- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Automate sending of an exported one-time invoice
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,
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Payments
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!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Payments
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
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Payments
Let's visit the Apps menu to check the possibility of using a third-party integration that can achieve this automated sending of the invoices, pmFp.
The Apps menu is where you find other QuickBooks products and third-party applications. As we are unable to provide a specific recommendation, choose the best one that suits your business needs by going to this page. Here's how:
- Sign in to your QuickBooks Online account.
- Select the Apps tab on the left navigation bar.
- Go to the Find apps tab.
- Search for the app you wish to connect to in the magnifying glass bar, or the Browse category dropdown to search for an app by category.
Furthermore, when your customers pay your invoices, record those payments to balance your income accounts. For the step-by-step guide on how to do this, you can check out this article: Receive invoice payments in QuickBooks Online.
Drop a comment below if you have other concerns about managing invoices in QuickBooks Online (QBO). I'm always ready to help. Take care, and I wish you continued success.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Payments
You can use Fazeshift to automate sending of invoices from QuickBooks (https://www.fazeshift.com/). Email [email address removed] for a demo and free trial.