Invoice Rollup consolidates charges from multiple accounts within an Account Hierarchy into a single invoice billed to the parent. Instead of receiving separate invoices per child, the parent gets one unified invoice — organized by originating account — covering recurring subscriptions, one-time charges, and subscription changes across the hierarchy.

Not included in Starter or Pro — contact Recurly Sales to upgrade

1Definition 2Key benefits 3Key details 4Setup and usage 5Billing rules

Definition

Account Hierarchy — Invoice Rollup is a Recurly feature that consolidates line items from multiple accounts within an account hierarchy into a single invoice billed to the parent account. It is powered by Recurly's Calendar Billing feature and requires that child accounts be configured to bill to the parent.

Key benefits

Simplified billing Consolidate charges from multiple accounts into a single invoice, reducing administrative overhead.

Enhanced tracking Track charges and invoices across multiple accounts with detailed per-account line item breakdowns and full API support.

Flexible charge management Handle one-time charges, recurring charges, and subscription changes across multiple accounts within a single billing event.

Efficient taxation Tax line items based on the parent's taxable address by default, with an option to tax by child account address when needed.

Key details

Invoice Rollup is built on two Calendar Billing capabilities:

Calendar Billing — Aggregate Invoices: merges charges from child and parent accounts into a single invoice, provided child accounts bill to the parent and all eligibility conditions are met
Calendar Billing — Alignment: automatically aligns billing dates across a hierarchy to match the common parent's billing date

One-time charges

Any one-time charges on a parent or child account are included in the consolidated invoice if they are present before the invoicing event. Recurring charges are also included, as long as no shipping address is associated. One-time charges requiring immediate billing are invoiced separately.

Shipping address limitation Shipping addresses are not currently compatible with Invoice Rollup consolidation. Charges linked to a shipping address are billed separately or at the next qualifying event.

Invoice display

Consolidated invoices are displayed consistently across the Admin UI, hosted invoice pages, PDFs, and emails.

Surface	Behavior
Invoice PDF	Charges are grouped by originating account and include account details such as account code, name, and company (when available on the account).
Email (HTML/text)	Charges from all accounts in the hierarchy are listed collectively, not grouped by originating account. Email templates can be customized to include per-account line item information.
Admin UI and hosted invoice page	Mirrors the PDF format — consolidated view with per-account grouping.
API (v3 and v2)	Charges are retrievable via the invoices and line items endpoints. Response data includes which account each charge was billed from and to.

Line item display limit The Admin UI, hosted invoice page, and PDFs display a maximum of 500 line items. Subtotal, tax, and total always reflect all items regardless. To access line items beyond the first 500, use the Adjustments export.

Invoice presentation

Invoices within an Account Hierarchy label the parent account as "Primary Account" and child accounts as "Linked Account." This naming is consistent across invoice PDFs in customer emails, the Hosted Account Management invoice view, and the Admin UI.

Setup and usage

Invoice Rollup must be activated on your Recurly site before use. Contact the Recurly support team to enable both Account Hierarchy — Invoice Rollup and Account Hierarchy — Alignment (if needed).

Combining recurring charges

The following example uses two child accounts, A and B, both configured to bill to a common parent.

Create subscriptions on child account A

Use the Purchase or New Subscription endpoint, or create the subscription directly in the Recurly UI.

Create subscriptions on child account B with the same billing date

The billing dates across child accounts must match for charges to consolidate into a single invoicing event.

At the invoicing event, charges consolidate automatically

When the shared billing date arrives, recurring charges from both child accounts are billed together into a single invoice on the parent. The resulting PDF groups charges by originating account. Subscriptions on the parent account can also be synchronized with those on child accounts so the parent's own charges are included in the consolidated invoice.

Combining recurring and one-time charges

Add a one-time charge to child account A

Schedule the charge for the next billing cycle — do not use immediate billing, which would invoice it separately.

Set up subscriptions on child accounts A and B

Follow the steps in the Combining recurring charges section above.

At the invoicing event, the one-time charge is included

The one-time charge from child account A consolidates with the recurring charges from both accounts into a single parent invoice.

Creating billing groups

Invoice Rollup supports creative groupings within a single hierarchy. For example, child accounts A and B can share one billing date while the parent, child account C, and child account D share a different date — resulting in two distinct consolidated invoices per cycle. Use this approach to segment billing responsibilities or align invoice timing with your customers' financial periods.

Aligning billing dates

When Account Hierarchy — Alignment is enabled, a parent account's billing date automatically synchronizes the billing dates of all child account subscriptions that bill to the parent. If a child bills independently, it aligns to its own billing date instead.

The parent account's billing date is determined by its child account activity or by standard alignment logic.

Billing rules

Taxation

By default, all line items on a consolidated invoice are taxed based on the parent account's taxable address. To tax a child account's line items based on the child's own address instead, enable the child-address taxation setting. If the child account has no address on file, the system falls back to the parent's taxable address.

Coupons

Apply coupons to child accounts or their subscriptions using standard coupon rules. Discounts apply only to charges from the associated child account — not to the entire consolidated invoice.

Credits

Standard Account Hierarchy credit rules apply. Credits are applied to the entire invoice rather than to individual line items. Only credits on the parent account are eligible.

Refunds

All standard refund types are supported with consolidated invoices.

Gift cards

Gift card redemptions follow standard gift card procedures.