Operators under the Pay Per-User license can now create a new invoice for their customers following the steps below: 

  • Go to the section titled "Customers"
  • Search for the customer in the search bar
  • Click on the customer's username link
  • Click on the section titled "Plans & Billing" 
  • Scroll down to find the button titled "Create Invoice" 
  • A popup window will appear allowing you to fill in the necessary information 
  • Click on the link titled "+ Add invoice item" to add another item to your invoice
  • Click on the "Create" button to save changes 


Operators can also add another line item to a customer's existing pending invoice by following the steps below: 

  • Go to the section titled "Customers"
  • Search for the customer in the search bar
  • Click on the customer's username link
  • Click on the section titled "Plans & Billing"
  • Go to the desired pending invoice and click on it
  • A dropdown menu will show the pending invoice's details as well as a link titled "+ Create invoice item"
  • Click on the link to add a new line item to the invoice
  • Click on the "Create" button to save changes