please send us screenshots of how the ledger account was set and the linked account screen.

We look forward to your response.

Cheers,

Princess