Generate Invoice PDF

Once a Billing Run is complete and Invoices are Posted, generate the Invoice PDF. This provides a preview of the Invoice PDF that the Customer receives as an attachment to the notification email.

Preconditions:

1. Configure Invoice PDF Template based on Product catalog, as well as company information and branding. Reach out to us via Service Desk when unsure about Invoice PDF configuration.
2. Invoice Creation Email template must be enabled under Menu > Setup > Manage Templates, refer to Manage Templates.

Steps:

1. Navigate to an invoice in of the following ways:

• • Navigate to Menu > Operations > Invoices
  • Navigate to Menu > Operations > Billing Runs, select Billing Run and view appropriate Invoice or navigate to a Customer Account page. 

2. Click one of the following options from the More menu:

• Click View PDF to view the Invoice PDF. Once open, it can be printed or downloaded.  

• Click Regenerate PDF which allows users to update the PDF for changes to the Invoice (edits), or Payments and Credits applied to the Invoice after the original PDF was generated. 
  
  
  • Click Regenerate to confirm the action. 

• • • The updated Invoice is displayed and can be printed or downloaded.