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lindak1119
Level 7
December 20, 2018
Question

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

  • December 20, 2018
  • 16 replies
  • 21 views
No text available

16 replies

Morgan_B
Morgan_BQuickBooks Team
QuickBooks Team
December 20, 2018

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
melissastratman
November 12, 2020

I would love to underscore the need for this. Google lets us all schedule send now and to not have this feature on QBO begins to make it feel outdated. Please consider this an upgrade to keep you all relevant.  Thank you! 

    JasroV
    JasroV
    Level 8
    October 1, 2021

    Agreed!

    There's already a check box that says "send later." How hard can it possibly be to expand on that so when  it's checked it offers a radio button to either a date/time picker... or... wait for it... Choosing the already populated invoice date! :p

     

    I can't believe this is one of the top search results for this topic at nearly 3 years old and this seemingly simple and incredibly valuable feature has yet to be implemented. The proposed workaround is clunky at best and is as stated is just a workaround. Can we bring in the dev team finally and make this a reality sometime before we all die of old age?


    Nice to have you joined this thread, Craig.

     

    I also admire you for sharing your thoughts and opinions about having the ability to send invoices by batch in QuickBooks Online (QBO).

     

    Currently, the option to do so isn't possible. I understand having this feature can aid you in seamlessly running your business. As an alternative, you can follow the workaround shared by my colleagues MaryJoyD and DivinaMercy_N in creating a recurring invoice. 

     

    You can also utilize the Apps menu or visit our QuickBooks App Store page and browse for an app that has the feature you need. Once you've found one, review its comment and click Get app now when you're ready to link it to your QBO account.

     

    In addition, you'll want to send your feedback to our Product Developer team. This way, they can review it and might consider adding it in future updates.

     

    Furthermore, I got you this resource that provides complete details on how to modify your sales form to make your business unique: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Know that you'll always have my attention whenever you have other queries about invoices or with your QBO account. Our door is always open to help you run your business flawlessly. Keep safe and have a great weekend!

    B
    Brandon K
    May 5, 2020

    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
      MJoy_DQuickBooks Team
      QuickBooks Team
      May 5, 2020

      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:

       

      1. Go to Gear (⚙) icon and select Recurring Transactions.
      2. Select New and choose Invoice from the Transaction Type drop-down. 
      3. Click OK.
      4. Add all the necessary information. 
      5. Choose Scheduled as Type.
      6. Set the date when this transaction will be sent under the Interval section.
      7. Enter the start and end date after the first occurrence. 
      8. 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
      May 6, 2020

      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!

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