This article covers
Unpaid invoices remain unpaid even though a new payment method is added
How to collect payment for unpaid invoices in bulk?
How to collect payment for invoices?
In Chargebee, you can collect payment for the unpaid invoices of your customers for a specific invoice or multiple invoices. You can do this via the
2. Chargebee UI (Single/Multiple) customers
a. Customer details page
b. Invoice details page
c. Invoice index page
d. Bulk Operation
e. Email Notification
You can use Collect Now API to generate a hosted page URL to collect due payments for the customer. You can also use Collect Payments for an invoice API for a specific invoice.
I. Via Chargebee UI - Individual Request
1. Customer Details Page
To inform an individual customer to pay for their unpaid invoices, navigate to the Customer Index Page > Customer Details Page > Request Payment to send an email requesting payment.
The option Request Payment will appear on the Customer Details page only if the customer has unpaid invoices.
2. Invoice Details Page
Using the Collect Now option, you can collect full or partial payment for an invoice. The option would not appear if there is no payment method on file.
II. Via Chargebee UI - Multiple Request
1. Invoice Index Page
Choose the Unpaid Invoices option from Chargebee Dashboard > Invoices > Filters to narrow down your search and send bulk emails for Payment Due and Not Paid invoices.
Note: You will still be able to collect payment for the subscriptions that are in the cancelled state.
2. Bulk Operation - Multiple Request
You can perform Bulk Operation to collect payment for unpaid invoices by navigating from Settings > Import & Export Data > Bulk Operations > Invoices > Collect Payment for Invoices. Click here to know more.
III. From Email Notification
Add Pay Now in Emails
Alternatively, you can add the Pay now link on the email notification if Email Notifications is enabled on your Chargebee site, a Pay Now button will appear in your customer's email. Navigate to Settings > Configure Chargebee > Email Notifications.
Pay Now option can be added to the following emails which are sent by Chargebee:
- Payment Failure Notification
- Invoice Receipt (If an invoice is already paid, Pay Now button will not be available)
Editing any of the above emails will give you the option to add the Pay Now button.
The button will be included in the copy of the email your customers receive.
Tip: To automatically attempt payment when a new card is on file, we request you to switch on the 'Attempt payment collection when a payment method is added' from Settings > Configure Chargebee > Billing LogIQ. (Your customer’s invoices remain unpaid and require a manual retry if this option is not enabled.)
Info: To handle payment retries on the occasion of payment failure, we recommend you enable Online/Offline dunning end action settings.
Related articles and Documentation
How to automatically collect payments for unpaid invoices once the payment method is added?