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Can I create an invoice and an email for that invoice and then schedule it to send at a different time?

 
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QuickBooks Team

Can I create an invoice and an email for that invoice and then schedule it to send at a different time?

Hello jonathan33,

 

I hope you had a great weekend and are ready to get to work this week. It sounds like setting up invoices and emails in the way you've described here would help you do just that. I'll go over what QuickBooks Online has to offer in this department.

 

QuickBooks Online Plus packages have a feature called recurring transactions that I think would be near perfect for what you've described here. With it, you can configure templates that are used to automatically generate transactions and even email them out if you choose to do so. There are a few reasons I describe it as near perfect.

 

The first reason is this is typically used when you have transactions with the same details that you want created on a regular business, such as monthly bills or regular purchases from your customers. While you may be able to configure it so that it only sends out the one time, it may take some playing around with the date fields to get it just right.

 

The second reason I say this is near perfect is because it doesn't let you craft the email that goes with it. Rather, it would send whatever you've entered as default email information either in your custom form styles or email preferences in your account and settings.

 

If you're only looking to create the singular invoice to save and send at a later time, I recommend still going through this manually and sending it when you want it sent. I know this may take a bit of extra time, but it will ensure the form is sent when you'd like it to be and add a personalized message. Did you know that checking off the Send later option on the invoice sends it to a queue so you can easily see it later? Here's how you'd find that queue.

  1. Hover over Sales and choose All Sales.
  2. Select Filter.
  3. From the Delivery Method drop-down menu, choose Send later.
  4. Click Apply to see the list.

Once you have the list up, you can easily begin sending.

 

I'll leave you with some articles about recurring transactions for your consideration. I want to make sure you find the option that works for you.

 

Let me know if you have more questions. Have a great day!

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Level 1

Can I create an invoice and an email for that invoice and then schedule it to send at a different time?

I would really like the feature LauraAB is requesting as well. 

 

We want to create our invoices, but email them to our customers at a future time. 

 

For example, every Monday I have to email invoices that were created on Friday. 

 

It would be great if there was a way to schedule the sending/emailing of those invoices when they are being generated. 

 

Create invoices Friday to be sent/emailed on Monday at 8am PST for example.