What is an advance invoice schedule and how to create one?

Problem Statement

This article explains what an advance invoice schedule is and how to configure it to automatically generate advance invoices for future renewals.

Solution

An advance invoice schedule lets you automatically generate advance invoices for future renewals.

Steps to Set It Up

1. Go to the subscription details page and click Bill Future Renewals under Actions.
2. In the dialog, click Set up advance invoicing schedule.
3. Under How do you want to generate advance invoices, choose one of:
   • On specific dates – Schedule up to five advance invoices on specific dates. Dates must be at least one day after the latest renewal and one day before the last renewal date for which the advance invoice is raised.
   • At a fixed interval – Generate advance invoices at regular intervals.
   • Number of billing cycles to invoice – Set how many billing cycles each advance invoice covers (e.g., 3 for quarterly on a monthly plan).
   • Number of days before subscription renewal – Set how many days before renewal to generate the invoice (weekly: ≤5 days; monthly: ≤25 days; yearly: ≤363 days).
4. Under When do you want to end this schedule?, choose End on, After (number of occurrences), or On subscription end.
5. Click Proceed > Preview all invoices > Confirm.

Important Notes

• Advance Invoicing is available on Scale and Enterprise plans. See plans and pricing or contact Chargebee support.
• Dunning for advance invoices must be configured for the schedule to work. If dunning is not enabled and payment fails, the invoice is not generated.
• Advance invoices can only be raised for subscriptions on contract within the current contract term.