FLASH AR Send a One Time Invoice

Modified on Thu, 12 Oct 2023 at 04:35 AM

SEND A ONE TIME INVOICE

Send a one time invoice for any charges outside of the recurring invoice, like set-up fees, prorated amounts, or validation bill backs. A one time invoice may also be sent to fix errors with an invoice, just void the incorrect invoice, and create a new one time invoice to fix the error. To send a one time invoice, follow the steps below.



 

1. Open the account details of the account you want to edit.

 

2. At the top, click Billing.

 

3. Under “Create One Time Invoice”, click Send One Time invoice.

 

4. If more line items need to be added, click Add Row.



 

5. In the Product dropdown, choose a rate code. If you need to add a custom item, choose Custom Product and adjust the price in the Price field.

 

6. In the Tax Percent field, change the tax amount, if applicable.

 

7. In the Qty field, set a quantity. The quantity must be one or more to be included in the grand total.

 

8. (Optional) In the Description field, enter a description for the customer invoice.

 

9. Under “Billing Method”, choose one of the options below and select a corresponding payment due date, or date of sale from the date selector.

 

  • Charge Customer now: (Option when AutoPay Billing Method is set)
  • AutoCharge this invoice on the 30th: (AutoPay set)
  • Create invoice now: Emails invoice now with set due date. (Manual Billing Method option)
  • Add to next recurring invoice: Adds amount due to new recurring invoice. The pending amount is visible under the Pending Line Items tab after selecting Save Adjustment.


 

10. (Optional) Under “Attachment”, click Choose File to add an attachment.

 

11. Click Send Invoice or Save Adjustment. There's option to generate the invoice but not send an email notification to the account holder by clicking on the down arrow next to the Send Invoice button. 

 



The user generating the manual one time invoice will be recorded and is visible in the Invoice history on the account as well as invoice reports. 



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