Jun. 24, 2025

Payment and Bill Schedules

Automate your invoicing and billing workflows by creating payment schedules on customer and vendor documents. Perfect for fixed-price jobs, change orders, and milestone-based billing, this new feature helps you streamline collections and stay on top of vendor payments.

Add a payment schedule to Customer Order documents to auto-generate invoices at project milestones

Add bill schedules to Vendor Orders to automate payments

Display payment schedules directly on proposals

Link each document to a scheduled task and get notified when it's time to send

Enable auto-send for the first invoice upon order approval

Use Document Templates to save default payment schedules

This powerful automation tool gives you greater control over cash flow while saving time and reducing administrative work.