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Home > User Documentation > Account Management > Statements and Invoices > Invoices Screen > Generate an Invoice

Generate an Invoice

Overview

You can generate a new invoice from the Invoices screen, if the corresponding account is in a billable state, by following the steps below.

Generating an Invoice

Getting Here: Click Accounts > search for an account > Statements & Invoices > Invoices tab

  1. Click the Generate Invoice link.
  2. Select one of the following from the Generate Options field:
  • Immediate Invoice: Generates the invoice immediately.
  • Pending Invoice: Generates the invoice in a "pending" status and can be acted upon later. An invoice that is set in a "pending" status displays in the Pending Invoices screen.
  • Advance Invoice: Generate the invoice in advance of the allowed bill lag days for a billing anniversary date. The amount of time that an invoice may be generated in advance depends on the billing intervals of an account's purchased plans.

generate invoicev2.png

Note: Only one invoice may be created for any account at a time. No other invoice can be applied to the account until the current pending invoice is approved.

  1. If this is the account's first invoice generation, you may enter an Alternate Bill Day for the account.

An Alternate Bill Day allows you to specify a new anniversary date for an account.

  1. Click Generate Invoice.

The invoice generates as a CSV file.

Note: The invoice does not generate if the account's billing date is in the future.

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Last modified
20:40, 20 Jul 2015

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