Send an invoice or schedule its sending
Send a validated invoice to your client straight away, or schedule its sending for the date and time you choose, then change or cancel the sending as long as it has not gone.
The video for this guide is coming soon.
Once a client's invoice is validated, it still has to be sent to them. You can send it straight away, or prepare the sending now and let it go later, for example on the 3rd of the month at 09:00. Use this article at the end of every month. Allow one minute per invoice.
Before sending, approve the month's cleanings, check your taxes and prepare your invoice messages. After sending, you can collect the invoice by SEPA Direct Debit.
Send an invoice straight away
Step by step
- 1
Open Finance › Reports and invoices. The list for the month is shown.
- 2
Click the "Invoiced" tab to see only the invoices to send.
- 3
On the client's row, click Send to client. The "Send the invoice for …" window opens.
- 4
Check the address written under the title, after "To:".
- 5
Click Send now. The message "…: invoice sent" is shown and the row moves to the "Sent" tab.
The validated invoice and the cleaning report go together, with your message to the client if there is one.
Schedule the sending
Step by step
- 1
On the client's row, click Send to client.
- Another way: the "⋯" menu of the row, then "Schedule sending".
- 2
In the "Send later (Paris time)" box, choose the date and the time. The software offers the 3rd of the month at 09:00 if it is still to come, otherwise the next day at 09:00.
- 3
Click the Schedule for … button: it shows the date chosen. The message "…: sending scheduled" is shown.
- 4
Check the client's row: it carries the words "Sending planned for …".
Change or cancel a scheduled sending
Step by step
- 1
On the client's row, open the "⋯" menu, then click "Scheduled sending…". The window opens, with the reminder "Sending scheduled for …".
- 2
To cancel, click Cancel scheduled sending. The "Cancel the scheduled sending?" window opens.
- 3
Confirm. The message "…: scheduled sending cancelled" is shown.
- 4
To change the date, choose a new one under "Send later (Paris time)", then schedule again.
After a cancellation, the invoice does not go at the planned time. You can send it or schedule it again.
Fix what blocks a sending
| Message | What to do |
|---|---|
| This client has no billing email: complete their details first. | Open the client's record in Finance › Clients and enter their billing email |
| This time has already passed. | Choose a time still to come |
| Choose a date within the next two months. | Bring the date closer: a sending cannot be scheduled further ahead |
Frequently asked questions
At what time does a scheduled sending go?
At the chosen time, in Paris time. If you work in another time zone, allow for the time difference.
Can an invoice that is not yet validated be scheduled?
No. Sending, immediate or scheduled, is offered at the "Send" step, once the invoice has been raised and validated.
What does the client receive?
The validated invoice and the cleaning report, in the same email, with the message from your template.
How do I know that a sending is scheduled?
The client's row carries the words "Sending planned for …", and the "⋯" menu shows "Scheduled sending…" instead of "Schedule sending".
How far ahead can I schedule?
Within the next two months. Beyond that, the message "Choose a date within the next two months." is shown.