Scheduled sends & recurring invoices
The app can put your sending on autopilot in two ways: schedule a finalized invoice or quote to email itself at a future date and time, and turn an invoice into a recurring template that quietly drafts the next copy for you each cycle. Both are automation features, available on the Pro and Business plans.
Schedule a send for later
Sometimes you want a document to go out at a specific time without having to remember to hit Send yourself. Schedule send lets you pick a future date and time, and the app emails the document to your client for you when that moment arrives.
The Schedule send button lives in the tools bar on the right side of the editor, next to Save, Finalize, Send, and Download. It only appears once the document has been finalized and has a number assigned, because a scheduled email goes out with its real document number attached. If you don't see the button yet, finalize the document first.
- Look for the Schedule send button (clock icon) in the right-hand tools bar of the editor.
- It shows up only after the document is finalized and has a number.
- The send goes to your client by email, with a link to view the document online.
How to schedule a send
Setting up a scheduled send takes just a few seconds in the editor.
- Open the invoice or quote and finalize it if you haven't already.
- Click Schedule send in the right-hand tools bar.
- Check the To field. It pre-fills with the client's email address, but you can change it.
- Set Send at to the date and time you want the email to go out. It defaults to the next day on the hour.
- Click Schedule. You'll see a confirmation that the send was scheduled.
- The scheduled send now appears in the Scheduled and reminders panel further down the editor.
Managing and canceling scheduled sends
Once you've scheduled something, a Scheduled and reminders panel appears near the bottom of the editor. It lists the scheduled send along with any automatic reminders or follow-ups the app has queued for that document. Each row shows what it is, when it's due, the recipient, and a status: pending, processing, done, failed, or canceled.
If you change your mind, you can cancel a scheduled send while it's still pending. A Cancel button appears on the row for any pending scheduled send. Once the send has gone out (or been canceled), it can't be undone from here. Note that the time you pick has to be in the future; the app won't let you schedule a send in the past.
Recurring invoices: a template that drafts itself
If you bill the same client the same way every month (or week, quarter, or year), you can turn an invoice into a recurring template. Each cycle, the app creates a brand-new draft invoice copied from your template, ready for you to review.
This is the important part: recurring invoices generate a draft, not a sent invoice. Nothing is emailed automatically and nothing is charged. The new draft simply appears in your invoice list with the current dates, copied line items, notes, and terms, and a due date based on your default payment terms. You open it, check it over, and send it (or schedule it) yourself. That keeps you in control and means no surprise emails go to your clients.
Recurring is available on invoices only, not on quotes. You'll find the Recurring invoice switch in the Details section of the invoice editor.
How to set up a recurring invoice
Build the invoice the way you want each copy to look, then turn on recurrence.
- Create or open the invoice and fill in the client, line items, notes, and terms as usual.
- In the Details section, turn on the Recurring invoice switch.
- Choose a Frequency: Weekly, Monthly, Quarterly, or Yearly.
- Set Next invoice on to the date the first copy should be generated. The app suggests a date one interval out, but you can change it.
- Optionally set Ends on to stop the recurrence after a certain date. Leave it blank to keep going indefinitely.
- Save the document. Recurrence settings only take effect once you save.
What happens each cycle
Behind the scenes, the app checks for due templates regularly and, when a template's next date arrives, generates a fresh draft invoice from it and advances the schedule to the following cycle. The new invoice is always a plain draft and never recurs on its own, so you won't get a chain of templates.
The generated draft copies the client, currency, line items, notes, and terms from your template, sets today's issue date, and works out a due date from your organization's default payment terms. From there it behaves like any other draft: review it, finalize it, and send it whenever you're ready. If your plan ever drops below the tier that includes automation, generation simply pauses until you upgrade again; your template settings are preserved.
Frequently asked questions
Why can't I see the Schedule send button?
Schedule send only appears after a document has been finalized and given a number. Finalize the invoice or quote first, then the button shows up in the right-hand tools bar. It's also an automation feature, so it requires the Pro or Business plan; on Free or Starter you'll be prompted to upgrade.
Does a recurring invoice get sent to my client automatically?
No. Recurring invoices only generate a new draft each cycle. Nothing is emailed and nothing is charged automatically. You review each generated draft and send it (or schedule its send) yourself, so you stay in full control of what goes out.
Which plans include scheduled sends and recurring invoices?
Both are automation features and are included on the Pro and Business plans. They aren't available on Free or Starter. The same automation tier also powers overdue payment reminders, quote follow-ups, and quote auto-convert.
Can I cancel a scheduled send or stop a recurring invoice?
Yes. A scheduled send can be canceled from the Scheduled and reminders panel in the editor while it's still pending, using the Cancel button on that row. To stop a recurring invoice, open the template invoice, turn off the Recurring invoice switch (or set an Ends on date), and save.
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