Overview
The Estimate Invoice feature allows you to preview a customer's upcoming recurring invoice before it is actually generated. This is useful for verifying charge amounts, confirming pro-rated calculations, and answering customer questions about their next bill — all before any invoice is issued.
How to Estimate an Invoice
Follow these steps to generate an invoice estimate for a customer:
- Click on Recurring Charges from the customer's account.
- Click Estimate Invoice.
The system will generate a preview of the upcoming invoice based on the customer's recurring charges.
Pro-Rated Charges
If a customer has a pro-rated recurring charge, the estimate will display:
- The pro-rate line item
- The calculated pro-rated charge amount
This allows you to verify pro-rated amounts before the actual invoice is generated.
When to Use This Feature
Use the Estimate Invoice function when you need to:
- Check upcoming invoice amounts for customers
- Verify pro-rated charges are calculated correctly
- Respond to customer inquiries about their next bill
- Review recurring charges before processing batch invoices
- Confirm new recurring charges are set up properly
Benefits
The Estimate Invoice feature helps you:
- Preview invoices before generation
- Verify pro-rated charge calculations
- Ensure accuracy before billing customers
- Identify any potential billing issues in advance
- Answer customer questions about upcoming charges
Need Additional Help?
Our Customer Success team is here to assist you.
Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com
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