Question

I would like to create an invoice but delay send it so it automatically sends on a futre date. How can I do this?

Forum|Forum|3 years ago
September 6, 2022
2 replies
112 views

No text available

QuickBooks Online

Level 10

It's good to see you here in the Community, mike-mindfulpeop.

We can set up and use the Recurring Transactions feature to create an invoice and send it on a future date in QuickBooks Online.

Here's how:

Click the Gear icon ⚙ and choose Recurring transactions.
Tap New.
Select the type of transaction to create, and then select OK.
Enter a Template name.
Select a Type: Scheduled.
Under Options, select Automatically send emails.
Fill in the necessary information.
Hit Save Template.

To know more about how this feature works, we can go through the articles below. On the same links, we can find tips about the difference between each transaction type as well as a brief video to serve as our visual guide:

Create recurring transactions in QuickBooks Online.

Schedule recurring transactions created with a template.

You can always get back to me if you need additional assistance with sending invoices in QuickBooks Online, mike-mindfulpeop. Have a great rest of your day!

Rose-A

Level 10

Hi, mike-mindfulpeop.

Hope you're doing great. I wanted to see how everything is going about creating and sending future invoices. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

H

HojjatiCPA

Quickbooks, please add a feature when sending invoices to delay to a day and time when sending.

C

ChristieAnn 11

Level 9

Hi there, HojjatiCPA.

Thank you for visiting the QuickBooks Community. A feature that allows you to send out invoices to a specified date or delay once they are created will surely benefit a large number of users. I'll ensure you can forward this product suggestion to our engineers so they can consider including it in future developments.

Since the feature mentioned above is currently unavailable, please know that QuickBooks only allows you to create templates for recurring transactions, like invoices. This will help you to generate invoices automatically from created entries and send them in the future. If you want to utilize this, you can follow the steps shared by my colleague.

I suggest going to the Gear icon and choosing Feedback from there. Then, submit your request about having the option to send out invoices at a particular time or delay them to a day after created in QBO. Any recommendations are sent to our engineers for consideration in future updates.

Lastly, you can open this article if you need help viewing the status of your sales transaction in QBO: View sales transactions in QuickBooks Online.

Please feel free to leave a comment below if you have other concerns about managing invoices in QBO. I'm always ready to help, HojjatiCPA. Have a great day!

D

DCA2023

Yes, I would very much like to know how to set up recurring invoices that don't actually go out until a specified date. It is bothersome to create calendar reminders to remind me to enable a recurring template that I have set up. If I miss or forget the start date then the billing sequence never begins. It just seems like such a simple ask.

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