When invoices are generated without a payment method available, the invoices remain in the Payment Due status and the payment has to be recorded manually, using the Record Payment option.
If the customer adds their payment method after the invoice is generated, the Payment collection when payment method is added setting can be enabled, which allows the system to automatically collect payment for the latest invoice generated.
Note: Total Amount due for a specific customer
We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Amount Due on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.
Points to note: 1. Only payment for the latest invoice will be collected. 2. This applies to only recurring invoices, and not one-time invoices.
For older invoices, the Collect Now option can be used to charge the customer’s payment method.
To enable the Payment collection when payment method is added setting, go to:
- Configure Chargebee
- Billing LogIQ
- Enable the option to Payment collection when payment method is added
- Toggle the enable button
Once enabled, this rule will apply to any new invoices generated in the future.
Related articles & documentation
My customer has added a payment method but they are not being charged automatically for payments. Why is this happening?