Invoices
Invoices
Select Transactions > Invoices from the side navigation menu. Here you can view a list of invoices for the current account. You also have the option to Filter by Subscription if the account has more than one subscription assigned. Select the row actions ⋯ to view options for the selected Invoice. View/Print will open a pop-up preview of the Invoice and allow you the option to print the Invoice. Download will save a copy of the selected Invoice to your computer.
Invoice Details
To view details about any given invoice, click on an invoice ID from the Invoice column. An Invoice Details drawer will open allowing you to view more information about the selected invoice.
This page displays the transaction line items on an invoice as well as other invoice details including which statement this invoice appears on, payments and credits applied, and the billing group. You can select to show the invoice payment history by switching from the Transactions subtab to the History subtab below the invoice details panel.
To change the invoice status select the Custom Status dropdown to select your chosen status for the currently displayed invoice.
You also have the option to print or download the invoice details page by select the Actions button.
You can also make a payment from either the Invoice summary or details pages by clicking the Make Payment button.
Generate Invoices
To generate a new invoice, select the Generate Invoice button. Here you have the option to choose between creating a new invoice for the Account, Billing Group, or Subscription.
Note: If you select Billing Group or Subscription a drop down will appear prompting you to select the appropriate entry.
You can also choose between the following options to determine the invoice timing:
| Invoice Timing | Immediate | Pending | Advance |
|---|---|---|---|
| Description | Generate an invoice immediately, provided that the current billing period has not already been invoiced through an API or as a result of the batch billing processes. | Generate an invoice in a pending state provided that the current billing period has not already been invoiced through an API or as a result of the batch billing process. You will have the opportunity to review the pending invoice and approve the pending invoice, re-generate the pending invoice, or discard the pending invoice. | Generate a pending invoice immediately in advance of a customer's next bill date. This option is available if an Advance invoice has not already been generated here, or as a result of the Bill Lag Day setting. The invoice must also meet the requirements of negative Bill Lag Days for the recurring interval of the plan. For a monthly recurring invoice, an Advance invoice cannot be generated more than 27 days in advance of the next bill date. (Settings for other recurring intervals can be found in Configuration > Billing > Bill Lag Days). |
Visit the Aria Billing Invoices page to learn more about invoicing.