Scheduled Invoice Delivery: Dates, Review, and Status
Source: https://www.getinvoiceagent.com/features/scheduled-invoice-delivery
Reviewed: 2026-09-07 | Owner: InvoiceAgent editorial team

Illustrative example; adapt to your agreement. Not a record of a real client invoice.

Worked example: a September invoice ready before send day

1. Review on September 7
Example: a $1,500 fixed-fee invoice is ready on September 7, 2026. The client expects it on September 14 and has agreed to pay by September 28. Enter the service description, recipient, amount, and payment instructions, then preview the PDF and send a test to yourself. These dates and amounts are examples, not default terms.

2. Schedule September 14 at 09:00
Choose the send date and hour, and enter September 28 as the due date. Confirm the displayed delivery time before saving. A September 12 Saturday send could instead stay on Saturday, move to Friday September 11, or move to Monday September 14, depending on the weekend option. Weekend handling does not check public holidays.

3. Check the result after dispatch
Pending means the invoice is waiting; Processing means a send is in progress; Sent means dispatch completed. If it is Failed, read the error and investigate the recipient or connected service before retrying. A failure after an external email was accepted may need reconciliation first. Record confirmed payment separately rather than treating Sent as settlement.

YOUR BILLING REVIEW
Client: ____________________  Invoice/reference: ____________________
Reviewer: __________________  Review date: _________________________
Send date/time: ____________  Due date: ____________________________
Amount/currency: ___________  Next action/owner: ____________________

[ ] Client and recipient email checked
[ ] Scope, amount, invoice date, and payment instructions reviewed
[ ] Send date/hour and timezone offset checked
[ ] Weekend adjustment checked; public holidays reviewed manually
[ ] Due date agreed and entered separately
[ ] PDF preview and test email reviewed
[ ] Any synced hours or FX changes reviewed
[ ] Post-send status checked; errors reconciled before retry
[ ] Confirmed payment recorded separately

EXCEPTIONS AND LIMITS

A send date is not a payment deadline
Moving delivery does not mean the client accepted different terms. For an individual queued invoice, recheck the due date after changing the send date; the form rejects a deadline earlier than delivery. Agree any commercial change before updating the invoice.

Local time needs a deliberate check
The schedule uses a saved timezone offset. Recheck it when your location or daylight-saving offset changes; do not assume it follows the client's local clock automatically. Weekend adjustment handles Saturday and Sunday only.

A preview can become stale
A test send verifies the presentation at that point. Synced project hours and send-time exchange rates can change before dispatch. Close the time-review window and check the currency agreement before relying on an earlier preview total.

RELATED RESOURCES
Preview the PDF and send a test email: https://www.getinvoiceagent.com/features/invoice-preview-and-test-send
Calculate the separate payment deadline: https://www.getinvoiceagent.com/tools/invoice-due-date-calculator
Follow the invoice scheduling guide: https://www.getinvoiceagent.com/guides/how-to-schedule-invoices-to-send-later
Repeat an agreed invoice every month: https://www.getinvoiceagent.com/features/recurring-invoice-runs