How To Create Separate Invoices For Future Periods

Sometimes you need to issue invoices for future periods in advance. If you'd like to create a single invoice, containing future periods, you can read more about how to achieve this here. Most of the time, however, you'd want to issue separate invoices for each of the months in the future, so that you can specify different issue dates and that the revenue from these invoices is counted towards each month's Invoiced Revenue.

How It Works

Create Invoices For Up To 6 Months In The Future

  1. Open the company/member profile
  2. Click on Add Invoice
  3. Choose an Issue Date that is specific for the month
  4. Use the Period Start field to change the period you'd like to issue an invoice for. You can use this option, in order to create separate invoices for up to 6 months in the future.
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  5. Click on Add

Create Invoices For More Than 6 Months In The Future

Even though you were able to create invoices for the next 6 months, following the above-mentioned steps, you might want to create invoices for the next months as well.

  1. Open the company/member profile
  2. Click on the membership
  3. Set the End Date to be the End Date of the 6-month period that you've already invoiced- for example, we've already invoiced until June, 30.
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  4. Create a new membership of the same type, starting from the next available date - July, 01 and ending at the end of the month - July, 31
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  5. Click on Add Invoice
  6. Choose an Issue Date that is specific for the month
  7. Select Pay For 36 Months
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Voila, an invoice for the July period is created. You have to follow the above steps, in order to issue invoices for the next months as well- August, September, etc. Furthermore, you can change the Issue Date and the Due Date of the invoice, so that the company/member is charged in the future but the invoice is already raised.

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