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Manage an invoice schedule

Find invoice schedules, review generated invoices, and update or deactivate future billing.

Find the schedule

  1. Open Payment Status.

  2. Select Payment Schedules.

  3. Use Search and filters.

  4. Select the schedule row.

Review future billing

  1. Review Active status and schedule option.

  2. Review Next invoice and child invoices.

  3. Review recipient, linked work, and pricing.

  4. Select Save payment plan.

Deactivating a schedule stops future automatic invoices. It does not remove invoices that have already been created.

Check the automatic send time

An automatically scheduled invoice is sent at 12:00 on the selected date by default. When Send at midnight is enabled, it is sent at the end of the selected day. Review this setting together with the next invoice date before saving the schedule.

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