Scheduled emails

Invoice reminders waiting to be sent.

Who can use this page

Permission needed: View invoices (view_invoice).

Roles that have it by default: Finance Manager.

Superusers can always open it. Your administrator can also give the permission to a custom role.

Scheduled emails holds invoice emails that haven't gone out yet. It has four tabs:

• Upcoming: emails queued to send later. Schedule one from an invoice. Select Cancel email to stop it.
• Needs approval: overdue reminders prepared for you. Nothing is sent until you approve it. Reminders are turned on and timed in Invoice settings.
• History: what has already been sent.
• Failed: emails that couldn't be delivered, so you can see what went wrong and try again from the invoice.

Finance overview Review links select the relevant invoice and open Needs approval or Failed. Switching tabs keeps the invoice filter. Approving, skipping, cancelling and retrying retain their existing permissions.

List and table controls

The summary shows invoice, recipient, send time and status. Repeat details sit with the invoice identity. Pagination keeps long queues manageable, and the existing approval, upcoming, failed and history scopes retain their permitted actions.