How to Consolidate Invoices on Your Chargebee Site

In this video, we will learn how to consolidate invoices on your Chargebee site. Often, a single customer may subscribe to multiple products or services, resulting in separate invoices for each subscription. This can lead to customers receiving multiple payment reminders. To address this, you can enable the Consolidated Invoicing feature to combine multiple invoices into a single one.

Prerequisites for Consolidating Invoices

Before you begin, ensure that the following prerequisites are met for smooth consolidation of multiple invoices on your Chargebee site.

Configuring Consolidated Invoicing

Log into your Chargebee site.
Navigate to Settings.
Click on Configure Chargebee.
Select Consolidated Invoicing and click Enable.

Customization Options

By default, Chargebee consolidates invoices for all customers. If you want to allow users to override this setting at a customer level, enable Allow Overriding via the Chargebee interface.
If you prefer to consolidate invoices for select customers only, you can disable the overriding option.
Chargebee consolidates invoices even if they have different shipping addresses. Enable the option for separate invoices when shipping addresses differ.
Chargebee ignores the purchase order number while consolidating charges into a single invoice. Enable the setting to create separate invoices for charges with different PO numbers.

After configuring your preferences, click Apply.

Conclusion

Consolidated invoicing is now successfully enabled on your site. Here's an example of a consolidated invoice that combines multiple charges for a customer. Thank you for watching this video.

If you have any queries, please write to support@chargebee.com or check out the Need Help section in the app.