Advance Billing for Projected Invoices

When a subscription is created inside SubscriptionFlow, an invoice and a projected invoice for the next service period are automatically generated. To learn how to view projected invoices go to this guide. This guide shows you how to bill these projected invoices in advance. 

Link Transactions to Projected Invoices

1. Go to Administration Settings and click on ‘Preferences’ under Customization. 

2. Click on ‘Projected Invoices’. Now select the prefix name for the projected invoices which is TBD (to-be-delivered) by default. You can also choose to give projected invoices their own invoice number. 

3. Enable Linking Transaction to be able to collect advance payments for projected invoices. 

4. Click ‘Save Changes’. 

Collect Payment for Projected Invoices

1. After enabling linking transactions, you can process payments for projected invoices. Process payment from within the system by clicking the ‘Process Payment’ button and following the guide on processing payment for an invoice.

2. You can also click on the hamburger icon and click on ‘Public Checkout’ to send to customers. This will allow them to process the payment for the projected invoice themselves. 

3. Note that the invoice status remains unchanged until the start of the service period it is for (or when it is due). Scroll down. 

4. Under transactions you will see that this projected invoice is paid. The projected invoice will no longer have any outstanding charges. At the start of the service period the invoice was for, its status of this invoice will be changed to Paid. The status of projected invoices may change from projected to due, overdue, paid or partially paid depending on whether they were billed in advance or not. 

And that is how you can bill projected invoices in advance.