While invoices are typically generated based on your billing settings, there may be situations where you need to create an invoice for a specific account before the scheduled date. This guide will walk you through the steps to generate an invoice ahead of the designated time.
How to Generate an Invoice Ahead of Schedule
Navigate to the "Accounts" section.
Identify the account for which you wish to generate the invoice. Click the three dots button next to the account and select "Open."
Within the account details, navigate to the "Invoices" tab.
Click the "See Preview" button to preview the upcoming invoice.
Click the "Generate" button
Review the items listed on the previewed invoice and select the specific line(s) that you wish to include in the generated invoice.
Once you've made your selections, click the "Generate" button again
Select the invoice date, and click Confirm
The invoice will now be in Draft status, click the 3 dots button, and click:
Open: If you want to make the invoice available in the customer's profile
Open and Send: If you want to make it available and notify the customer via email