The Auto-Send feature in Copilot allows you to automatically send your customer's invoices at a chosen recurring time.
To do this, start by going to your Settings.
Next, navigate to Invoices, Estimates & Receipts.
From here, scroll down to Invoice Settings and find the Enable Auto-Sending Invoices toggle. Make sure that is enabled to make changes to the Auto-Sending settings:
Once you enable the Auto-Send feature, you can set how often to send out invoices. (Note: changing the settings from the global Settings page will change this for all of your customers. Instructions on changing this setting on a Customer-specific level are below.)
You can choose between Daily, Weekly, and Monthly. You can also set additional options based on the frequency you choose to send out invoices:
Daily
If you choose to send out Invoices Daily, you can choose if they are sent out Every Weekday (Monday-Friday) or Every Day (Including Saturday & Sunday).
Weekly
When choosing the Weekly option, it will give you the option to pick a certain day of the week that invoices are sent out.
You can select as many days of the week as you want. Example: If you want to send out weekly on both Monday and Friday, select both of those boxes as shown here:
Monthly
With the Monthly Auto-Sending option selected, you can choose to either pick a specific day of the Month if you want them sent out on the same day every month or you can choose something like the First Monday of every month if you would rather set it up that way:
Underneath those options, you will also see a blue banner with an "Update invoice auto-sending setting to all customers" button. This will update all of your customers to have the same settings for Auto-Sending:
Note: If you do not hit the Update button, it will not update this setting for any current customers you have. It will only apply changes to new customers created after the settings are changed.
Customer-Specific Auto-Sending settings
If you have customers that you want to have different Auto-Sending settings, you can update those on a customer level from their customer account page.
To update these settings manually in the customer profile, open the Invoice Settings dropdown on the right-hand side to enable their Auto-sending settings:
