Schedule Editor
The schedule editor is a way for you to build out custom schedules that fit your billing needs. With these schedules you can customize exactly when payments are taken as well as when invoices are sent. Each row equate to one action being taken using the date offset you choose. This allows you to configure billing multiple times against a invoice on specific dates as well as controlling when an invoice is emailed to a customer if you choose to do so.
Let's walk through each component.
Amount versus percentages
When setting up a new payment schedule the first fields you will be presented with are the percentage and amount fields. These fields are one or the other as in you can only fill out on or the other for each line. Percentage based billing will bill a percent of the invoice amount. For example if the total amount is $1000 and you set a percentage of 25% that will equate to them being billed for $250 on the date you set. The amount field is simply a fixed amount of the invoice billing.
Settings dates
When setting a date all dates are based on to the date the invoice is actually created. For example if you set the
date field to +1 days and todays date is 01/01/2025 the action will take place on 01/02/2025. The date filed accepts
a wide range of values so please consult the table below for all options.
| Value | Description | Example | Example 2 |
|---|---|---|---|
| +x days | Adds +x days to the date the invoice is created | +2 days | +30 days |
| +x weeks | Adds +x weeks to the date the invoice is created | +2 weeks | +3 weeks |
| +x months | Adds +x months to the date the invoice is created | +2 months | +12 months |
| +x years | Adds +x years to the date the invoice is created | +3 years | +1 year |
| now | today, the current day the invoice is created on | now | |
| tomorrow | Set the day to invoice creation date plus one day | tomorrow | |
| today | Same as now | today | |
| next X | The next time x would occur for example next Monday would result in the next calendar monday | next Thursday | next Monday |
| +x weeks x days | Any combination of the +x values above | +1 week 3 days | +1 month 2 days |
| first day of | Sets the day of the first of the current month or month offset, for example if you did first day of next 2 months it would give you the first day of the month 2 months from now | first day of | first day of next month |
| last day of | Sets the day to the last day of the current month or month offset, for example if you did last day of next 2 months it would give you the last day of the month 2 months from now | last day of | last day of 2 months |
| dayname | Moves to the next day of this name | Tuesday | Monday |
Payment method
The payment method field has 2 options you can select: Take a payment and Send an invoice. If you choose
Take a payment it will attempt to bill the customer using any payment method they have configured for the amount
or percentage you set previously on the date you set. If you choose Send and invoice it will email the invoice to the
customer.
So for example if you want to send the invoice to the customer and attempt to bill them at the same time you would need to configure it like this:
| Percent | Date | Payment Method |
|---|---|---|
| 100% | now | Send an invoice |
| 100% | now | Take a payment |