Advance invoicing allows you to issue invoices to customers for upcoming subscription period before their subscription renewal date.
This is useful for the following scenarios:
Use for specific members, who use payment methods like direct debit, that require more time to process before the start of the new billing period.
Offer all members an extended timeframe to complete their payments on time before the next subscription period.
You can configure a default setting for the entire location or set a custom value for specific customers.
Setting the default (location level)
Go to Location settings > Billing page > "Invoices" tab.
In the "Advance invoicing" section, set the number of days before the subscription renewal date the upcoming invoices should be automatically created and issued to your customers.
This takes effect immediately for all existing and new subscriptions.
Setting a custom value (subscription level)
Go to Customers > open the necessary customer profile.
Press the (...) button near the subscription >
Edit.In the "Advance invoicing" section, select "Custom" option > set how many days in advance all subsequent invoices will be automatically generated and sent. You can immediately check the "Preview" section to confirm when the customer will be billed.
If you update the advance invoicing value, the change applies automatically to the existing upcoming invoices and all new invoices.
How advance invoicing works with bookings
When advance invoicing is enabled, the advance invoicing date determines which bookings are bundled together. The billing period is handled as follows:
Bookings paid with the "Invoice" payment method that took place before the advance invoicing date are bundled into the upcoming advance invoice that is about to be issued. The upcoming invoice will include the main plan/subscription payment, and all bookings that happened before the advance invoicing date.
Bookings paid with the "Invoice" payment method that take place after the advance invoicing date cannot be added to the upcoming invoice. Instead, they are held and included in a separate, subsequent invoice.
For example: If a customer's billing cycle anchor is set to 1st of the month, and the advance invoicing date is set to 10, then:
Main invoice (issued on the 21st): Includes the main subscription amount plus all bookings from the 1st to the 20th of the month (e.g., bookings from the 4th and 7th).
Subsequent invoice (issued on the 1st): Includes any bookings after the 20th, as they occurred after the main invoice was already generated.
FAQ
How to issue invoices on a specific date?
How to issue invoices on a specific date?
To issue all invoices on a specific date (e.g., the 25th of the month):
The Billing cycle anchor must be set to "First day of the month."
Set the Advance invoicing value to the number of days between the 25th and the 1st (e.g., setting the value to 7 days will issue the invoice on the 25th for the upcoming month).