Understand upcoming invoice
An upcoming invoice is a preview of the invoice that is scheduled to be issued with the next subscription renewal. It includes the subscription items for the next subscription period and any purchases made with the "Pay with Invoice" feature during the currency subscription period.
The future invoice preview is only available for users and companies with created subscriptions.
The upcoming invoice is automatically issued on the subscription renewal date or manually by an administrator in advance. If necessary, administrators can also edit the upcoming invoice.
View upcoming invoice
Administrators can view an upcoming invoice by following these steps:
Go to Locations > Community > pick the desired company or user > Billing.
Press on the "Upcoming Invoice".
Members and company managers can view an upcoming invoice by following these steps:
Go to Locations > Membership > choose Billing in the personal or company section.
Press on the "Upcoming Invoice".
Issue upcoming invoice
Administrators can create and issue the upcoming invoice before the subscription's automatic renewal if a user needs to pay for their subscription in advance. To issue the upcoming invoice, administrators do the following:
Go to Locations > Community > select a user or company > Billing.
Tap on the "Upcoming Invoice" in the "Subscription" section and press the
Createbutton, and confirm your choice.
After the invoice is created, it has the "Draft" status, and the administrator can still edit it and issue the invoice.
During the current subscription period, you can create unlimited invoices from the upcoming invoice. The upcoming invoice will not repeat items from previously issued invoices. For example, if the January invoice was issued in December, the next month's invoice will display a $0 balance until new items are added.
Edit upcoming invoice
Administrators can make the following changes to the upcoming invoice:
Add, delete, or adjust the price and name of the invoice items
Customize due date
Manage invoice items
Administrators can edit the subscription to reflect these changes on the upcoming invoice or create extra one-off items for the upcoming invoice.
To edit the existing invoice items in the upcoming invoice, administrators edit the user's subscription.
Upcoming invoices can also include payments that users made with the company or personal invoice. Administrators can only delete these items, but they cannot change their details.
To add additional one-off items to the upcoming invoice, administrators do the following:
Go to Locations > Community > select a user or company.
Go to Billing > select "Upcoming Invoice" in the "Subscription" section.
Tap
Create Item.
4. Type item name, unit price, and add quantity > press Create Item. The item name will appear on the invoice.
Manage the invoice due date
Once the current subscription period ends, the upcoming invoice will be automatically created and issued, with the default location of the "Payment Due" value applied.
Administrators can create an invoice earlier and customize the payment due date.
Delete upcoming invoice
Deleting the upcoming invoice is not possible. Meanwhile, there are a few ways how to avoid sending the invoice for the next subscription to the customer:
Cancel the subscription or schedule the subscription end date. It's useful if you are offboarding your member.
Set 0 price for all items in the subscription by editing it.
Create an invoice from the upcoming one and delete it.
Disable the "Auto-Invoice" to prevent the automatic issuance of the upcoming invoice.