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Print later option and send later option and invoicing
How do I add print later or send later option to the new invoicing platform that was automatically put in my subscription. Old invoice layout is no longer available. This is causing chaos in my office. Please advise. Thank you
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Hello there.
We understand that delaying the printing and sending of invoices can help streamline your workflow. However, the Send Later and Print Later options are currently unavailable in the new invoice layout of QuickBooks Online (QBO). For reference, you can visit this article: See what’s new with estimates and invoices in QuickBooks Online.
To help improve your experience with QBO, your valuable feedback goes directly to our product development team for review and consideration.
Here's how to send it:
1. Go to the Gear icon and choose Feedback.
2. Enter your comments or suggestions.
3. Click Next to submit.
In case you need to email or print your sales forms in batches, you can check out this article for more guidance: Email or print multiple sales forms in QuickBooks Online.
If you have any other concerns apart from printing and sending invoices later, please let us know. We're always here to help.
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@How do I go back to the old invo
Prepare your Invoice data with the following template
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Net 30 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | 0 | Y | N | N | N | Y | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
then use an importer tool as a workaround
https://get.transactionpro.com/qbo
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print and send later were integral in the way we run our business.
is there any chance these features are coming back. I can still sort all sales by print and send later. just cannot create any new invoices with printer or send later.
Does the desktop version still have these features?
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Hey there, @owenmax.
I appreciate you joining in on this thread.
The best way to get the feature back within QuickBooks Online is submitting feedback to our Product Developers.
As for the feature in QuickBooks Desktop, It is still available.
Review this guide for some additional details: Batch print forms in QBDT.
I'll be waiting for your response!
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What does the removal of this feature mean in regards to invoices generated from a recurring transaction?
I have literally 100s of recurring transactions memorized with an email address that I do NOT allow to be sent immediately upon creation. I use the Delivery Method "Send Later" (or Print Later) dropdown under 'All Sales' for that.
And now that I've forced to use this new layout - when I go to run my statements will any new invoices I created under it be found when I do the delivery method sort under all sales???
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I want to start by thanking you for joining us today and for expressing your concerns regarding the Send Later and Print Later optons in your invoices, KJatWork.
I understand how important these features are for you and I assure you that we take your everyone's feedback about the new invoice layout seriously.
I'd like to let you know that the Print later and Send later settings for recurring transactions are already available in the new invoice layout. This means that there will be no changes to the delivery of the automated transactions, ensuring a consistent experience with your customers.
To make things even easier, I would like to share the steps to ensure that all newly created or recurring invoices are set for print and send later.
Here's how:
- Go to the + New button and select Invoice.
- Click Manage in the upper-right-hand corner.
- Look for Scheduling and click on it.
- Turn on Print later by sliding it to the right.
- If you want to make it recurring, go to Make invoice recurring and slide the status bar to the right.
- Make sure the Automatically send emails are turned off.
- Click Save template.
To provide additional information and resources when using the invoicing feature, I'd like to share these resources as well:
- Apply Late Fees To Overdue Invoices Automatically In QuickBooks Online
- Send Invoice Reminders Automatically Or Manually In QuickBooks Online
As always, feel free to drop by the Community again if you need further assistance with creating invoices, managing business operations, and maintaining bookkeeping records in QBO. The QuickBooks Team is standing by, ready to help you address any questions or concerns that you might have.