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usergruntworks.lg
Level 1

Is there a way to set a future date to send invoices? I already tried to set a reminder on due date...didn't work :(

Can I set a future date to send invoices?
4 Comments 4
JamesAndrewM
QuickBooks Team

Is there a way to set a future date to send invoices? I already tried to set a reminder on due date...didn't work :(

Thanks for dropping by the Community. I see you want to set a future date to send invoices. I've got steps you can follow to achieve this.

 

In QuickBooks Online, you can schedule invoices to be sent at specific intervals by modifying the start date and interval.

 

Here's how to set Recurring Transactions:

 

  1. Go to Settings and then Recurring Transactions.
  2. From the Action column, click Edit for the transaction you want to modify.
  3. Under the option, choose the Automatically Send emails
  4. Input the Interval and the Start date
  5. Click Save template

 

For detailed information, refer to this article: Create recurring transactions in QuickBooks Online

 

I'm adding these articles you can use in the future:

 

 

I'm just a post away if you have any additional questions about managing invoices. I'm more than willing to help. Have a great day! 

usergruntworks.lg
Level 1

Is there a way to set a future date to send invoices? I already tried to set a reminder on due date...didn't work :(

That didn't work.  I have several invoices that need to be sent on a future date.  I would like to set them up to be sent on said date so I don't have to worry about it.  Can this be done?

usergruntworks.lg
Level 1

Is there a way to set a future date to send invoices? I already tried to set a reminder on due date...didn't work :(

That did not work.  I have several invoices that need to be sent in the near future.  One in April and one in May.  I would like to set them up to be sent on that specific date.  Would it be possible to do that?

ShyMae
QuickBooks Team

Is there a way to set a future date to send invoices? I already tried to set a reminder on due date...didn't work :(

Greetings, usergruntworks. I understand that you'd like to set a specific date for your invoices to be sent out. 

 

Currently, this functionality is unavailable in QuickBooks Online. You can consider exploring third-party apps that offer this feature as an alternative solution.

 

I recommend sending feedback to our product development team if you want this functionality in QuickBooks Online. They'll carefully review your suggestions and may consider implementing them in future updates.

 

To submit your suggestions:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your recommendations for product enhancements or feature additions.
  3. Select Next to submit.

 

We truly appreciate your valuable feedback and acknowledge your contribution towards improving our product.

 

I'll be adding these informative articles to help manage your invoices efficiently:

 

 

You can tap the reply button for further clarification about setting up a date to send your invoices. I'm always here to back you up. 

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