Configure Backdated Usage

You can configure backdated usage for metered components by using the Invoice Issuance Mode setting in Maxio. This setting controls whether Invoices that include metered usage or Maxio Metered components issue automatically or enter a Pending state for manual review and issuance.

This workflow helps you review and finalize usage-based charges before sending Invoices to Customers.

Step 1: Set the Site Default

1. From Advanced Billing, go to Settings > Invoices.
2. Locate Invoice Issuance Mode.
3. Select the default behavior:
   • Immediate (Default)
     Usage-based Invoices issue automatically when the billing cycle closes.
   • Pending
     Usage-based Invoices enter the Pending state instead of issuing automatically.
4. Save your changes.

When Pending is selected, usage-based Invoices are held for manual review before issuance.

Step 2: Override the Setting on a Subscription (Optional)

Subscriptions inherit the site default automatically, but you can override this setting on an individual Subscription.

1. Open the Subscription.
2. Locate the Invoice Issuance Mode option.
3. Select one of the following:
   • Pending
     Hold usage-based Invoices in Pending.
   • Immediate
     Issue usage-based Invoices automatically, even if the site default is Pending.

Step 3: Record Backdated Usage

1. From the  Subscription View, click Components.
2. Locate the Component, click the More icon (...), and select Record backdated usage.
3. Click on Invoices > Actions > Recalculate.

The pending Invoice will update with the recorded usage.

Step 4: Review Pending Invoices

1. Go to Billing > Invoices.
2. Apply the Pending filter.

This filter shows only Invoices created when Invoice Issuance Mode is set to Pending.

Step 5: Issue Pending Invoices Manually

Pending Invoices are administrative drafts and must be issued manually. You can issue Invoices individually or in bulk at the Subscription level.

Use the existing Invoice issuance actions. There is no separate Issue Pending Invoice button.

Step 6: Understand Date Behavior

When a Pending Invoice is manually issued:

• Issue Date is set to the manual issuance date.
• Due Date is recalculated as the Issue Date plus the configured Net Terms.

Supported Updates Before Issuance

While an Invoice is Pending, you can update non-usage fields, including:

• PO Number
• Memo
• External ID
• Notes

Usage quantities and totals cannot be modified after the Invoice enters the Pending state.