Configuring Invoice and Credit Note Settings in Chargebee

In this guide, we will walk you through the steps to customize invoice and credit note settings in ChargeBee.

Step 1: Customize Invoice Settings

1. Click on Settings and configure ChargeBee.

2. Navigate to Invoices, Credit Notes, and Quotes.

3. To change the address displayed on the invoice:

   • Click Change Format next to Organization Address Format.

   • Modify the address as per your requirement and click on Apply.

4. Edit common fields present in both invoices and credit notes by switching the toggles on or off. This will add or remove the fields respectively. Click on Apply Changes to save the changes.

5. To view the changes, click on Preview Invoice to preview a test invoice.

Step 2: Modify Invoice Specific Settings

1. Click on the Invoices tab.

2. To change the invoice numbering:

   • Choose the Manage option present across the Invoice Numbering section.

   • Modify the invoice numbering by adding a static prefix or dynamic prefix such as month and year.

   • Edit the next invoice number.

   • Options are available for incrementing the invoice number and resetting it periodically. Choose the reset frequency and month.

   • Preview the upcoming invoice number here.

   • Click on Save to save the changes made.

3. Click Apply Changes in the top right corner to save the invoice settings.

4. To add a common invoice note:

   • Navigate to the Invoices tab and click Manage next to Invoice Notes.

   • Add your desired note and click on Apply to add your invoice note.

   • Click Apply Changes to save your modifications.

   • To see the invoice note, click on Preview Invoice.

Step 3: Customize Credit Note Settings

1. Navigate to the Credit Notes section.

2. Choose Manage to modify the credit note numbering and click Save to make changes.

3. Edit the credit note specific fields by enabling or disabling the toggle.

4. In the Notes section, add a common note to be visible on all credit notes.

5. Finally, click on Apply Changes to save your modifications.

6. In the General Settings tab, click on Preview Credit Note to view the changes.

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