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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 on the Scheduled tab of Invoices, which looks about 13 months ahead, so next month's billing is visible today. A template with an end date is always shown through that date
  • Filter by date range, customer, project, description, or source (Recurring or Contract), and Export CSV of what you see; click a row for details
  • Skip the next occurrence of a recurring template (only its next one shows Skip), Edit the template, or open the contract from the row
  • 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, which has Draft, Approved, and All views
  • Edit a draft before approving: description, due date, and each line's quantity, price, and revenue treatment (Recognized or Prepaid (deferred))
  • Approve selected clears several drafts at once
  • 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. Open the Scheduled tab on Invoices to see what will auto-draft over the coming weeks, with dates and amounts.
  2. When a contract period drafts, open Invoice Review to inspect the draft.
  3. Edit anything that is off, then Approve to mark the invoice open and book revenue. A draft that shouldn't go out can be deleted from Invoices.
  4. Send approved invoices to customers from the invoice 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.
  • Paused and completed contracts don't auto-draft, and a recurring template you skip moves to its next date.
  • Approval and sending are deliberately separate: month-end review can book revenue on time even if invoices go out later.

Developers can read the same projection over the API; see the Recurring templates guide.