Customer Class Out-of-Turn Invoices tab

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

Define the invoice grace period. This defines how many days after the out-of-turn invoice generation a payment is expected.          The invoice due date is calculated as based on the grace period  (invoice_issue_date + grace period). 

For example, if the issue date is June 1 and the grace period is 15, the invoice must be paid before June 16. 

Note that the grace period can be zero. The invoice is then considered to be due upon receipt. 

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.