How the Issue to Billing Portal Action Works

When the Issue to Billing Portal cadence step is triggered, the system issues eligible Invoices to the Billing Portal. This syncs the Invoice (and its Customer, if not already synced) to Advanced Billing, making the Invoice accessible through the Billing Portal.

The action follows the cadence timing rules, for example, “X days before due date,” and runs only when the Invoice qualifies for that step. To issue an Invoice to the portal yourself rather than waiting for a cadence step, see Issue Invoices to the Billing Portal. When a customer commits to a date instead of paying, record it with Set a Promise to Pay Date on an Invoice.

Invoice eligibility

An Invoice is skipped rather than issued if either of the following is true:

• It has already been issued to the Billing Portal.
• It isn't an Invoice (for example, it's a Credit Memo).

Bulk execution behavior

• The step runs across all eligible Invoices targeted by the cadence.
• Errors do not block other Invoices from processing. Each Invoice's result is logged individually.

Tracking and manual options

The outcome of each cadence step, including Issue to Billing Portal, appears in the Invoice's last-action details on the Cadences screen. See Use Cadences to Manage Collection Emails.

In addition to cadence automation, the Invoice action drop-down menu includes a manual Issue to Billing Portal action. Use this option for one-off publishing outside of cadence execution. You can also issue Invoices in bulk from the Invoice list, which generates a downloadable results file showing the outcome for each Invoice.

Related information

For steps to add this action to a cadence, see Add the Issue to Billing Portal Cadence Step.

If an Invoice isn't issuing as expected, see Troubleshooting Issue to Billing Portal and FAQs.