Accounts Receivable A/R Recurring Invoices

Ashley Snow
Ashley Snow
Kudos 2 Second Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Up until this month we ran recurring AR invoices in the database view because they didn’t work in NXT. Support told us to try running them in NXT this month. We did that but found out that each invoice that was dated 5/1/26 has a line-item date of 4/22/26 (the date we generated the invoices). In the DB view the line-item date always matched the invoice date because there isn’t even an option for a line-item date. Now we have to go in and manually change the line-item date for over 500 invoices from 4/22/26 to 5/1/26. We messaged support to try and figure out why this happened and they told us that this was how it was designed to function pulling the line-item date on the date you ran it, not the invoice date. Their solution was to generate invoices on the first of the month or manually change the line-item date if you're not able to do so. This does not work for us at all because we have over 500 invoices that we generate each month. We cannot manually change each line item. Can there be an option added to choose a line item date for a recurring invoice, or make it match the invoice date like it does in the web view?

Has anyone ran into this issue???

Answers

  • Rachelle Boettcher
    Rachelle Boettcher
    Facilitator 1

    Hello Ashley,
    In NXT, have you tried changing the "Order on" date to the first of the month, your "Freight on board" to cover the period you are billing for, and generate for that period based on your query options?

    I have not tried recently to add or run recurring invoices from NXT due to multiple issues. I cannot add new entries in the Ship via field; I cannot add new date ranges in the Freight on board field; I can only select from what is already in the drop-down menu. The drop-down menu in NXT for the schedule does not have monthly option to run the last day as it does in the FE database. The last attempt I made for importing recurring and standard invoices partially worked. NXT recycled the original Import ID numbers and was adding data to deactivated records from 20 years ago. Therefore, I went back to solely modifying the recurring invoice records twice a month in FE database.

    Please reply if the support team offers any helpful suggestions for your issue.

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 First Reply Name Dropper

    @Ashley Snow I'm sorry you're having this issue! We actually are actively working to resolve this, as it's not working as designed. I tried to look into your support case, but don't see any under your name for quite some time — if you would contact support and reference this article: https://kb.blackbaud.com/knowledgebase/articles/Article/207700 , we can get you attached to this work that's already in progress. You would be notified upon resolution with your case, as all recurring invoice line items should default to the date of the invoice per the Recurring schedule.

  • Ashley Snow
    Ashley Snow
    Kudos 2 Second Anniversary Name Dropper Facilitator 1
    https://community.blackbaud.com/discussion/comment/313239#Comment_313239

    Another one of my coworkers had contacted support it is under Emanuela. They are aware of the error and updated us Friday that they are planning to address it in the next two weeks.

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