How to create a scheduled contractor invoice

An Employer can create a scheduled contractor invoice while adding the new contractor or after the contractor has been fully onboarded. 

When onboarding a contractor

As you're adding a new contractor to your company account, you can choose to set up a scheduled invoice for them. 

1. During the Add a new contractor flow, when you get to the Invoicing preferences tab, choose Schedule automatic invoicing. 
   
   
   
   
2. You will be taken to the page where you can fill out the details of this contractor's scheduled invoice.
   
   
   
   
3. Once complete, click on Continue to finish the Add contractor flow.

When the contractor has finished the onboarding

For contractors who have already been onboarded, you can still schedule an invoice for them from the Pay contractors tab.

1. From the Pay contractors tab, click on Schedule invoicing.
2. Choose the contractor and fill out the details of their scheduled invoice, then click on Create.
   
   
   
   
3. When you schedule an invoice for a contractor, they receive an email and an in-app notification to let them know. If they do not have a withdrawal method, they'll have to set one up so they can receive payment for their scheduled invoice. 
   See also: 
   How to add a bank account as a contractor
   How to assign a withdrawal method to a scheduled invoice
4. From the Pay contractors tab, you also have an overview of all the scheduled invoices.
   
   

It's advisable to set up automatic payments for this contractor's scheduled invoice, so you don't have to return to the platform to make payment for the invoice when it's due.