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.
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!
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.
I appreciate your time joining this discussion about sending invoices in QBO Canada, Jessica.
Regretfully, we can't provide the turnaround time on when new features will be released in QuickBooks. The roadmap or our product updates are exclusively handled by the Developers Team. To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:
It's our goal to provide a user-friendly service, and with that, we would love to know more about your business needs. Please know that the changes in the program are released based on several factors, so we welcome product suggestions to help improve our programs.
If you have any product suggestions to our developers about sending invoices, submit your request through these steps within your QuickBooks Online company file:
1. Go to the Gear ⚙️ icon, and select Feedback.
2. Enter your comments or product suggestions, then Next.
Thanks for taking the time to talk with us. Feel free to come back in this forum anytime. Me and my colleagues are here to help.
This is yet another basic feature missing from QuickBooks. I charge 50% upfront and remainder on delivery which is common practice for a lot of agencies. I’m ADHD, so the suggestion to simply remember to send an invoice later is a real challenge. The irony is that the only reason I’m even having to send two separate invoices for one project is because you don’t allow partial invoice payments. Nothing Quick about that. I’ve submitted feedback but considering the thread for partial payments is 3 years old I’m not going to hold my breath for that functionality or this. The fact that customer support basically say “go use a different solution” is a joke, as if it’s a quick swap. Blatantly there’s a disconnect between development and sales if you’re having to resort to that as a suggestion. Listen to your customers needs.