Advance invoicing is the practice of issuing invoices to your customers before the subscription renewal date. This ensures they are billed in advance for the upcoming service interval and formalizes the financial agreement, clearly signaling commitment.
Use cases
Ensure payments are received in time by auto-issuing invoices and billing your customers several days before the subscription renewal occurs.
Accommodate payment methods, like direct debit, that require lead time to process before the start of the new billing period.
Customize invoice delivery timing by automatically issuing invoices a fixed, specific number of days in advance (e.g., precisely 15 days before renewal).
Configure advance invoicing
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 invoice should be automatically created and issued.
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 the necessary number of days in advance the upcoming invoice should be automatically created and issued. 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.
Notes
When advance invoicing is enabled, the billing period is split into two parts:
Bookings paid with the "Invoice" payment method made before the advance invoicing date are included in the upcoming advance invoice.
Bookings paid with the "Invoice" payment method made after the advance invoicing date are included in a separate, subsequent invoice.
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).