How can I adjust the billing period display on invoices?

Related Scenarios

• How to display a custom billing period on invoices without affecting the actual billing logic.
• Adjusting the invoice display to show a different billing period range.

Solution

If you need to display a billing period on invoices that is one day less than the actual subscription period without altering the billing logic or renewal date, Chargebee does not offer a direct setting for this. However, you can achieve the desired display through custom invoice fields or advanced invoice customization.

Using Custom Invoice Fields

1. Navigate to Settings: Go to Settings > Configure Chargebee > Invoices.

   • Ensure you have the necessary permissions to edit invoice settings.

2. Create a Custom Field: Under the invoice settings, create a custom field to manually enter the desired billing period range.

   • This field can be used to input the adjusted billing period you want to display.

3. Disable Default Billing Period Display: In the invoice settings, disable the default billing period display to prevent confusion.

   • This ensures only your custom field is visible on the invoice.

4. Enter Custom Billing Period: For each invoice, manually enter the adjusted billing period in the custom field.

   • This step needs to be repeated for each invoice where the custom display is required.

Advanced Invoice Customization

1. Access Invoice Templates: Navigate to Settings > Configure Chargebee > Invoices, Credit Notes & Quotes > Invoice Templates.

   • Select the template you wish to customize.

2. Edit the Template: Use the HTML editor to modify the invoice template.

   • Add logic to calculate and display the adjusted billing period.
   • This may require knowledge of HTML and template scripting.

3. Test the Changes: Preview the invoice to ensure the custom billing period displays correctly.

   • Make adjustments as necessary to achieve the desired format.

Important Notes

• Customizing invoice templates may require technical expertise in HTML and scripting.
• Always test changes in a sandbox environment before applying them to live invoices.
• Consider consulting with a developer if advanced customization is needed.
• Ensure compliance with any legal or regulatory requirements when altering invoice displays.