We need to schedule our invoices to be sent while our office is closed on May 31.

Forum|Forum|6 years ago
May 21, 2020
1 reply
2 views

Our contracts do not allow us to send invoices early. Our office will be closed -- and no one will be available -- at the end of the month, so I created the invoices and marked them as Send Later. But there seems to be absolutely no way to schedule these invoices to go out automatically on May 31, which is literally the definition of "Send Later". How do other people handle sending UNIQUE one-off invoices automatically? Thank you.

QuickBooks Online

Kristine Mae

Moderator

You can create a scheduled recurring invoice, Ambbwc.

This will send the invoice automatically to the customer on the scheduled date. I'll help you create one.

Here's how:

Click the Gear icon.
Go to Recurring transactions.
Click New.
Under Transaction Type, select Invoice, then click OK.
Fill in the necessary fields, then select Scheduled as the Type.
Set the Start date to at least one day in the future. This ensures that the first instance will be created on the day you've selected.
Change the End date, unless you want the transaction to recur in an unlimited time.
Tick the Automatically send emails box.
Click Save template.

The scheduled recurring transactions are automatically created during the first half of the day. For more information, I have an article on how to create recurring transactions in QuickBooks Online.

If you have other questions, please feel free to get in touch. Keep safe!

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