OneBill: End of Month Procedures
Written by Marissa Orsini
Updated at May 4th, 2023
Table of Contents
Before Invoicing Day
- Have you checked to make sure your customers have products added?
- Have you added all one-off transactions?
- Are your orders activated?
- Are your customers set up on auto-pay? (if necessary)
If you have not answered no to any of these questions, please go back to them before proceeding.
On Invoicing Day
If all the steps above are completed, there is no action needed on invoicing day. Your invoices will be created and sent automatically. They will also charge the payment method on file on the invoice due date (if set up.