Invoice configuration covers the full set of tools for customizing and managing your billing process. Automate invoice generation, personalize templates, handle credits and adjustments, and manage chargebacks — all from one place.

Available on all Recurly plans

1Definition 2Key details

Definition

Invoice configuration is the suite of tools that lets you control how invoices are generated, presented, and managed throughout the billing lifecycle. From automation to personalization, these features help businesses run efficient billing cycles, maintain a professional image, and handle credits and chargebacks with confidence.

Key details

Automated invoicing

Streamline your billing process with invoices generated and sent automatically based on your subscription and billing settings.

Manual invoicing

Create and send invoices manually when you need full control over timing and delivery for specific customers or scenarios.

Invoice template customization

Personalize your invoice templates with your logo, brand colors, and messaging to present a consistent, professional image.

Multi-product invoicing

Consolidate charges for multiple products or add-ons into a single invoice, simplifying billing for customers with complex subscriptions.

Credit invoices

Manage refunds and credits with dedicated credit invoices that keep credit adjustments separate from charges for cleaner financial records.

Charge and credit adjustments

Add or modify charges and credits after an invoice is created to keep billing accurate as subscriptions and circumstances change.

Chargebacks

Handle chargebacks efficiently with tools to track, respond to, and resolve disputed transactions without disrupting your billing flow.