Single Invoice Generation and Printing

Overview

Generating and printing single recurring invoices manually is now easier than ever with a streamlined process and flexible delivery options.

How to Generate a Single Recurring Invoice

Step 1: Access Invoice Generation

1. Go to Invoice History
2. Click Insert
3. Select Recurring
4. 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. Options include:

• 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:

• 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:

1. Follow the standard invoice generation process
2. Important: Make sure to also click the Run button on the "Generate Dealer Invoice" screen

This ensures both the master and dealer invoices are properly generated.

Key Benefits

• Generate individual invoices on-demand without changing recurring charge settings
• Choose delivery method at the time of generation for maximum flexibility
• Customize email content for each invoice as needed
• Immediate email delivery for time-sensitive invoices

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com