How do I close and write off pending invoices with zero amount?

Related Scenarios

• How to handle invoices that cannot be written off due to their pending status.
• Managing invoices in Chargebee.
• Steps to close invoices before writing them off.

Solution

When dealing with invoices in Chargebee that have a pending status, a subscription plan containing only referred SMEs, you may encounter issues writing them off. This is because Chargebee does not support writing off pending invoices. To resolve this, you need to close these invoices first before attempting to write them off.

Follow these steps to close and then write off such invoices:

1. Navigate to Invoices & Credit Notes > Invoices.

2. Enter the specific invoice number or customer details on the search bar.

3. Click the invoice to view its details and ensure it is in Pending status.

4. Click the More Actions dropdown.

   • Select Close Invoice from the options.
   • Confirm the action in the dialog box that appears.

5. Write Off the Invoice:

   • Once the invoice is closed, return to the More Actions dropdown.
   • Select Write Off Invoice.
   • Confirm the write-off action.

6. Verify the Changes:

   • Ensure the invoice status is updated to reflect the write-off.
   • Check the invoice list to confirm the changes.

Important Notes

• Chargebee does not allow writing off invoices that are in a pending status.
• Closing an invoice is a prerequisite for writing it off in Chargebee.
• Regularly review your invoice management practices to prevent similar issues.

By following these steps, you can effectively manage and write off invoices that meet the specified criteria, ensuring smooth billing operations in Chargebee.