Note: The UI changed on 4 June 2024, and this article reflects those changes.

<aside> 👉 There are many different ways to produce an invoicing schedule, and this article only covers a basic set up. Please reach out to our team if/when you have a more complex invoice set up! We have a flexible platform, and we’re confident we can handle those edge cases.

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<aside> 🤚 If you want to learn how to do bulk invoicing, see this article.

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Okay, where do I start?

First, you need a transaction. See this article if you want to create a transaction from scratch.

Once you have a transaction, navigate to Billing > Create New Invoices

You’ll then have the opportunity to organize all your un-invoiced transactions by Date, Customer or CRM ID. Choose which one makes most sense for you.

Let’s say we want to set up an invoicing schedule for both of these transactions:

1. An immediate, one-time training fee for $1,000, and I want that billed on the first invoice

2. An annual deal, billed monthly, for $1,000/mo (so $12,000 total)

<aside> ➕ Make sure you add an email to your invoicing schedule, otherwise you won’t be able to save or send the invoicing schedule.

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