Understand upcoming invoice
An upcoming invoice is a preview of the invoice scheduled for the next subscription renewal. It includes subscription items for the upcoming period and any purchases made with the “Pay with invoice” feature during the current period.
The preview is available only for customers with active subscriptions.
The upcoming invoice is generated automatically on the subscription renewal date or manually in advance by an administrator, who can also edit it before it’s issued. If the subscription is in its final cycle, no upcoming invoice is generated.
View upcoming invoice
Administrators
Administrators can view an upcoming invoice by following these steps:
Go to Spacebring > Customers > pick the desired company or user > Billing.
Press on the "Upcoming invoice".
Users
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 next subscription period in advance. To issue the upcoming invoice:
Go to Customers > select a customer > Billing.
Tap on the "Upcoming invoice" > press the
Createbutton > confirm your choice.
After the invoice is created, it has the "Draft" status. The administrator can still edit it and issue the invoice.
Once issued, the invoice is moved from the "Upcoming invoice" section to the Invoices page in the customer's profile.
You can issue unlimited invoices from the upcoming invoice within the current subscription cycle. It won’t repeat items already billed. For example, if January’s invoice is issued in December, the next invoice will show a $0 balance until new charges 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.
Add a discount or an applied balance
Manage invoice items
Administrators can update a subscription to adjust items on the upcoming invoice or add extra one-off items.
To edit existing items, edit the subscription directly. Upcoming invoices may also contain payments made with a company or personal invoice—these can be deleted but not modified.
To add new one-off items to the upcoming invoice, administrators can:
Go to Customers > select a user or company > Billing.
Tap on the "Upcoming Invoice" and press
Create item.
Type item name, unit price, and add quantity > press
Create.
Manage the invoice due date
Once the current subscription cycle 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.
Add a discount or an applied balance
If you need to apply a discount to the customer's upcoming invoice:
Create a coupon for "Subscription items" with the necessary discount amount or percentage.
Go to the customer's profile > open their subscription and apply the coupon to the relevant subscription item.
Go to the customer's profile > Billing > see the upcoming invoicing reflecting the applied discount.
You may also need to apply a balance to the customer's upcoming invoice when:
The customer overpaid or underpaid their previous invoice, and you need to apply the remaining balance to their next invoice.
You need to apply a specific refund, discount, or credit to the upcoming invoice total or, vice versa, add an extra charge to it.
Go to the Customers page > open the customer's profile > Billing.
See the upcoming invoicing reflecting the adjusted balance. It will be applied during the invoice issuance.
Delete upcoming invoice
There are several ways to prevent the next subscription invoice from being sent to a customer, depending on your needs:
Stopping all further invoices
If the member is canceling their subscription and should no longer receive invoices, schedule an end date for their subscription or cancel it immediately.
Applying a temporary 100% discount
If you want to offer a 100% discount for a specific period, apply a coupon to their subscription for the necessary number of months. The invoice will be generated with a 0 amount and the breakdown of the applied discount.
Preventing a subscription charge for the next month
Create the upcoming invoice in advance by pressingCreate. Once created, you can delete it while it is still in draft status.
Disabling all automated invoices
To prevent any invoices—including $0 ones—from being issued automatically, disable "Auto-invoice" in the customer's profile.
FAQs
Why an upcoming invoice might not be visible?
Why an upcoming invoice might not be visible?
There are several reasons why you might not see the upcoming invoice:
The invoice was already issued.
If an administrator has manually issued the upcoming invoice, it will no longer appear as an upcoming invoice. Instead, such invoices are moved to the Invoices page as “Issued".If the current subscription period is the final period of the plan, no future invoices will be generated.