How do I consolidate the first invoice for a customer?
Problem Statement
You have multiple subscriptions for one customer and want to charge them in a single transaction. With multiple subscriptions, customers are charged multiple times for different invoices. For example, 10 subscriptions result in 10 invoices and 10 separate transactions.
Consolidated invoicing automatically sends one consolidated invoice from the second invoice onward and for subsequent renewals (when prerequisites are met). To send a consolidated invoice from the first invoice, use the Add to unbilled charges option while creating the subscription(s), then invoice them all at once.
Solution
Configuration steps (Admin Console)
Step 1: While creating each subscription, add it to Unbilled charges.
Step 2: After all subscriptions are created, open the Customer record and use Invoice Now.
Automate via API
- Use the invoice_immediately parameter in the Create Subscription API call and set it to
false. - After all subscriptions are created, pass the Customer ID in the Create Invoice for Unbilled Charges API.
Note
Total Unbilled charges for a specific customer
We have updated our summary box to provide a more streamlined user experience. Hyperlinks have been added to the summary box for easy access to related information. Total Unbilled charges in the Summary Section is available at the top of the Customer details page and shows the total amount due for a customer, with a hyperlink to the details. Refer to this link for more details.
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