> ## Documentation Index
> Fetch the complete documentation index at: https://docs.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QRG Create Invoice Schedules

## Purpose

The purpose of this quick reference guide is to step through the process of creating an Invoice Schedule.
The intended audience for this document are System Administrators.

## Steps

### Create Invoice Schedule record

To create an Invoice Schedule record, follow the steps below:

1. Click on the **App Launcher** icon. (See
   Figure 1)
2. Go to the **Schedules** object by using the
   Search function. (See Figure 2)
3. Click on the **New** button. (See Figure 3)

![Screenshot from QRG Create Invoice Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-invoice-schedules/qrg-create-invoice-schedules-pdf-0-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=b277d01b981ce503ed1b342b67c2e3bd)

![Screenshot from QRG Create Invoice Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-invoice-schedules/qrg-create-invoice-schedules-pdf-0-3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=88d123556d223a93b151f90990626b2f)

![Screenshot from QRG Create Invoice Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-invoice-schedules/qrg-create-invoice-schedules-pdf-0-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=720bc8c1711eb4add0dd7e713555f54c)

![Screenshot from QRG Create Invoice Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-invoice-schedules/qrg-create-invoice-schedules-pdf-0-5.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=c5f95c3042cd1f3ae300302ad903d595)

4. Choose the record type of **Invoice Schedule** and click **Next** . (See Figure 4)

![Screenshot from QRG Create Invoice Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-invoice-schedules/qrg-create-invoice-schedules-pdf-1-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=91384ecc4e9ff868752e9da3cdbd371a)

5. Populate the following required fields to provide the base details of the Invoice Schedule record:
   (See Figure 5)
   1. **Schedule**
   2. **Split Option**
   3. **Period Type**
6. Populate the following optional fields as needed:
   1. To integrate the Invoice Schedule record with an external system, populate the **External Id**
      field. (See Figure 5)
7. Click on the **Save** button.

![Screenshot from QRG Create Invoice Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-invoice-schedules/qrg-create-invoice-schedules-pdf-1-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=23c738484848dc0c7943613cd4e29898)

> [!WARNING]
>
> The External Id field is available and should only be populated where system integration
> is required for the record.

8. A new Invoice Schedule record has been created. (See Figure 6)

![Screenshot from QRG Create Invoice Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-invoice-schedules/qrg-create-invoice-schedules-pdf-2-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=c25b069fbc2d2fa0665cfdd988ccf456)

9. To modify an existing **Invoice Schedule** record, open the required record and select the **Edit**
   button available on the top right side of the page. You can also double click in any of the fields that
   need editing or just click on the pencil icon ![Inline icon](https://docs.2cloudnine.com/images/icons/qrg-create-invoice-schedules-inline-2-1.png) that appears within fields when you move your
   cursor over the field.
10. When complete, click on the **Save** button.

> [!CAUTION]
>
> Invoice Schedule records CAN NOT be deleted if they have related records or are used in
> other records. Deleting records is not recommended unless absolutely essential.

## Field Descriptions

**External Id** defines an ID for use with external systems, and can be used with integrations to create and
update the record.

**Period Type** is the frequency of Calendar Periods for invoicing purposes.

**Schedule** is the name given to the Schedule record.

**Split Option** defines how the invoices associated with this Invoice Schedule will be broken up upon
creation.

## Further Information

| Document | Document Type | Description |
| - | - | - |
| QRG Create an Account - Client | Task Instructions | How to create a Client record |
| QRG Create Invoice Calendar & Calendar Periods | Task Instructions | How to create an Invoice Calendar and Calendar Periods |