cancel
Showing results for 
Search instead for 
Did you mean: 
How do I go back to the old invo
Level 1

Print later option and send later option and invoicing

How do I add print later or send later option to the new invoicing platform that was automatically put in my subscription. Old invoice layout is no longer available. This is causing chaos in my office. Please advise. Thank you

6 Comments 6
jeanbiverly_
QuickBooks Team

Print later option and send later option and invoicing

Hello there.

 

We understand that delaying the printing and sending of invoices can help streamline your workflow. However, the Send Later and Print Later options are currently unavailable in the new invoice layout of QuickBooks Online (QBO). For reference, you can visit this article: See what’s new with estimates and invoices in QuickBooks Online.

 

To help improve your experience with QBO, your valuable feedback goes directly to our product development team for review and consideration. 

 

Here's how to send it:

 

1. Go to the Gear icon and choose Feedback.

2. Enter your comments or suggestions.

3. Click Next to submit.

 

In case you need to email or print your sales forms in batches, you can check out this article for more guidance: Email or print multiple sales forms in QuickBooks Online.

 

If you have any other concerns apart from printing and sending invoices later, please let us know. We're always here to help.

4Gal
Level 11

Print later option and send later option and invoicing

@How do I go back to the old invo 

Prepare your Invoice data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

then use an importer tool as a workaround

https://get.transactionpro.com/qbo

 

owenmax
Level 1

Print later option and send later option and invoicing

print and send later were integral in the way we run our business.

 

is there any chance these features are coming back.   I can still sort all sales by print and send later.  just cannot create any new invoices with printer or send later.

 

Does the desktop version still have these features?

Candice C
QuickBooks Team

Print later option and send later option and invoicing

Hey there, @owenmax

 

I appreciate you joining in on this thread. 

 

The best way to get the feature back within QuickBooks Online is submitting feedback to our Product Developers. 

 

As for the feature in QuickBooks Desktop, It is still available. 

 

Review this guide for some additional details: Batch print forms in QBDT

 

I'll be waiting for your response! 

KJatWork
Level 2

Print later option and send later option and invoicing

What does the removal of this feature mean in regards to invoices generated from a recurring transaction?   

I have literally 100s of recurring transactions memorized with an email address that I do NOT allow to be sent immediately upon creation.    I use the Delivery Method "Send Later" (or Print Later) dropdown under 'All Sales' for that. 

 

And now that I've forced to use this new layout - when I go to run my statements will any new invoices I created under it be found when I do the delivery method sort under all sales???        

jenop2
QuickBooks Team

Print later option and send later option and invoicing

I want to start by thanking you for joining us today and for expressing your concerns regarding the Send Later and Print Later optons in your invoices, KJatWork. 

 

I understand how important these features are for you and I assure you that we take your everyone's feedback about the new invoice layout seriously. 

 

I'd like to let you know that the Print later and Send later settings for recurring transactions are already available in the new invoice layout. This means that there will be no changes to the delivery of the automated transactions, ensuring a consistent experience with your customers.

 

To make things even easier, I would like to share the steps to ensure that all newly created or recurring invoices are set for print and send later.

 

Here's how:

 

  1. Go to the + New button and select Invoice.
  2. Click Manage in the upper-right-hand corner. 
  3. Look for Scheduling and click on it.
  4. Turn on Print later by sliding it to the right.
  5. If you want to make it recurring, go to Make invoice recurring and slide the status bar to the right.
  6. Make sure the Automatically send emails are turned off.
  7. Click Save template.

 

send later.png

 

To provide additional information and resources when using the invoicing feature, I'd like to share these resources as well:

 

 

As always, feel free to drop by the Community again if you need further assistance with creating invoices, managing business operations, and maintaining bookkeeping records in QBO. The QuickBooks Team is standing by, ready to help you address any questions or concerns that you might have.

Need to get in touch?

Contact us