Schedule send invoice

Hello, Clifford.

Let me share some insight about scheduling an invoice to send later in QuickBooks Online.
 

When it comes to scheduling an invoice to send later in QuickBooks Online, there are a few things to keep in mind. First and foremost, ensuring that all the information on the Invoice is accurate and up-to-date is important. This includes the customer's name and contact information, as well as the products or services being billed for and their corresponding prices. 

Once you've confirmed that everything is correct, you can schedule the Invoice to be sent at a later date and time. This is an excellent option if you know your customer won't be available to pay immediately or want to streamline your billing process and send out invoices in batches.

To schedule an invoice to send later in QuickBooks Online, you can follow these steps: 

1. Click the + New icon and select Invoice.
2. Fill in the necessary details for the Invoice, such as customer information, products or services, quantities, and prices.
3. Once you have entered all the required information, click on the Make Recurring button.
4. Under Type, select the Schedule option.
5. Choose the desired date and time for the Invoice to be sent.
6. Review the email message sent with the Invoice and make any necessary changes.
7. Click on the Save template once done.

After scheduling the Invoice, QuickBooks Online will automatically send it to the customer on the specified date and time. This feature can help manage your invoicing process and ensure timely customer delivery. 

After dealing with your invoices, you can start managing your customer payments. If your bank is connected to QuickBooks, check this article for a guide on matching and categorizing your transactions: Categorize and match online bank transactions in QuickBooks Online.

I hope this helps, and if you need anything else, please don't hesitate to reach out to us here at The Community. Have a great day!

Hi,

Thanks for the detailed information on scheduling an invoice to be sent. I'm concerned about the "Recurring" part of the process. If I pick a specific date and time, will the invoice only be sent once? Or, will I have to go back and make an adjustment to the instructions later? Most of my invoices are customized to a particular job, and are not sent more than once.

Thank you!

Paula, the small business owner that is looking forward to simplifying her life with this function.

Thanks for getting back to us. Let me share details about creating a schedule for your invoice.

When you schedule an invoice to be sent as a recurring invoice in QuickBooks, you have the option to set the frequency as "Once." This means that the invoice will only be sent once at the specific date and time you've chosen, and you won't need to make any adjustments to the instructions later. 

However, if some of your customers require invoices to be sent on a different schedule, you'll need to set up a separate recurring invoice for them. This way, you can customize the invoicing process to meet the specific needs of each customer. If you have any further questions or need additional assistance, feel free to ask

For your reference, please see this article: Schedule recurring transactions.

In case you want to have a list of your customers’ outstanding balances, you can run the Accounts Receivable aging summary report. This report will show you how much are still due and how long they're past due.  

The Community always welcomes you for additional questions you have about managing invoices. It's always our pleasure to help. Stay safe!