Send invoice at specific date automatically

Thanks for the solution. I realise that this is part of the Essentials subscription but I'm on the EasyStart for now.

When I upgrade in the future I'll definitely check it out though!

I have recurring working great, problem is it sends emails at 2am, disrupting my customers sleep.  Is there a way to adjust the auto email send time?

Good morning, @wycospm. 

Thanks for chiming in on this thread. 

As of right now, there isn't a way to send these recurring transactions at a particular time, only a specific date. 

You can submit feedback to our Product Developers so they can consider adding this as a feature in the near future. Check out our Blog site to keep up with what's new in the system. 

I'm only a post away if you have any other questions or concerns. Have a wonderful day! 

@wycospm 

You may need a task management app and a connector to integrate with QBO.

Hi,

I have set up the reoccurring invoices but they aren't being sent. I have attached a screen capture of one that should have gone out today but did not.  Maybe something is not right in the set up?

Thank you,

Gre

Hi,

I've created a recurring invoice but it is not being sent.  I have attached a screenshot of the invoice, it was supposed to go out today but did not.  What am I missing?

Thank you for your help,

Greg

I'm here to provide some information why your recurring invoices are not sent, @greg.

Let's ensure that your recurring invoices are set to Scheduled and has not reached its End Date. 

If the issue persists, let's perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Once you have successfully sent the invoice, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

Otherwise, we can also delete and recreate the recurring template that has an issue. Here's how:

1. Proceed to the Gear Icon.
2. Select Recurring Transactions.
3. Find the template that stops from working.
4. In the Action column, choose Edit.
5. Take note of the recurring invoice details. You'll need it when recreating the template.
6. Return to the list of Recurring Templates window.
7. Click New.
8. Enter the invoice details.
9. Click Save and Close.

Once completed, let's delete the template that has a problem.

1. Go to the recurring templates list.
2. Locate the template.
3. In the Action column, click the Edit drop-down.
4. Select Delete.

Then, you can start to sent the invoices again to your customers.

I'm also adding this link to help fix recurring transactions that has issues: How to handle a recurring transaction that did not run.

Fill me in if you have other questions about handling recurring invoices that are not sent. I am always here to help you. Keep safe!

Thank you for your reply.  Yes, it was set to reminder, not scheduled.  I have changed it in all my recurring invoices.  Once again thank you for your help.

Greg

Thanks for keeping us updated, Greg.

We're glad to know that the steps that these steps helped with your recurring invoices. Please know that you can always reach out to us again if you need anything else. 

Is there a way to "send later" for a manually created invoice.  I have a recurring template but the invoice is not the same each time so I don't use the auto e-mail.

were you able to get an answer for this?

Yes, @katjd , and I'd be happy to guide you on how.

We can set a schedule for your invoices by entering a recurring transaction in QuickBooks Online (QBO). The recurring transaction creates a series of transactions according to the schedule you set. Here's how:

1. Go to Settings and then Recurring transactions.
2. From the Action column, click Edit for the transaction you want to modify.
3. Under option, mark check the Automatically send emails.
4. Input the Interval and the Start date.
5. Hit Save template.

Once you choose the recurring transaction to be sent via email, it'll be sent automatically. For more details, you can check out these articles:

• Create recurring transactions in QuickBooks Online.
• Schedule recurring transactions created with a template.

You might also want to make some changes to your recurring transactions. Here's an article you read for the detailed steps and information: Edit a recurring template.

I'm still open to your replies if you need further assistance managing recurring transactions. Have a great day ahead!

Same question for us.  There is a button that says send later in the invoice, however, is there a way to select a date to send it on instead?  We have scenarios where we send invoices a few days after completing the work but like to create the invoice immediately after we send out the work as part of our process so nothing gets missed.  

I appreciate you for following this thread, H-EME.

Yes, there is a way wherein you can select a date on when to send the invoice.

To do so, you can create a recurring invoice template. Please note that you'll need to update the condition for when you wish to send the invoice again. You can follow the steps provided by my colleague above.

I'm also including this link to assist in resolving any issues with recurring transactions: Fix failed recurring transactions in QuickBooks Online.

Furthermore, here's a resource on how to personalize and add details to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Keep me posted if you need further assistance managing your invoices in QuickBooks. I'll be here to provide you with the support that you need. Keep safe.

Hello,

I have a question about the time that automatic invoices are sent. The last two invoices I have reoccurring were sent to my client at 3am. I am wondering if there is a way to have this send during business hours, not during the middle of the night. 

Thanks in advance 

Thank you for joining the thread, @Srw08.

I am here to share some insights about setting a time to send recurring invoices in QuickBooks Online (QBO).

Currently, setting a time to send the recurring invoices in QBO is unavailable. QBO will be the one to set a time when to send the recurring invoice. If you want to send the invoices during business hours, you have the option to uncheck the Automatically send emails and send the invoices manually.

Moreover, I'll be adding this helpful article as your reference in setting up auto payments with recurring invoices in QBO: Set up Autopay for recurring invoices in QuickBooks Online.

Please don't hesitate to return to this post if you have other concerns regarding recurring invoices. I'll be here to lend a helping hand. Have a good one!

Can this Recurring option work for single use? Meaning, can I use this to post date and invoice to generate a future dated invoice to send on a specific date but not have it generate in intervals?

for example: I want to create an invoice today to program to send on 03/30/2024 but I do not want it be recurring just one time send.

Is this possible? If so how should I set up the functions to do so?  

Yes, it's possible, Erika. I'm here to guide you on how to set up a single use recurring invoice transaction.

In QuickBooks Online, you can create a future-dated invoice to automatically send it on a specific date and at a single time only. Before doing so, please note that the intervals won't be removed as this is a default in the program. However, you can disregard this section and add an End date or the number of occurrences on the template so this will send only once. Here are the steps to set it up:

1. Go to the Gear icon, then select Recurring Transactions.
2. Click the New button, then select Invoice as the Transaction type, then OK.
3. Enter the template name, then select Scheduled for the Type. You can also create it in advance.
4. Add other necessary information about the invoice, then in the Options section, select Automatically Send Emails.
5. Enter the Start date in the field, then select By or After as the end date. If you choose the By option, enter the specific end date. If you select the After option, enter the number of occurrences.
6. Click Save template.

Furthermore, you may record the invoice payments once you receive them from your customer to mark the existing invoices paid and make your accounts accurate.

You're always welcome to comment back if you have additional questions about recurring invoices. We'll be here 24/7 to assist. Take care and have a great day!

Thank you! I have set up a test template for a future date. If I run into any issues I will reach out. 

Good morning,

I set up a test recurring transition to post today and it did not generate not sure what I did incorrectly. 

Hello there, Erika.

I'm here to give details on why recurring transactions aren't posting and how to fix them.

The recurring transaction stop working are caused by these reasons:
 

1. The recurring template isn't set to schedule.
2. The credit card associated with the recurring transaction may have been expired.
3. There's a problem with the recurring template.
    

Let us take a few actions to address this. First things first, confirm that the repeating template is scheduled and that its due date hasn't passed. It will also be possible for us to remove and re-create the previous template.

Here's how:

1. Go to the Gear icon.
2. Select Recurring Transactions.
3. Locate the template that stops working.
4. In the Action column, click Edit.
5. Take note of the details. You'll need it when recreating them.
6. Then, hit Delete.
    

Once done, you can recreate a new template. See the steps below:
 

1. Go back to the recurring template window.
2. Click New.
3. Enter the details of your template.
4. Then, select Save and Close.
    

If the issue persists, you can manually create a transaction using the recurring template. You can review this material for more detailed information: Fix failed recurring transactions in QuickBooks Online.

For your future reference, I've also included this useful article: Duplicate transactions when using a recurring template.  If you run into any situations like this, you may find instructions here on how to handle them.

Please reply in this thread if you have follow-up questions or additional query. I'll be happy to assist you.