Generating an Invoice for a Subscriber
On occasion, you might need to invoice a subscriber if they have missed a payment on their recurring plan.
For example, if their previous month payment was declined, you might want to issue them an invoice to get them caught up on their payments. You can do this from the
Subscribers screen under
To access this page, begin by clicking on
Next, select the recurring plan the subscriber is on by clicking on it.
Under the Manage Plan menu on the right-hand side of your screen, click on
Then select the subscriber you need to create an invoice for.
On the Edit Subscriber page you can click on
Actions in the top right-hand corner of your screen, then select
Generate Invoice from the drop-down menu.
The invoice will be automatically generated based on the current amount owing for the customer. If you would like to view the invoice, click on
Invoice History under the Manage Plan menu to send it to the customer or process a payment.
Generating an invoice does not impact your recurring plan, it simply provides a quick way to create an invoice if a customer has an outstanding payment due.