Schedule Sending Invoice to Customer

Step 1

From Invoice Summary slide-out modal, click Send Multiple button.

Step 2

Select Scheduled Email from the options available.

Step 3

You will be redirected to Send Schedule slide-out modal.

Step 4

Manually input the date you prefer to send customer’s invoice to their registered email address or select the date from the date picker.

Step 5

Click Save.

A message will appear when scheduling invoice is successful.

Step 6

Click OK.

Step 7

Close the Invoice Summary slide-out modal and click Scheduled Invoices button to verify changes made.

Step 8

Scheduled Invoices slide-out modal will appear with status indication of each scheduled invoice.

Step 9

View, Edit or Delete by clicking the corresponding button under the Actions column.