You can customize the invoices generated by Chargebee, according to your requirements.
This can be done under Settings > Site Settings > Customize Invoice & Credit Note.
You can set a prefix for your invoices and Chargebee will add the numbers. Go to Settings › Customize Invoice & Credit Note and use the Invoice prefix Number field to provide the required prefix.
To include the organization's address in your invoices, go to Settings › Site Settings › Site Info and click the Add Address button under the Organization Address section. Fill in and save the address form that appears:
If you have enabled the taxation feature, the address provided here will be used to determine the tax applicable. For example, it will be used to determine the merchant's tax rate for Inclusive Price Type. Learn more on Chargebee's taxation feature here.
Organization Address Formats
You can choose among three formats to display your Organization Address in your invoice:
Restrictions on country selection
In addition to the aforesaid countries, Chargebee is prohibited from conducting business with individuals and companies appearing on the Specially Designated Nationals (SDN) List published by the U.S. Office of Foreign Asset Control (OFAC).
You will not be able to set the Organization Address for businesses based in these countries.
The invoice can be configured to hide line items with a $0 value. To configure this, go to Settings › Site Info and enable Hide Zero Amount Line Items.
The total invoice amount can be rounded off to the nearest whole number. For example, if the amount is $123.44, it is rounded off to $123.00 and $123.5 is rounded off to $124. The rounded off amount is what will be invoiced.
To turn this on, go to Settings › Site Info › Select Round off Invoice Amount
Chargebee does not support rounding off of zero decimal currencies.
You can choose what information appear on the invoice:
Logo: You can add your business' logo to the invoice. The recommended logo size is 300 pixel width & 200 pixel height. If the logo exceeds the size, Chargebee will scale it to fit. However, if your Chargebee site has Email Notifications V2 enabled, refer this page to know how to change the logo of your invoice.
Choose Invoice Title: Choose a title for the invoice.
Choose Credit Note Title: Choose a title for the Credit Note. The title chosen here will be used only for Refundable Credit Notes.
Invoice Prefix Number: You can add prefixes to your invoice numbers, as explained here.
Credit Note Prefix Number: Similarly, you can add prefixes to your Credit Note numbers.
Organization Address Format: You can choose how your organization's address will appear on the invoice. Learn more about the formats available here.
Customer ID/Subscription ID: If these options are enabled, the customer and subscription IDs will be displayed in the invoice. The changes will be reflected in the upcoming as well as previously generated invoices.
The customer and subscription IDs will only be displayed in the PDF file and not in the invoice's details page.
This option is only applicable for recurring line items and not for one-time invoices.The changes will be reflected in the previously generated invoices as well.
a) Only applicable to recurring line items.
b) Will not be shown in case of a subscription in Non Renewing state.
c) The change will not be reflected in the previously generated invoices.
Billing Address & VAT Number (if applicable): If this option is enabled, the billing address & VAT number (if applicable) of the customer will be displayed in the invoice.
Shipping Address: If this option is enabled, the shipping address will be displayed in the PDF version of the invoice.
Invoice Status: If this option is enabled, the status of the invoice will show up in the top right corner of the invoice. This is applicable only for Payment Due and Not Paid invoices.
Details of Payments (Invoice) and Refunds (Credit Note): If this option is checked/enabled, successful payment and refund details will be displayed in the invoice (PDF version).
Custom Fields (Invoice Only): Use the Custom fields option to include Custom Field data in your invoices. You can choose to include a maximum of three custom fields' data in your invoice. The selected fields and their corresponding data will appear in the invoices under the Subscription section of the invoice (highlighted in the image below).
Chargebee does not support adding custom fields to invoices created for one time charges. To add custom data to a one time invoice, you can make use of the Invoice Notes feature.
Payment Terms: If your business uses payment terms such as Net D, this option's for you. Use this option if you'd like to provide a certain credit period for customers to make their payment, and specify the number of days within which you'd want your customer to pay. Learn more about Payment Terms.
Invoice Notes: This will be added under the Notes section in the upcoming invoices (PDF version). If there is more than one note (E.g. if the invoice contains notes specific to the Plan or Addon, the notes added here would appear at the end of the list). To add invoice-specific notes, use the Invoice Notes option of the invoice.
Here's how the different customizations will show up in your invoice: