Scheduled Invoices

Most tools can show you what you've billed; DayZero also shows what's about to bill. Scheduled invoices are a forward-looking projection of upcoming auto-drafts — future occurrences of active recurring invoice templates and upcoming contract billing periods — surfaced before their scheduled day arrives.

Key capabilities

• Projection of upcoming auto-drafts from two sources: recurring templates and contract billing periods
• Each item carries its scheduled date, projected amount, customer, and a description of what drives it
• Surfaced in the Receivables view so next month's billing is visible today
• Read-only projection — nothing is created or mutated until the scheduled day
• On the day, invoices auto-draft; contract-drafted invoices land in the Invoice Review queue
• Approving a reviewed invoice marks it open and books revenue — nothing is emailed to the customer by approval
• Sending remains a separate, deliberate step

How it works

flowchart LR
  templates["Recurring templates"] --> proj["Scheduled projection"]
  contracts["Contract billing periods"] --> proj
  proj -->|"on scheduled day"| draft["Auto-drafted invoice"]
  draft --> review["Invoice Review queue"]
  review -->|"approve"| open["Open — revenue booked"]
  open -->|"send"| customer["Customer"]

How to use it

1. Check the scheduled list in Receivables to see what will auto-draft over the coming weeks, with dates and amounts.
2. When a contract period drafts, open Order to Cash → Invoice Review to inspect the draft.
3. Approve to mark the invoice open and book revenue — or delete a draft that shouldn't go out.
4. Send approved invoices to customers when you're ready.

Pro tips

• Use the projection to sanity-check a new contract's cadence — if the next period's date or amount looks wrong, fix the contract before the invoice drafts.
• Approval and sending are deliberately separate: month-end review can book revenue on time even if invoices go out later.