How to Create and Manage Ad-hoc Invoices in Royalty Manager

1 min read

Bill a franchise, franchise owner or lead outside your regular royalty cycle — an initial franchise fee, a convention fee, a discount adjustment — and track payment on it.

Before you begin

Ad-hoc invoicing isn't enabled on every account. If you don't see Create Invoice under Royalty Manager › Invoices, email helpdesk@franconnect.com to switch it on.

Step-by-Step Instructions

Follow these steps to create and Manage Ad-hoc Invoices in Royalty Manager

Open the NON-ROYALTY invoice list

Every ad-hoc invoice on your account lives here, with its payment status.

NON-ROYALTY tab listing ad-hoc invoices and payment status

Fig 1 — The NON-ROYALTY invoice list.

Start a new invoice

Click Create Invoice, then in Select Contact search for the Franchise, Franchise Owner or Lead you're billing.

Create Invoice button on the NON-ROYALTY tab

Fig 2 — Click Create Invoice.

Set the dates and label

Fill in the Invoice Date and Due Date, then optionally add Billing Information and an Invoice Label.

Invoice form showing date and billing information fields

Fig 3 — Invoice dates, billing information and label.

Note

Select Invoice Label is free text by default. Ask helpdesk@franconnect.com to turn it into a dropdown — your existing label values convert to options automatically.

Add the line items

Add one row per charge with Item, Unit Price, Quantity and optional Tax %, using the blue + at the end of a row to add another and the red × to remove one.

Line Items table with item, unit price, quantity and tax columns

Fig 4 — Line Items. One row per charge.

Line item row showing the plus and remove icons

Fig 5 — Use + to add a row, × to remove one (at least one row must remain).

Tip

Use Upload Documents to attach a signed agreement or receipt, and Notes for internal context.

Create or create and send

Click Create to save the invoice, or Create & Send to save it and email it to the contact straight away.

Record a payment

From the row's Actions (···) menu choose Make Payment, check the applied amount against each linked invoice and click Save.

Make Payment form showing linked invoices and applied amounts

Fig 6 — Make Payment. The invoice then shows as paid.

Note

A payment can be reversed afterwards from the same Actions menu.

Modify, export, email or delete

Use the row's Actions (···) menu, or the buttons on the open invoice, for everything else.

Actions menu on an ad-hoc invoice row

Fig 7 — Actions menu on an invoice row.

Export as PDF — a snapshot exactly as the franchisee sees it; re-export after any edit. It doesn't change the status and isn't logged as a communication.
Send Email — attaches the PDF and sends to the contact on the invoice; the send is logged against the invoice for collections and disputes.
Delete — permanent, and only offered while no payment is recorded.

Contact selected	Who receives the email
Franchise	The owner email address on the location
Franchise Owner	The email address on the franchise owner record
Lead	The email address on the lead record

Create invoices in bulk

On the same Create Invoice form, pick the contact type, then tick every contact you want to bill and click Create or Create & Send.

Contact selector with multiple franchises ticked

Fig 8 — Tick every contact to bill them all on one run.

Important

Bulk creation raises the same invoice for everyone, so use it only when the dates and line items are identical across the group.

Check Bulk Create History

Open the dropdown beside Create Invoice and choose Bulk Create History to see Contact, Creation Date, Status, and totals created and failed.

Bulk Create History list showing batch status and counts

Fig 9 — Bulk Create History. Failed records can be retried for up to 5 days.

Filter and export the list

Use + Filter above the NON-ROYALTY list to narrow by Contact, Franchise ID, Franchise/Owner, Lead or Payment Status.

Filter panel above the NON-ROYALTY invoice list

Fig 10 — Filter the invoice list.

Set up reusable line items (admin)

Create a master list of standing charges so they can be selected instead of retyped on every invoice.

Click Add New Line Item, enter the item name and a Default Amount, then click SAVE — it appears in the summary list as Active.

Non-Royalty Line Items tab with the Add New Line Item button

Fig 11 — Non-Royalty Line Items. Click Add New Line Item.

Additional Line Item window with name and default amount

Fig 12 — Enter the item name and default amount.

Note

The default amount is only a starting value and can be overridden on any invoice. Use the gear icon in the Action column to edit an item or change its status.

How to Create and Manage Ad-hoc Invoices in Royalty Manager

Tanya Puri

Updated September 30, 2026 06:14

Bill a franchise, franchise owner or lead outside your regular royalty cycle — an initial franchise fee, a convention fee, a discount adjustment — and track payment on it.

Before you begin

Ad-hoc invoicing isn't enabled on every account. If you don't see Create Invoice under Royalty Manager › Invoices, email helpdesk@franconnect.com to switch it on.

Step-by-Step Instructions

Follow these steps to create and Manage Ad-hoc Invoices in Royalty Manager

Open the NON-ROYALTY invoice list

Every ad-hoc invoice on your account lives here, with its payment status.

NON-ROYALTY tab listing ad-hoc invoices and payment status

Fig 1 — The NON-ROYALTY invoice list.

Start a new invoice

Click Create Invoice, then in Select Contact search for the Franchise, Franchise Owner or Lead you're billing.

Create Invoice button on the NON-ROYALTY tab

Fig 2 — Click Create Invoice.

Set the dates and label

Fill in the Invoice Date and Due Date, then optionally add Billing Information and an Invoice Label.

Invoice form showing date and billing information fields

Fig 3 — Invoice dates, billing information and label.

Note

Select Invoice Label is free text by default. Ask helpdesk@franconnect.com to turn it into a dropdown — your existing label values convert to options automatically.

Add the line items

Add one row per charge with Item, Unit Price, Quantity and optional Tax %, using the blue + at the end of a row to add another and the red × to remove one.

Line Items table with item, unit price, quantity and tax columns

Fig 4 — Line Items. One row per charge.

Line item row showing the plus and remove icons

Fig 5 — Use + to add a row, × to remove one (at least one row must remain).

Tip

Use Upload Documents to attach a signed agreement or receipt, and Notes for internal context.

Create or create and send

Click Create to save the invoice, or Create & Send to save it and email it to the contact straight away.

Record a payment

From the row's Actions (···) menu choose Make Payment, check the applied amount against each linked invoice and click Save.

Make Payment form showing linked invoices and applied amounts

Fig 6 — Make Payment. The invoice then shows as paid.

Note

A payment can be reversed afterwards from the same Actions menu.

Modify, export, email or delete

Use the row's Actions (···) menu, or the buttons on the open invoice, for everything else.

Actions menu on an ad-hoc invoice row

Fig 7 — Actions menu on an invoice row.

Export as PDF — a snapshot exactly as the franchisee sees it; re-export after any edit. It doesn't change the status and isn't logged as a communication.
Send Email — attaches the PDF and sends to the contact on the invoice; the send is logged against the invoice for collections and disputes.
Delete — permanent, and only offered while no payment is recorded.

Contact selected	Who receives the email
Franchise	The owner email address on the location
Franchise Owner	The email address on the franchise owner record
Lead	The email address on the lead record

Create invoices in bulk

On the same Create Invoice form, pick the contact type, then tick every contact you want to bill and click Create or Create & Send.

Contact selector with multiple franchises ticked

Fig 8 — Tick every contact to bill them all on one run.

Important

Bulk creation raises the same invoice for everyone, so use it only when the dates and line items are identical across the group.

Check Bulk Create History

Open the dropdown beside Create Invoice and choose Bulk Create History to see Contact, Creation Date, Status, and totals created and failed.

Bulk Create History list showing batch status and counts

Fig 9 — Bulk Create History. Failed records can be retried for up to 5 days.

Filter and export the list

Use + Filter above the NON-ROYALTY list to narrow by Contact, Franchise ID, Franchise/Owner, Lead or Payment Status.

Filter panel above the NON-ROYALTY invoice list

Fig 10 — Filter the invoice list.

Set up reusable line items (admin)

Create a master list of standing charges so they can be selected instead of retyped on every invoice.

Click Add New Line Item, enter the item name and a Default Amount, then click SAVE — it appears in the summary list as Active.

Non-Royalty Line Items tab with the Add New Line Item button

Fig 11 — Non-Royalty Line Items. Click Add New Line Item.

Additional Line Item window with name and default amount

Fig 12 — Enter the item name and default amount.

Note

The default amount is only a starting value and can be overridden on any invoice. Use the gear icon in the Action column to edit an item or change its status.

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