Create Your Advance Invoice Format for Marketing Effortlessly

Advance invoice format for Marketing

hello welcome to chargebee in this video we are going to learn about advance invoices in charge b we are going to look at how you can create advanced invoices for your subscriptions and how you can schedule advance invoices for multiple billing terms in the future let's get started if you're running a business that requires advance payments to be collected for subscriptions the advance invoicing feature in chargebee is for you an advance invoice charges your customers for one or more billing terms in the future in addition to creating a single advance invoice you can also set up an advance invoicing schedule to automate generation of multiple advance invoices for future terms of the subscription here is a sample advance invoice that includes three billing terms in future billed together the next billing date is displayed so your customers know when they get charged next the invoice also displays the future billing terms for which the customer is paying for in advance let's look at how you can send an advance invoice in your chargebee site log in to your chargebee site click subscriptions select the subscription record for which you want to create an advance invoice in the subscription details page click bill future renewals in the bill future renewals pop-up specify the number of renewals that you would like to charge for if you are running a monthly subscription service and would like to bill your customer for the next three terms together enter three into the number of renewals field you will be able to collect charges from your customer for the next three months together in advance you can even add them to unbilled charges and invoice them later that's great but wait you can't keep tab of all your advance invoices and do this operation manually over and over again once and every three months for each subscription right don't worry we've got you covered click this link here to schedule automatic generation of advance invoices for further renewals in the future in the schedule advance invoices page select how you want to generate advance invoices in the future when you select on specific dates you can specify the number of billing cycles to invoice and the exact invoice date for each invoice you can schedule up to five advance invoices to be generated this way by clicking add another date [Music] alternatively you can schedule the future advance invoices to be generated at regular intervals during the subscription lifetime by selecting at a fixed interval specify the number of billing cycles to invoice for each advance invoice specify the number of days before subscription renewal when the advance invoice is to be generated lastly select when do you want to stop the advance invoicing schedule you can select the schedule to end on a specific date or after certain number of occurrences or you can select to generate advance invoices until when the subscription ends a preview of the advance invoice and the schedule gets displayed you can even preview all the advance invoices individually click confirm the advance invoice details are captured on the subscription details page you can edit the schedule as required there you go thank you for watching this video if you have any queries you can write to support chargebee.com or check out the need help section on your chargebee site the link to the help document is also provided in the video's description for your reference