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.
I. Via Chargebee UI - Individual Request
1. Customer Details Page
The option Request Payment will appear on the Customer Details page only if the customer has unpaid invoices.
2. Invoice Details Page
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
Editing any of the above emails will give you the option to add the Pay Now button.
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 rules. (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.
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