Manual Invoicing Triggers

Octane allows you to manually trigger the issuance or dunning of an invoice.. Octane supports these manual triggers in 4 circumstances:

After an invoice has been issued and before it has been paid:
-If an invoice has been sent to the end customer (i.e. “issued”) and you would rather not wait for the configured grace period for payment collection, you can manually trigger the collection of funds in Octane.

After a payment failure for an invoice:
-If payment collection has been attempted unsuccessfully (e.g. the customer has no credit card on file) and you prefer not to wait for Octane’s automatic retry process, or if you have exhausted your automatic retries for this invoice, you can manually trigger the collection of funds in Octane.

After an issuance failure for an invoice:
-If invoicing has been attempted but failed (e.g, the customer has no email on file), and you prefer not to wait for Octane’s automatic retry process, or if you have exhausted your automatic retries for this invoice, you can manually issue the invoice in Octane.

After an invoice has been generated:

  • After an invoice has been prepared by Octane, if you would prefer not to wait the specified grace period for issuance and payment collection, you can manually issue an invoice as soon as it is created.

The above four manual actions are accessible in the below screenshot inside the red box:

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