How to Set Schedules

Follow these steps to create a billing schedule for your clients, either individually or in bulk:

Step 1: Navigate to Settings

1. Access Schedule Settings:
   • Under the "Billing" section, select "Schedule."
2. Create a New Schedule:
   • Click on "New Schedule."
3. Select Accounts:
   • In the "Accounts" section, choose all the sub-accounts you want to include in the new schedule. Note: Each account can only have one schedule assigned.
4. Apply to New Accounts (Optional):
   • If you want the new schedule to automatically apply to future accounts, check the box labeled "Apply to all new accounts."
5. Set Billing Period End Date:
   • Under "BILLING PERIOD END DATE," select the desired end date for your sub-accounts. Choose from three pre-set options or select "Custom" for more flexibility. Refer to the "Next Scheduled" section for details on when the next billing period will begin. Invoices are generated at 1:00 AM Mountain Time the morning after the selected billing period end date.
6. Specify Payment Terms:
   • Enter the number of days clients have to pay the invoice. This information will be displayed on the generated PDF invoice.

Save and Repeat:

1. Save your settings, and repeat these steps for any additional schedules you wish to create.