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Generate Invoices Manually

Generate Invoices Manually

Owned by Apostolos Karakaxas

The invoices of your customers' subscriptions are generated automatically by the platform's Billing Service. The subscriptions are renewed and billed based on the billing and pricing options you have defined for your customers and your products. Infiterra platform gives you the option to bypass billing service automation and to generate an invoice manually before its planned generation.

Viewing Pending Invoices

In order to generate an invoice manually, you have to investigate if there are invoices that haven't been issued yet. You can find these invoices by following the next steps:

  1. Navigate to Office> Accounts to find all the accounts.
  2. Click on the account of your choice.
  3. Click on Pending Invoices option on the left side.


Here you can see the account's pending invoices and below the corresponding subscriptions. There are three pending invoices on this account, you observe on the third column that all the invoices will be issued on January 11.


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Generating an Invoice Manually via Account Option

Using this option you are able to generate an invoice for a specific account and see the total of the account's invoices.

For generating an invoice, do the following:

  1. Navigate to Office> Accounts to find all the accounts.
  2. Click on the account of your choice.
  3. Click on Generate Invoices option at the left side.


    The next pop-up will appear:
  4. Click on the box to the left of subscription and select Insert to Selected button.

    The chosen subscription will be visible under the Insert to Selected button.
  5. Select Generate Invoices button.


After these steps, a confirmation message will appear with a referral to the created invoice.

The invoice will be visible in Billing > Invoices and below you can see the invoice item.



Generating an Invoice Manually for a Specific Subscription

For generating an invoice for specific subscription, do the following:

  1. Navigate to Billing > Subscriptions to find all the subscriptions.

  2. Click on the subscription of your choice.

  3. Click on Pending Invoices option on the left side in order to check if there is available invoice.

  4. Click on Generate Invoices option at the left side.

     

After these steps, a confirmation message will appear with a referral to the created invoice.

The invoice will be visible in Billing > Invoices and below you can see the invoice item.


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