Single Invoice Generation and Printing

Overview

Single invoice generation and printing is now easier than ever! This streamlined process allows you to generate and send recurring invoices individually with flexible delivery options, regardless of how the recurring charge is originally set up.

How to Generate a Single Recurring Invoice

Step 1: Navigate to Invoice History

Step 2: Click Insert

Step 3: Select Recurring

Step 4: Click OK

Step 5: On the "Generate Recurring Invoice" screen, click Run to generate the invoice

Choosing Your Delivery Method

After generating the invoice, the "Print Invoice" screen allows you to choose how you would like to deliver the invoice:

Available Options:

• Print
• Email
• CornerMail
• Any combination of the above

Important: You can choose any delivery method regardless of how the recurring charge is set up. This gives you flexibility to override the default settings on a per-invoice basis.

Email Delivery Features

Edit Email Body

• When emailing an invoice, you can customize the email body before sending
• Personalize the message for individual customers

Immediate Delivery

• Emails are sent out immediately upon confirmation
• No waiting for batch processing

Master/Dealer Invoices

The process works the same for Master/Dealer invoices with one additional step:

Step 1-5: Follow the same steps as above

Step 6: On the "Generate Dealer Invoice" screen, make sure to also click the Run button

This ensures both the customer invoice and dealer invoice are properly generated.

Benefits

Flexibility

• Override default delivery settings on individual invoices
• Choose the best delivery method for each situation
• Combine multiple delivery methods when needed

Speed

• Generate invoices on-demand
• Send emails immediately
• No waiting for batch processing

Customization

• Edit email content before sending
• Personalize messages for specific customers
• Add notes or special instructions

Ease of Use

• Streamlined interface
• Fewer steps than before
• Clear options at each stage

Common Use Cases

Mid-Cycle Billing

Generate an invoice outside the normal billing cycle for new customers or service changes.

Customer Request

A customer calls requesting their invoice immediately rather than waiting for the standard billing run.

Special Circumstances

Send a particular invoice via email even though the customer normally receives printed invoices.

Urgent Billing

Bill for services that need to be invoiced immediately for cash flow or customer service reasons.

Testing

Generate a test invoice to verify recurring charges are set up correctly before batch processing.

Delivery Method Decision Guide

Choose Print when:

• Customer prefers paper invoices
• Sending via postal mail
• Creating invoice for in-person payment

Choose Email when:

• Need immediate delivery
• Customer has email on file
• Want to reduce postage costs

Choose CornerMail when:

• Using Cornerstone's mailing service
• Sending professional printed invoices
• Batch mailing with other documents

Choose Combination when:

• Customer needs both paper and electronic copy
• Keeping records in multiple formats
• Ensuring delivery through multiple channels

Step-by-Step: Email Delivery

1. Generate the invoice as described above
2. On the "Print Invoice" screen, select Email
3. Review or edit the email body text
4. Verify the recipient email address
5. Click to send
6. Email is delivered immediately

Step-by-Step: Master/Dealer Invoice

1. Navigate to Invoice History > Insert > Recurring > OK
2. On "Generate Recurring Invoice" screen, click Run
3. On "Generate Dealer Invoice" screen, click Run (don't skip this!)
4. On "Print Invoice" screen, choose delivery method(s)
5. Complete the delivery process

Best Practices

• Double-check the customer email address before sending
• Review the invoice details before finalizing delivery
• Use email body customization for special circumstances
• Keep a record of which invoices were sent manually
• Remember to click Run on both screens for Master/Dealer invoices

Troubleshooting

Invoice doesn't generate:

• Verify recurring charges are set up correctly
• Check that the service period is valid
• Ensure no holds or blocks on the account

Email doesn't send:

• Confirm email address is valid
• Check email configuration settings
• Verify network connectivity

Dealer invoice missing:

• Remember to click Run on the "Generate Dealer Invoice" screen
• Check Master/Dealer relationship is properly configured

Need Help?

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