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# QRG Create Invoice Schedules
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## 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)
4. Choose the record type of **Invoice Schedule** and click **Next** . (See Figure 4)
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.
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)
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 that appears within fields when you move your
cursor over the field.
10. When complete, click on the **Save** button.
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 |