Adding customers/invoices to a schedule

Last updated: October 03, 2024

All new customers are initially added to your default schedule.

You can view your default schedule in Manage > Schedules. To edit this, please follow the instructions here.

Edit a customer's schedule

To alter a schedule, a customer is on in Receivables > Customer. Hover over the customer's existing schedule and click the edit icon in the schedule column:

From here, you can select which schedule you would like to move the customer to; just click to confirm. All invoices for this customer will now be moved to this schedule, and any new invoices for this customer will also be applied to this schedule.

For even more control, you can also make these changes directly on the customer page. Use the dropdown in the schedule row to select a new schedule from the list, and the system will adapt accordingly.

You can add multiple customers to a schedule using the multi-selector in receivables. Select the checkboxes of the customers you would like to change and open the bulk selector in the top-left corner. 

Select Change schedule and select the relevant schedule. Once this is confirmed, you will receive a confirmation banner.

Edit an invoice's schedule.

To edit the schedule for a particular invoice so it is different from the customer it is associated with, you can do so from the invoice page (Receivables > select invoice). You may wish to do this if your customer has invoices with varying payment terms or methods. Use the arrow in Schedule to access the dropdown and select the desired schedule.

Invoice level schedules are unavailable if you selected the Group by type of reminder, multi-grouping option.

A confirmation banner will appear to confirm that this change has taken place. Changing the schedule for an invoice will not affect the default schedule; all new invoices will still apply to the customer's schedule.