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

1. Use the invoice_immediately parameter in the Create Subscription API call and set it to false.
2. After all subscriptions are created, pass the Customer ID in the Create Invoice for Unbilled Charges API.