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Invoices and receivables

Confirm the reporting timezone for recurring invoices

Complete company settings before creating or restarting a schedule.

Updated 2026-11-11

Recurring native documents require a saved reporting timezone. If the workspace asks for it, complete the company's book settings before creating or restarting schedules. Existing schedules retain their frozen timezone rather than following whichever browser later opens them.

Review the company's intended reporting timezone with the authorized person responsible for its books. Then refresh the recurring workspace and inspect the next occurrence dates. A changed book setting can require another review before a schedule is created or edited.

The occurrence date and due date determine the draft's terms. They are separate from the one-time email delivery time chosen later in Email invoice. Do not assume the recurring schedule will send a message at the same local time.

Authorized pause and end controls remain available under the conditions described by the workspace even when setup needs attention. Use them if future draft creation should stop while the timezone or source policy is being resolved. Confirm the saved schedule state before relying on the change.

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