A calendar day, in your time zone.
Choose Tomorrow, another offered day or Pick a date. The chosen day follows your company's time zone; there is no time-of-day picker.
Features / Sending invoices
The right words.
The right day.
Prepare the invoice, write the message and check who receives it. Send when it is ready, or choose a later day for an invoice or estimate email.
- 01 / PREPARE
Start with the document.
Open the invoice and choose Send invoice. Review the subject, message and people before it leaves.
- 02 / CHECK
Read the finished email.
Switch from Write to Preview to see the message with its fields filled in. Add the invoice PDF if the client needs a copy.
- 03 / SEND
Choose the day.
Send now, or open the arrow beside Send to select a later day. Check the chosen date before confirming.
Prepare ahead
Write today. Send later.
Current details when it goes.
Fields in a scheduled subject and message are filled in when the email sends. Review date-sensitive wording: a balance field can change before the chosen day.
Your wording, reused
Keep a good starting point.
In Settings > Email Defaults, choose the email type and save its message. Defaults cover invoices, estimates, expenses, client emails, thank-you notes and payment reminders.
The composer's Template menu can start over from your default. Admins can save the current message as the new default. This saves the body for that type; review the subject separately.
Before it leaves
Check the people, too.
Good to know.
Read the email defaults guideIs scheduling the same as recurring billing?
No. Scheduling sends a prepared email later. Recurring invoices create invoices repeatedly; payment reminders follow the due-date rules.
Where do client questions go?
Use the document conversation to keep replies with the invoice. Replies sent by email are not added to that conversation.