Using Draft and Projected Invoices

Projected Invoices show you a preview of what the customer's next invoice will look like given the current settings and configuration. It cannot be edited directly, but changes that you make to the customer's subscription will be reflected in the Projected Invoice. For example:

• Changes in billing periods
• Provisioning and/or activating a subscription
• Taxes, discounts, price overrides
• Changes in quantity for usage-based products
• Changes to customer contact data
• Changes to invoice display options either at account or customer level

Also, when the Fusebill system processes the current billing cycle for this customer, the next Projected Invoice will automatically be created.

Tip: There are some circumstances under which multiple Projected Invoices may be generated for the same subscription; for example, if you have a scheduled subscription start date or a scheduled product start date. In this scenario, there will be two Projected Invoices, one for the charges that will occur at subscription activation and one for those which will occur at the start of the next renewal billing period.

Note: Updates to these settings may not be immediately reflected in the Projected Invoice; the update happens as a background process and may take several minutes to complete.

Tip: You can customize the look of your Projected Invoice using the Projected Invoices tab under Invoice Settings.