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 > Invoices > Communications.

2. Locate the Send Invoices Automatically option.

3. Turn the toggle on.

4. Select Save to apply changes.

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.

Manually Send an Invoice

You can still send invoices manually at any time:

1. Go to Accounts Receivable > Invoices.

2. Select the invoice you want to send.

3. Click the three dots (•••) and select Send.

4. Choose one of the following:

• Send now – Sends the invoice immediately.

• Send me a preview – Sends a copy to your email for review.

Once an invoice is sent (automatically or manually), its status updates from Unbilled to Unpaid.

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.