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📘 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

  1. From the left-hand navigation menu, go to
    Billing > Recurring InvoicesClients
    📸 [Insert Screenshot: HaloPSA sidebar showing Billing > Recurring Invoices]image.png

🧾 Step 2: Filter for the Client

  1. Use the filters at the top of the Recurring InvoicesClients screen:
    • Select Type the CustomerClient you're interested in frominto the filterName dropdown.column filter.
    • Optional: Add other filters like “Status” or “Invoice Frequency” to narrow down results.
    📸 [Insert Screenshot: Filter bar showing selection of a specific customer]

image.png

📂 Step 3: Select the Recurring Invoice

  1. FromGo to the filteredInvoices list,tab clickand onyou can expand the recurring invoice for the client you want to check.
    📸review [Insertfor Screenshot: List of recurring invoices with one highlighted]details.

image.png

image.png

🔮 Step 4: PreviewView theLast Next Billing CycleInvoice

  1. Once you'reyou insideexpand the recurring invoice:
    • Click the "PreviewInvoice Next Invoice"ID" button at the top of the screen (sometimes shown as “Generate Preview”).
    • This opensin a column named draftMost viewRecent Invoice of what.
    • This will be generated fordisplay the next billing cycle.
    📸 [Insert Screenshot: Button or link labeled “Preview Next Invoice”]
    📸 [Insert Screenshot: Previewlast invoice withand line items andsent pricing]

📅 Step 5: Confirm Next Invoice Date

  1. Reviewto the “Next Invoice Date” shown near the top. This confirms when the previewed charges will be billed.
    📸 [Insert Screenshot: Header of the recurring invoice showing the next invoice date]client.

image.png

image.png

🧮 Step 6: Verify Line Items & Quantities

  1. In the invoice preview:
    • Check all line items and quantities.
    • Look out for placeholders or variable quantity fields (e.g., {{DeviceCount}}).
    • Ensure pricing and descriptions are accurate.
    📸 [Insert Screenshot: Close-up of line items and pricing details]

✅ Optional: Cross-Check with Services or Assets

If you use dynamic variables (like user or device count), you can:

  • Go to Assets or Services to confirm that the values being referenced are up to date.
  • Example: If using {{AgentCount}}, confirm the number of agents under the client's organization.
    📸 [Insert Screenshot: Asset or service list for a customer]

🔁 Optional: Simulate Invoice Generation

If you want to see what the actual invoice output will look like (with PDF formatting, template applied, etc.):

  • Click “Generate Invoice Now”, but be sure to mark it as a test or discard afterward if you’re not intending to send or post it.
    ⚠️ Be cautious—this may affect reports or trigger automations depending on settings.

Let me know if you want a companion guide for modifying recurring invoice quantities before the next cycle or for checking if a client was double billed.

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