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Growth Suite: How do I schedule an invoice?

Updated on May 24th, 2021

You can now set due dates for your client invoices in Growth Suite, providing additional flexibility when billing your clients. Follow the steps below to start scheduling invoices!


How to schedule an invoice

  1. Select Schedule a date and enter the invoice due date.
  2. Finalize the invoice and you’ll now see it’s in a Pending state.
    Your client will immediately receive an email asking them to log in to the client portal and accept the invoice. 
  3. Your client logs in to the client portal and approves the invoice.

    Note

    When your client accepts the invoice prior to the due date, they won’t be charged until the date you set, but they can set up their payment methods in advance.
  4.  Once the client approves, the invoice is now in the Scheduled state in both the client portal and the Flywheel app. You’re all set!

Client approves the invoice after the due date

What if your client doesn’t approve the invoice before the scheduled due date? No worries, Growth Suite will backdate the invoice once they log in and accept it. Here is an example of a client who missed 4 monthly billing cycles before accepting the invoice:

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