Create an Invoice for a Past Cycle

Modified on Wed, 29 Apr at 8:44 PM

Overview

This article explains how to generate an invoice for recurring charges on a customer account. Use this process once recurring charges have already been created and you need to insert a recurring automatic invoice from the customer's Invoice History.

⚠️ IMPORTANT

Recurring charges must already be set up on the customer account before following these steps. If recurring charges have not yet been created, please set those up first before proceeding.

Steps to Insert a Recurring Automatic Invoice

Follow the steps below to insert a recurring automatic invoice from the customer account.

Navigate to the customer account. Open the relevant customer record in the system.
Click Invoice History. This opens the list of invoices associated with the account.
Click Insert. Initiate the creation of a new invoice record.
Select Recurring Automatic. Choose the Recurring Automatic option from the list presented.
Click OK. Confirm to generate the recurring automatic invoice.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com