📘 How to Preview a Client's Next Recurring Invoice in HaloPSA
This guide shows you how to check what a client will be billed in the next billing period for an existing recurring invoice. This is helpful for reviewing upcoming charges, confirming service quantities, and ensuring accuracy before billing runs.
🔍 Step 1: Navigate to Recurring Invoices
- From the left-hand navigation menu, go to Clients
🧾 Step 2: Filter for the Client
- Use the filters at the top of the Clients screen:
- Type the Client you're interested in into the Name column filter.
📂 Step 3: Select the Recurring Invoice
- Go to the Invoices tab and you can expand the recurring invoice you want to review for details.
🔮 Step 4: View Last Invoice
- Once you expand the recurring invoice:
- Click the "Invoice ID" at the top in a column named Most Recent Invoice.
- This will display the last invoice and line items sent to the client.
