Once I have created a recurring invoice profile I get an error that I can’t activate it due to an issue with the starting date? I tried another later start date but no luck.
When I go back into the invoice using the recurring invoices link and try to activate it using the play button it works but when I check it again through the view recurring invoices link its gone back to draft mode again??
What am I doing wrong?
What starting date are you using?
Im creating a recurring profile which is auto generated. I tried to start this again today and got the message:
There was a problem changing the status of this profile This recurring invoice profile has expired based on the start date and number of occurrences.
What start date are you using and how many occurrences are you entering?
I had a quick look and your start date is set as 18/09/2015 and you have scheduled just one occurrence. You would either need to move the start date forward to today or beyond. Alternatively set the number of occurrences to something greater than 1.
The frequency is set to monthly. The occurrences is set to 1 because I only want the invoice sending once a month.
Ive followed your advice and changed the start date for today and got the same message again.
There was a problem changing the status of this profile
This recurring invoice profile has expired based on the start date and number of occurrences
Occurrences means that only 1 invoice will ever be sent, it is the frequency that tells QuickFile how often to send. For example if you have a frequency set to “MONTHLY” and occurrences set to 6, it will send a single invoice once per month for 6 months.
I would therefore recommend you increase the occurences value to something higher, maybe 12 so that the template will run for 1 year.
Ok that worked but I took a look and found an issue relating to the snail mail.
Message reads: Invoice #000126 failed to send by post: Can’t locate a valid postcode. #000126 sent via snail mail to [2 BIRMINGHAM STREET HALESOWEN B63 3HN ].
Ive checked the post code online and it seems fine?
It’s most likely not the postcode that is the issue here but the position of the recipient’s address on your invoice template (see below). It needs to be in a very specific location on the invoice so that when the invoice is folder it will sit under the windowed part of the envelope.
When you send the invoice the red box highlights where the address should be. Snail mail is only supported by a few of the templates (standard being the main one). As you can see the address is in the wrong place for the snail mail feature to work.
I did notice that and have made as many amendments as I can without success.
I can’t locate the standard invoice or any other invoicing template for that matter under invoice customisation?
Where are they and how do I change the invoice design back to standard?
Go to invoice #000126 and in the top left click the green button.
This will bring up the style gallery. Now just click on the standard template.
