Why is there a missing recurring billing invoice for a customer service agreement and how can it be fixed?

Problem

The service agreement does not appear when running recurring billing. The agreement was created today, making it impossible to bill for the current month through the recurring billing system.

Solution

Follow these steps to bill your customer for the missed billing run, even if the service agreement was set up late.

Create a billing invoice

1. Open the customer record and navigate to the Service Agreements section.

2. Find the service agreement that is missing the billing invoice for the current month.

3. Check the date when the service agreement was created.        

   Note: If the agreement was created on the same day that the recurring billing should have created a billing invoice, then that is why the billing invoice did not generate an invoice for the current month.

4. To bill for May, create a new billing run as you normally would. For more, see What is the process for manually generating a membership billing invoice?

5. After the billing invoice for the customer is created, edit the newly created invoice for the current month.

6. Ensure all the details are correct, including the service dates and the amount that the customer should be charged.

7. Save the changes to the invoice.

8. Send the invoice to your customer as you normally would.