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From the Invoice page, users are able to create and configure a schedule that automatically creates Scheduled Invoices. To access these settings, navigate to the Manage Schedule button in the top-right corner.
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This button will open the Manage Schedule modal.
FIELD | DESCRIPTION |
|---|---|
Schedule Invoice | When |
Reflect Plan Dates | When |
Start Date | This indicates the date when the schedule will start |
End Date | This indicates the date when the schedule will end |
Frequency | The value here will specify how often the schedule will run |
Repeat Every | This number will specify how many times per |
Days of the Week | This field will appear if |
Pressing Save will update the Schedule field, so users can see at a glance the invoice schedule for that Participant.
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The Invoice Schedule section will show the Schedule configuration in finer details.
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