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joemeilak
Level 1

How does the Send Later check box function work in the invoice section?

 
12 Comments 12
Kristine Mae
Moderator

How does the Send Later check box function work in the invoice section?

This functionality lets you send invoices by bulk and at a later time, Joemeilak.

 

Once you choose this option, here's how you can send them:

  1. Click Sales.
  2. Go to the Invoices tab.
  3. Select the invoices.
  4. Click Batch actions, then select Send invoices.

I've got a reference about emailing or printing an invoice

 

If there's anything else we can do for you, please don't hesitate to get back to this thread.

AlysonT
Level 1

How does the Send Later check box function work in the invoice section?

I am marking invoices to send later as not due until 1st September, but preparing now as have some 300 invoices to do. following your instructions, batch actions, but there is no option to bulk send invoices? what am I doing wrong?

DivinaMercy_N
Moderator

How does the Send Later check box function work in the invoice section?

Hello there, AlysonT.

 

I'm glad to share with you the steps on how to send bulk invoices in QuickBooks Online. Here's how:

 

  1. Go to the Sales menu and select Invoices.
  2. Mark the invoices you need to send.
  3. Click the Batch actions button.
  4. Choose Send invoices.

 

For more details, please refer to this article: Send an invoice

 

If you want to change the formats of your sales forms, you can use this article on how to customise forms in QuickBooks Online. This page also provides steps to create and design templates, personalise email messages, edit templates, etc. 

 

Please let us know if you have more questions related to your concern. We will get back to you soonest. Thanks.

can007
Level 1

How does the Send Later check box function work in the invoice section?

Using Sales > Invoices as mentioned above will not work. Yes, you get all your invoices.

How do you filter all the invoices you have to just those you marked "send later"?

 

The correct way to do this is go to Sales > All Sales tab

Click Filter

Type: Invoices

Status: All Statuses

Delivery Method: Send Later

Apply

Then it only shows you the invoices you have not sent.

Click the top checkbox to select all, Batch Options > Send Transactions

After they are sent, the flag of "send later" is removed.

lfasciano
Level 1

How does the Send Later check box function work in the invoice section?

I've selected to send 12 invoices later to the same customer.

When I process all 12 invoices, in the All Sales List will the invoices be sent out individually or batched as one pdf?

Kurt_M
QuickBooks Team

How does the Send Later check box function work in the invoice section?

We’re pleased to have you here in the QuickBooks Community, @Ifasciano. Allow me to share what I know about sending multiple invoices.

 

 You can save time and email multiple invoices as a batch instead of one at a time.

 

Follow these steps to proceed:

 

  1. Select the Sales menu, then navigate to the All Sales tab.
  2. Look for the checkboxes for the transactions you want to email. You can also select the Filter drop-down and filter by transaction type, status, date, or customer.
  3. Click Batch actions and then Send Transactions.

You can refer to this article if you want to learn more about how to Email or Print multiple invoices and sales forms.

 

Feel free to comment below if you have any other questions. Enjoy the rest of your week!

soztalay
Level 1

How does the Send Later check box function work in the invoice section?

it appears your response answers the question how to send invoices in Batch but not the original question "how does the SEND LATER check box function work in the invoice section?"  can you please help with the original question... my understanding is that when you enter an invoice date and check the "Send Later" box then the invoice SHOULD send the invoice AUTOMATICALLY on the invoice date but that's not what I'm experiencing.  I would appreciate if you can explain how to use the Send Later function when creating invoices correctly?

Thanks!!

soztalay
Level 1

How does the Send Later check box function work in the invoice section?

Maybe I'm not understanding the "Send Later" function correctly... my expectation is, maybe too literal.... create an invoice, enter the invoice date and send later (on the invoice date automatically).  It appears that "Send Later" just puts the invoice in a new "folder" that you have to take action on later.

MadelynC
Moderator

How does the Send Later check box function work in the invoice section?

Thanks for joining this thread and sharing your perception with us, @soztalay. I'd be glad to discuss with you how the Send Later option on invoices works.


The Send Later option is used if you want to send your customer’s invoices all at once instead of emailing them individually. However, there’s no option to set a date to when you’d like to send the events. Once the box is selected, transactions will be forwarded to the send queue. Then, you can go to your Sales Transaction page to mail them together to each of your customers.


Regardless of the date setup on the form, the program won’t automatically take action unless you’ve processed them personally. See this guide to learn more: Email or print multiple sales forms in QuickBooks Online.


Moreover, here are some resources in case you’d like to add specific info to your sales forms and send them to multiple email addresses:

 


Don’t hold back to drop a comment below if you have any other questions or concerns about QuickBooks features. I’ll be more than happy to help. Keep safe always!

MarcusR1
Level 1

How does the Send Later check box function work in the invoice section?

This is a very disappointing post, it implies that you can schedule invoices for later sending, but following the instructions sent all the invoices immediately. Not very impressive, Quickbooks.

aron4
Level 1

How does the Send Later check box function work in the invoice section?

Agreed, this function is terrible as does not do what it implies. "send Later" can only be interpreted as sending at a "later" date and time than the present. Please fix this functionality.

mannsuper07
Level 1

How does the Send Later check box function work in the invoice section?

Agreed. Send Later is a phrase used in most email and DM services and it allows you to set a future date and time. 
This feature should either do the same or the wording should be change.