How can I schedule an invoice?

You can schedule invoices to automatically send out on a future date. Set it and forget it!

Scheduled invoices are sent at 11 AM US Eastern Time on the date you specify.

You can edit all fields of a scheduled invoice, including its send date, any time before 10:45 AM US Eastern Time on the scheduled date. You can also cancel the invoice to prevent it from being sent, which will not trigger an email to your client.

Please note that canceling a scheduled invoice after it is sent will trigger an email to your client.

On the mobile app, you can schedule your invoice by: 

1. Going to the "Move Money" section on the bottom row
2. Click on "New Invoice"
3. Fill out Client Details 
4. Under "Invoice Details" click on "Send", and select "On a date"
5. Select the specific date you would like the invoice to be automatically sent and click "Done"
6. Complete the remaining sections of the invoice
7. Click "Schedule" at the bottom of the screen

On the web app, you can schedule your invoice by: 

1. Going to the Invoices section on the left-hand side
2. Click on "New Invoice"
3. Fill out Client Details 
4. Under "Invoice Details" click on "Send", and select "On a date"
5. Select the specific date you would like the invoice to be automatically sent
6. Click "Schedule" at the bottom of the screen