📘 How to View a Client's Last Recurring Invoice in HaloPSA
This guide shows you how to check what a client willwas be billed in the nextprevious billing period for an existing recurring invoice. The Recurring Invoice iteslf is what will be in all future periods. 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.
