Britixo CRMBritixo CRM Enterprise Help Centre
How-to guide

Schedule an invoice email

Choose a future date and time for an invoice message.

Audience: Finance staffFeature: InvoicePermission-aware
Feature pathInvoice → Schedule Email
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this feature does

Choose a future date and time for an invoice message. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

  1. Open Invoice → Schedule Email using an administrator or appropriately permitted account.
  2. Review the current value and understand which users, records or automated processes it affects.
  3. Enter or select the new configuration values. Keep labels concise and use the approved business terminology.
  4. Where credentials, email, webhooks or cron are involved, begin with a test or sandbox configuration.
  5. Save the change and confirm that Britixo CRM reports success.
  6. Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.
  7. Document the operational change and use the available reset or rollback option if the result is not correct.

Important fields and decisions

Customer and billing addressConfirm this information is accurate and appropriate for the record.
Invoice number and datesConfirm this information is accurate and appropriate for the record.
Currency and payment termsConfirm this information is accurate and appropriate for the record.
Line items, quantity and rateConfirm this information is accurate and appropriate for the record.
Taxes, discount and adjustmentConfirm this information is accurate and appropriate for the record.
Client note and termsConfirm this information is accurate and appropriate for the record.

Checks before completion

  • Confirm the customer and currency before adding items.
  • Review totals and tax treatment before sending.
  • Do not edit a paid invoice without following the organisation’s accounting procedure.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentexpensecheckreporttaxcurrencyapprovalschedulingclient portalnotificationsemailcustomers
Schedule an estimate email →Create and edit a recurring invoice →Create a recurring expense →Record an invoice payment →Convert a billable expense to an invoice →