Invoices & Payments

Overview

Alongside recharging, you can bill and collect money directly on a subscriber from the header:

Both show up on the Finance tab. (To set a subscriber-specific plan price, see Change Package & Price.)

Subscribers → (open a subscriber) → Add Invoice or Add Payment

Add Invoice opens the custom-invoice dialog where you build an invoice line by line:

Field	Description
Line items	Add rows of item + amount.
Generate as Proforma Invoice?	Raise a proforma (quote) instead of a tax invoice.
Invoice Date / Due Date	Dates.
Tax No	Customer tax number.
Subtotal / Discount / Discount Amount	The amounts.
Taxes	Tick the taxes to apply.
Grand Total / Round Off	The final total.
Use wallet balance?	Settle from the wallet.
Remark	Audit note.

Use it for one-off charges (installation, equipment, adjustments) that aren't a plan recharge.

Add Payment records money received against what the subscriber owes:

Field	Description
Receivable Amount	What's outstanding (shown for reference).
Pay from wallet	Take it from the subscriber's wallet.
Amount	The amount received (required).
Over Payment	Any excess (goes to wallet/credit).
Payment Mode	Cash, Cheque, Direct Deposit Cash, Direct Deposit Cheque, Bank Transfer.
Account	The virtual bank/account it lands in.
Cheque No / Payee Name	Required for cheque payments.
Official Receipt No / Ack No	References.
Receive Date	When it was received (required).
Upload proof	Attach a receipt/screenshot.
Remark	Audit note.

Saving updates the subscriber's Paid/Unpaid figures and the ledger.

⚠ These record real financial transactions — check amounts, payment mode and account before saving.
Choose the correct Account (virtual bank) so your books reconcile.
To change the price a subscriber pays for their plan, use Change Package & Price, not a custom invoice.