For customers with active subscriptions, an upcoming invoice appears in their profile. It is a preview of the invoice for the next subscription period.
The upcoming invoice includes:
Subscription items for the next period (such as plans or resource rentals)
Purchases made with the “Invoice” payment method, if they are configured to be added to subscription invoices
Administrators can manage and modify the upcoming invoice before it is issued.
Access upcoming invoice
Go to the Customers page.
Select a company or user.
Go to the Billing section in their profile.
Press on the "Upcoming invoice".
Add extra one-time charges
Open the "Upcoming invoice" and click
Create item.Add a "Custom" item or select one of your pre-created one-off services.
Modify or remove invoice items
To change items that originate from the customer's subscription (plan or resource rental), you must modify the subscription itself:
Edit the customer's subscription directly in their profile.
Modify or remove subscription items.
See the "Upcoming invoice" immediately reflect changes.
Other invoice items
Items added by "Pay with invoice" can be removed, but not modified.
Other non-subscription items can be edited or removed directly in the upcoming invoice.
Apply a discount or credit
Apply a discount
Create a coupon for "Subscription items" with the required discount amount or percentage.
Edit the customer's subscription and apply the coupon to the relevant subscription item.
See the upcoming invoice reflecting the discount.
Apply a balance to reduce invoice total
You may need to apply a balance if:
The customer overpaid or underpaid a previous invoice
You want to apply a refund, discount, or credit to the next invoice total
To apply a balance:
Go to the customer's profile > Billing.
Adjust the "Money balance".
See the upcoming invoice reflecting the applied balance. It will be applied automatically when the invoice is issued.
Issue upcoming invoice earlier
By default, the upcoming invoice is automatically issued:
On the subscription renewal date, or
A set number of days before renewal if you enabled "Advance invoicing"
If you need to issue it earlier:
Open the "Upcoming invoice".
Click
Createto generate a draft.Edit the draft if needed (for example, adjust the "Payment due" date).
Click
IssueorIssue and charge.
Record a customer's payment for the upcoming invoice
You have two options depending on your accounting workflow.
Issue now and record payment
Open the "Upcoming invoice".
Click
Create, thenIssue.In the "Payments" section, record the customer's payment.
Add the payment to apply on issuance date
If the invoice must be issued in the correct accounting period:
Go to the customer's profile.
Open the Billing section.
Add the payment in the "Money balance" section.
The upcoming invoice will reflect the applied balance and will be issued on the scheduled date with 0 amount remaining to pay.
Prevent upcoming invoice issuance
There are several ways to prevent the next subscription invoice from being issued, depending on your situation:
Pause payment collection
If the customer temporarily doesn't need to pay or pauses their subscription:
Open the customer’s subscription.
Pause payment collection in it.
Choose to generate their subscription invoice as a draft or immediately void it.
Optionally, set a "Resume date".
Delete a single upcoming invoice
If you need to completely and immediately delete the upcoming invoice, and the "Pause payment collection" solution doesn't work for you:
Open the "Upcoming invoice".
Click
Createto generate a draft.Then, click (...) top right >
Delete.
Completely deleting an upcoming invoice is irreversible and less recommended.
Consider applying a 100% discount or a full amount credit instead of completely deleting or voiding the upcoming invoice. This will generate the invoice with a 0 total while keeping a record of the adjustment.
Stop all further invoices
If the customer is canceling their subscription and should not receive any futher invoices:
Go to the customer’s profile.
Open their subscription.
Either:
Cancel the subscription immediately.
If the subscription is in its final cycle, no upcoming invoice is generated.
FAQs
Why might an upcoming invoice not be visible?
Why might an upcoming invoice not be visible?
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 in the customer's profile.If the current subscription period is final, no future invoices are generated.
Can I disable automatic charging or issuing of the upcoming invoice?
Can I disable automatic charging or issuing of the upcoming invoice?
Yes. If you want the system to generate the upcoming invoice automatically, but not automatically charge the customer's payment method, and let them submit a payment by themselves:
Open the customer’s profile.
Go to the Billing section.
Disable "Auto-pay" in the right-hand panel.
The invoice will still be generated, but the customer will have to submit payment manually.
On the other hand, you may need to prevent automatic invoice issuance if:
A customer pauses their membership
A customer temporarily does not need to pay
To stop automatic invoice issuance:
Open the customer’s subscription.
Pause payment collection in it.
Choose to generate the invoice as a draft so you can manually issue it or select to immediately void it.
You can also set a "Resume date" so future invoices are automatically issued again.
Can customers check their upcoming invoice?
Can customers check their upcoming invoice?
Yes. Members and company managers can check their upcoming invoice as follows:
Go to the Membership page.
Open Billing in the personal or company section.
Press on the "Upcoming invoice".
What happens if an upcoming invoice has been issued but a customer makes more payments with "Invoice"?
What happens if an upcoming invoice has been issued but a customer makes more payments with "Invoice"?
The system will generate a new "Upcoming invoice". It will not repeat items that were already billed.
For example, if January’s invoice is issued in December and the customer later makes additional purchases using the “Invoice” payment method, one more upcoming invoice will be generated and include only those new payments.