Why are my invoices not getting consolidated?

This article covers

• The checklist that should be completed to ensure consolidation of invoices
• Reasons for consolidation failure
• First invoice not consolidated
• How to consolidate all billing into one day

Summary

Consolidated invoicing enables you to generate a single invoice for multiple subscriptions under one customer. However, there are certain scenarios where Chargebee will not consolidate invoices. These cases are outlined below.

Solution

The following are the possible reasons for invoices not consolidating:

• New Subscription Charges If the charge is for a new subscription (i.e., raised during subscription creation), the invoice will not be consolidated.

• Different Billing Dates If charges for the customer (subscription renewals and unbilled charges) are not due on the same day, invoices will not consolidate.

• Different Currencies Charges across multiple subscriptions in different currencies cannot be consolidated.

• Auto-Collection Status Subscriptions with different auto-collection statuses will not consolidate into one invoice.

• Payment Methods If multiple subscriptions use different payment methods, invoices will be generated separately.

• Renewal Date Alignment Check if all subscriptions under the customer have the same renewal date. Consolidation happens only when renewals fall on the same day. If you want all subscriptions to renew on a fixed day of the month or week, enable Calendar Billing..

  • With the advanced trigger, you can set calendar billing for specific events, making it suitable for SaaS and e-commerce businesses.
  • Reach out to our support to enable this feature on your site.
  • Learn more:
    • Configure Self-Serve Calendar Billing for SaaS business
    • Configure Self-Serve Calendar Billing for E-commerce business

• Taxes and Shipping Addresses

  • If taxes are enabled, separate invoices will be generated for each shipping address, even if consolidation is enabled.
  • Ensure that all fields in the subscription’s shipping address match exactly, from the Country field to the Company field. Even a mismatch in the Company field will prevent invoice consolidation.

• Metered Billing As of February 2021, you can consolidate invoices even when metered billing is enabled. Refer to this link to know more.

Additional Scenarios

Scheduled Subscription Changes and Consolidation

Merchants may encounter cases where subscriptions are renewed and subscription changes are scheduled around the same time, but invoices fail to consolidate.

Example 1: A merchant has multiple subscriptions, all renewing on the same day, with scheduled changes for those subscriptions. The renewal invoice is generated, but the scheduled subscription changes are invoiced separately.

Example 2: A subscription is renewed, and within an hour, a subscription change is scheduled and executed. The unbilled charges raised from this change are invoiced separately, not consolidated with the renewal invoice.

Explanation: If a subscription change is made immediately after a subscription renewal, or if a scheduled change is created a few minutes after renewal and executed post-renewal, the charges from that change will not consolidate into the renewal invoice.

If you want subscription changes to be included in the renewal invoice, ensure that the changes are applied to the upcoming renewal rather than immediately after the current renewal.