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Generating an Invoice for a Subscriber

On occasion, you might need to invoice a subscriber if they have missed a payment on their subscription 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 Manage Plan.

To access this page, begin by clicking on Subscription Management and Plans. Next, select the plan the subscriber is on by clicking on it. Under the Manage Plan menu on the right-hand side of your screen, click on Subscribers. 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 subscription plan, it simply provides a quick way to create an invoice if a customer has an outstanding payment due.

Related Articles

An Overview of Helcim Subscription Management
What is Subscription Management
Adding a Subscriber to a Plan
Creating a New Plan
Removing or Pausing a Subscriber from a Plan
Editing an Existing Subscriber
Creating Add-Ons for Subscribers
Editing a Plan
Removing or Pausing a Subscription Plan
Finding Subscribers with Expiring Credit Cards
Reporting Options for Plans
Importing and Exporting Plan Data
What to do if a Customer Is Not Billed Automatically

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