Invoices may be sent to the customer via email, both automatically by the system or manually by a user. You may configure these emails to be sent automatically when invoices are issued via the Invoice Settings. To send or re-send the email at any time, use the “Send Invoice” button at the top of each invoice.
The "Send Invoice" button appears at the top left of each invoice. Note that you may choose to automatically email invoices in the settings.
The contents of the email that gets sent is configurable and customizable. The email may optionally contain a link for the customer to view the invoice online - see Online/Public Invoices below. In order to include such a link, you need to use the {{ invoice.url }} variable in the email body.
You may also choose to attach a PDF representation of the invoice to the email. This is configured in your Invoice Settings.
Bulk Email Invoices
Another option for sending invoices is to bulk send public invoices via the subscription. To do this, use the sidebar to navigate to "Billing" > "Subscriptions" > the desired subscription > "Invoices". Once there, the full list of invoices issued to this subscription will display. Filter through the invoices and/or select the invoices using the check boxes next to the invoice number. Once all the invoices that are needed are selected, click the "Email Customer" button.
From here, a new window should appear. Confirm or change the subscription email as well as add in any CC or BCC emails. Once ready select "Send Email". This should send an email to your subscription listing the invoices selected with the invoice number, total, issue date, due amount, and url for each invoice included.
Online/Public Invoices
Advanced Billing hosts a publicly-viewable version of your invoices on the chargifypay.com domain.
A sample public invoice.
There are two ways to obtain a link to one of these public invoices:
- From an invoice email containing the
{{ invoice.url }}variable in the email body.
Inserting the
{{ invoice.url }} tag in an invoice email.- Copying the link from the Advanced Billing interface under “More Options” when viewing.
Obtaining the public invoice URL from the interface. First click "View Invoice Public URL", then copy-and-paste from the resulting pop-up window.
These links have a lifetime of 60 days, after which they will no longer work. Generating a new link, which occurs by re-sending the invoice email or by copy-and-paste via the Advanced Billing application, will result in a new link with a 60 day lifetime.
The online invoices allow the customer to view their invoice details, view their payments or amount due, download a PDF of the invoice, and, of course, pay off the invoice if it’s open.
Customers may pay their invoices with an existing payment profile, or add a new one.
When paying an invoice with a new Credit Card, we also allow to make it the default payment profile. This does not work for member subscriptions.
Customers may pay their invoices with a new Credit Card and make it the default one.
Invoice PDFs
Invoice PDFs offer a downloadable version of an invoice for your customers. There are three ways to obtain the PDF of an invoice:
- A “View PDF” link appears within the “More Options” dropdown when viewing an invoice in the Advanced Billing interface.
- A “Download PDF” button appears at the top of each Public Invoice page.
- You may choose in your Settings to attach a PDF to each outgoing invoice email.