This guide will help you customize your invoices. When you’re finished configuring and testing, your Chargify invoices will be ready for customers.
- Chargify Feature
- You Need
- An understanding of your invoice requirements.
This will walk you through how, step by step.
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
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.
- 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.
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.