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JaeAnnC
QuickBooks Team

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Yes, you can, @dk77. Let me explain how the Send Later feature works in QuickBooks Online (QBO) and assist you in sending your invoices on a specified date.

 

In QBO, the Send Later option allows you to batch-send invoices to your customers instead of sending them individually. When you select this box, transactions are queued so you can mail them together to each of your customers.

 

If you want the system to send it automatically on a specified date, you can set up a recurring invoice. Doing so allows you to schedule it for the desired date and select the option to automatically send emails, ensuring the system handles the task as scheduled. To do that:

 

  1. Go to the Gear icon and click Recurring Transactions.
  2. Select Invoice as the Transaction Type, then click OK.
  3. Enter a Template Name and choose Scheduled as the Type. Then, enter the number of days in advance you want the system to create the invoice.
  4. Select a Customer and click the Automatically send emails checkbox.
  5. Enter the Interval condition as well as the Start date and End date.
  6. Enter other necessary details, then click Save template.

 

You can learn more about recurring transactions by reading this article: Create recurring transactions in QuickBooks Online.

 

Moreover, customise your invoices and other sales forms to enhance business communications with your customers.

 

Feel free to reply to us whenever you need additional guidance about invoices. We'll be happy to help anytime. Take care and have a good one.