Invoicing overview

An invoice is a presentation to the customer of a set of transactions such as pay-as-you-go charges, subscriptions, credits/refunds, and payments, that have occurred in the PortaBilling system over a defined period. Typically, an invoice covers the customer’s billing period.

The generation of an invoice does not affect the customer’s balance or status directly. However, once the invoice has been processed by the PortaBilling system, the status of the invoice may change the status of the customer based on the configuration of the payment collection. For example, if a customer doesn’t make payments, their service may be suspended.

Regular invoices are generated automatically for each billing period, e.g., monthly, upon closing the billing period. You can configure sending invoices in .pdf format to customers’ email addresses.

Additionally, you can manually generate invoices on demand, such as out-of-turn invoices for services like a technician visit or an equipment purchase.

Find further details on invoicing in PortaBilling:

1. Invoice types
   • Automatically generated
     • Regular invoices
   • Generated on-demand
     • Initial invoices
     • Midterm invoices
     • Out-of-turn invoices
2. Invoice attributes
   • Time attributes
   • Monetary attributes
   • Other attributes
3. Invoice payment statuses
4. Invoice number sequence
   • How to configure the invoice number sequence
     • Individual for environment
     • Individual for reseller
     • Individual for customer
5. Invoice rounding
6. Enabling invoicing in PortaBilling
   • Generation of invoice PDF files
     • Internal generation
     • Generation by an external service integrated via Add-on Mart
   • Invoicing configuration on the customer class level
     • When to generate invoice PDF files
     • Send the invoice via email
   • Configurations that can be overridden for an individual customer
   • Enabling invoicing for existing customers
7. Operations with invoices
   • Search for invoices
   • Adjust the amount due
   • Void
   • Regenerate PDF
   • Download
   • Reissue (recalculate)
8. Review of invoices
   • Overview
   • Statuses for invoices under review
   • Operations with invoices under review
     • Approve invoices under review
     • Adjust the invoice total for invoices under review
     • Re-issue (recalculate) invoices under review
     • Download invoices under review
9. Advanced invoicing configuration
   • Methods for calculating the invoice amount due
   • Timing for regular invoice generation
     • Global delay for billing period closure
     • Additional delay for billing period closure (defined per customer class)
10. Unallocated payments
11. Process invoices and payments externally