Taskip allows you to schedule invoices to be sent at a specific time, ensuring timely delivery and improved payment collection. You can send invoices instantly, on the due date, or at a predefined time before or after the due date.
Steps to Schedule an Invoice
1. Open the Invoice Menu
- Navigate to the Invoice section.
- Click on the Edit Invoice dropdown button.
- Select Send to Client from the options.
invoice sent to client
2. Choose a Scheduling Option
- A scheduling modal will appear with the option to select when you want to send the invoice.
- Click on the Send Now dropdown to view all available scheduling options.
Schedule invoice
Available Scheduling Options:
- Send Now – Sends the invoice immediately.
- On Due Date – Sends the invoice exactly on the due date.
- Before Due Date:
- 3 Days Before
- 7 Days Before
- 14 Days Before
- After Due Date:
- 3 Days After
- 7 Days After
- 14 Days After
3. Confirm and Send
- After selecting your preferred schedule, click Send to Client to finalize.
- If scheduled for a future date, the system will automatically send the invoice at the chosen time.
Notes:
- Scheduled invoices are sent automatically based on the selected time.
- You can manually send an invoice at any time if needed.
- Ensure the due date is set correctly for accurate scheduling.
By following these steps, you can automate invoice delivery, ensuring clients receive them at the right time for timely payments.