This guide will help you customize your invoices. When you’re finished configuring and testing, your Chargify invoices will be ready for customers.
Summary
- Chargify Feature
- Invoices
- You Need
- An understanding of your invoice requirements.
- Code
- No
- Difficulty
- ◉◎◎◎◎
Configure Invoices
This will walk you through how, step by step.
1. Configure invoice settings
Go to Config > Settings > Invoices.
- Invoice Collection Help
Set "Automatic Payment" (default) most of the time. Only set "Manual Payment" if you never accept automated payments. - Invoice Start Number Help
Default is 1. Tip: sometimes companies don't like to start with 1 because it makes their business appear "new". If this is the case, try a number like 1001 or 10001. - Invoice Customization (Appearance) Help
These settings control logo and address appearance. - Line Item Elements Help
These settings control line item elements/appearance. Of particular importance, is disabling $0 products, if you have a product configuration that utilizes $0 products. - Tax Settings Help
2. Set your business address
By default, your business address displayed in the top left corner of invoices, is based on your main Account settings (click your initials icon in the top right corner > click Account).
If you would like to override this address with a site-specific business address, edit your site settings (click site name top left corner > click edit current site).
Then scroll down to the bottom and check this box to open the address settings. Enter your business address and save changes. Any existing invoices will be updated with this address.
If you would like to override this address with a site-specific business address, edit your site settings (click site name top left corner > click edit current site).
Then scroll down to the bottom and check this box to open the address settings. Enter your business address and save changes. Any existing invoices will be updated with this address.
3. Set up invoice emails
4. Set up invoice language/phrasing
You can use language settings to alter actual language (Spanish, French, etc), or change the phrasing of specific terms (eg: instead of "Bill To", change it to "Billed To", etc).
- Navigate to Invoice Language Settings
Go to Config > Settings > Language Settings. - Add/Edit a Language Help
To Add, click "+ Add a Language". To edit, click Actions > Customize Language. - Test
Invoices update in real time when you edit a language. To test, have an invoice open, save a language change, then refresh the invoice. Repeat until the end result is what you want.
5. Test
Create subscriptions that reflect your real use case(s), and test invoices for signups, renewals, one-time charges, mid-period charges, and anything else, as applicable. Revise your invoice settings as needed.
Optional - Set up Net Terms
Go to Config > Settings > Net Term Settings. Help
Optional - Set up Invoice Custom Fields
Go to Config > Custom Fields. Create a custom field, set "Display Field Data on Invoices" to Yes. In the bottom left corner of invoices, a custom field section will appear (eg: Device ID, imaged below).
