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wkbmarine
Level 1

Automatic open invoice statement

I send one of my customers a statement of open invoices every month using the reports tab. Is there a way to have this report run and emailed on a schedule? ie: monthly 

1 Comment 1
Maybelle_S
QuickBooks Team

Automatic open invoice statement

Hello there, @wkbmarine.

 

Currently, scheduling an email report isn't in QuickBooks Online (QBO). You'd be glad to know that you can send feedback about the feature you wish to have with QuickBooks.

 

This way, our Product Developer team can review it. There are always open opinions as this helps improve our product to suit your business needs. To send feedback, you can follow these steps:

 

  1. Go to the Gear icon.
  2. Under Profile, choose Feedback.
  3. Enter your suggestion.
  4. Hit Next.

 

Also, to learn more about personalizing your sales forms and recording your invoice payments in QBO, I'd recommend checking out these articles:

 

 

I'm all ears if you have other concerns about emailing invoices in QuickBooks. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success.

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