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  1. Billing
  3. Invoices, Credit Notes, and Quotes
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  6. Invoices
  1. Billing
  3. Invoices, Credit Notes, and Quotes
  5. Articles and FAQ
  6. Invoices

How to automatically collect payments for unpaid invoices once the payment method is added?

Summary

When invoices are generated without a payment method available, the invoices remain in the Payment Due status and the payment has to be recorded manually, using the Record Payment option.

If the customer adds their payment method after the invoice is generated, the Payment collection when payment method is added setting can be enabled, which allows the system to automatically collect payment for the latest invoice generated.

Total Amount due for a specific customer We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Amount Due on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.

Key Information:

  1. Only payment for the latest invoice will be collected.
  2. This applies to only recurring invoices, and not one-time invoices.
  3. Automatic collection will not be triggered if the invoice is in the In Progress - Offline Dunning state.

For older invoices, the Collect Now option can be used to charge the customer's payment method.

Solution

To enable the Payment collection when payment method is added setting:

  1. Navigate to Settings > Configure Chargebee > Billing LogIQ
  2. Enable the option Payment collection when payment method is added, click Apply.

Once enabled, this rule will apply to any new invoices generated in the future.

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