Create one-off invoices

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Overview

A one-off invoice is a standalone invoice that you create outside of the recurring billing cycle. Unlike subscription invoices, which are generated automatically on predefined schedules, one-off invoices are raised manually for specific scenarios. They’re useful when you need flexibility in billing. Common use cases include:

• Charging for an ad-hoc product or service outside of a subscription.
• Applying a one-time setup or onboarding fee.
• Issuing invoices for exceptions, adjustments, or special projects.
• Handling billing cases that aren’t tied to a recurring contract.

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Create a one-off invoice

1. Navigate to the Invoices > Invoices in the left sidebar.
2. Click the GENERATE INVOICES drop-down menu (top-right corner) and select One-off Invoice.
3. On the One-off Invoice screen, configure the following:

   Section	Field / Control	Type	Description
   Billing Details	Bill to Customer *	Dropdown/Search	Select the customer to bill (required).
   	Billing Start Date	Date Picker	Choose the start date of the billing period.
   	Billing End Date	Date Picker	Choose the end date of the billing period.
   	Invoice Date	Date Picker	Set the invoice issue date.
   	Currency *	Dropdown	Select invoice currency (e.g., USD). Required field.
   Line Items	/+ ADD PRODUCT	Button	Add products with flat fee, per unit, percent, or package pricing models.
   	/+ DISCOUNT	Button	Apply a discount to the invoice.
   	/+ TAX	Button	Apply a tax to the invoice.
   Payment Terms	Assign Due Date On	Dropdown	Select basis for due date (default: On Invoice Approval).
   	Net Days	Radio Button	Define due date in terms of net days (default option).
   	Day of Month	Radio Button	Define due date as a specific day of the month.
   	Due Days	Input Field	Enter the number of due days (default: 31).
   Actions	CANCEL	Button	Cancel invoice creation.
   	CHECK PREVIEW	Button	Preview the invoice before generating.

4. Click CHECK PREVIEW to review the invoice. Any edits made will update in real time and reflect in the preview.
5. Once everything looks correct, click GENERATE INVOICE to issue the invoice to the customer.

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Where to find one-off invoices

Even though one-off invoices are generated manually, they’re always tied to the customer selected during creation.

1. Navigate to Customers in the left sidebar.
2. Click the customer you are interested to open the View Customer page.
3. Under the Invoices tab of the View Customer page, you’ll see both recurring and one-off invoices associated with that customer.

This ensures you always have a consolidated view of all billing activity for each customer.