Scheduling future invoices

I would love the ability to schedule invoices to be raised in advance. Recurring invoices only work if it’s an exact copy; I would love to be able to simply create an invoice today (1 March) with different words and different amounts that will automatically be emailed to the client on 1 April, and again a different one on 1 May, etc.

Yes, I also have a need for this where I could start an invoice and add to it during the month, knowing that it will be sent on a specific date automatically at the end of the month. Setting up a recurring invoice for one invoice isn’t efficient for this purpose.

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How else would you do it? Isn’t a scheduled invoice exactly the same as a recurring invoice but just not repeated?

Be good if there was a ‘send on date’ added to invoice creation, so you either select send now or send on and select a later date on which the invoice would be sent.

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Yes, this, exactly, thanks for articulating it, sean1.

There is an app in the app marketplace called autosend. Would that work?

Surely a recurring invoice with the date you want it sent, Frequency - anything will do, and Occurrences 1 will do just this. It has the advanatge that, once it has been sent, the template will still be there to edit for next time you want to use it.

I also have use for this :slight_smile:

I would like this, I don’t have a need for recurring invoices, but I do have customers where I know what I’m doing, I know when I’m doing it, but they want the invoice the following day. Not before.

I want to click schedule send.

Hi @Account

This is available to accounts now. You should see a little arrow next to the “Send” button, where you can then select a scheduled time.

Apologies for not updating the thread earlier.

I I can’t see where I can schedule the time.

Also what’s displayed is not clear, tomorrow 0900 is that the day after the invoice date or 04/03/26 ?

Why can’t I set a date and time to send?

Tomorrow is tomorrow (today + 1).

We don’t support the option to set a date and time at present, but we can certainly consider this as a future enhancement.

thanks, having it just “tomorrow” isn’t very useful.

I have planned work for 30 days. In many of those cases it’s a fixed service, so I just want to do the job and the invoice arrives with the customer the following day.

but I’m raising the invoices 30 days in advance as part of planning.

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I agree wholeheartedly, Account. The whole point of scheduling things is so you don’t have to log in every day - changing that to every other day isn’t that helpful.

Account, just so you know, I’ve been using the workaround suggested by Healthpay above, setting it up as a recurring invoice with 1 occurrence (for a one-off, obv). It has the advantage of creating the invoice on the correct date, too. (This schedule send for tomorrow nonsense requires that you’ve created the invoice today, which may be the wrong date.) That might work for you, too.

@Account @Nightshade - Would the suggestion from @daithespark be an option for your situation?

As I said, I’ve been using Healthpay’s suggestion, so haven’t needed to explore further.