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.