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Hi-
I'm hoping to set up my system to automatically send out the invoices that we import into QB from our sales portal (this step is done), without needing to take human action first. These are one-time invoices for sale of a product, not recurring invoices, and we'd like them to go out to customers as instantaneously as possible.
How can this be accomplished?
Thanks,
Good evening, @post_modern_fun-porium.
Welcome to the Community!
I can see how beneficial this could be for you and your business. However, the best way to get the results you want is to manually send out these invoices. It's a manual process rather than an automatic option.
I recommend submitting feedback to our Product Developers so they can consider improving this feature in the near future. Here's how:
I hope this helps answer your question. I'm only a post away if you need me again. Take care!
Thank you for the prompt response, and I will certainly pass that feedback along!
However, unfortunately, this is a solution that we need ASAP. Is it possible to use a third party integration to achieve this automated sending of the invoices?
Thanks,
pmFp
Let's visit the Apps menu to check the possibility of using a third-party integration that can achieve this automated sending of the invoices, pmFp.
The Apps menu is where you find other QuickBooks products and third-party applications. As we are unable to provide a specific recommendation, choose the best one that suits your business needs by going to this page. Here's how:
Furthermore, when your customers pay your invoices, record those payments to balance your income accounts. For the step-by-step guide on how to do this, you can check out this article: Receive invoice payments in QuickBooks Online.
Drop a comment below if you have other concerns about managing invoices in QuickBooks Online (QBO). I'm always ready to help. Take care, and I wish you continued success.
You can use Fazeshift to automate sending of invoices from QuickBooks (https://www.fazeshift.com/). Email [email address removed] for a demo and free trial.
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