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Recurring Schedules

Browse the list and the Upcoming Charges calendar

The Recurring list shows every schedule with its status, frequency summary, next-run date, and generation count. Above it, an Upcoming Charges calendar shows the current month with a chip on any day that has charges coming due. A schedule with a payment problem, missing payment method, or nothing awaiting verification floats to the top of its customer group with a needs-attention badge.

  1. See the Upcoming Charges calendar for the current month.
  2. Click a day with a charge chip to see which schedules it belongs to.
  3. Search projects to narrow the list to one project.
  4. Sort by Amount (high to low).
  5. Notice the status badge on each schedule.
  6. Notice the needs-attention badge on a schedule with a payment problem.
  7. Notice the autopay badge.
  8. Notice the delivery badge.
  9. Click Generate Now on an active schedule.
  10. Pause an active schedule.
  11. Resume the paused schedule.
  12. Click Edit on a schedule row.
  13. Delete a schedule.

Recurring Jobs list: search projects typeahead, sort options, the Upcoming Charges month calendar with charge chips, per-row Generate Now / Pause / Resume / Edit / Delete, status badges, next-run and generated count.

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