A new schedule is created as a draft with no billing set up. Open it from the Recurring list: there is no separate Edit screen. Customer details (title, description, customer, project) sit across the top; below them, Invoice (delivery and line items) is on the left and Schedule (how often, dates, preferred time, technician, job type, priority) is on the right. Each section edits in place and has its own Save. Until the schedule has an amount, a red No invoice amount chip sits next to its status; click it to jump to the line items.
- Notice every section edits in place with its own Save.
- Choose an invoice delivery option.
- Notice the delivery options follow autopay.
- Add a line item from the pricebook catalog.
- Add a custom line item.
- Notice that editing the cadence here re-anchors the next occurrence.
- Change the assigned technician.
- Save the schedule column.
Schedule settings: customer details across the top, then the invoice (delivery and line items, with a pricebook Item Catalog) beside the schedule (cadence, dates, time, technician), each with its own Save.
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).
The Will be sent to line shows the current invoice recipients. Select Manage this customer’s contacts to correct them without leaving the schedule. The popup lists the customer’s Main email first, followed by additional contacts. Change the main address and save, edit or remove a contact, or clear Receives invoice emails beside a contact to stop sending that person invoice copies. The recipient line refreshes immediately while any unsaved edits stay in place. The main email has its own Receives invoice emails checkbox, so it can be switched off as an invoice recipient without deleting the address; the customer edit form carries the same checkbox under Email. If that leaves nobody to email, sending by email fails with a clear no-recipients message instead of falling back to the main email.