Scheduling Invoices for Later

Scheduling Invoices for Later

Instead of sending an invoice immediately, you can schedule it to go out at a specific date and time — useful for billing at the start of a month or after a milestone.

How to Schedule

1. Create your invoice as usual (or use AI to generate it)
2. Instead of clicking Send, click the dropdown arrow next to the Send button
3. Select Schedule Send
4. Pick the date and time you want the invoice to be delivered
5. Click Confirm

The invoice status will show as Scheduled with the send date displayed.

What Happens at Send Time

At the scheduled time, Invoice For Me's background system automatically:

• Changes the status from Scheduled to Sent
• Emails the invoice to your client
• Starts tracking views and payment

Editing or Cancelling a Scheduled Invoice

You can edit a scheduled invoice at any time before the send date. Open the invoice and make your changes — the scheduled time remains the same. To cancel the scheduled send, click Cancel Schedule to return it to a draft.