Conga Product Documentation

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To Schedule Invoice Email Delivery

  1. Go to Setup, enter Apex Classes in the Quick Find box, select Apex Classes (under Develop), and then click Schedule Apex button located at the top.
  2. Enter Job Name.
  3. From the Apex Class lookup, select InvoiceEmailDeliveryScheduler class.
  4. Under Schedule Apex Execution, specify how often the Apex class should run.
    1. For Weekly—Select one or more days of the week for the job to run (such as Monday and Thursday).
    2. For Monthly—Select either date or day of the job to run (such as second Monday of every month).
  5. Enter the Start and End dates for the Apex scheduled class.
  6. Specify a Preferred Start Time.
  7. Click Save.
    Note: If you execute InvoiceEmailDeliveryJob directly, ensure that you do not set the batch size to more than 10. Conga recommends that you set the batch size as 1.