#20 Your Business Shouldn't Stop Just Because You Do

#20 Your Business Shouldn't Stop Just Because You Do

Imagine you are on a well-deserved vacation.


Your clients are expecting invoices at the beginning of the month, recurring customers are due for billing, and payments are still coming in.

Do you carry your laptop everywhere, hoping you don't miss a billing date?

Or do you let your invoicing system handle it for you?

That's the difference between sending invoices and building an invoicing system that does things on your behalf.

As Ryan Newell, Operations Manager at CRS, shares, "After the implementation of Zoho Invoice, our entire order processing time was drastically reduced and we saved more than 10 hours a week."

Saving time isn't just about creating invoices faster; it's about removing yourself from repetitive tasks altogether.

With Zoho Invoice, you can schedule invoices in advance, automate recurring invoices, send payment reminders automatically, and receive notifications as customers view and pay the invoices.

You can set your invoices on schedule even when you are away.

Go to Invoices -> Create Invoice -> Save & Send Later

Once your invoice is ready, you don't have to send it immediately.

Choose Save & Send Later, then schedule the exact date and time you want the invoice delivered. Zoho Invoice securely stores the invoice and automatically sends it on your behalf, even if your computer is switched off or you are away from work.

It's a simple way to ensure invoices are delivered on time.

Notes

 Important Action

Zoho Invoice gives you flexible scheduling options:
  1. Tomorrow- Perfect for an invoice prepared at the end of the day.
  2. End of this week- Great for weekly invoicing cycle.
  3. End of this month- Ideal for month-end scheduling.
  4. Custom- Choose the exact date and time that matches your customer's agreed-upon invoicing schedule.
Along with the date, you can also set the time of the email delivery.

Before confirming, always:

  • Review the invoice one final time.

  • Verify the recipient's email address.

  • Ensure the scheduled date aligns with your customer's billing cycle.

Info

Things to Remember

Scheduling an invoice and setting up a recurring invoice profile serve two different purposes.

Schedule an invoice when you have already created it with specific items or services, but want Zoho Invoice to send it automatically at a future date or time. This is especially useful when the items, quantities, or pricing change each time, but you still want to automate the delivery.

Recurring Invoices are ideal when you are billing the same customer for the same product or services on a regular schedule. Zoho Invoice automatically generates a new invoice based on the recurring profile and sends it according to the frequency you set.

Idea

Pro Tip:

Combine scheduled invoices with online payment, automated reminders and recurring billing for a truly hands-free invoicing process.

The more consistent your invoicing workflow becomes, the less manual effort you will need and you will have more time to focus on your business instead of administrative overheads.

Warning

Watch Out:

Once a scheduled invoice has been sent, it cannot be recalled or unsent. If you need to update pricing, customer details or invoice content, make those changes before the scheduled send time. 

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