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duddyvet
Level 1

Can I schedule an invoice to be automatically sent at a future date?

I am going on holiday and would like to have some invoices sent out while I'm away. Can I schedule this in QBO?
5 Comments 5
IntuitAika
Intuit

Can I schedule an invoice to be automatically sent at a future date?

Welcome to the Community, duddyvet!

 

Yes, you can create a scheduled recurring transaction in QuickBooks Online Essentials and Plus. Let me guide you how to create a recurring invoice.

 

  1. Go to Gear icon and select Recurring transactions.
  2. Select New.
  3. Select the type of transaction to create, and then select OK.
  4. Enter a Template name.
  5. On Type dropdown select Scheduled.
  6. Select Customer and enter Email.
  7. Tick Automatically send emails
  8. Complete the fields and select Save template.

 

For more detailed information, you can check on this article: Create recurring transactions in QuickBooks Online.

 

Feel free to post again if you have any other questions. Have a great day! 

duddyvet
Level 1

Can I schedule an invoice to be automatically sent at a future date?

I already have created the invoice and have it ready to send. I just want to be able to set a date that it is automatically sent in the future.

IntuitAika
Intuit

Can I schedule an invoice to be automatically sent at a future date?

Thanks for your response, duddyvet.

At the moment, only invoices created as a scheduled recurring invoice will be automatically sent. All invoices created directly at + New or Sales> Invoices tab needs to be sent manually. 

 

This article will provide you more information on how to create recurring transactions in QuickBooks Online.


I'm just a post away if you have any additional questions on managing invoices. 

JessicaPlant
Level 2

Can I schedule an invoice to be automatically sent at a future date?

How is this not a feature yet? Stop wasting time redesigning the UI and give us the features business owners need. The subscription price keeps increasing but the benefits do not!

RogelioL
QuickBooks Team

Can I schedule an invoice to be automatically sent at a future date?

Let me share information about the feature that can help you automatically send scheduled invoices, Jessica.

 

As stated by my colleague, you can utilize our Recurring Transactions to schedule future invoices and send them automatically. However, this feature is only for QuickBooks Online Essentials and QuickBooks Online Plus.

 

If you're using either of these subscriptions, here are the steps and some screenshots for your visual reference on how to make recurring transactions:

 

1. Go to the Gear icon and click on Recurring Transactions, or go to Transactions on the left panel and select Recurring Transactions.

image (3).png


2. Click New, select your desired Transactions Type, then click OK

image (4).png

3. Ensure to tick the Automatically Send Emails, then continue modifying the rest of the field. Once done, click Save Template.

image (6).png

Moving forward, please know that the price increase in QuickBooks Online aims to ensure that businesses continue to receive exceptional benefits. These long-term benefits were customised to support business growth and enable percipient financial decision-making.

 

Additionally, you can check out this article to learn what to do with a recurring transaction that did not run: How to handle a recurring transaction that did not run.

 

Let me know if you have further concerns about sending a future invoice automatically. Keep safe.