The Autosend feature within the QuickBooks Online Pro Sync, is great for anyone that wants to remain inside of QuickBooks Online while processing their payments. With Autosend, you can continue to create your invoices inside of QuickBooks Online, and once saved, Omni will automatically send the invoice to your customer to be paid!
Once the invoice is paid, the invoice inside of QuickBooks Online will automatically update to show the paid status.
To get started using the Autosend feature with your QuickBooks Online Pro Sync:
- Navigate to Apps
- Select Quickbooks Online Sync
- Select Open
- Select Advanced Settings
- Select Enable Automated Invoices
Once this is enabled, all of the invoices that are created in your QuickBooks Online account will be automatically sent to Omni. The invoice will then be sent from Omni to your customer via the email address attached to their profile.
All invoices are preset to send after 120 minutes. You can change the time delay on Autosend by dragging the slider or typing in a new value:
Once the customer pays the invoice, QuickBooks Online will mark the invoice as paid. There is no need to log in, we will take care of everything for you.