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Frontend Capabilities
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Invoices, Credit Notes, and Quotes Articles & FAQ
Invoice Operations
Can I include an additional charge after the invoice has been generated?
How to generate an invoice for a customer?
What are the limitations of voiding and regenerating an invoice?
How to void a "write off" invoice?
Unable to delete an invoice or a credit note. Error 'This operation is not supported'
What is the difference between deleting and voiding an invoice?
How can I select the information displayed on the invoices?
Is it possible to charge an invoice in two installments?
What is the difference between Billing email and billing contact?
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?
How can we create Credit Note for a particular line item of an invoice?
Why preview Invoices/Credit notes/quotes not displaying all the fields?
Salesforce - Why a duplicate opportunity is created after the customer creates a subscription using checkout link generated from the opportunity?
I am not able to see the void option in an invoice
How to collect payments for unpaid invoices?
How can I access unpaid charges that I have converted to write offs?
Generating a VBA without invoice
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 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 does the apply payments option in the invoice actions work?
How to download the card addresses?
How do I refund the charge for the invoice that was deleted accidentally?
Multi Decimal pricing is enabled but Invoice is still rounding off
Pay Now or hosted page link shows no outstanding invoices even though there are outstanding invoices
Is it possible to have Consolidated Invoicing only for specific customers?
Why is my plan/addon description not seen in invoices?
I have Invoice Receipt emails enabled. But the Invoices are not sent to the customers
Delete an in-progress transaction
If I invoice a customer with unbilled charges what will be the invoice date?
How to remove payment from an invoice?
How to set Net-D specific to subscriptions?
Why are the plan’s invoice notes not appearing on the invoice?
Refunds
The customer has not received the refund when Record Refund was performed, how to retry the refund?
How can I refund a paid invoice and collect the payment again using a different card?
How and where do I check the amount that was refunded?
Consolidated Invoices
How do I consolidate the first Invoice for a customer?
Customizing Invoices
How to add/remove signature for an invoice?
Can we customise the fields displayed on an invoice ?
How are invoice/credit note numbers set in Chargebee?
Can the shipping and billing addresses be displayed on the invoice?
How can I handle shipping charges using Chargebee ?
How to customize invoices in Chargebee?
How to hide the billing period in invoices?
Can I change the organization address format in the Invoices?
How to display custom fields on invoices
How to check the follow-up invoice number after I bulk import invoices?
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?
How to add HTML tags on the invoice notes?
Credit Notes
Can one credit note be applied to two invoices?‌
How can I add or deduct promotional credits for customers?
Why the Total subscription MRR of the company is not updated or incorrect in Hubspot?
Why isn’t the promotional credits applying to my customer’s invoice?
Prorated credits are not getting applied to imported subscriptions. What’s causing this?
How can I refund the refundable credits available for a customer?
How to create a credit note?
I'm cancelling a subscription, how can I ensure that the unfulfilled orders alone are refunded?
How to delete a credit note?
What are the actions that can be performed on a refundable credit note?
How do I revert back offline refund to an online refund?
Salesforce-Unable to create a quote for any existing subscription for a upgrade in SF
Generate quote PDF & invoice PDF not working in Salesforce
Unable to see tax exclusive price in Salesforce
How to enable Void invoice with credit note setting?
Quotes
How to create a quote for a subscription with a specific date?
The coupon and discount information to show up at the bottom of the quote PDF
Extra charges applied while creating a quote from an existing subscription
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?
How to edit the start date on a quote?
Invoices
Sorry, we couldn't find that resource - Error
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 to hide zero value line items from my customers?
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?
Error - No Items Found
Why am I unable to refund the refundable credits present on a credit note?
How does parent billing work when invoices are consolidated?
How to export invoices reports by gateway?
Unable to enable "I have registered for GST field in checkout portal"
Inclusive Pricing Calculation
How do I configure dunning and update dunning email settings in Chargebee?
Does dunning works without a card?
Unable to see Chargebee button(s) in salesforce UI
My customers have not yet received their refunds.Why?
How do I void and regenerate an invoice?
How to add notes to an invoice?
How to cancel subscriptions with an unpaid invoice?
Is it possible to download e-invoices in bulk?
How to automatically collect payments for unpaid invoices once the payment method is added?
Why am I getting the error “You need to have atleast one plan to preview the checkout/portal” while using the PreviewCheckout button on the live site?
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?
What happens when I change the price of a subscription after having issued an advance invoice?
How to raise an advance invoice?
Where can I view and manage my invoices for my Chargebee site/account?
How to retrieve deleted invoices?
What is an invoice and how is it generated?
What is an advance invoice schedule and how to create one?
Error: “You cannot create an advance invoice for subscriptions that have been scheduled contract end of action.”
Error: Address cannot be changed as it changes the applied tax
How to record offline or manual payments for an invoice?
Is it possible to void a pending invoice?
How to raise an advanced invoice for a future subscription that includes one-time charge?
Why the invoices does not display the update organization address?
How do I update bank payment instructions in Chargebee?
Refund Operation failed. Error message: (validation_failed)
What is Smart Payment Instructions in Chargebee?
How to send Pay now link to customers?
I have initiated a refund mistakenly. Can I reverse it now?
Advance Invoices
Why the deal amount is not getting updated in the Hubspot ?
Can I collect advance payment from customers for multiple months and do the billing monthly or quarterly?
If an advance invoice was generated incorrectly, how do I modify it?
How to request advance payments from customers?
How to edit an advanced invoice schedule?
APIs
Where can we check events related to invoice?
Reconciling Invoices using Chargebee’s API
Invoice Notes
How can I introduce a break in the invoice notes and make them appear in multiple lines?
Consolidated Invoicing
Can I add multiple subscriptions to a single invoice?
I have Consolidated invoicing enabled, but my new subscriptions are invoiced separately. Why is this happening?
Consolidated invoicing set up with Account hierarchy
How to view the consolidated invoice for each subscription separately?
Transactions
How to download a report of transactions with errors?
Dunning
What is the difference between Dunning status “stopped” and “exhausted”?
Billing
Which countries support e-invoicing?
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?