How to schedule a document

It is possible to schedule the validation date of a document in the future.

This option is available for the following documents

• invoices
• advance payment
• credit notes

1. Set a date in the future

   When creating a document or in the document configuration edit screen. 

   You cannot validate the document immediately, but you can schedule its validation by clicking on the "PLAN" button in the document details view.

   
2. A modal appears, allowing you to edit the planning date and choose whether your document should also be sent to your customer when it is validated.
3. Once the operation has been confirmed, the document takes on the status "schedule" and will be automatically validated on the date defined.

Modify / delete a document schedule

The schedule can be modified or deleted from the details screen of a document or from the configuration edit screen of a scheduled document.

Click on the "SCHEDULE" button or on the date in the document edit screen.

A modal appears:

You can then edit the validation date and click on edit.

Clicking on "Delete" changes the status of the document back to "Produce".