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michael-myskinny
March 28, 2022
Solved

What setting automatically sends invoices? What does the send later function do?

  • March 28, 2022
  • 2 replies
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Original commenter did not share additional details
Best answer by LollyNino_C

Hello there, @michael-myskinny. 

 

Thank you for reaching out to the Community. Let me share some information about managing invoices in QuickBooks. 

 

You can create a recurring invoice in QuickBooks Online. You can change the interval and start date to send on the precise month you want, and check the box next to Automatically send emails to have the system execute the command after it's been written. 

 

Here's how: 

  1. Go to Settings and then Recurring transactions.
  2. From the Action column, select Edit for the transaction you want to modify.
  3. Under the option, mark checks the Automatically send emails.
  4. Input the Interval and the Start date.
  5. Press Save template.

 

For your second question, the functionality of this feature lets you send invoices in bulk and at a later time. 

 

Once you choose this option, here's how you can send them:

  1. Go to the Sales menu and select Invoices.
  2. Mark the invoices you need to send.
  3. Click the Batch actions button.
  4. Choose to Send invoices.

I've included this article about the process: Create recurring transactions in QuickBooks Online. This also contains sub-articles that will help you with your future tasks such as troubleshooting and managing recurring transactions.  

 

Lastly, feel free to read these hand articles for your reference about managing your invoices:
 


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

2 replies

L
LollyNino_CAnswer
March 28, 2022

Hello there, @michael-myskinny. 

 

Thank you for reaching out to the Community. Let me share some information about managing invoices in QuickBooks. 

 

You can create a recurring invoice in QuickBooks Online. You can change the interval and start date to send on the precise month you want, and check the box next to Automatically send emails to have the system execute the command after it's been written. 

 

Here's how: 

  1. Go to Settings and then Recurring transactions.
  2. From the Action column, select Edit for the transaction you want to modify.
  3. Under the option, mark checks the Automatically send emails.
  4. Input the Interval and the Start date.
  5. Press Save template.

 

For your second question, the functionality of this feature lets you send invoices in bulk and at a later time. 

 

Once you choose this option, here's how you can send them:

  1. Go to the Sales menu and select Invoices.
  2. Mark the invoices you need to send.
  3. Click the Batch actions button.
  4. Choose to Send invoices.

I've included this article about the process: Create recurring transactions in QuickBooks Online. This also contains sub-articles that will help you with your future tasks such as troubleshooting and managing recurring transactions.  

 

Lastly, feel free to read these hand articles for your reference about managing your invoices:
 


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

    M
    michael-myskinnyAuthor
    March 28, 2022

    Sorry, I’m new to this. Thank you for the help.

     

    What if we have, let’s say, 100 customers who purchase from us in a week. How does the invoice go out? Is it done manually or in bulk?

    DivinaMercy_N
    DivinaMercy_N
    March 28, 2022

    Thanks for choosing QuickBooks Online (QBO) as your accounting partner, @michael-myskinny.

     

    I'm here to further discuss some information about sending invoices in bulk. 

     

    When you batch email the invoices for your 100 customers, they will be sent out individually. This will go to the email address you've entered in the form. 

     

    Once you checked the Send later option in the form, you can filter your sales list to batch email them. Here's how:

     

    1. Navigate to the Bookkeeping menu and select Transactions.
    2. Then, choose All Sales.
    3. From there, click the Filter option.
    4. Next, in the Delivery method dropdown menu choose Send later. Then, click Apply.
    5. Check the boxes for the invoices you want to email. To mark them all, click the checkbox at the top of the list.

     

    For your reference, please see this article: Email or print multiple invoices and sales forms.

     

    Additionally, here's a compilation of How-to videos that will further guide you in navigating the program.

     

    You'll also want to modify your invoice templates to make them more personalized and include the details you need the most.

     

    If you have any other concerns about managing your invoices, please leave a reply below. I'm always ready to lend a hand. Have a great week ahead.

    R
    Riz08
    April 9, 2023

    My client is very very meticulous on detials like time of sending of th invoice and the covered period in the invoice.

     

    Is there a way to set up time in sending of the recurring invoice?

     

    And also if there is a way that in every recurring invoices the invoice description and Message on invoice is differ from each other like the covered period. Or this should be in generalize statement in setting up a recurring invoice.

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