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Hypomusk
Level 2

Send invoice at specific date automatically

I'm new to quickbooks using quickbooks online. I have a specific client who i send a fixed invoice to each month. I would like to create the invoice and have it automatically emailed to them at X date. 

For the life of me I can't seem to figure out where this option is. I tried the "Send Later" check box but that didn't work.

Any help would be greatly appreciated. 

Solved
Best answer August 25, 2021

Best Answers
AileneA
QuickBooks Team

Send invoice at specific date automatically

Hello, Hypomusk. 

 

Thank you for reaching out to the Community. We can create a recurring invoice in QuickBooks Online. You can modify the interval and start date so that it will send on the specific month you'd like and mark check the Automatically send emails so the system will follow the command after it has been created.

 

Here's how: 

  1. Go to Settings and then Recurring transactions.
  2. From the Action column, select 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. Press Save template

 

recuring.JPG

 

I've included this article about the process: Create recurring transactions in QuickBooks Online. This also contains sub-articles that will help you with your future tasks such as troubleshooting and managing recurring transactions. 

 

That's it! You should now be able to use the template you need. 

 

Don't hesitate to let me know if you have other questions in mind. I'd be around. Stay safe!

View solution in original post

2 Comments 2
AileneA
QuickBooks Team

Send invoice at specific date automatically

Hello, Hypomusk. 

 

Thank you for reaching out to the Community. We can create a recurring invoice in QuickBooks Online. You can modify the interval and start date so that it will send on the specific month you'd like and mark check the Automatically send emails so the system will follow the command after it has been created.

 

Here's how: 

  1. Go to Settings and then Recurring transactions.
  2. From the Action column, select 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. Press Save template

 

recuring.JPG

 

I've included this article about the process: Create recurring transactions in QuickBooks Online. This also contains sub-articles that will help you with your future tasks such as troubleshooting and managing recurring transactions. 

 

That's it! You should now be able to use the template you need. 

 

Don't hesitate to let me know if you have other questions in mind. I'd be around. Stay safe!

View solution in original post

Hypomusk
Level 2

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!

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