How to set up an invoice request schedule

Go to the Suppliers Tab
Click the “Suppliers” tab at the top of your screen.

Select the Supplier

Click on the supplier you'd like to create a schedule for.

Click Request Invoice
In the top right corner, click the “Request Invoice” button. A dropdown will appear.

Click Create Schedule
From the dropdown, select “Create Schedule.”

Set the Frequency
Choose how often you want the invoice request to be sent:

• Once Off

• Weekly

• Monthly

Select the Start Date
Pick the date you’d like the schedule to begin

Set the Occurrence (Duration)
Choose how many times the request should be sent.

Once saved, your supplier will automatically receive invoice requests according to the schedule you've set.