Invoices

• What is the difference between deleting and voiding an invoice?
• Can I include an additional charge after the invoice has been generated?
• Can I manually email an invoice?
• Creating an invoice for one-time charges for customers without a subscription via admin console
• Pro-ration logic in subscriptions
• Reconciling Invoices using Chargebee’s API
• The customer has not received the refund when Record Refund was performed, how to retry the refund?
• How can I select the information displayed on the invoices?
• How can I introduce a break in the invoice notes and make them appear in multiple lines?
• Is it possible to charge an invoice in two installments?
• How to import a deleted invoice?
• How can I refund a paid invoice and collect the payment again using a different card?
• How to customize invoices in Chargebee?
• How to check the billing amount before an invoice is generated?
• How to attach an invoice to an email notification?
• Can we customise the fields displayed on an invoice ?
• How to generate an invoice for a customer?
• Where can we check events related to invoice?
• How to make partial payments in an invoice?
• Can I generate an invoice for a customer who is in Dunning?
• How to set the invoice numbers to start from a specific number?
• How to remove the payments linked to an invoice?
• How and where do I check the amount that was refunded?
• How to apply coupon while creating a subscription?
• Why are my invoices not getting consolidated ?
• What is the difference between NOT PAID and PAYMENT DUE invoices?
• Is it possible to regenerate a prorated invoice?
• How do I refund an invoice?
• Charge /Invoice one-time fee in Chargebee
• How do I set Net-D for a customer?
• Can I customize my invoice amount format?
• How to raise an advance invoice?
• My customer’s invoice doesn’t move to a pending state. Why?
• How to invoice in a different currency?
• My customers have not yet received their refunds.Why?
• How do I void and regenerate an invoice?
• What are the limitations of voiding and regenerating an invoice?
• How to void a “write off” invoice?
• How to add notes to an invoice?
• How to hide the billing period in invoices?
• How to automatically collect payments for unpaid invoices once the payment method is added?
• How does the apply payments option in the invoice actions work?
• How do I consolidate the first Invoice for a customer?
• My invoices are not moving to the Not paid state from Payment Due state. Why?
• Can I create an invoice with multiple line items?
• Does the invoice display name have a character limit in Chargebee?
• My invoice dates are one day earlier than it was in Chargebee. Why am I seeing this mismatch?
• Can I change the organization address format in the Invoices?
• How to stop the invoice related notifications to child accounts?
• How to disable email notifications for zero-dollar value invoices?
• I am not able to see the void option in an invoice
• How to collect payments for unpaid invoices?
• How to display custom fields on invoices
• I have Consolidated invoicing enabled, but my new subscriptions are invoiced separately. Why is this happening?
• How to check the follow-up invoice number after I bulk import invoices?
• Where can I view and manage my invoices for my Chargebee site/account?
• How to make“invoicing payment” optional for customers?
• Consolidated invoicing set up with Account hierarchy
• Is it possible to have Consolidated Invoicing only for specific customers?
• How to discarded or retain payment method when an invoice is created?
• How to delete usages for a metered billing subscription?
• How to override the process of usage calculation in a metered billing plan?
• Is there an option to override the auto closure setting for invoices in metered billing?
• How to add/remove signature for an invoice?
• How can I access unpaid charges that I have converted to write offs?
• How to download the card addresses?
• How to enable Net-D for invoices?
• If an advance invoice was generated incorrectly, how do I modify it?
• How to add payment instructions for offline payments?
• How to remove payment from an invoice?
• How to add payment instructions for a bank transfer?
• How to add payment instructions for a Paypal transaction?
• How to add payment instructions for ACH Credit Transfer?
• Generating a VBA without invoice
• What is the difference between one-time charge and recurring charge notifications?
• How to edit the start date on a quote?
• How to view the consolidated invoice for each subscription separately?
• How to retrieve deleted invoices?
• What is an invoice and how is it generated?
• What is the rounding logic for line item amounts?
• How to request advance payments from customers?
• I am unable to enable e-invoicing feature on my Chargebee site
• How do I add e-invoice for more than one EU country?
• If I disable E-invoicing, what happens to already scheduled e-invoices?
• How to configure E-Invoicing in my Chargebee app?
• How to mark several invoices as paid?
• Is it possible to have a list of outstanding payments?
• Switch payment made from one invoice to another.
• How to edit an advanced invoice schedule?
• Unable to delete an invoice or a credit note. Error 'This operation is not supported'
• Invoice email notifications are not sent to customers?
• How to send invoices in bulk?
• Regenerate invoice error - "There were errors while submitting"
• How to generates quotes using GetAccept?
• How to reverse payment recorded for an invoice due to check bounce?
• What is the difference between Collect now and Record now options at the invoice level?
• How to send notifications for pending invoices?
• How to add HTML tags on the invoice notes?
• How do I refund the charge for the invoice that was deleted accidentally?
• Multi Decimal pricing is enabled but Invoice is still rounding off

Tax

• When an invoice is generated and paid via account credits, the tax is not added. Why?
• What is consistent pricing in Chargebee?
• How to configure Inclusive or Exclusive taxes in Chargebee?
• I want to shift from an exclusive tax to inclusive tax, is that possible?
• The tax value is different or incorrect
• This customer's location couldn't be validated as required by the new EU VAT 2015 rules
• Tax line item not showing on the invoice
• How does the tax breakup look for SGST and CGST in invoices?
• Managing tax rate changes
• I'm selling products which are subject to different tax rates in the same taxable country
• Use local currency to display VAT in Invoices
• What is Tax Amount Withheld or Tax Deducted as Source (TDS)
• How to setup Tax amount withheld for TDS?
• Tax invoice rules - GST Australia
• How to configure GST in Australia?
• How to apply different tax rates to the different line items of my subscriptions on my invoice via API?
• Can I configure taxes for both digital and physical products if am selling within the EU?
• Which address is considered for Tax calculation in Chargebee?
• How to configure and display merchant's VAT number on the invoice?
• How to find the ID of a tax profile in your Chargebee site?
• Inclusive Pricing Calculation
• Unable to enable "I have registered for GST field in checkout portal"
• How could I configure VAT for the Canary Islands and other autonomous regions outside Spain/EU?

Dunning

Dunning - Retrying failed payments in Chargebee.

• Does Chargebee offer offline dunning management?
• When does dunning not work?
• How to enable dunning in subscriptions?
• What is dunning in Chargebee?
• When does dunning take place?
• What is Smart Dunning?
• What happens when dunning retries expire?
• How to test Dunning using Time Machine
• Smart and Manual Dunning Management
• Can dunning occur when a subscription is paused?
• Find the list of active subscriptions with invoices dunning state
• Online dunning final action for partial credit applied to invoice
• Scheduled activity changed the invoice status from 'payment due' to paid without payment collection. Why?
• Which webhook event will trigger when invoice is in dunning?
• How do I configure dunning and update dunning email settings in Chargebee?
• What are the effects of turning Off Dunning?
• Does dunning works without a card?
• Which event marks the closing of the dunning period?
• What is the difference between Dunning status “stopped” and “exhausted”?

Billing Configurations

• Does the subscription billing cycle override the plan’s billing cycle?
• What happens when the number of billing cycle is 0?
• Is it possible to have a single plan with different options for contract length?(such as 3 months, 6 months or forever).
• Changing the billing date to a different date
• Changing the billing date to a different date when calendar billing is enabled
• How does parent billing work when invoices are consolidated?
• How to extend the billing period for a month?
• When is the next billing date for my customer?
• Where should I set the billing cycle: plan or subscription level?
• What would be the monthly billing date of customers whose billing date fall on the 31st of the month?
• How does calendar billing work with subscriptions with 'Future Start'?
• How does calendar billing work with subscriptions that has a trial period?
• What is a contract term?
• What happens when Calendar billing is removed or disabled for the site?
• How to enable metered billing on PC 1.0?
• Configuring metered billing - PC 2.0
• Collect first payment at a later date for a new subscription
• How to unbilled charges for a customer and subscription?
• Where is the Account Name field in Product Catalog 2.0
• What is the difference between Billing email and billing contact?
• Proration calculation logic
• What is the impact of changing site timezone on subscription's Next billing dates?

Credit Notes

• Why am I unable to refund the refundable credits present on a credit note?
• How to create a credit note?
• How to import credit notes?
• Can one credit note be applied to two invoices?‌
• I want to remove some of the reason codes.
• How to delete a credit note?
• How to create a quote for a subscription with a specific date?
• How do I revert back offline refund to an online refund?
• How can we create Credit Note for a particular line item of an invoice?
• What is Fractional Correction in a credit note?
• Unable to create credit notes for payment due invoices
• How can I add or deduct promotional credits for customers?
• How can I refund the refundable credits available for a customer?
• If I change the next billing date/time, on what basis is the charge/credit per time-unit calculated?
• What are the actions that can be performed on a refundable credit note?
• How to view/ export refund reason codes.
• How to update the credit note line items service period as on invoice billing period?

Quotes

• Tax component missing from quote
• Quick Charge limit of 10 while adding it to a quote?
• Would it be possible to create a quote with multiple plans at once, not only one?
• How does total payable cycle section appears in quotes?

Bulk Operations

• How to download a report of transactions with errors?
• What are all the bulk operations for Payment Method?
• How to create a report for invoices that have promotional credits applied?
• Is it possible to build a report to show all the customers and the total amount of usage (units)?
• I need to download a report for ‘Not Paid’ invoices within a specific period.
• How to export the billing periods associated to the subscriptions?
• How to export invoices reports by gateway?
• Line items ID missing for tiered addons in the product catalog export
• How to collect payment for invoices in bulk?
• How to manually sync status for in-progress transactions?
• How to export payments that was successful?
• I want to create an advance invoice on a recurring basis via bulk operation. what are the values that I need to pass in the bulk operation CSV?
• The configured Invoice notes are not getting displayed while importing an invoice via API call. Why?

Custom Fields

• How can I display the custom fields on an invoice?
• Custom field does not display on the invoice.
• Custom fields in invoice customisation not configured

Coupons

• Coupons are not added to the pending Invoice
• How to hide the discount prompt from displaying?
• Coupon not included in proration calculation
• How can I set the pricing of my plans to a discounted fee for the first month?

Advance Invoice

• Error: “There is no recurring item to generate advance invoice”.

Metered Billing v2

• How to obtain the Usage ID of a usage that is added to a subscription?
• Add Usage with New Price of Addon
• Pending Invoice closed via Admin Console shows as a Scheduled Job

Invoice Customizations

• Why preview Invoices/Credit notes/quotes not displaying all the fields?