This design is intended to simplify creating invoices for customers who have an account balance but no active services to bill.
Start by going to Billing > Invoices
Create draft invoices
Select the customer bill profile & select the Billing Period
Select Create Invoices (you can preview the charges beforehand if that is part of your standard practice/flow).
In the pop out, change the invoice date as needed but do not select 'Do Not Generate $0 Invoices".
Select Confirm
The system will behave as previously designed however on the Invoices page that you are redirected to, you will see a new column for ACCOUNT BALANCE.
Because we have suggested you skip the option to not create $0 invoices, you will have invoices created for not only accounts with an account balance, but also accounts with $0 balance.
If you wish to filter out the $0 Invoice with $0 account balance invoices -
Select the filter at the top for Invoice Balance 'IS EQUAL TO' (enter value $0) and Account Balance 'IS EQUAL TO' (enter value $0)
(alternately you can also filter to 'IS LESS THAN' {enter value $0.01})
Your matches (if there are any) should look like this with $0 amount, $0 Invoice Balance, $0 Account Balance.
With those true $0 invoices identified you can select those invoices and delete, mark as sent, send to an invoice group. The decision is yours.
INVOICES WITH ANY AMOUNT OWED:
Now let's focus on the remaining invoices. You should have a list of invoices that have both Account Balance & Invoice balance, Invoice balance only or Account Balance only.
Your invoice list should now look something like this, which will have invoices for active service as well as invoices for customers with only an account balance.
From here you can proceed with your invoicing as normal. Adding filters for tags, creating invoice groups, etc.
If you want to create an invoice group for invoices that have no active services, but Account Balance only, follow these steps.
Filter your Invoice balance to 'IS EQUAL TO' (enter value $0.00) and filter Account Balance to 'IS GREATER THAN' (enter value $0.00).
Add to an existing or create a new invoice group