Invoices

The invoice is generated when a customer is ready to be billed. The invoice calculates all quantities and prices for the customer and calculates VAT if specified in your settings. Creating an invoice based on a subscription is defined as a billing cycle. Upodi is running the billing cycle(s) 24x7, and will issue a new invoice at any time a subscription charge is ready to be processed.

The invoices can be automatically exported to one of our integrated ERP systems if this has been specified in your settings.

One-off payments or custom billing

Upodi supports the creation and posting of custom invoices. Simply navigate to Finance > Invoices and click Create to start creating a new invoice. You can also use the API to post a new invoice, please read more here.

Invoice date of billing

For automated billing, you can configure how the invoice date is assigned. Upodi supports the following three options:

• On charge date. The invoice date will be the earlist date of the charge processing. This is normally referred as next charge date across all active charges. This is the normal behaviour.
• On earliest charge date. The invoice date will be the earlist date of any charge based on the period of subscription charges.
• On latest charge date. The invoice date will be the latest date of any charge based on the period of subscription charges, offset by -1. This is recommended for arrears.

Questions?

We're always happy to help with code or other questions you might have! Search our documentation or contact helpdesk. You can also chat live with us using the Intercom icon.