Create a new invoice in PracBill system with services and usage

This guide is for creating invoices for situations where you might have missed billing a customer for a service or multiple services.

1. Firstly navigate to the customer that you wish to create the invoice for.

2. Scroll down to the ‘Unpaid Invoices’ module, and click ‘Create New Invoice’

3. Click the "Due Date" field, and add a due date for your invoice.

4. Next, Click the "Add Service & Subscription Fees" field. This tells PracBill that this isn't an invoice with just once-off charges, and that we want to bill for services and usage.

5. If your organisation has more than one invoice type, click the 'Invoice Type' drop down and select the relevant invoice type.

6. Click "Charge for Next Month". This tells PracBill that we want to charge these services in advance.

7. Now all we need to is to tell PracBill what period of time are we charging for (i.e. What days should we be billing for calls and usage?).

8. Once you're happy with the options, click 'Save' to create the invoice.

9. Then all you need to do is double-check the details, and click 'Email PDF' to send it to your customer if you're happy with the end result.