⏱️ How to create a schedule?

• Go to the Schedules menu;
• Click New Schedule;
• Select the document type to issue (e.g., Invoice, Invoice-Receipt, or Simplified Invoice);
• Enter the Description of the schedule (e.g., "Monthly fee" or another internal reference);
• Set the Frequency of issuance;
• Choose the Period during which the documents will be issued (e.g., 3 months);
• Check the Finalize and Send by Email option, if you want documents to be automatically finalized and sent to the customer. Otherwise, they'll remain as drafts for manual finalization;
• Select an existing customer;
• Add the document's item(s), as usual;
• Click Save to finish creating the schedule.

⚠️ Make sure the customer's contact has an email set in their details. Otherwise, the invoice won't be automatically finalized or sent to the customer.

💬 Frequently asked questions

❓ Where do I create a schedule?

Go to the Schedules menu and click New Schedule.

❓ Will the invoices be finalized and sent automatically?

Only if you check the Finalize and Send by Email option. Otherwise, the documents remain as drafts for manual finalization.

❓ Why isn't my scheduled invoice being finalized or sent to the customer?

Make sure the customer's contact has an email set in their details. Without it, the invoice won't be automatically finalized or sent to the customer.