Hey is there a way we can set a date and time for the invoice to be automaticlly sent to the clients.
we would find this handy as we draft the invoice ready to be sent then do the job and sometimes we forgot log back in to send the invoice we would really find this useful is the where is some feture were we can set date and time on the invoice to be sent to the clinet
Hello @Event_Medical
There isn’t a built-in feature for this, but there is one in our marketplace.
If you go to Help >> Additional services, you should see an option for the marketplace. There is an app there called “Invoice Autosend” which may help.
If you just want an invoice to go at the start of the working day you can also create a recurring invoice to run for a single occurrence.