Create an Invoice for a Past Cycle

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• Create a Past Due Balance

  To create a past due or open balance invoice, go to the customer account Navigate to Invoice History>Click Insert>Select P (for product invoice) Click Insert Select the magnifying glass next to Part ID>Insert or select the item for Balance forward ...

• Create a Product Invoice

  Product invoices can be generated separate from recurring charges or appointments/proposals/tickets. For example, if you need to invoice your customer for time or equipment/materials, you can generate a single 1x P invoice from their account. ...

• Generate an Invoice with Past Next Bill Date

  From the customer account>Click Invoice Tab>Click Insert>Select 'Recurring>Automatic>Run

• Pay an Invoice for Current Day When Autopayment Has Posted

  From customer account>Click Invoice History>Highlight and select invoice with future autopay date>Click payments>Highlight the $ amount field>Delete>Click OK>Click yes to clear rest of fields>Click yes to customer still owes>Process payment via ...

• Look up Billing Cycle of a Customer

  From customer account>Click Recurring Charges>Review the column 'Cycle' for B, M, S, Q, A. B: Bi-weekly M: Monthly S: Semi-Annual Q: Quarterly A: Annual