Manual State Changes
Octane provides you with the flexibility to manually initiate certain actions related to invoices. These manual triggers are supported in four specific scenarios:
1. Manual Collection After Issuance
If an invoice has been issued to the end customer but you prefer not to wait for the configured grace period for payment collection, Octane allows you to manually trigger the collection of funds.
2. Manual Collection After Payment Failure
In cases where payment collection has been attempted unsuccessfully (e.g., due to the customer having no credit card on file) and you wish to expedite the process, or if you have exhausted Octane's automatic retry attempts for this invoice, you can manually trigger the collection of funds.
3. Manual Issuance After Failure
If the invoicing process has been attempted but failed (e.g., due to the customer having no email on file) and you prefer not to wait for Octane's automatic retry process, or if automatic retries for this invoice have been exhausted, you can manually issue the invoice in Octane.
4. Immediate Issuance After Generation
Following the generation of an invoice by Octane, if you do not wish to wait for the specified grace period for issuance and payment collection, you can manually issue the invoice as soon as it is created.
The above four manual actions are accessible in the below screenshot inside the red box: