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Create an advanced invoice for a future subscription that has a one-time charge.
You might have a use case where you’d have to create a future subscription that includes a plan and a one-time charge. However, when you attempt to raise an advance invoice after creating the future subscription, you will notice that the advance invoice does not include the one-time charge. This is because the advance invoice feature does not support including one-time charges since these charges are charged on the occurrence of specific events.
Workaround for this is to create a future subscription with a charge added to the unbilled amount of the advanced invoice.
Note: Total Amount due for a specific customer
We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Amount Due on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.
To include the charges as part of the advance invoice, here’s what you should do:
Create a future subscription only with the plan and do not include the one-time charge.
Use the add charge option to add the one-time charge to the future subscription.
The charge should be added to unbilled charges.
Now raise an advanced invoice, and it to unbilled charges.
Now you will have an unbilled charge that consists of 2 items - the plan and the charge were added earlier as a one-time charge. Raise an advanced invoice for both of these unbilled charges together.
What is an advance invoice schedule and how to create one?