Ad Hoc Billing & Invoices
Last updated
Last updated
This feature allows users to schedule charges to the next invoice date for subscription-type bookings. Users can add specific charges, such as tolls and fines, which will be merged into the next recurring invoice. This can only be done for bookings with the program type "Subscription.
Navigate to Booking Invoices
Go to Booking → Billing → Invoices.
Click on New Invoice.
Add Charges
Add items such as toll charges or fines.
Schedule Charges to the Next Recurring Invoice
Click on the dropdown option of the Create Invoice button.
Click on “Add charges to next recurring invoice”.
A confirmation box will appear; click 'Add Charges Now' to proceed.
The charges will be included in the next recurring invoice and can be viewed on the pending invoice.
Any new charges scheduled for the Next Recurring Invoice will be added to the existing Pending Invoice. If no Pending Invoice exists, a new one will be created to hold the scheduled charges.
A Pending Invoice refers to an invoice that contains charges scheduled to be merged into the next recurring invoice for a subscription-type booking. These charges are kept as pending and are not immediately issued. The Pending Invoice serves as a temporary holding place for these scheduled charges, allowing users to view, edit, and manage them (e.g., adding or removing items) before they are finalised.
The pending invoice can be found at the top of the Booking → Billing → Invoices list with the type Pending. This invoice only includes charges scheduled to be merged into the next invoice and does not contain the recurring charges for the booking.
Clicking on the Pending Invoice opens the Pending Invoice Edit Page, where users can remove or add items.
Click the Save button to update the Pending invoice with any changes made. Note that a pending invoice doesn't have any overview page and can only be edited.
