Level 7

Question

Is it possible to create a scheduled task to batch send invoices in QBO?

Forum|Forum|7 years ago
December 20, 2018
2 replies
8 views

No text available

QuickBooks Online

Morgan_B

QuickBooks Team

Hello, mike32.

Thanks for contacting the Community for support. I'd be glad to provide some info on your question about batch sending invoices in QuickBooks Online.

One option that you may be interested in is sending recurring invoices. Once you set up recurring invoices, they'll be automatically delivered to your customer on the dates you have scheduled, and you won't have to worry about creating them over and over. Here's how:

1. Click the Create icon (+) in the top right corner.

2. Select Invoice.

3. Fill out the necessary information.

4. Select Make recurring at the bottom of the page.

5. You'll then be able to customize the invoice.

This article provides more information on using this feature in your account: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-create-a-recurring-invoice-and-manage-recurring/m-p/186245.

Sending batch invoices isn't currently available in QBO. I think this would be a useful option to have for invoicing customers. I'll be sure to pass your feedback along to the Product Development Team.

I wish you and your business continued success. Please let me know if you have any other questions.

M

musicjoylaughter

I would like to second this request. I charge customers a set amount each month, but occasionally need to add extra charges. I need a way to generate invoices a month early but not send them, so I can edit the current invoice as needed, rather than the template (which I then have to remember to change back the following month), and then have the current invoice with all changes automatically sent on the first of the month. Is there no way to generate a month early (but not send,) and then automatically send those invoices that have already been generated?

C

Catherine_B

Level 9

We have multiple recurring types which you can set, musicjoylaughter.

We have a way to generate a monthly recurring invoice through the Reminder type. It’s used for transactions with a fixed schedule that needs to be edited before your create and send them. However, we’ll have to manually send them once you’ve modified the invoices.

Let me show you how create a recurring reminder transaction:

Go to the Gear icon and click Recurring Transactions.
At the upper-right, click New.
Select Invoice and click OK.
Enter a Name for the template and then choose Reminder as a type.
Fill out the rest of the details.
Click Save template.

You can use this reference when creating recurring transaction. I'll be here if you need more help.

B

Brandon K

I would also like to send 1 invoice at a later date.
for example, If I am on vacation next week, but still need a bill to send tomorrow, or next week; I don't want to have to manually do that.

MJoy_D

QuickBooks Team

Hello, @Brandon K.

You can create a scheduled recurring invoice. Set the start and the end date it after the first occurrence.

Let me show you how:

Go to Gear (⚙) icon and select Recurring Transactions.
Select New and choose Invoice from the Transaction Type drop-down.
Click OK.
Add all the necessary information.
Choose Scheduled as Type.
Set the date when this transaction will be sent under the Interval section.
Enter the start and end date after the first occurrence.
Click on Save template once you’re done.

Check these articles for more information:

Stay in touch if you have any other concern. I'm always here to assist. Keep safe and have a great rest of the day!

B

Brandon K

Thank you, guess its just confusing as we don't want anything recurring, just want to schedule a send on one.

But this looks like a way to trick the system!
THANKS!

Sign up

Login with SSO

Let's get you signed in

Login with SSO