Add customers and invoices to a schedule

All new customers are added to your default schedule. So it's important you understand how to move your customers to different schedules to ensure they're a part of the expected chase workflow.

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

Change a customer's schedule

To change the schedule a customer is a part of navigate to Receivables > Customer, click the pencil 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 be applied to this schedule.

You can also also make these changes directly on the customer page. Use the dropdown next to  Schedule to select a new schedule from the list.

You can add or move multiple customers to a schedule using the multi-selector in Receivables.

Select the tick boxes against 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. 

Change an invoice's schedule

Navigate to Receivables > Invoice > select invoice and use the Schedule drop-down menu to change which schedule the invoice is a part of. You may wish to do this if your customer has invoices with varying payment terms. 

You cannot amend by invoice level if you selected the tick box labelled Group by type of reminder within Manage > General.

Changing the schedule for an invoice will not affect the default schedule; all new invoices will still apply to the customer's schedule. 

Related articles

• Add and edit schedules

• Default schedule
• Customer page