Generate an Invoice with Past Next Bill Date

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• Change Next Bill Date

  From customer account>Click Recurring Charges Tab>Highlight and double click or select the charge>Update the Next Date Field>Click OK to save

• 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 ...

• Update Correct Post Date

  For Future Invoices: From customer account>Click Recurring Charges>Highlight and select charge on autopay>Review date in "Post On" field>Select appropriate date>Click OK to save. For Current Invoices posted as paid but NOT processed/debited: Follow ...

• Create an Invoice for a Past Cycle

  Assuming the recurring charges have been created>From customer account>Click Invoice History>Click Insert>Click Recurring Automatic>Click OK

• 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 ...