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Jess1020
Level 1

with the new invoice layout how can you do "send later"?

with the new invoice layout how can you do "send later"?

7 Comments 7
GlinetteC
Moderator

with the new invoice layout how can you do "send later"?

I'm here to share some information about the "Send later" feature of an invoice, Jess1020.

 

With the new invoice layout, the "Send Later" feature is no longer available directly within the invoice.

 

As a workaround for this change, I recommend the following steps:

 

  1. After creating the invoice, please save it as usual by clicking the Save button.
  2. If you wish to send the invoice, you can easily locate the saved invoice in your account.
  3. Once you have located the invoice, click the Review and send option to forward it to the intended customer.

 

Moreover, here's an article for a step-by-step process if you want to personalize your sales forms in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have further questions about managing your invoices or other relevant concerns, you can add them in the comment below. I'll be here to assist.

BigRedConsulting
Community Champion

with the new invoice layout how can you do "send later"?

@GlinetteC 

RE: With the new invoice layout, we have made some improvements to streamline the process. As a result, the "Send Later" feature is no longer available directly within the invoice.

 

This appears to be the opposite of streamlining the process. I has made it more clunky, and based on your description it appears Intuit has actually removed the send later feature. Am I missing something?

SIAB
Level 6

with the new invoice layout how can you do "send later"?

@Jess1020 

You can use an importer tool as a workaround.

https://get.transactionpro.com/qbo

 

Jess1020
Level 1

with the new invoice layout how can you do "send later"?

 

 

As i'm checking the phasing of new invoice, I just noticed when you open the invoice:  create > invoice > manage > scheduling > there's this "more option" and a letter i inside the circle where it says send and print later "you can print or send this invoice later on the All sales list, filtered by delivery method

 

this send and print later can be found above the print later. It's quite confusing like what's the purpose of this print later if you  will still need to access the invoice on: All sales > invoice > send/print. 

LollyNino_C
QuickBooks Team

with the new invoice layout how can you do "send later"?

Hello there, @Jess1020.

 

We appreciate that you have responded to us on this thread. We highly recognize all suggestions from our customers to help us determine what enhancements and improvements are needed to make our product more effective and convenient.

 

To improve the phasing of invoices, i suggest sending feedback, I encourage you to submit feedback directly to our product engineers. At times, we frequently implement product enhancements based on customer requests.

 

Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.

 

Additionally, I'll be sharing this resource that will guide you in personalizing your sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any further questions or concerns about managing your invoices or anything else about QuickBooks-related, please don't hesitate to post them on this thread. Stay safe and have a great day!

KBontre
Level 1

with the new invoice layout how can you do "send later"?

I am also in need of the old "Send Later" Function. I have to supply supporting documentation with each invoice I send. I typically create the invoices throughout the week when the work is performed, but have to wait until I receive the supporting docs until I can send the invoices to my customers. Without the "Send Later" function, this has become much more arduous. Why does SLOWbooks continue to make things more difficult for it's customers!? I want the software program that I signed up for, not the program that has been infinitely tweaked by programmers who have no real world experience with accounting.

JPool1
Level 1

with the new invoice layout how can you do "send later"?

So, "send later" as in a batch, is no longer available. But "print later" as a batch is still available. This means for all the invoices, including my reoccurring, which I want to send to my customers at the end of the month....when I'm ready to send them (ex: not on a the first of the month) the send later feature that was batched in my desktop version is not available. This is bad. I now have to find those invoices and manually send each one separately? over 200 of them. This is a much needed FIX by Intuit. Another overlooked design feature. Please update this. 

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