To schedule an invoice to be sent, follow these steps:

  • When creating a new invoice, fill in all required fields.
  • When you're ready, click the "Send" button.
  • A window will appear where you can choose:
    • Send now, or
    • Schedule the sending.
  • If you choose "Schedule", a schedule settings window will open where you can:
    • Specify the date and time of sending (default),
    • Set recurrence – daily, weekly, or monthly,
    • Define the frequency according to your needs.
  • Once you schedule the invoice, a clock icon will appear next to it in the invoices table – this indicates that it is scheduled.
  • When the invoice is sent automatically, its status will change to "Sent".