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March 2, 2024
Question

Is there a way to set a future date to send invoices? I already tried to set a reminder on due date...didn't work :(

  • March 2, 2024
  • 1 reply
  • 0 views
Can I set a future date to send invoices?

1 reply

March 2, 2024

Thanks for dropping by the Community. I see you want to set a future date to send invoices. I've got steps you can follow to achieve this.

 

In QuickBooks Online, you can schedule invoices to be sent at specific intervals by modifying the start date and interval.

 

Here's how to set Recurring Transactions:

 

  1. Go to Settings and then Recurring Transactions.
  2. From the Action column, click Edit for the transaction you want to modify.
  3. Under the option, choose the Automatically Send emails
  4. Input the Interval and the Start date
  5. Click Save template

 

For detailed information, refer to this article: Create recurring transactions in QuickBooks Online

 

I'm adding these articles you can use in the future:

 

 

I'm just a post away if you have any additional questions about managing invoices. I'm more than willing to help. Have a great day! 

March 4, 2024

That didn't work.  I have several invoices that need to be sent on a future date.  I would like to set them up to be sent on said date so I don't have to worry about it.  Can this be done?