You can view statements for any subscription by selecting statements on the left navigation of any single subscription summary. Selecting statements will display all of the statements associated with the subscription in reverse chronological order.
As you can see in the example above, statement #1 has been paid and is now closed. statement #3 is the most current statement.
If you have many statements attached to a subscription, you may navigate between statements using the “Next” and “Prev” links at the top of the statement.
Emailing Statements to Customers
You may view statements for any subscription via the statements tab in the left navigation of any single subscription view.
You may navigate between statements using the Next and Prev links at the top of the statement.
You may email any statement to the customer at any time by using the button near the bottom of the statement view. There are also links for viewing the statement as Text, HTML, or PDF. Advanced Billing sends all statement emails as multi-part with both text/plain and text/HTML parts so that the client may choose which to render. You can also choose to send a PDF attachment as well in the statements section of settings.
If an edit has been made to a subscriber’s information, including customer information, all previous statements will not be affected. The information will be displayed on statements that are generated in the future.
Statements can be sent to your customers automatically via email. When you choose to send statements automatically, they will always be sent when the statement “closes”. At your option, you may also choose to have the statement emailed when payment is received, in the event that payment is not received when it first becomes due. See the section on statement lifecycle for more information. These configuration options are available under the settings tab in the statements sub-tab.
Note: If you choose to send automatic statements, you may want to turn off the sending of receipt emails. Statements are a robust replacement for receipts, so please consider the implications of sending both, and make sure you understand the differences between statements and receipts.
Every statement is tied to a non-overlapping usage period, which usually follows the normal renewal period of the product purchased.
- Statement #1 contains all subscription signup charges and their full payment. It is immediately closed upon payment.
- Statement #2 covers the period up until the first renewal of the subscription. The renewal charges will be attached to statement #2, and an attempt to collect payment is made.
- If the first attempt is successful, the payment is also attached to statement #2 and it is closed and marked as Paid (i.e. settled). If the attempt to collect payment is not successful, the statement is still closed, but it is marked as Past Due.
- If payment is successful later, statement #2 will be marked as Paid (settled) but the payment will be attached to statement #3, since it was received during the usage period of statement #3.
One-time charges are attached to the currently open statement. From the example above, any one-time charge assessed after signup, but before the first renewal, would be attached to statement #2.
The following diagram gives a visual representation of how signup and renewal map into statement usage periods and their automated emails.
Advanced Billing uses 2 statuses for statements.
If a statement is marked as Open, this indicates that the user’s subscription is in the current billing period. Statements will remain Open until a billing period ends. This is the current statement.
If a statement is marked as Closed, this indicates that the user’s subscription has generated a new statement for the next billing period. This is no longer the most current statement generated for the subscription.
Statements and Dunning
In the event that there is no payment method on file for a subscriber, and a statement is generated, a dunning notice will be sent to the subscriber. Advanced Billing will not email a subscriber to send the unpaid statement in addition to a dunning notice. The dunning notice serves as the notification that the recently generated statement had not been paid automatically. This is regardless of your settings in Statement Settings.
Differences between Statements and Receipts
When configured to be sent automatically, statements can be a robust replacement for the Advanced Billing receipts. They can be used in conjunction or alone. The following table describes some of the differences:
|Feature / Behavior||Statements||Receipts|
|When are emails sent?||Once when the statement closes, and (optionally) once when payment is later received||Upon every payment received|
|Configurable content with replacement variables?||No||Yes|
|Shows line item charges?||Yes||No|
|Can be easily resent?||Yes||No|