If your client has already been invoiced but is missing charges from a specific vendor, you have three options:
1. Add Charges to Next Billing Cycle — When you upload the invoice and/or CSV for the vendor, the charges will be scheduled to the next billing cycle.
2. Create a New Invoice — When you upload the invoice and/or CSV for the vendor, you can create a separate invoice for these charges by changing the next billing date.
Steps to follow:
Upload the invoice/CSV of the charges you want to add.
Go to Billing and enable any new customers.
Go to the Setup page and take a screenshot of the next billing date.
Change the next billing date to today.
Go to the Invoices page and then to the Scheduled tab. The invoices should have today’s date as the invoice date.
The invoices will be created and charged at approximately 12pm AEDT.
Change the billing date back to its original date.
3. Void the Invoices — Go to the Invoices page and select Void Invoice. You will have the option to keep or exclude the relevant charges related to that invoice.
