Once a customer is created and they have a subscription assigned, Alguna automatically creates an invoicing schedule and prepares invoices for review and approval.

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Overview of the Invoice

At the top of the screen, you will see the key details of the invoice:

  • Total Amount: This is the total amount due for the invoice.
  • Status: The current status of the invoice is Pending Approval. This means the invoice must be reviewed and approved before it is sent to the customer.

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Actions You Can Take

You have three main actions you can take on the invoice:

  • Approve Invoice: Clicking this button will approve the invoice and allow it to be sent to the customer.
  • Copy Invoice Link: You can copy the link to share the invoice with others.
  • Cancel Invoice: If you do not want to approve this invoice and skip issuing, you can click the cancel button.

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Invoice Details

This section provides more detailed information about the invoice.

  • To: This shows the customer receiving the invoice. When you hover over the customer name you will be able to check and edit their billing address details.
  • From: The legal entity issuing the invoice.
  • Currency: The currency in which the invoice is billed based on the customer’s invoice view.
  • Payment Method: The default payment method method for a given customer.
  • Invoice Date: The date the invoice was ready for approval.
  • Due Date: The payment due date is set for Net 30, meaning the customer has 30 days to pay from the date the invoice is issued. When the invoice is issued the due date is defined.

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Breakdown of Charges

The Details section shows a breakdown of what the customer is being charged for.

  • Memo: Describes the billing period for the services or any other invoice information that you want to share with the customer.

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Adding Line Items

You can add more items to the invoice by clicking Add Item.

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Editing Line Items

You can edit items in the invoice by clicking on the icon to Edit Item.

After making adjustments, you can save your changes by clicking Confirm.

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Deleting Line Items

You can remove items from the invoice by clicking on the icon Delete Item and using a double action confirmation.

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Invoice Amounts

  • Subtotal: The subtotal for all items on the invoice.
  • Tax: The total tax applied to this invoice.
  • Total: The final total that the customer needs to pay.
  • Amount Paid: No payments have been made yet.
  • Amount Due: The amount the customer still needs to pay.

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Final Step: Approving the Invoice

Once you have reviewed the invoice and you are ready to approve it, click the green Approve Invoice button. This will finalize the invoice and send it to the customer for payment.

Invoicing ConfigurationOne-Off Invoices