You can generate a new invoice from the Invoices screen, if the corresponding account is in a billable state, by following the steps below.
You can generate a new invoice from the Invoices screen, if the corresponding account is in a billable state, by following the steps below.
Getting Here: Click Accounts > search for an account > Statements & Invoices > Invoices tab
Note: If a Plan instance has a pending Plan rollover, contract rollover, or other future Plan change, a long cycle invoice is not available and this selection generates an error message.
Note: Only one invoice may be created for any account, billing group, or Master Plan Instance at a time. No other invoice can be applied to these items until the current pending invoice is approved.
The invoice generates as a CSV file.
Note: The invoice does not generate if the account's billing date is in the future.