Recurring schedules retain frozen document terms, but supporting attachments are not copied to future occurrences. Review each generated draft and add the evidence required for that specific period through the document workflow.
Later edits to the original source draft do not update the schedule's frozen terms. If a customer price, contact or scope changes, inspect the saved schedule and use its supported editing process. Do not assume the next draft will inherit the latest directory or catalog wording without review.
Open the generated document from Run history and compare its dates, customer, amounts and source reference with the intended occurrence. Add relevant supporting evidence, save the draft and complete issuance under current permissions.
Email delivery remains separate and uses the current saved invoice PDF. Private source attachments stay in Documents. Keeping these steps distinct prevents a recurring schedule from being mistaken for a fully reviewed billing or delivery process and gives each period its own traceable accounting evidence.
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