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Scheduled Invoice Sending

Learn how to schedule an invoice

Written by Invoicer

Invoicer supports scheduling an invoice to send later. Here's how to do it.

How to schedule an invoice from the editor

  1. Select Send:

    send button

  2. The send modal appears. Select Schedule Send:

    Select schedule send


  3. The scheduling options appear. Select the Date and Time to send the invoice:

    Schedule send options showing Date and Time

  4. Select Schedule:

    Schedule button


  5. The invoice is scheduled to send at the selected date and time. You will see the Send button change to Scheduled Send in the editor:

    Send button changes to Scheduled Send in the editor

  6. The invoice status changes to Scheduled in the invoices list. In Standard View, you will see the sending date and time:

    Compact View

    Compact view scheduled invoice row with scheduled status


    Standard View

    Standard view scheduled invoice tile with scheduled status and sending date and time

How to edit a scheduled invoice

Once an invoice is scheduled for sending, you can edit it by selecting the Scheduled Send button in the editor or invoices list, and adjusting the Date and Time as shown in Step 3 above.

How to schedule an invoice from the invoices list

  1. From the invoices list, select the Send button:

    Compact view

    Compact view invoices list send button

Standard View

Standard view invoices list send button

2. The Send dialog appears. Follow steps 2 to 4 in the How to schedule an invoice from the editor section above:

Scheduled send dialog

Once a scheduled invoice is sent, its status changes to Sent.

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