How do I enable invoice consolidation for new subscriptions?

Related Scenarios

• Why is my child account not included in the consolidated invoice?
• How can I ensure first-cycle invoices are consolidated?
• What settings control invoice consolidation for new subscriptions?

Solution

When managing a parent-child account hierarchy in Chargebee, you might find that new subscriptions are not included in the consolidated invoice. This typically occurs because the Consolidation during Subscription activation setting is disabled. This setting is crucial for consolidating first-cycle invoices, unlike the general Consolidate Invoices for all Customers setting, which only affects renewal invoices. To enable invoice consolidation for new subscriptions, follow these steps:

1. Contact Chargebee Support: Since enabling the Consolidation during Subscription activation setting requires backend action, you need to reach out to Chargebee Support.

• Provide them with your account details and specify that you want this setting enabled.

2. Verify Current Settings: While waiting for support, ensure that your general invoice consolidation settings are correctly configured.

• Navigate to Settings > Configure Chargebee > Billing LogIQ >> Billing and Invoices.
• Check the Consolidate Invoices for all Customers option and enable it.

3. Confirm Changes: Once you enabled the setting, verify that new subscriptions are included in the consolidated invoices.
   • Test with a new subscription to ensure the setting is functioning as expected.
   • Also, we recommend this testing in the test site not with your live site.

Important Notes

• Enabling the Consolidation during Subscription activation setting is not available through the Chargebee UI and must be requested from Chargebee Support.
• This setting is particularly useful for businesses managing multiple child accounts under a parent account structure.
• Ensure that your billing strategy aligns with these settings to avoid unexpected billing behaviors.