Invoices: Settings & Customization

This page describes a feature that is part of Relationship Invoicing, which is a new method of bill presentment for you and your subscribers. The information on this page is only applicable to newly created sites that opt-in as described in Creating a Site with Relationship Invoicing.

For merchants who opt-in to this set of beta features, Relationship Invoicing replaces both Statements and Classic Invoices as the way to view the billing of your subcribers.

You can read more about the beta status and future plans, including how to be notified when these features are availble for existing sites.

Settings for Relationship Invoicing can be configured on the “Invoices” sub-tab of the settings page.

Invoice settings screen

Invoice Collection Settings

Select how you would prefer to collect payment for your subscribers. This setting controls the default collection method for a subscription’s first invoice.

Invoice collection settings in your Chargify site

Automatic Payment

When a new invoice is issued, Chargify will attempt to collect payment automatically from the payment method on file. Dunning rules will handle any failed payments.

Manual/Remittance Payment

When a new invoice is issued, Chargify will not attempt to collect a payment automatically. This rule applies even if there is a payment method on file.

Your customer may be sent an invoice link to manually review and remit payment. You must manage the collections/dunning process offline, as no dunning is performed on these subscriptions. Subscriptions are not canceled for non-payment and will continue to accrue charges against the subscription.

Changing Payment Type after Signup

After the first invoice is created, you may change the invoice collection method on a particular subscription. For more information, please see our documentation on changing a single subscription’s invoice setting.

Invoice Customization

Invoice customization settings to control masthead elements

The invoice architecture feature allows you to customize a host of options your subscribers view on their invoices. Pick and chose from the following options to appear in the upper portion of your invoices. Deselect any of the options to hide them from your invoices.

Upload your logo from the settings screen, and it will appear on the top-left portion of the invoices that are viewed online.

Business Name

The business name associated with your merchant account in Chargify will be displayed on the invoice. For more information on customizing your business name, please see the account settings here.

Address

The address associated with your merchant account in Chargify will be displayed on the invoice.

Shipping address

The shipping address on file for the subscriber will be displayed on the invoice.

Phone number

The phone number of the subscriber will be displayed on the invoice.

Payment Instructions

Add important information that you would like your subscribers to know regarding the invoice or business practices. (Example: Make checks payable to Acme, Inc.)

Unit Price

By default, invoice line items display a quantity, unit price, and subtotal amount. If you wish to hide the unit price, you may deselect the checkbox here.

Invoice Emails

In addition to customizing the look and feel of invoices, merchants can decide whether or not to send emails when invoices are generated. Additionally, merchants can decide under which circumstances invoices should be sent to subscribers.

Depending on if your subscribers are on automatic or manual invoices, Chargify gives you the choice to edit separate emails for each payment method.

Configure invoice email settings for your site

Send Email when Invoice Issued for Automatic Payment

Depending on whether your subscriber is on automatic or manual-based invoicing, Chargify gives you individual control over what emails are sent. Set your automatic based subscribers to receive invoices via email by turning on this feature.

  • Off: Invoices will be generated, but not distributed to subscribers automatically upon renewal.
  • On: Invoices will be generated and will be distributed to subscribers via email.
Automatic payment email settings
Preview of invoice email

Send Email when Invoice Issued for Remittance

Set your manual/remittance-based subscribers to receive invoices via email by turning on this feature.

  • Off: Invoices will be generated, but not distributed to subscribers automatically upon renewal.
  • On: Invoices will be generated and will be distributed to subscribers via email.
Manual/remittance payment email settings

For more information on invoice-based email templates, please view our resource here for a full listing of email variables for templates.

Invoice Delivery Options

Once you turn on an invoice email, an email is always sent when the invoice total is greater than zero.

However, for those zero amount (i.e. $0) invoices, you get a choice of when they should be sent:

  • Always: Choosing this option means that the customer will always be emailed when the invoice total is zero.
  • Only if the total reached $0 from discounts or credits: Sometimes, the invoice subtotal is positive, but discounts (i.e. a large coupon) or credits bring the total due to zero. Choosing this option means that invoices with a zero subtotal will not be sent, but invoices with a positive subtotal but a zero total will be sent.
  • Never: Choosing this option means that invoice emails will not be sent anytime the invoice total amounts to zero.

Attaching PDF Invoices

If you would like to attach a PDF to the outgoing email, simply select that option when configuring your invoice emails.

Attach PDF to invoice-based emails