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Why are my invoices not getting consolidated?

Problem Statement

This article explains why invoices may not consolidate and what to check to ensure consolidation works. Consolidated invoicing generates a single invoice for multiple subscriptions under one customer.

  • Checklist for invoice consolidation
  • Reasons for consolidation failure
  • First invoice not consolidated
  • Consolidating all billing into one day

Solution

Reasons invoices may not consolidate

  • New subscription charges – Invoices for charges raised during subscription creation are not consolidated.
  • Different billing dates – Charges must be due on the same day.
  • Different currencies – Charges in different currencies cannot be consolidated.
  • Auto-collection status – Subscriptions with different auto-collection statuses do not consolidate.
  • Different payment methods – Subscriptions using different payment methods generate separate invoices.
  • Renewal date alignment – All subscriptions must have the same renewal date. Use Calendar Billing to align renewals. Contact support to enable advanced triggers.
  • Taxes and shipping addresses – When taxes are enabled, separate invoices are generated per shipping address. All shipping address fields (Country through Company) must match exactly.
  • Metered billing – As of February 2021, consolidation is supported with metered billing. See Consolidated invoicing and metered billing.

Calendar Billing resources

Additional Information

Scheduled subscription changes

If a subscription change is made immediately after renewal, or a scheduled change is created shortly after renewal and runs after renewal, the resulting charges are invoiced separately and do not consolidate with the renewal invoice. To include changes in the renewal invoice, apply them to the upcoming renewal instead of immediately after the current renewal.

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