Advance invoicing allows you to issue invoices to customers for upcoming service intervals before their subscription renewal date.
Use cases
Advance invoicing ensures timely payments by allowing you to issue invoices a specific number of days before a subscription renewal occurs. This is useful for the following scenarios:
Accommodate payment methods, like direct debit, that require lead time to process before the start of the new billing period.
Offer members an extended timeframe to complete their payments before the subscription automatically renews.
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 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 made before the advance invoicing date are bundled into the upcoming advance invoice that is about to be issued.
Bookings paid with the "Invoice" payment method made after the advance invoicing date cannot be added to the upcoming invoice. Instead, they are held and 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).