Problem
You need to apply a payment to a service agreement that uses upfront billing, but there is no invoice currently available to associate with the payment.
Solution
Follow these steps to generate a billing invoice for the upfront-billed Service Agreement and apply the collected payment to the invoice.
Generate an invoice
From the navigation bar, click Accounting.
From the Accounting screen, click Recurring Billing.
From the Create Run section, enter the start and end dates for your billing run and click Search Customers.
Note: These dates should include the start date of the service agreement.
The search results include two tables that include customer, billing, and recurring billing information. You can switch between the tables by clicking the tabs:
Ready to Bill: These are service agreements that have not yet been charged. All billing information is in order.
Action Required: These service agreements cannot be included in the billing run because of an outstanding billing issue.
Select the checkboxes for the recurring charges you want to create an invoice for.
Click on the Generate And Charge Invoices dropdown.
Select Only Generate Invoice.
In the pop-up, enter a name for your billing run in the Name This Run field.
Click Generate Invoice.
Click View Result to see the details of the run in your Billing History.
Follow the next steps to apply the collected payment to the newly created invoice. For more details on how to bill and generate billing invoices, see Create a billing run.
Apply payment to the Invoice
From the Recurring Billing page, find the customer that you created a billing invoice, and click on the invoice number listed under the Invoice Number column.
Click Collect and Apply Payments to apply the upfront payment that you already collected.
Add the payment details and click Save.
For more details on how to collect payments, see Collect a Payment.