Customer Invoices

The customer dashboard provides an Invoice Information box that allows you to see Draft, Projected and Current Invoices on your customer at a glance.  The section also provides access to historical posted invoices.

Projected - Projected invoices will appear on a customer if they have active subscriptions scheduled to re-charge in the future. Read more on Projected Invoices

 Draft - Draft invoices will be create in a "Pending" state whenever subscriptions are first created on a customer.  In addition you can have Draft invoices in a "Ready" state if you choose to not Auto-Post invoices. Read more on Draft Invoices

Current - any Posted invoices in a non-paid status will appear in the Current invoice counter directly on the customer dashboard.

Historical - Press the Historical link to access a grid showing all Paid invoices on a customer.  Read more on Posted Invoices and Reversals

Invoice Settings - you can override Invoice settings specifically for a customer by following the Settings link:

Back to Navigate Customer Dashboard