Calendar & Scheduling
View due dates and manage recurring document schedules
Calendar Overview
The Calendar provides a visual timeline of all your invoice and quote-related events. It helps you stay on top of due dates, follow up on expiring quotes, and manage recurring schedules.
What's Shown on the Calendar: - Invoice due dates - Quote expiry dates - Scheduled recurring invoice generation dates - Scheduled recurring quote generation dates
Calendar Layout: - Large calendar grid on the left showing the full month - A details panel slides in from the right when you select a date - Month navigation controls (previous/next month, Today button) - A color legend and an event-type filter popover in the toolbar
Note: The Calendar is available on all plans. It can be enabled or disabled from Settings → Features.
See all events for the entire month at a glance
Never miss an invoice due date or quote expiry
View upcoming scheduled document generation dates
Show or hide specific event types to focus on what matters
Event Types
The calendar displays four types of events, each with a distinct color for easy identification.
Event Display: Each date on the calendar shows up to 3 events inline. If there are more events on a single date, a "+N more" indicator appears. Click the date to see all events in the sidebar.
Event Details: Click an event in the side panel to expand it. Depending on the event you'll see: - Customer name - Amount — the actual total for an existing document, or an estimated (~) amount for a not-yet-generated occurrence - Status badge (for existing documents) - A Pending badge for a scheduled occurrence that hasn't been generated yet, or a Generated badge once the document exists - For pending occurrences, the expected generation date (the cron runs at 6:00 AM UTC) - The recurrence description (e.g., "Every 2 weeks") and the parent schedule name - A View Document button when the invoice/quote exists, or View Schedule to open the schedule it came from
Filtering Events: Click the Filter button to toggle specific event types on or off. This helps you focus on what's important — for example, showing only invoice due dates.
When an invoice payment is due. Shows invoice number, customer name, and amount.
When a quote expires. Reminds you to follow up with the client before the deadline.
A future recurring occurrence not yet generated — emerald for invoices, amber for quotes. Shown with a dashed marker and an estimated amount.
A recurring occurrence whose invoice/quote has already been generated; links straight to the document.
- Use filters to focus on specific event types (e.g., only invoice due dates)
- Check the calendar at the start of each week to plan your follow-ups
- Click an event, then "View Document" or "View Schedule" to jump to it
- Pending scheduled events estimate their amount from the schedule until the document is actually generated
Recurring Schedules on Calendar
Recurring schedules appear on the calendar showing when documents will be automatically generated. This gives you a visual overview of your upcoming automated billing. Recurring schedules are available on all plans.
Recurrence Patterns: A schedule can repeat on one of five base patterns — once, daily, weekly, monthly, or yearly — combined with an interval (every N days/weeks/months/years). More advanced rules are supported too: - Weekly on specific days (e.g., Monday + Wednesday + Friday) - Monthly on a specific day of the month, or on an nth weekday (e.g., "2nd Tuesday" or "last Friday") - Yearly on chosen months - A start date, plus an optional end date or a limit of N occurrences
Schedule Visualization: - Scheduled events appear on the dates where generation will occur - Pending occurrences use a dashed marker (emerald for invoices, amber for quotes); once generated, they switch to a solid blue marker that links to the document - A recurring icon indicates the event is part of an ongoing schedule
Generation & Sending: - A schedule can generate ahead by N days, giving you a review window before the document goes out - Auto-send (all plans) emails the generated invoice automatically on its date, PDF attached — quote schedules always stay drafts for manual sending - Auto-charge recurring (Pro) can charge a customer's stored payment method when the document is generated - Generation runs via a daily cron job at 6:00 AM UTC
Managing Schedules: - Create or edit a schedule from the recurring section of the invoice or quote editor — that's where the pattern, interval, and delivery options live - From a calendar event, click View Schedule to jump to that schedule's detail page - On the schedule detail page you can pause generation temporarily, resume it later, or delete the schedule entirely
- Review pending scheduled events weekly to ensure accuracy before they generate
- Pause schedules during holiday periods, then resume them when ready
- Use generate-ahead so you can review a document before auto-send emails it
- Generation happens once daily at 6:00 AM UTC — plan your cadence accordingly