This feature is available only for select plans. To know more, visit Chargebee's Plans and Pricing page.
Many of your customers may have multiple subscriptions with your business. Normally in Chargebee, a separate invoice is generated for each subscription renewal. So when multiple subscriptions renew on the same day, the customer could end up receiving too many invoices on a single day from you. Consolidated invoicing in Chargebee helps by combining all the charges raised on any given day into a single invoice.
Consolidating invoices across multiple customer records is only possible when account hierarchy is enabled.
Consolidated Invoicing is locked in Chargebee by default. Please fill in this form or contact [email protected] to unlock the feature. Then, enable it by going to Settings > Billing Rules > Consolidated Invoicing and clicking on ENABLE CONSOLIDATION.
Here's a sample of an invoice that consolidates charges for a customer:
Once consolidated invoicing has been enabled, going forward, those subscription renewals and unbilled charges for a Customer, that meet ALL of the following conditions are consolidated into a single invoice:
Note:
(1) Charges for new subscription activations (including those activating after a trial period and those set to start at a future date) are always invoiced separately unless added to unbilled charges.(2) If you wish to have all subscriptions renew on the same day of the month or week, then enable Calendar Billing.
Let's look at examples of subscriptions for the same customer and see how their invoices are consolidated.
Example 1
| On | On | On | |
Based on the rules mentioned before, the charges for subscriptions A and C are consolidated. A separate invoice is raised for subscription B. This is because although all three subscriptions have auto-collection on, B's payment method is different.
Example 2
| Today | ||||
| Off | Off | Off | Off |
Here we see that subscriptions A and B are billed in AUD while C and D are billed in USD. This results in two invoices, one for each pair of subscriptions.
Apart from the prerequisites defined above. You also have the option of configuring some additional rules for consolidation.
To do so, select Settings > Billing Rules > Consolidated Invoicing and click Manage:
Note: These additional rules are subject to the prerequisites being met.
Generate separate invoices for each shipping address: If the charges have different shipping addresses, they are not invoiced together and if they have the same shipping address, they are consolidated.
Generate a single invoice: Ignore shipping address for the purpose of invoice consolidation.
Note:
(1) Two shipping addresses are considered the same when all their field values (including first and last name) are exactly the same letter-for-letter in a non-case-sensitive manner.(2) If taxes are enabled for the site (even if for other regions than the shipping addresses) then the first option (Generate separate invoices for each shipping address) is enforced even if the second option has been selected.
You can enable/disable consolidated invoicing for specific customers:
Via UI
To do this, go to the details page of the customer, click Change Customer Details, go to the Consolidated Invoicing drop-down and select one of the following:
On choosing any of the last two options, the details page for the Customer shows the current setting:
Via API
The above options for enabling/disabling consolidated invoicing for a Customer can be done via API:
When you invoice unbilled charges for a Customer on-demand, then, subject to the consolidation rules, the charges — across different subscriptions — are consolidated into one or more invoices.
When multiple subscriptions renew on the same day and at different times, the invoice consolidation happens when it's time for the last renewal of the day. Until then, the other renewals for the day are added to unbilled charges.
If Chargebee is running on day-based billing mode then all renewals would be scheduled for the beginning of the renewal date.
If the dunning settings are set to cancel subscriptions on dunning failure, all the subscriptions on a consolidated invoice are cancelled on dunning failure.
In a consolidated invoice, from among the next billing dates of all the recurring charges on it, the most immediately upcoming date is shown as the next billing date of the invoice.
If a coupon applies to all the charges on the invoice, it is appended at the bottom of the invoice. If it does not apply to all the charges, then it is applied and shown at the line-item level.
PO number and custom fields from the subscription will be filled in the line items only during invoice creation.
Currently, consolidated Invoices does not work when the Metered Billing is enabled in your Chargebee site. If your need further help, contact [email protected]
Even if the invoices are consolidated to one, customer's will receive multiple renewal reminder email notifications.
Currently Chargebee does not support subscription related merge-vars for consolidated invoices in the email notifications mentioned below:
1. How does consolidated invoicing affect my new sales report?
The new sales report shows the total value of new recurring invoices generated for a particular period. For any given period, this report sums up the values of all first recurring invoices generated during that period.
When invoices are consolidated, only those line-items of a consolidated invoice that are first recurring charges for a subscription are included in the New Sales report.
2. How does the change in time zone affect consolidated invoicing?
Consolidated invoicing will have multiple line items renewing at different instances in a day. Changing time zone also means that these line items should renew on the same day, despite the change in timezone. Chargebee takes care of the change in the backend.
Say a customer receives consolidated invoice for three subscriptions that renew at three different times of the day.
| Line Item # | Subscription Name | Renewal Date | Renewal Time |
|---|---|---|---|
| 1. | Subscription #1 | 1 Jan 2017 | 10.00 AM |
| 2. | Subscription #2 | 1 Jan 2017 | 3.00 PM |
| 3. | Subscription #3 | 1 Jan 2017 | 9.30 PM |
If the merchant changes the timezone from UTC to IST. It means the renewal time and ergo the renewal date will change for some line items in the invoice.
| Line Item # | Subscription Name | Renewal Date | Renewal Time |
|---|---|---|---|
| 1. | Subscription #1 | 1 Jan 2017 | 3.30 PM |
| 2. | Subscription #2 | 1 Jan 2017 | 8.30 PM |
| 3. | Subscription #3 | 2 Jan 2017 | 3.00 AM |
This shift will reflect in the current month's invoice. But the invoice amount will be the same. From the upcoming renewal on, the renewal day and time will fall back to the original.
| Line Item # | Subscription Name | Renewal Date | Renewal Time |
|---|---|---|---|
| 1. | Subscription #1 | 1 Feb 2017 | 10.00 AM |
| 2. | Subscription #2 | 1 Feb 2017 | 3.00 PM |
| 3. | Subscription #3 | 1 Feb 2017 | 9.30 PM |
