What's New and Different in Relationship Invoicing

Invoices vs. Statements & Transactions

These new invoices will replace statements and transactions as the main document to view/understand recurring billing charges. Statements and transactions will remain available in the API to continue to support existing integrations. However, invoices are replacing statements as a method of presenting recurring charges to your subscriber in emails, downloadable documents, and the Chargify app itself.

What Changes?

For Merchants:

  • Instead of viewing statements and transactions to review billing history, you view invoices.
  • You control the full contents of the email sent to the customer when an invoice is generated (and, whether or not it is sent).
  • Instead of one-time charges, you create an invoice to represent your charges, which may have multiple lines.
  • Instead of applying arbitrary “adjustments” to a subscription’s balance, you edit invoice line items, void invoices, or add new invoices.
  • Instead of applying a payment to a subscription, you apply a payment to one or many invoices.
  • A new invoice API is available.
  • New functionality to more cleanly manage invoices, such as issuing service credits and prepayments and voiding invoices.

For Customers:

  • The invoice email now contains whatever content the merchant defines.
  • The full invoice, not just the amount due, may be viewed and paid online on the chargifypay.com domain.

For Everyone:

  • Invoices are more clear and pleasing to view than statements.
  • Discounts, and where they applied, are more clear.
  • Taxes, and where they applied, are more clear.

What Stays the Same?

  • No changes to your catalog configuration (products, components, coupons, or taxes).
  • No changes to the Chargify billing engine.
  • Even though the screens for Statements and Transactions have been removed in favor of the invoices view, the APIs for statements and transactions remain unchanged to support your existing API integration.
  • Subscription management (upgrades/downgrades/cancellation/dunning) remain the same.

What is Better?

  • You can collect an open invoice at any time by recording a payment, instead of either waiting until the end of the billing period or adjusting the balance and adding a one-time charge.
  • Subscriptions that pay manually via remittance can enter the dunning process.
  • Many new features are available, such as prepaid components, net terms, multi-gateway and multi-currency, and paying a hierarchy of subscriptions simultaneously via a consolidated invoice.