Scheduled Invoices

PocketSuite makes it easy to get paid on a recurring basis with Scheduled Invoices. If you don't want to set your client up on a subscription, you can automate your workflow and put the responsibility for payment in the client's hands with a scheduled invoice.

Be sure the setting is on- tap on settings > features > scheduled invoices > save.

Setup on Mobile:

Once it's on, tap on "scheduled invoice" from the homescreen.

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If you have not set a scheduled invoice before, you will see the following empty state screen to create a new scheduled invoice. Otherwise, you can tap on the + sign.

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The main difference between an invoice and a scheduled invoice is the ability to set when you want the invoice to be sent. 

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On this screen, you can choose a start date for the system to send the first invoice and how frequently you'd like them sent (daily, weekly, yearly, etc.). You can choose how many invoices to send (ideally continuous forever!) and if you'd like to attach any appointments to the invoice. If you choose to invoice appointments, on the date of the invoice, the system will collate any outstanding past and future appointments and send to the client for payment.

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Video Setup:

 

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