tag:help.cashboardapp.com,2012-10-23:/discussions/questions/1380-scheduling-questionsCashboard: Discussion 2014-01-30T18:51:29Ztag:help.cashboardapp.com,2012-10-23:Comment/313176392014-01-27T19:22:43Z2014-01-27T19:22:43ZScheduling questions<div><blockquote>
<p>I am trying to get the scheduling feature workflow correct. In
my case their invoice details are the same for each each particular
company each month. What is the difference between just adding the
item at the bottom of Schedule Invoice, or creating the schedule,
then clicking Create Invoice from schedule at the top. I am
thinking they are the same.</p>
</blockquote>
<p>If you add items to a schedule, they'll automatically be added
to each invoice that is generated from that schedule.</p>
<blockquote>
<p>Also I do not want to send invoice twice, so I am a little
unsure, if this is the first invoice in a schedule, do I just wait
for it to go out or do I press send?</p>
</blockquote>
<p>It depends on when the schedule starts. If you want to send on
the 1st of each month for instance, wait for that to happen
automatically since it's only the 27th.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/313176392014-01-28T10:00:11Z2014-01-28T10:00:11ZScheduling questions<div><p>OK, I think I got it, I add the invoice amounts to the bottom of
the schedule, save, then click the Create Invoice at the top to
actually have it sent out. The next invoice will automatically go
out based on my settings.</p></div>Carin Handsun