Schedule an invoice email — Contracts, invoices, payments and PDFs
Use the schedule modal where displayed.
Before you start
These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope.
Follow these steps
- Open the linked contract, invoice or payment from its request or CRM register.
- Use the schedule modal where displayed.
- Fields include recipients, CC and attach_pdf; actual scheduling depends on core CRM support.
- Complete the action once and check the resulting record, balance or delivery event.
Fields, rules and limits
- Fields include recipients, CC and attach_pdf; actual scheduling depends on core CRM support.
Check it worked
The linked CRM record reflects the intended change and financial totals reconcile.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Fields include recipients, CC and attach_pdf; actual scheduling depends on core CRM support.
Why is the record or action unavailable?
These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope. Check the current company and record relationship before requesting additional access.