Automatically Send Draft Invoices
Email (and optionally text) draft invoices after they sit for a set number of hours, per work type.
Updated August 30, 2026
Automatically Send Draft Invoices sits under SettingsAutomations. It emails customers after a draft has sat for the hours you choose. Optional text respects SMS quiet hours on SettingsCompany.
Open the rule
Go to SettingsAutomations and open Automatically Send Draft Invoices.
Set how long drafts wait
Send After (Hours In Draft) is 1–168 hours.
Enable work types
Check each work type that should auto-send. For each one, set Also Require:
| Also Require | Meaning |
|---|---|
| Draft age only | Hours in draft is enough. |
| Linked job is completed | The job on this invoice is completed. |
| Contract cycle is fulfilled | This invoice's billing cycle or tracked visits for that cycle look done — not the whole plan. |
| Contract is completed | The service contract status is Completed. |
| On a specific date each year | Month and day (UTC calendar day). |
| Season end date | The contract's Season End / end date, optionally N days earlier. |
Each enabled work type can use a different rule. Email sends when eligible. Manual Send To Customer on Sales and BillingInvoices still sends immediately.
Verify it worked
Leave a qualifying draft past the hour threshold. It should move to Sent without you clicking send. If it does not, confirm the work type is checked, the readiness condition is true, and the draft was not already paid or voided.
Frequently asked questions
Does this send the moment a draft is created?
No. The draft must sit for Send After (Hours In Draft) — 1 to 168 hours — and the work type's Also Require condition must be met. Manual Send To Customer still sends immediately.
Will a paid or voided draft go out?
No. Settled drafts never auto-send.