Who can do this
The owner for subscription details; a finance-authorised user for customer invoices.
Steps
- For PerfectHub subscription details, open Settings and Licence and billing.
- For an invoice to your customer, open the relevant order and Manage invoices and credits.
- Check seller, numbering and tax setup before issuing a customer invoice.
What to expect
You are working in the correct area for the invoice.
Before you rely on it
Saving a billing recipient does not issue a customer invoice. Automated subscription charging is not available in this release.