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.

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.

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.