The Schedules report is your one-stop view of every recurring schedule on your account — both Invoice Schedules (which auto-create new invoices on a cadence) and Payment Schedules (which auto-charge a stored payment method on a cadence, often as part of an approved payment plan). Use this report to spot anything that's run off the rails, to pause or resume schedules, and to confirm what's coming next.
Where to find it
From the main menu, click Reports > Schedules. By default the report shows only Running schedules — uncheck "Running Only" at the top right to see every schedule including paused and completed ones.
What's on the report
| Column | What it shows |
|---|---|
| ID | Internal schedule ID. Click to open Details. |
| Type | Invoice (creates an invoice on each run) or Payment (charges a stored payment method on each run). Payment schedules are typically attached to a Payment Plan. |
| Status | Running (active and will fire on the next due date), Cancelled (paused via the Pause action — does not fire), or Completed (ran the configured number of occurrences and is done). |
| Payment Plan | If the schedule is part of a Payment Plan, this column links to the plan. |
| Description | Free-text description from the schedule setup. |
| Customer | Customer the schedule belongs to (only shown on the account-wide view; hidden when viewing schedules from a specific customer record). |
| Frequency | Daily, Weekly, or Monthly. |
| Amount | Per-run amount. |
| Start Date | First run. |
| Next Run Date | When the next charge / invoice creation will fire. The Azure-scheduled job runs at approximately 8:00 AM and 10:00 PM ET — schedules due today fire in one of those windows. |
| Occurrences | Shows X / Y (Z Remaining) for finite schedules, or X / ∞ for indefinite schedules. |
Filtering and searching
- Running Only checkbox (top right) — defaults checked. Uncheck to include Cancelled and Completed schedules.
- Search box — matches Description, Customer, Frequency, or Amount. Useful for finding a specific schedule by amount when you know roughly how much it charges.
- Per-column filters via the grid header row.
Pausing (cancelling) a schedule
Open the schedule and click Pause Schedule. The schedule's status flips to Cancelled (Biller Genie's UI uses "Cancelled" as the label even though the action is technically Pause — the underlying database state is Paused), and all future occurrences stop firing.
To resume, open the schedule and click Resume. The next-run date will recompute based on the original cadence.
Editing a schedule
Invoice Schedules cannot be edited in place. To change the cadence, amount, or occurrences of an Invoice Schedule, pause the existing one and create a new schedule with the corrected settings. Payment Schedules (the ones backing Payment Plans) do have an Edit action — open the schedule details and click Edit.
Creating a new schedule
Use the New Schedule dropdown at the top of the page:
- Payment Schedule — set up recurring charges against a stored payment method. Useful for retainers, deposits, subscriptions where the invoice itself is one-off but the payment is recurring.
- Invoice Schedule — auto-create a new invoice on each run. Requires the Create An Invoice Add-On to be installed on your account.
See How To Create An Invoice Schedule for the step-by-step.
Exporting
Click Export to CSV at the top of the page. The export respects your current Running-Only setting — uncheck before exporting if you want all schedules. The file is named Schedules.xlsx.