Single Invoice Generation and Printing

Modified on Wed, 6 May at 3:15 PM

Overview

This guide explains how to generate and deliver a single recurring invoice on demand in Cornerstone Billing Solutions. It covers how to access invoice generation from Invoice History, how to run the invoice, and how to choose a delivery method — including print, email, CornerMail, or a combination. It also covers the additional step required when generating Master/Dealer invoices

How to Generate a Single Recurring Invoice

Step 1 — Access Invoice Generation

Go to Invoice History on the customer account.
Click Insert.
Select Recurring.
Click OK.

Step 2 — Generate the Invoice

On the "Generate Recurring Invoice" screen, click Run to generate the invoice.

Printing and Delivery Options

Flexible Delivery Methods

On the "Print Invoice" screen, you can choose how to deliver the invoice regardless of how the recurring charge is originally set up. The available delivery options are:

Delivery Method	Description
Print	Send to your printer
Email	Send via email
CornerMail	Use CornerMail delivery
Combination	Use multiple delivery methods at once

Email Customization

If you choose to email the invoice, keep the following in mind:

You can edit the email body before sending.
Emails are sent out immediately upon confirmation.

Master/Dealer Invoices

The process works the same way for Master/Dealer invoices, with one additional step required after the standard invoice generation process.

Follow the standard invoice generation process as described above.
On the "Generate Dealer Invoice" screen, click Run. This ensures both the master and dealer invoices are properly generated.

⚠️ IMPORTANT

When generating a Master/Dealer invoice, you must also click the Run button on the "Generate Dealer Invoice" screen. Skipping this step means the dealer invoice will not be properly generated.

Menu Path at a Glance

Scenario	Full Menu Path
Standard recurring invoice	Invoice History › Insert › Recurring › OK › Generate Recurring Invoice › Run
Master/Dealer invoice	Invoice History › Insert › Recurring › OK › Generate Recurring Invoice › Run › Generate Dealer Invoice › Run

Key Benefits

Benefit	Detail
On-demand generation	Generate individual invoices without changing recurring charge settings
Flexible delivery	Choose delivery method at the time of generation for maximum flexibility
Email customization	Customize email content for each invoice as needed
Immediate delivery	Emails are sent immediately — ideal for time-sensitive invoices

Need Additional Help?

Our Customer Success team is here to assist you.

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