What is the process for manually generating a billing invoice?

Problem

You need to generate an invoice for a customer's membership. This invoice is not linked to any technician's work.

Solution

Follow these steps to manually generate a customer membership billing invoice.

1. Go to the accounting screen.

2. Click on Recurring Billing.

3. Select Create Run and choose a date range for the invoice.

4. Find the customer you want to generate the invoice for and select them.

5. Click on Generate and Charge Invoice to create an invoice and charge the customer, or Generate Invoice to create an invoice without charging the customer.