Statements Reference

You can view Statements for any Subscription by selecting Statements on the left navigation of any single Subscription Summary. Selecting Statements will display all of the Statements associated with the Subscription in reverse chronological order.

As you can see in the example above, Statement #1 has been paid and is now closed. Statement #2 is the most current statement.

If you have many statements attached to a Subscription, you may navigate between Statements using the “Next” and “Prev” links at the top of the Statement.

Emailing Statements to your Customers

You may view Statements for any Subscription via the “Statements” tab in the left navigation of any single Subscription view.

You may navigate between Statements using the Next and Prev links at the top of the Statement.

If your subscriber is set to "automatic" as the payment method, they will receive a statement at each recurring period. If your customer is set to "invoice" as the payment method, they will only receive an invoice. A statement will be generated, but not emailed to the subscriber.

On-Demand

You may email any Statement to the Customer at any time by using the button near bottom of the Statement view. There are also links for viewing the statement as Text, HTML, or PDF. Chargify sends all Statement emails as multi-part with both text/plain and text/html parts so that the client may choose which to render. You can also choose to send a PDF attachment as well in the “Statements” section of Settings.

Retroactive Updates

If an edit has been made to a subscriber’s information, including Customer information, all previous Statements will not be affected. The information will be displayed on statements that are generated in the future.

Automatic Statements

Statements can be sent to your customers automatically via email. When you choose to send Statements automatically, they will always be sent when the Statement “closes”. At your option, you may also choose to have the Statement emailed when payment is received, in the event that payment is not received when it first becomes due. See the section on Statement Lifecycle for more.

These configuration options are available under the “Settings” tab in the “Statements” sub-tab.

Note: If you choose to send Automatic Statements, you may want to turn off the sending of “Receipt emails”. Statements are a robust replacement for receipts, so please consider the implications of sending both, and make sure you understand the differences between statements and receipts.

Statement Lifecycle

Every Statement is tied to a non-overlapping Usage Period, which usually follows the normal renewal period of the product purchased.

  • Statement #1 contains all Subscription signup charges and their full payment. It is immediately closed upon payment.
  • Statement #2 covers the period up until the first renewal of the Subscription. The renewal charges will be attached to Statement #2, and an attempt to collect payment is made.
  • If the first attempt is successful, the payment is also attached to Statement #2 and it is closed and marked as “Paid” (i.e. settled). If the attempt to collect payment is not successful, the statement is still closed, but it is marked as “Past Due”.
  • If payment is successful later, Statement #2 will be marked as “Paid” (settled) but the payment will be attached to Statement #3, since it was received during the usage period of Statement #3.

One-time charges are attached to the currently open Statement. From the example above, any one-time charge assessed after signup, but before the first renewal, would be attached to Statement #2.

The following diagram gives a visual representation of how signup and renewal map in to Statement usage periods and their automated emails.

Statement Statuses

Chargify uses 2 statuses for statements.

  • Open

If a statement is marked as ‘Open’, this indicates that the user’s Subscription is in the current billing period. Statements will remain ‘Open’ until a billing period ends. This is the current statement.

  • Closed

If a statement is marked as ‘Closed’, this indicates that the user’s Subscription has generated a new statement for the next billing period. This is no longer the most current statement generated for the Subscription.

Statements and Dunning

In the event that there is no payment method on file for a Subscriber, and a statement is generated, a Dunning notice will be sent to the Subscriber. Chargify will not email a Subscriber to send the unpaid statement in addition to a Dunning notice. The Dunning notice serves as the notification that the recently generated statement had not been paid automatically. This is regardless of your settings in Statement Settings.

Differences between Statements and Receipts

When configured to be sent automatically, Statements can be a robust replacement for the Chargify Receipts. They can be used in conjunction or alone. The following table describes some of the differences:

Feature / Behavior Statements Receipts
When are emails sent? Once when the statement closes, and (optionally) once when payment is later received Upon every payment received
Configurable content with replacement variables? No Yes
Shows line item charges? Yes No
Can be easily resent? Yes No