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seacubs
Level 1

Delay purchase order email to vendor?

Hi! I'm trying to see if there is a way for me to delay purchase order email to vendor similar to the delay delivery functionality in Outlook?

 

The goal is to maybe create the purchase order but not email it to the supplier until day X or X # of days from expected delivery date, is that possible?  

 

TIA!

3 Comments 3
Angelyn_T
QuickBooks Team

Delay purchase order email to vendor?

Hi, @seacubs.

 

Yes, you can send your purchase order at a later time to your vendor. I can guide you on how.

 

  1. Fill in the complete details on the Purchase Order window.
  2. Mark the box beside the Email Later section.
  3. Save the transaction.

 

When you're ready to send the transaction, you can follow these steps:

 

  1. Go to the File menu, then click on Send Forms.
  2. Pick the purchase order you want to send.
  3. Set the email information.
  4. Select Send Now.

 

I'm adding this link to learn more about managing purchase orders in QuickBooks Desktop.

 

Moreover, here's an article you can read more about the accounts payable workflows you can use in QuickBooks Desktop.

 

If you have any other questions about sending purchase orders, please let me know by adding a comment below. I'm always here to help. Have a good one!

seacubs
Level 1

Delay purchase order email to vendor?

Thank you for this response @Angelyn_T . Is there a way to send the PO automatically at the specific date? or do I have to log back into QBs to send the PO manually?

JasroV
QuickBooks Team

Delay purchase order email to vendor?

Thanks for getting back to us, @seacubs.

 

You’d be glad to know that you can automatically send your Purchase Order (PO) in your QuickBooks Desktop (QBDT) software. With just a few clicks and you’re all set. Let me show how.

 

  1. Go to the Vendors menu.
  2. Select Create Purchase Orders.
  3. Enter the needed details for the PO.
  4. Click Memorize.
  5. Give your memorized transaction a unique name to easily identify it.
  6. From the Next Day field, select your preferred date. 1.PNG
  7. Then select Save & Close once done.

 

For more details about this process, you can refer to this article for guidance: Create, edit, or delete memorized transactions.

 

You might also want to check the auricle shared by my colleague above to know the Accounts Payable A/P workflow

 

Moreover, in case you need to refund your vendor, you can utilize this link for complete guidance: Record a vendor refund in QuickBooks Desktop.

 

Know that you’re always welcome to get back to me in this thread if you have other follow-up questions about PO’s or bills. The Community is always here to back you up. Have a great weekend!

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