A new schedule is created as a draft with no billing set up. Open it from the Recurring list and click Edit settings to configure the billing template: line items or a flat amount, delivery, and Autopay all live in one card.
- Click Edit settings.
- Notice that editing the cadence here re-anchors the next occurrence.
- Notice Autopay's read-only status here.
- Choose an invoice delivery option.
- Add a line item from the pricebook catalog.
- Add a custom line item.
- Change the assigned technician.
- Save settings.
Schedule settings card: billing template line items (with a pricebook Item Catalog link) or a flat amount, invoice delivery options that change once Autopay is checked, the Autopay toggle, and a note that editing the cadence here re-anchors the next occurrence.
Line items feed the invoice: add one or more with name, description, quantity, unit price, and taxable flag, and their total becomes the invoice amount. Without any line items, the schedule bills a single flat amount instead. Invoice delivery changes meaning once Autopay is on: with it off, the options (Create draft only, Send by email, Send by text, Send by email + text) control the unpaid invoice itself; with it on, they control what the customer hears about a charge that already happened (Keep in Conduit only, Email the paid invoice and receipt, Text the receipt, or both).