What is it

One-time Invoices allow billing users to charge fees to a customer that don't directly relate to their contract / subscriptions lines. Two common examples:

1. A customer churned and stopped paying. They want to become a customer again, but before they do that, you'd like to charge them for a portion of the fees they didn’t pay before. But, you already credited the Invoice they refused to pay.

2. A customer paid their Invoice late and you'd like to charge them a late fee.

Only Billing users and Admins may create One-time Invoices.

How it works

1. Create a onetime invoice by:

   1. Navigate to the Account, select New --> Onetime Invoice.

   2. Navigate to any existing Invoice, whether generated automatically by the billing schedule, or to another Onetime Invoice, and in the three-dot menu, select "Clone as Onetime Invoice"/"Clone Invoice".

      

2. Select the Bill Group for the One-time Invoice.
3. Add the Offerings, Dates, Quantity and Prices.
   1. As this is a One-time Invoice, Rates and Proration are not used.
   2. Instead, directly enter the Quantity and Price Per Unit for each Product.
   3. Amount is calculated as Quantity * Price Per Unit without regard for the Start and End Dates.

4. Clicking "Submit" saves the onetime invoice as a draft that can be reviewed and edited prior to finalization.
   1. Draft onetime invoices may be deleted, prior to finalization, and do not have an invoice number.
5. Once the draft invoice is ready, click "finalize", to generate an invoice number, and send to the customer.
   1. ​Only upon finalization is a sequential invoice number assigned to the onetime invoice.