Troubleshoot Recurring Invoice Runs
Fix common recurring invoice problems before the next billing date.
When a recurring invoice does not behave as expected, start with the template status, schedule, customer, and generated invoice history.
No Invoice Was Generated
Check whether the recurring invoice is paused, archived, deleted, or scheduled for a future date. Confirm the next invoice date and billing cycle.
If billing should happen immediately, use the manual generate action from the recurring invoice detail page, then review the generated invoice before sending it.
Before generating manually, check whether an invoice was already created but is still draft, unsent, or filtered out of the invoice list. Manual generation can create confusion if the previous run already produced an invoice that only needs review.
Also check workspace billing limits, customer status, invoice template status, and whether the recurring invoice has a valid recipient before assuming the schedule failed.
If the customer was recently edited, confirm the recurring invoice still points to the correct customer and recipient email. Customer cleanup can accidentally leave billing templates with stale contact details.
The Invoice Has Wrong Details
If only one generated invoice is wrong, edit that invoice. If every future invoice would be wrong, edit the recurring invoice template and verify the next invoice date.
Review customer, line items, taxes, discounts, notes, payment terms, and template branding after each change.
After editing the template, generate or wait for one safe invoice and compare it against the previous invoice so you know exactly what changed.
When the wrong detail affects tax, currency, payment terms, or customer address, check whether the setting came from the recurring template, the customer, the workspace finance settings, or the selected finance template.
Duplicate Invoice Risk
Before using Generate now, search invoices for the same customer, amount, period, and recurring template. If a draft or unsent invoice already exists, review that invoice instead of creating another one.
If a duplicate was already sent, decide whether to void, credit, cancel, or explain the duplicate according to your finance process before the customer pays twice.
The Customer Did Not Receive It
Confirm the customer email, sending settings, and whether the generated invoice was actually sent. Resend the invoice or share the public invoice link when the customer needs access now.
If the customer contact changed, update the recurring template before the next run.
Also check whether automatic email delivery is enabled for the recurring invoice. A generated invoice and an emailed invoice are different outcomes. Review the generated invoice first when payment terms, taxes, or attachments changed recently.
If email delivery is failing repeatedly, use the public invoice link as a short term recovery path, then troubleshoot sender configuration and template links before the next scheduled run.
The Recurring Invoice Should Stop
Pause the recurring invoice when billing may resume later. Delete or archive the template when it should no longer generate invoices.
Before stopping billing, confirm whether an already-generated invoice still needs to be cancelled, credited, collected, or communicated to the customer.
Review Before the Next Run
After fixing a recurring issue, review the customer, recipient email, next run date, line items, payment terms, tax settings, attachments, template, and automatic email setting. If the next run is soon, create a reminder to check the generated invoice on that date.
Also check any workflow, report, or accounting sync that depends on recurring invoice output. A billing fix is not complete until downstream records remain consistent.