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How to raise an advanced invoice for a future subscription that includes one-time charge?

Problem Statement

How do I create an advance invoice for a future subscription that includes a plan and a one-time charge?

Solution

Advance invoices do not support one-time charges directly, because one-time charges are tied to specific events. To include a one-time charge in an advance invoice, add it as an unbilled charge to the future subscription, then raise the advance invoice for the combined unbilled amount.

Steps to Set It Up

  1. Create a future subscription with only the plan (do not add the one-time charge during creation).

  2. Add the one-time charge to the subscription as an unbilled charge: open the subscription > Add charge > add the one-time charge to unbilled charges

  1. Raise an advance invoice for the unbilled charges (plan + one-time charge)
  1. The advance invoice will include both the plan and the one-time charge.

See Advance invoices and One-time charges for more details.

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