Billing schedules

Schedule invoices, adjustments, and off-cycle payments — and how they turn into invoices.

• Billing schedule types and when to use eachA billing schedule sets up future billing for a contractor. There are five types: scheduled invoice (one-time, future), recurring invoice (repeats), recurring adjustment and one-off adjustment (a bonus/deduction folded into an invoice), and one-off payment (a standalone off-cycle payment). Create them under Invoices → Billing schedules.
• How billing schedules become invoicesOn its scheduled date, a scheduled or recurring invoice is issued automatically as a real invoice — in the morning (around 7 AM in your time zone). Adjustments fold into the contractor’s next invoice instead. Issued invoices can be auto-approved (based on the schedule’s rules) or sent for review, then they’re paid like any other invoice.
• Schedule adjustments explainedAn adjustment adds an amount to a contractor’s invoice — a bonus, commission, expense, overtime, or other item. Use a one-off adjustment for a single change, or a recurring adjustment to repeat it on a cadence. Adjustments fold into the contractor’s next invoice rather than billing separately.