Bill subscribers with invoices
Open Billing → Invoices. An invoice records an amount due from a subscriber, its line items, due date, status, payments, and activity.Create an invoice
Required:- subscriber;
- due date;
- at least one line item;
- line-item description (maximum 255 characters);
- line-item price greater than zero.
1
Select the subscriber
Verify identity and current service context before billing.
2
Add line items
Describe each charge clearly, enter quantity and price, and review subtotal/tax/total shown by the form.
3
Set the due date and notes
Use the account timezone and write notes suitable for the subscriber-facing document.
4
Preview the draft
Confirm the ISP’s branding, subscriber, line items, totals, currency, and due date.
5
Create once
Save, open the invoice detail, and verify its number/status/activity.
Invoice states
- Pending: amount remains due.
- Partial: some payment is linked/recorded but a balance remains.
- Paid: outstanding balance is zero.
- Cancelled: invoice was voided; do not record new payment against it.
- Overdue: a pending invoice has passed its due date.
Record a payment
The amount is required, must be at least 0.01, and cannot exceed the remaining balance. Method can be Cash, Mpesa, or Bank. Receipt is optional up to 120 characters. If a matching M-Pesa/payment record already exists, enter its receipt to link that payment rather than recording a duplicate. After saving, verify both the invoice payment list and main payment ledger.Other actions
- Send reminder: notify the subscriber through the supported channel/template.
- Send STK: initiate a supported gateway request for the outstanding amount.
- Preview / Download PDF: review or distribute the official document.
- Edit: change an unpaid/current invoice with care.
- Reset payments: detach/reset recorded payment state only after reconciling why.
- Cancel: preserve the invoice while voiding collection.
- Delete: permanently remove it and detach linked payments; use only when retention is not required.