Automated Invoice Frequency

The automated invoice frequency feature ensures that invoices are sent automatically at regular intervals once invoice automation is enabled. This helps keep your billing process on schedule and reduces the need for manual sending.

Enable Invoice Automation

To enable automated sending for invoices:

1. Go to Organization Settings.

   
2. Select the subsidiaries.

3. Go to Invoices > Communications tab.

   
4. Select Edit.

   
5. Toggle on Send invoices automatically by default.

6. (Optional): Select Initial Message to customize your message.

7. (Optional): Under Auto Charge Date, choose one of the following options:

   • Sent Date

   • Invoice Date You can toggle Allow auto charge without sending to charge invoices that haven’t been sent to the customer.

   • Invoice Due Date You can toggle Allow auto charge without sending to charge invoices that haven’t been sent to the customer.

8. Select Save to complete the process.

   

After enabling automation, Rillet will automatically send invoices at the set intervals without further manual action.

• Pending invoices are picked up every two hours once automation is active.

• If invoice automation is turned off, invoices remain unsent until manually sent.

Note:

You can still send invoices manually at any time.

Local Time Zone

All automated sending is based on your organization’s local time zone settings. Rillet processes invoices according to this configuration to ensure consistency across your billing schedule. Timing may vary slightly depending on your system’s processing load.

See Also

Learn more about automating and managing invoicing schedules:

• Create a New Invoice

• Add Billing Periods to Invoices

• Turn Off Automatic Reminders

• Auto-Pay Settings

• Customer Overpayment