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userbctcsales
Level 1

Can I create invoices early so that they are ready?

I have time now and want to create my invoices early with a future date. Can I future date an invoice?
7 Comments 7
IamjuViel
QuickBooks Team

Can I create invoices early so that they are ready?

Hello there, @userbctcsales.

 

Yes, you can create an invoice with a future date. However, you'd want to save it first then, just make sure to mark the Send Later tickbox. I can guide you on how to do it.

  1. Go to the New (+) icon.
  2. Choose Invoice.
  3. Enter the invoice details.
  4. Mark the Send Later tick box. 
  5. Click the Save button.

On the day that you want to send it, just locate the invoices from the All Sales page and send it. Here's how:

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Click the Filter drop-down.
  4. Choose Invoice from the Transaction Type drop-down.
  5. Pick Send Later from the Delivery Method drop-down.
  6. Set the invoice date. 
  7. Click Apply.

You can mark all the invoices and send them together. 

Also, you can open each invoice and send it one by one. You can read through this article for more detailed steps: How to email or print an invoice.

 

I'm adding these articles to help you maximize the use of the invoice and other sales forms in QuickBooks:

 Always feel free to visit us here if you have other questions about creating and emailing invoices and other sales forms from QuickBooks. I'm just a few clicks away.

IamjuViel
QuickBooks Team

Can I create invoices early so that they are ready?

I'm here to ensure everything is flawless, @userbctcsales 

 

Were you able to create a future-dated invoice using the steps I've shared? If you need more clarification on this process, just let me know. I'll be sure to get back to you.

Thanks for visiting the Community, wishing you continued success.

Ariel77
Level 1

Can I create invoices early so that they are ready?

Hi,

 

I have a client who owes me $600  and is suppose to pay it in 6 monthly installments on the 5th of each month.

 

I understand that I can create a recurring invoice but I also want the $600 to reflect in our AR report.

 

The way I solve this now is to create 6 future invoices and set reminders to send them manually but this is very tedious - how do I automate this?  I also would love to have an online form that the client can use to initiate the entire process when signing up for the service

 

thanks

Ariel

Jen_D
Moderator

Can I create invoices early so that they are ready?

Thanks for reaching out to the QuickBooks Community @Ariel77,

 

I can share some insights about this invoicing concern you're having.  

 

At the moment, setting multiple reminders for a single invoice is currently unavailable. The system can send invoice reminders once based on its due date.

 

What you're doing is the current workaround for now, so the customers get reminded of their payments. Otherwise, you can set email reminders outside QuickBooks through your emailing service.

 

For now, you can visit our app store to get invoicing tools or other apps to help with your sales processing. Click this link to our website: QuickBooks Apps

 

We also have a separate forum called Intuit Developers, where you can find engineers who can help recommend third-party applications to use. Click this community link: Intuit Developers Community.

 

Post again if you have other sales management concerns in QuickBooks. I'll be right here to help anytime. Have a wonderful day!

Meriem
Level 1

Can I create invoices early so that they are ready?

I am having the same concern, did anyone find a solution to this?

Meriem
Level 1

Can I create invoices early so that they are ready?

I'm having the same concern, did anyone find a solution to this?

AdonL
QuickBooks Team

Can I create invoices early so that they are ready?

Thanks for checking out the Community, Meriem. Allow me to provide details regarding the invoice's reminder. 

 

In QuickBooks Online(QBO), you can create an invoice with a future date, but setting up multiple reminders for a single invoice is unavailable.

 

My colleague mentioned above as a workaround, you can set email reminders outside QuickBooks through your emailing service or use a third-party app that provides invoicing reminders. 

 

You can visit our app store to look for other apps that suit your current needs: QuickBooks Apps.

 

I've included this article as a reference when creating invoices in the new QBO layout: What's new with Estimates and Invoices.

 

We're always open for you if you need further assistance managing your invoices. Let us know in the comments. Take care and have a good one.

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