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Replying to:
GlinetteC
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I appreciate you for following this thread, H-EME.

 

Yes, there is a way wherein you can select a date on when to send the invoice.

 

To do so, you can create a recurring invoice template. Please note that you'll need to update the condition for when you wish to send the invoice again. You can follow the steps provided by my colleague above.

 

I'm also including this link to assist in resolving any issues with recurring transactions: Fix failed recurring transactions in QuickBooks Online.

 

Furthermore, here's a resource on how to personalize and add details to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you need further assistance managing your invoices in QuickBooks. I'll be here to provide you with the support that you need. Keep safe.

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