Recurring Transaction wont save to invoice

Question

Trying to change name on invoice via recurring transaction method, Whihc I have done once in the past, This time no matter how many times I run through the same process it wont create a new invoice??

Shella_A · Answer

Hi @LindasHome,

I hope this message finds you well today. We have recently asked for updates on your issues with your recurring transactions, but we have not received any response. We will be closing this thread now. If you encounter any further issues, please feel free to start a post again. We're always delighted to assist you further.

Kind regards,

Shella

Shella_A · Answer

Hi @LindasHome,

I hope this message finds you well today. I just wanted to follow up if you’re still in need of assistance with your recurring transactions. We appreciate your patience and understanding in this matter. If you still need assistance with this, please don’t hesitate to reply, as we’re always delighted to assist you further.

Kind regards,

Shella

Shella_A · Answer

Hi @LindasHome,

Thanks for your post, and welcome to the Community Forum. I hope you find plenty of helpful information.

My apologies for the late response. I understand you're having trouble changing the name on an invoice via the recurring transaction method and creating a new invoice. We appreciate your patience with this. Here are some potential solutions below:

* Ensure that you have the necessary permissions to make changes to invoices and recurring transactions. If you're unsure, please check with your admin or supervisor.
* There might be an issue with the specific invoice template you're using. Try using a different template to see if the problem persists.
* If you're trying to change the name of a customer on an invoice, please note that this might not be possible once the invoice has been saved. You might need to create a new invoice with the correct customer details.
* If you're having trouble creating a new invoice, it could be due to a variety of reasons. Some common issues include connection problems, software glitches, or incorrect invoice data. Try checking your internet connection, restarting your MYOB software, or double-checking the data you've entered in the invoice.

If you're still having trouble, don't hesitate to reach out. We're always happy to assist you further.

Kind regards,

Shella