Hey there, Linet. Yes, you can send your invoices automatically from QuickBooks Online (QBO). Allow me to assist you.
QBO's recurring transaction feature lets you send invoices automatically to your customers. This feature helps you save precious time, especially if you have a set of customers that require invoicing regularly.
To set this feature up, let's go through these steps:
- Go to Settings ⚙.
- In the Lists column, select Recurring transactions.
- Select New.
- Select the type of transaction to create, and then select OK.
- Enter a Template name.
- Select a Type: Scheduled, Reminder, or Unscheduled.
- Complete the fields and select Save template.
It's worth noting that the recurring transaction feature is only available to QuickBooks Online Essentials and Plus customers. If you require more guidance, please refer to our Community article: Create recurring transactions in QuickBooks Online.
In addition to recurring transactions, QBO also enables you to schedule sales receipts, so you don't have to create a new one each time you collect customer payments. Refer to this article to learn more: Set up a recurring sales receipt in QuickBooks Online.
Feel free to circle back again to this thread if you have more questions about sending invoices automatically. I'll be happy to help you out. Take care.
