Out-of-Turn Invoices tab

This tab is available when generation of out-of-turn invoices is enabled for the customer class (the Allow Out-of-Turn Invoices option on the General Info tab is set to On).

 

 

Field Description

Invoice Template

Select one of the predefined invoice templates. For information on how to create an invoice template please refer to the Templates section of this guide.

 

Click the Invoice Template link to review and edit the selected invoice template.

Send invoices via email

Define when to send out-of-turn invoices by email to a customer.

  • Automatically – Select this option to automatically send a .pdf copy of the out-of-turn invoice to a customer when a new invoice is created.
  •  Never – Select this option if you don’t want to send a .pdf copy of the out-of-turn invoice to the customer.

Copy settings from Regular Invoices tab

Click the Copy button to copy all of the setting for payment terms and payment collection from the out-of-turn invoices.

Payment Terms

 

Payment is expected within … days after invoice generation

Type how many days after the out-of-turn invoice generation a payment is expected.

Notify customer about upcoming due date … days before due date

This option is available only when the Payment is expected within … days after invoice generation option is not empty or 0.

 

Type how many days prior to the invoice due date a notification should be sent to a customer. Use comma to separate values.

For instance, “14, 7, 3” means that the customer should receive a notification 14, 7 and 3 days before the due date. (Obviously, if the customer pays after the first notification, no further notifications will be sent).

Leave this field empty to disable notifications completely.

Payment Collection

 

Re-send the invoice … days after the due date

Type how many days after the invoice due date a notification regarding the overdue out-of-turn invoice should be sent. Use comma to separate values.

 

For instance, “0, 7, 14” means that the customer will receive a notification on the due date and then 1 and 2 weeks later. (Obviously, if the customer pays after the first notification, no further notifications will be sent).

 

Leave this field empty to disable notifications completely.

Charge using the saved Payment Method … days after the due date

Type how many days after the invoice due date an attempt should be made to charge a customer’s credit card or other configured payment method for the out-of-turn invoice amount due. Use comma to separate values.

 

For instance, “0, 3, 10” means that PortaBilling® will attempt to charge the customer’s credit card on file on the due date and then 3 and 10 days later. (Obviously, if one of the charge attempts succeeds, no further attempts will be made).

 

Leave this field empty to disable re-collect attempts completely.

Suspend the customer's services upon non-payment

Select this option if you want to suspend a customer’s services if an out-of-turn invoice is unpaid.

Send a suspension warning … days before the suspension date

This option is available only when you enable the Suspend the customer's services upon non-payment option.

 

Type how many days before the suspension date (or before the customer is automatically suspended for the second time if the suspension was delayed by the administrator) a notification will be sent to the customer.

 

Note that the number of days specified here must be less than or equal to the number of days specified in Suspend the customer’s services upon non-payment … days after the due date.

 

Leave this field empty to disable such notification.

Suspend the customer’s services upon non-payment … days after the due date

This option is available only when you enable the Suspend the customer's services upon non-payment option.

 

Type how many days after the due date the suspension of customer’s services will take place if the out-of-turn invoice is still unpaid.

 

Note that the number of days specified here must be greater or equal to the number of days specified in Send a suspension warning … days before the suspension date.

Terminate the customer upon non-payment

Select this option if you want to terminate a customer if an out-of-turn invoice is unpaid.

Send a warning … days before the provisional termination date

This option is available only when you enable the Terminate the customer upon non-payment option.

 

Type how many days before the provisional termination a notification will be sent to the customer.

 

Note that the number of days specified here must be less than or equal to the number of days specified in Permanently terminate the customer … days after the due date.

 

Leave this field empty to disable this notification.

Permanently terminate the customer … days after the due date

This option is available only when you enable the Terminate the customer upon non-payment option.

 

Type how many days after the due date the customer will be provisionally terminated if the out-of-turn invoice is still unpaid.

 

Note that the number of days specified here must be greater than or equal to the number of days specified in Suspend the customer’s services upon non-payment … days after the due date.