Schedule invoices to send themselves, right on time

Scheduled sending lets you write an invoice or quote today and have Platybooks deliver it on a future date you choose. You finish the document while the details are fresh, pick when it should go out, and move on. At the scheduled time, Platybooks finalizes the document, attaches the PDF, and emails it to your client automatically.

This is built for the work you already do on a rhythm. Monthly retainers, recurring service fees, deposits due at the start of a project, or a quote you want to land in someone's inbox first thing on a particular morning. Instead of setting a reminder for yourself, you set the send date once and it happens without you.

Pair it with auto-convert and the handoff from quote to invoice closes itself. When a client accepts a quote, Platybooks can create the matching invoice as a draft or send it straight away, so there is no gap between yes and the bill.

Open the document editor for an invoice or quote and choose Schedule send. Pick the date and time you want it delivered, and Platybooks queues it. You can see everything that is waiting to go out in a Scheduled list, so nothing is a mystery and nothing is hiding.

Behind the scenes, a recurring job checks the queue and sends each document the moment its time arrives. The same engine powers the rest of Platybooks's automation, so a scheduled send behaves exactly like one you trigger by hand: the client gets a clean PDF and a hosted payment link, and the document's status updates as it moves through finalize, send, and paid.

Auto-convert is just as simple. Turn it on as an organization default in Settings so every accepted quote converts, or flip it per quote in the editor when you want one-off control. When the client clicks accept on the public quote page, Platybooks runs the conversion, copies the lines into a new invoice, and marks the quote as converted. Receipts on payment and overdue reminders run on the same automated track, so the whole cycle from quote to paid can move without you babysitting it.

Getting paid on time often comes down to sending on time. An invoice that goes out three days late is paid three days late. Scheduling removes that drift. You decide the right moment once, and the document lands exactly then, whether you are with a client, on a flight, or off for the weekend.

It also protects your focus. You do not have to keep a mental list of who to bill on the first of the month or remember to follow up on a quote. The schedule is the reminder, and it acts on its own. That is fewer sticky notes, fewer late nights catching up on admin, and fewer invoices that slip through the cracks.

Auto-convert tightens the loop where money is most likely to leak: the moment a client says yes. Manually rebuilding an accepted quote as an invoice is easy to forget and easy to delay. When it happens automatically, the bill is ready while the client is still in buying mode, and your cash flow moves faster as a result.

Scheduled invoicing fits freelancers and small businesses with any kind of recurring or time-sensitive billing. If you run monthly retainers, charge deposits, or simply want invoices to arrive at a consistent, professional time rather than whenever you happen to be at your desk, scheduling does that for you.

Auto-convert is for anyone who sends quotes and wants the follow-through handled. Agencies, consultants, tradespeople, and service providers who quote first and bill on acceptance get the most out of it, because the invoice is created the instant the deal is won.

Scheduled sending, auto-convert on acceptance, and automated overdue reminders are part of the Pro plan ($29/month), which also includes automation and dunning, 1,000 emails per month, and up to 5 users. If you are starting out, the Free plan covers PDFs and manual payments forever with no credit card, and you can move up to Pro when you want the automation to run for you.