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A recurring invoice did not appear

Business and up

Checks when a schedule's invoice was not created, or was not sent to the client.

  1. Check the invoice is not waiting as a draft. Recurring schedules create a Draft in Invoices for you to check and send. Look on the Draft tab.
  2. In Recurring, check the schedule's Status is active, not paused, and look at Next Run.
  3. Check the time. Drafts are made at the Recurring Invoice Time in Settings → Notifications → Schedule, in the time zone set there. Before that hour on the run date, nothing has happened yet.
  4. Check your plan. On Free, schedules are kept but do not run.
  5. Check your email. If a schedule could not create its invoice, the owner and admins are emailed the reason the same day.
  6. To make it now, choose Generate on the schedule's row.

Good to know: Expecting several invoices after a long pause or a First Run in the past? Todah makes one invoice for the current period and skips the earlier ones, and told you so when you saved or resumed the schedule. Create any earlier invoices you need with New Invoice.

Good to know: If Settings → Notifications → Schedule says Running late, Todah has been alerted; anything due is made once it recovers, and nothing is made twice.

See also

  • Recurring invoices

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Still stuck? Write to us or email support@todah.ca — a person reads every message and replies by email. The FAQ covers plans, prices and the questions people ask before they sign up.

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