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Jul 18, 2024 9:34 PM UTC
Question

QBO - If I want to prepare an invoice in advance can I set it automatically send on a specfic date? Is this what delayed charge is for in new transactions?

I don't want recurring because it is only a one time appointment.  But if that is the only way to do it I guess I could put the end date the next day....

1 reply

Jul 18, 2024 9:50 PM UTC

Hello michellew,

 

Glad to have you join the Community! I trust that all is well on your end. Rest assured, I'll be happy to assist so you can continue to use QuickBooks with confidence. 

 

Creating recurring transactions is the best way to achieve the goal you've reached out about. The recurring transactions feature allows you to set up the transactions according to a set schedule of your choice. Here's a helpful article that provides more info about how to:  Create recurring transactions in QuickBooks Online.

 

Let me know if this info helps. I'll be one message away in case you need further assistance.