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Why Invoices Don’t Appear in Recurring Transactions: Required Invoice Status and User Permissions

Explanation of why some invoices do not appear when creating a recurring transaction.

Answer:

If some invoices do not appear when adding a recurring transaction, please check the invoice status, as invoices only appear if their status is one of the following:

  1. Approved
  2. Paid in Full
  3. Partially Paid

As for invoices with the status:

  • Draft
  • Pending Approval

Will not appear in the recurring transactions list because they have not been issued or have not been approved.

Additional Notes:

  • Ensure that the invoices are issued and approved correctly to ensure they appear in recurring transactions.
  • Check user permissions if you need to approve invoices.
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