Invoices

An invoice relates charges, credits, and payments together. When a subscription is created or renewed, or a charge is created on the account, Recurly will sum the charges, discount or tax as appropriate, and send the invoice out for collection. Your subscribers are notified of successful or failed invoice collection via email.

Dashboard

Your invoices dashboard provides an overview of all invoices generated by Recurly. The filters on this view allow you to bucket invoices into different categories for easy sorting:

All: Every invoice generated within your Recurly site.
Open: All invoices that are pending collection. Recurly has not yet received payments for these invoices.
Past Due: All invoices that attempted collection, but payment failed. These invoices will be retried automatically through the dunning process.
Failed: All invoices that have either experienced 20 declines, or has been through the dunning process without successful payment. These invoices will not be retried.
Closed: All successfully collected invoices.

Structure

By default, your invoices will contain the following information:

Company Details: Company information configured in your site settings.
Customer Details: The account holder's name and billing information.
Line Items: Invoice line items contain any subscription or add-on description, as well as descriptions for charges and credits applied to the invoice. For recurring charges, the line items will include the bill cycle covered by this renewal charge.
Subtotal
Total
Discount: Amount discounted from any active coupons applied to the account.
VAT
Paid
Total Due: Amount currently due for the invoice.

Proration

A subscription change with a timeframe of immediately will generate an invoice that displays additional line items:

Prorating for remainder of subscription term: Charges from upgrading.
Remaining value for the subscription: Credit due to downgrade.

Collection

Automatic

Subscription signups and one-time transactions are invoiced and collected upon immediately. Subscription renewals and manual charges are invoiced and then processed at the top of every hour.

Manual

An Open invoice can be manually marked as Closed.

Choose Mark as Failed to indicate that the invoice was not successfully paid for and that collection attempts should stop. This functionality is mostly used to halt the dunning procedures for an invoice.

Choose Mark as Successful to indicate that the invoice was successfully paid for and that automated collection attempts should stop - this functionality is typically used to indicate that payment was received via another method and that revenue should be recognized.

Dunning

When invoice collection fails, the invoice immediately enters a Past Due state and collection attempts will start based on your dunning management settings. Recurly will email the customer to alert them of the failed payment and automatically retry payment based on the card and error type. Reviewing the invoice details will display each collection attempt and reason for the payment decline. Recurly will stop trying to collect on an invoice after it has been attempted 20 times, or when the timeline in your dunning management settings has passed without successful collection.

Invoice Numbers

All invoice start with number 1000 and increment by 1 with each invoice creation. If you need your invoices to start at a specific value, please contact Recurly support.

Emails

When a customer subscribes their first invoice is automatically included in the New Subscription email template. Subsequent invoices are sent using the Invoice Receipt email template. Recurring invoices are not sent to customers when the total amount owed is $0.00. An invoice email can be resent by clicking the Resend Last Email button on a specific invoice.

PDFs

PDF invoices are available via the administrative console and API. PDF invoices are not customizable at this time.

CSV Export

You can fully export your customer invoice data to CSV format from your invoice dashboard. This export contains the following columns: id, account_code, account_name, invoice_number, currency, total, subtotal, vat_amount, date, status, purchase_country, vat_number, coupon_code.