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userenquiries5
Level 1

How do you schedule invoices to send later?

How do you prepare invoices to be sent to clients and delay sending until a specific day or time?
1 Comment 1
Archie_B
QuickBooks Team

How do you schedule invoices to send later?

Hi there, userenquiries5. Managing invoice timing and ensuring timely payment can be a challenge. Let's explore some options for your invoicing process.

 

In QuickBooks Online (QBO), we can set up and use the Recurring Transactions feature to create an invoice and send it on a specific date. Here's how:

 

  1. Go to the Gear icon, then select Recurring transactions.
  2. Select New and choose Invoice from the Transaction Type drop-down. Then, hit OK.
  3. Enter the template name, then select Scheduled from the Type drop-down.
  4. Under Options, choose Automatically send emails.
  5. Fill out the necessary information.
  6. Click Save template.

 

For more details on how this works, check out these helpful resources. They also provide guides and tips about the differences between each transaction type:

 

 

You can always tag my name if you need additional assistance with sending invoices, userenquiries5. Enjoy the rest of your week!