Problem
A customer's monthly membership invoice was not automatically generated because they paid by check. You need to manually generate the invoice and apply the check payment.
Solution
By following these steps, you can manually generate a billing invoice for a customer's monthly membership and apply their check payment, even if the payment exceeds the invoice amount.
Generate a manual recurring membership billing invoice
Go to the navigation bar and click Accounting.
Click Recurring Billing.
Select Create Run and set a date range for the invoice, using the customer's next billing date as both the start and end date.
Click Search Customers to find the customer in question.
Select the customer and click the dropdown next to Generate and Charge invoice.
Select Generate only invoice for their account.
On the Generate Invoice pop-up, name the run in the Name This Run field and click Generate Invoice. For more information, see Process recurring billing for memberships and service agreements.
On the Completed pop-up, click View Results to see the generated invoice.
Once the invoice is generated, you can go to the next step to apply the check payment directly to the invoice.
Apply the check payment
Collect the check payment from the customer.
If the check amount is more than the invoice, you will apply the excess as a credit to the customer's profile. This credit can be used for future billing.
Go to the newly generated invoice.
Apply the check payment to this invoice. If there's an excess, it will automatically become a credit on the customer's profile.
For future invoices, you can apply the existing credit directly from the customer's profile. For more, see Apply available credit to an invoice.