Recurring invoices and sending times
Understand when a schedule creates an invoice and when it emails the client.
An invoice and a schedule do different jobs
An invoice is a single bill. A recurring invoice stores the client, items, frequency and next billing date so future bills can be created. Changing a schedule does not rewrite invoices already issued.
Choose how new invoices are handled
- Save as draft: review each generated invoice before emailing it.
- Email the client: send newly generated invoices automatically to the configured client email.
Automatic creation and email sending require an eligible plan and an active schedule. Check your workspace’s current settings before relying on automation.
Daily checks use Manila time
Recurring invoices are checked daily at 08:00 Asia/Manila (UTC+8). This is a daily processing time, not a custom delivery time for each client. A schedule created or changed after the daily check is considered at a later check. Read the next billing date and next check shown in the app.
A daily frequency creates a new bill each day; it does not resend the same bill daily. Use payment reminders to follow up on an existing unpaid bill.
Create one now
Create invoice now creates a draft. Create and email now also emails the client. Review the billing period and recipient first. Avoid repeating the action because an email has not arrived yet; check the invoice history and contact support if the outcome is unclear.
Pause or resume
Pausing stops future invoice creation. Existing unpaid invoices remain on record and may have their own reminder settings. Before resuming, review the next billing date and any missed periods.