Introduction
The Auto-Send feature in Copilot allows you to automatically send your customers’ invoices on a recurring schedule — helping you maintain consistent billing and reduce manual work.
Note: Auto-Sending Invoices is available on the Starter plan and above.
Step 1: Enable Auto-Send
Click the gear icon (⚙️) in the top-right corner of your Copilot screen.
Navigate to Settings > Invoices, Estimates & Receipts.
Scroll down to the Invoice Settings section.
Find the Enable Auto-Sending Invoices toggle and switch it on to activate the feature.
Once enabled, additional Auto-Send options will appear for configuration.
Step 2: Choose Your Sending Frequency
After enabling Auto-Send, select how often invoices are automatically sent.
You can choose between Daily, Weekly, or Monthly delivery.
Important: Changing these settings from the global Settings page will affect all customers unless you customize Auto-Send at the customer level (see below).
Daily Auto-Send
Choose whether invoices should send:
Every Weekday (Monday–Friday), or
Every Day (including weekends)
This option is ideal for high-volume or daily service operations that bill customers frequently.
Weekly Auto-Send
Select one or more specific days of the week when invoices should be sent.
Example: You can choose both Monday and Friday if you prefer to send invoices twice per week.
Monthly Auto-Send
Choose one of the following options:
A specific day of the month (e.g., the 1st or 15th).
A recurring weekday pattern, such as the first Monday of every month.
This option is commonly used for monthly billing cycles or recurring service plans.
Step 3: Apply Settings to All Customers
After setting your preferred frequency, look for the blue banner labeled:
“Update invoice auto-sending setting to all customers.”
Clicking this button applies your Auto-Send settings to all existing customers.
Note: If you do not click the Update button, the new settings will only apply to newly created customers going forward.
Step 4: Configure Customer-Specific Auto-Send Settings
If certain customers need unique billing schedules, you can override the global settings at the customer level.
Go to the Customers page.
Select a customer to open their profile.
In the Invoice Settings section on the right-hand side, expand the dropdown.
Enable and adjust their Auto-Send settings as needed.
This lets you tailor invoice delivery schedules for customers who prefer different billing frequencies.
Best Practices
Use Weekly or Monthly Auto-Send for predictable billing cycles.
Combine Auto-Send with Auto-Charge (available on Enterprise) for completely automated invoicing and payment collection.
Review Auto-Send logs periodically to ensure invoices are being delivered as expected.