To manually create an invoice for a customer, please ensure that the customers' property is assigned to a program on the customers' property page that the invoice will be created for.
Note: If you assign a "Standalone Service" with manual billing, it will allow you to create manual invoices for that customer for any service. You do not have to complete any of the following steps regarding creating a new program unless you want to assign a new program for a customer with the manual billing type.
- If you don't already have a "Manual Billing" program, please follow the steps below:
- Click the + button to the right of the program
- Change the name to "Manual Billing" instead of "Copy"
- Choose "Manual Billing" in the pricing field dropdown menu
- Assign a property
- Click Save
Once this step is completed, you may choose the "+New Invoice" option at the top of the "Active Invoices" screen. From here, complete the information in each field and click submit.
- Now, you can choose the manual billing program from the dropdown menu
- Choose the service(s) for which you are creating the invoice and name your price
- Apply any coupons and click Submit
Now, you may view and manage your manual invoice from the "Active Invoices" screen
