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  4. Invoice Operations

If I invoice a customer with unbilled charges what will be the invoice date?

Problem Statement

This article helps you understand if i invoice a customer with unbilled charges what will be the invoice date.

Solution

Scope

If I invoice a customer with unbilled charges what the invoice date would be?

When the unbilled charges will be invoiced?

Can I invoice unbilled charges anytime?

Unbilled charges autogenerating

Summary

Once you create an unbilled charge, it is added to the unbilled charge section on the Customers/Subscriptions details page. There are two options to invoice the unbilled charges.

  1. By default, without any manual intervention, it'll be invoiced on the upcoming renewal date.

  2. Unbilled charges can be invoiced anytime before renewal using the 'Invoice now' button from the subscription details page. The invoice date will be the date of invoice generation and not the date of the unbilled charge created.

Note

Total Unbilled charges for a specific customer We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Unbilled charges on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.

Solution

All unbilled charges can be found on the customer/subscription details page. Once unbilled charges are created, you will have two options.

1. If there is no action performed, then the unbilled charges will be invoiced on the upcoming subscription renewal date.

2. You will also have the option to invoice anytime using the Invoice Now> Generate. The invoice date will have the same date you click on Invoice now.

For example, this charge was created on July 9, and it was supposed to be billed on the next renewal i.e, August 9.

However, if you click on the invoice now button on July 15, the invoice date will be as July 15 regardless of the date when you created the unbilled charges.

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Leap UI

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Classic UI

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The section also shows the date on which the charges would be invoiced (same as the subscription renewal date).

Refer to this link for more information

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