cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
david-jammyrecru
Level 1

How do you delay the sending of an invoice?

 
3 REPLIES 3
jamespaul
Moderator

How do you delay the sending of an invoice?

Hello. 

 

I would like to help you in delaying the invoices from being sent. 

 

Are you trying to delay a recurring invoice from being sent and posted? If that's the case, we'll want to temporarily turn the Automatically send emails option off, or skip the current template from being used and sent. 

 

For the Automatically send emails option:

 

  1. Click the Gear icon, then select Recurring transactions.
  2. Under ACTION, click on Edit on the invoice template.
  3. Uncheck the Automatically send emails box.
  4. Click Save template.

 

delay0.PNG

 

If you no longer want to delay the invoice from being sent, you'll want to check the box again. 

 

To skip the current template, click the arrow icon beside Edit. Then, select Skip next date. Select the Use option if you need to send the invoice after delaying it. 

 

delay1.PNG

 

However, are you referring to invoice reminders instead? We can also temporarily turn it off to delay the system from sending it. Here's how to do it: 

 

  1. Click the Gear icon again, then select Account and settings.
  2. Go to Sales.
  3. Expand the Reminders section.
  4. Toggle the Automatic invoice reminders to Off.
  5. Hit Save, then Done.

 

delay2.PNG

 

Send the invoice reminders manually when you're ready. 

 

I'll add these articles if you need help managing your recurring transactions and invoice reminders:

 

 

If you need to look at your cash flow, feel free to use this article as a guide: Track your cash flow in QuickBooks Online

 

If you have more concerns about your invoices or any other entries, please let me know. I'm always here to help. 

david-jammyrecru
Level 1

How do you delay the sending of an invoice?

Thank you for your message.

 

 It’s not a reoccurring invoices it’s a one off invoice. So it’s not the reminders either.

 

 Am I right in assuming you can’t delay a single invoice?

 

 In the invoice Screen there is a box “delay send” which I ticked. Due this box not do anything then?

RoseJillB
QuickBooks Team

How do you delay the sending of an invoice?

Hello there, david.

 

I appreciate you getting back to me with more information about the invoice feature that allows you to postpone delivering them.

 

The option to send it later when creating an invoice is used when sending them in bulk afterward. If you’re referring to setting a schedule for when it should be sent to your clients, this option is currently unavailable.

 

On the other hand, you’ll want to consider my colleague’s suggestion above about utilizing the recurring invoice feature. That way, you can choose a date for sending them.

 

Moreover, you can check out this article for your reference when recording invoice payments once your clients decide to pay.

 

Let me know if there’s anything else I can help you with. The Community always has your back. Have a good one!

Need to get in touch?

Contact us