How to raise an advanced invoice for a future subscription that includes one-time charge?

Modified on: Fri, 20 Jan, 2023 at 4:13 PM

This article covers 

Create an advanced invoice for a future subscription that has a one-time charge.


Summary 


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. 


Solution


To include the charges as part of the advance invoice, here’s what you should do:

  1. Create a future subscription only with the plan and do not include the one-time charge.

  2. Use the add charge option to add the one-time charge to the future subscription.



    The charge should be added to unbilled charges.



  3. Now raise an advanced invoice, and it to unbilled charges.



  4. 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.


Related Articles

What is an advance invoice schedule and how to create one?




Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.
×