invoicescheduler.com
Guides & Tutorials

InvoiceScheduler Guides & Tutorials

Learn how to make the most of InvoiceScheduler with these step-by-step guides. Whether you're creating your first invoice or setting up automated recurring billing, we've got you covered.

01

How to Create an Invoice

Create a polished invoice from start to finish.

  1. 1 Open invoicescheduler.com in your browser.
  2. 2Fill in "Bill From" with your business name, address, and email.
  3. 3Fill in "Bill To" with your client's name, address, and email.
  4. 4Add line items with a description, quantity, and rate for each product or service.
  5. 5Set the invoice date, due date, payment terms, and PO number.
  6. 6Add any notes and terms your client should know about.
  7. 7Choose a theme and color to match your brand.
  8. 8Download the invoice as a PDF or send it directly via email.
02

How to Add Your Business Logo

Give every invoice a consistent branded look.

  1. 1Click the "Add Your Logo" area at the top-left of the invoice.
  2. 2Upload your logo image (PNG or JPG recommended).
  3. 3Your logo will appear on the invoice and on all downloaded PDFs.
  4. 4Tip: use a transparent PNG for the best-looking result.
03

How to Schedule Recurring Invoices

Automate recurring billing with your preferred frequency.

  1. 1Toggle "Is Scheduled?" to Yes on the invoice form.
  2. 2Select a frequency: Weekly, Bi-Weekly, Monthly, Bi-Monthly, Quarterly, Tri-Yearly, Half-Yearly, or Yearly.
  3. 3Enter the customer's email address.
  4. 4Fill out the rest of the invoice as usual.
  5. 5Click "Save & Send" — the invoice will be sent on schedule automatically.
  6. 6Note: Cloud Mode (a free account) is required for scheduling.
04

How to Use Cloud Mode

Keep your invoice history available across devices.

  1. 1Click "Sign Up" to create a free InvoiceScheduler account.
  2. 2Once signed in, your invoices are automatically saved to the cloud.
  3. 3Access your invoice history from the "History" tab.
  4. 4View, re-download, or resend any past invoice.
  5. 5Your data is synced across devices.
05

How to Send an Invoice by Email

Send invoices directly to your customers as PDF attachments.

  1. 1Complete your invoice.
  2. 2Click "Save & Send".
  3. 3Enter the recipient's email address in the popup.
  4. 4Click "Send" — the invoice is delivered as a PDF attachment.
  5. 5The invoice is also saved in your history.
06

How to Customize Invoice Appearance

Set your preferred theme and currency for future invoices.

  1. 1Click "Invoice Settings" at the bottom of the form.
  2. 2Choose a theme (Classic, State, etc.).
  3. 3Select your preferred currency.
  4. 4Click "Save Default" to save your preferences for future invoices.
07

Tips for Professional Invoicing

Simple practices that help keep your invoicing organized.

  • ✓Always include clear payment terms and due dates.
  • ✓Use a professional logo and consistent branding.
  • ✓Number your invoices sequentially for easy tracking.
  • ✓Include clear item descriptions so clients know what they're paying for.
  • ✓Follow up on overdue invoices promptly.
  • ✓Keep records — use Cloud Mode to maintain a complete invoice history.
Simple invoicing. Professional results.