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joshuagoat27
Level 1

How does send later work on an invoice? Does this feature send invoice automatically on the invoice date or at another time? I need help?

I have multiple invoices already made and need them sent automatically at difficult dates. How can i do this?
1 Comment 1
Rasa-LilaM
QuickBooks Team

How does send later work on an invoice? Does this feature send invoice automatically on the invoice date or at another time? I need help?

Good day, joshuagoat27.


Let me share some information on how the Send later feature works.


The option mentioned above lets you email invoices in bulk at a later time. The information that will show on the Last Delivery section is the actual date when you send them, even if the invoice dates are not the same.


Also, you still have to manually choose the entries you wish to send to your customers. After selecting, email them by batch.


Here’s how:

 

  1. In QuickBooks Online (QBO), go to the Sales menu on the left panel and choose All Sales.
  2. This action will take you to the Sales Transactions page.
  3. From there, tick the boxes for the invoices you’re working on.
  4. Click the Batch actions drop-down to select Send transactions.by batch.png

For more details, check the following reference: Email or print multiple invoices and sales forms.


Additionally, the links below will guide you about setting and sending the same invoice to multiple customers. You’ll also see a video tutorial on how to create a recurring invoice with automatic pay.

 

 

Stay in touch if you still need assistance on how to manage your invoices. I’ll be around to help and make sure this is taken care of for you. Enjoy the rest of your day.

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