In some cases, you may need to generate an invoice for a custom billing cycle or specific date range. This can be done using manual invoicing. In this guide, we’ll show you how to set it up step by step.
Step 1: Create a manual invoice setting and assign it to the customer
To do so, follow through this guide and make sure to set the invoice period to Manual in the invoice settings, like in the picture below.
Step 2: Create a manual Invoice
Now, it's time to generate the invoice and send it to your customer. To do so, follow the path below:
Admin Center → Accounting -> Invoice(tab)→ New (button)
In the opened window, choose the business customer for whom you want to create an invoice, and specify the date range for this invoice.
Additionally, you have the option to send an email to your customer for notification. Finally, click on "Submit" to generate and send the new invoice.