Getting Started

Building Blocks

Custom Fields

Subscription Features

Localization

Invoices

Credits

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Fraud Management

Hosted Pages

Notifications

Reports and Analytics

Migration

Open Source Resources

Other Features

API Integration

Third Party Integrations

Invoice Operations 

Navigate to Invoice details » Actions panel to perform the following operations on invoices.

Emailing Invoices 

You can send the invoice via email using the Send Email option.

Update Addresses 

Using the Update Invoice Address option, you can change the billing and shipping addresses for individual invoices.

Note
  1. This action will only change the address details linked to the particular invoice and not the billing or shipping address linked to the customer or subscription.

  2. If you have enabled the taxation feature for your site, the region cannot be changed using this option if the tax rate calculated is dependent on the location, as the tax rate applied would change. More on Chargebee's taxation feature here.

Collect Now 

Using the Collect Now option, you can collect full or partial payment for an invoice.

Record Payment 

Using the Record Payment option, you can manually record offline payments received for invoices which are in Payment Due or Not Paid state.

Partial Payments

While recording the payment, enter the amount collected in the Amount field. The partial amount is deducted from the total amount of the due invoice.

Note

The invoice remains in Payment Due or Not Paid state until the entire due amount is recorded.


Excess Payments

You can record the amount paid by the customer which is in excess to the invoice amount.

The Record Payment option can also be used to record the amount received in excess of the amount due.

Once the excess amount has been recorded, it will be added as an Excess Payment at the customer level. This will then automatically be applied to the future invoices. It can also be manually applied to the existing Not Paid or Payment Due invoices.

Apply Excess Payments 

Using the Apply Payments option, you can apply excess payments manually on invoices.

The Apply Payments option is only available when:

  1. Excess Payments are present for the customer.
  2. The invoice is in Payment Due or Not Paid state.

Remove Payments 

Use the Remove option to remove the payment applied to an invoice.

The effect on invoices of different statuses when a payment is removed, is detailed below:

Paid Invoice

Once the payment is removed from a Paid invoice, the amount will be added to the Excess Payments balance of the respective customer. Additionally, if

  • Auto collection is ON, the invoice status will change to Not Paid and the amount due will be increased.
  • Auto collection is OFF, the invoice status will change to Payment Due and the amount due will be increased.

Payment Due and Not Paid Invoices

Once the payment is removed from a Payment Due or a Not Paid invoice, the amount due will be increased but the invoice status will remain the same.

Note

The Remove option will not be available if the invoice has been partially or fully refunded.

Apply Credits 

The Apply Credits option allows you to apply Refundable Credits that are present for a particular customer to the invoice.

The Apply Credits option is only available when,

  • Refundable Credits are present for the customer.
  • The invoice is in Payment Due or Not Paid state.

When this operation is selected, a list of the available Refundable Credits will be shown and the preferred credit can be chosen to be applied to the invoice.

Refund 

Using the Refund option, you can issue refunds for paid or partially paid invoices. More on issuing refunds via the web interface here.

Record Refund 

If you've collected offline payments and need to refund the same, use the Record Refund option.

More on refunding offline payments here.

Create Credit Note 

If you would like to return an amount to the customer but would like to retain the same in the form of credits, you could use the Create Credit Note operation.

Update PO Number 

Using the Update PO Number option, you can update the Purchase Order Number in the invoice. This option is helpful when,

  1. PO Number was not entered while creating a subscription.
  2. The PO Number has been modified and needs to be updated in the older invoices.
Note

This action will only change the PO number linked to the particular invoice and not the PO number linked to the subscription.

Write Off 

If the invoice's due amount was not collected even after multiple attempts, the Write Off operation can be used to close the invoice.

When this option is used,

  • An Adjustment Credit Note will be created for the invoice due amount. This Credit Note will have the reason code as "Write Off" and will then be applied to the same invoice.
  • The invoice's status will be marked as Paid.

Void 

Using the Void option, you can cancel an invoice generated with incorrect details. An invoice can be voided when:

  • The invoice amount is incorrect.
  • The customer requests for a change in the invoice.
  • The customer cancels the order.

An invoice cannot be voided if it has payments associated with it.

Note
  1. The Void option will be available only for the roles of Owner, Admin, Sales Manager, and Customer Support.
  2. If Promotional Credits had been applied to a voided invoice, the credits will be reclaimed and added back to the customer.
  3. If Prorated Credits had been applied to a voided invoice, the credits will be reclaimed and added back to the subscription.
  4. If the current term's invoice is voided and if the subscription is changed with the option Apply prorated credits and charges enabled, then Prorated Credits will not be created for that subscription and will not be applied for subsequent invoices.
  5. Voiding an invoice will trigger the invoice_updated event.
  6. The voided invoice can be regenerated after correcting the invoice details.

Delete 

This option is used to permanently delete an invoice.

Note
  1. The Delete option will be available only for the roles of Owner and Admin.

  2. If Promotional Credits had been applied on a deleted invoice, then the credits will be reclaimed and added back to the customer.

  3. If Prorated Credits had been applied on a deleted invoice, then the credits will be reclaimed and added back to the customer.

  4. If the current term's invoice is deleted and if the subscription is changed with the option Apply prorated credits and charges enabled, then Prorated Credits will not be created for that subscription and will not be applied for subsequent invoices.

  5. Deletion of an invoice will trigger the invoice_deleted event.

If you would like to delete an invoice that contains payments or Prorated Credits, send a request to support@chargebee.com  with the corresponding invoice details.

Deleting Vs. Voiding

If an invoice is deleted, it is removed from the system and the operation cannot be undone. If you are filing for taxes, deletion of invoice might be problematic because you will lose record of the invoice number sequence. For example, if an Invoice #002 is deleted, the list of invoices would then be #001, #003, #004, #005, and so on.

If an invoice is voided, on the other hand, the invoice status will be marked as Voided but the invoice would still be available in the system.

Stop Dunning 

This option is available when you have enabled dunning, and only for Payment Due invoices.

The Stop Dunning option will only stop the dunning process and cancel all the scheduled retries for the invoice. However, the subscription will continue to remain Active and the invoice will be marked as Not Paid, irrespective of your dunning settings.

Download as PDF 

You can download the invoice as pdf copy for local reference.

If you need to download invoices in bulk you can do that as well. Navigate to Invoices tab and use the Export as PDF option.

You can also set the criteria using the filters and download those invoices. When downloading multiple invoices, the PDF files will be mailed to you as an attachment.

Note

Each PDF file will contain a maximum of 50 invoices, one on each page.
So for example, if you're downloading 80 invoices, you will receive 2 separate emails, one with 50 invoices and the other with 30 invoices.

Invoice Notes 

The Invoice Notes option allows you to add additional notes to the invoices.

Invoice Notes can be setup specific to each customer or subscription. It can also be set up at a Plan, Addon, or Coupon level, to ensure they are included only when that specific item is part of the Invoice. You could also use the Invoice Notes option (SettingsCustomize Invoice & Credit Note) to add a default note for all invoices. More on Invoice Notes here.

Add Charge Item 

To include one-time charges, use the Add Charge Item option. This option is available for invoices in Pending status.

Add Addon Item 

Use the Add Addon Item option to include an addon in the invoice. This option is available for invoices in Pending status.

Close Now 

If you have enabled metered billing in Chargebee, invoices will be generated in Pending status.

Use the Close Now option to add the usage based charges and Chargebee will change the invoice status from Pending to Payment Due.

Invoices API

You can also perform operations related to invoices using the Invoices API .

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