Quick Actions: Create Invoices
The Quick Actions button on the Customer Profile screen opens the Quick Actions menu, allowing you to create payments, charges, credits, and invoices on the customer account. This menu is accessible from every tab on the Customer Profile screen and allows you to manage essential account functions quickly and efficiently.
Clicking the Create Invoice option displays the Generate Invoice window where you can generate an invoice for all unposted transactions on the customer's account. The invoice defaults to the due date based on the bill profile attached to the customer account. Sometimes this results in the invoice being marked past due immediately, so you can override the due date on this screen if necessary.
| NOTE: At this time, you can only generate an invoice for all unposted transactions on the customer account. The option to create invoices for specific charges will be available in a future release. |
Each field in the Generate Invoice window is defined below.
| Label | Definition |
|---|---|
| Due Date | Date the invoice is due. The field displays Default until you choose a date. When you leave the field set to Default, the due date comes from the customer's bill profile. Click the calendar icon to choose a different date to override the default due date. Note: Sometimes using the default due date can result in an invoice being flagged as past due immediately, depending on configuration and at what point in the cycle the invoice is generated. Using the override option will avoid that. |
| Include Agreement Usage |
Simply click the Confirm button to create the invoice on the customer's account, or click Cancel to close the window without creating an invoice. Once created, the invoice will display in the Recent Invoice widget on the Stage side panel and in the list view on the Invoices tab in the Billing section on the Customer Profile screen. See the Customer Profile: Billing Section - Invoices Tab article for more information.
Setting a due date is helpful for one-time or ad hoc invoices that should not follow the due date from recurring billing. It also keeps an invoice created today from having a due date that has already passed.