Question

Automate sending of an exported one-time invoice

Forum|Forum|1 year ago
June 27, 2024
1 reply
0 views

Hi-
I'm hoping to set up my system to automatically send out the invoices that we import into QB from our sales portal (this step is done), without needing to take human action first. These are one-time invoices for sale of a product, not recurring invoices, and we'd like them to go out to customers as instantaneously as possible.

How can this be accomplished?

Thanks,

QuickBooks Online

Candice C

Good evening, @post_modern_fun-porium.

Welcome to the Community!

I can see how beneficial this could be for you and your business. However, the best way to get the results you want is to manually send out these invoices. It's a manual process rather than an automatic option.

I recommend submitting feedback to our Product Developers so they can consider improving this feature in the near future. Here's how:

Go to the Gear icon in the top right-hand corner.
Tap the Feedback option.
Enter your suggestions.
Hit next to submit your feedback.

I hope this helps answer your question. I'm only a post away if you need me again. Take care!

P

post_modern_fun-poriumAuthor

Thank you for the prompt response, and I will certainly pass that feedback along!
However, unfortunately, this is a solution that we need ASAP. Is it possible to use a third party integration to achieve this automated sending of the invoices?

Thanks,
pmFp