In Recurly, invoices are the central record of every transaction between you and your customers — detailing what was purchased, the price, and the payment status. This section covers the full invoicing lifecycle, from the dashboard view through editing, credits, and refunds.

1Definition 2Key benefits 3Key details 4Invoice tools

Definition

In Recurly, invoices serve as the comprehensive record of transactions between merchant and customer — detailing products or services, prices, and key financial information. They act as both a request for payment and proof of purchase, maintaining transparency and accountability in billing.

Key benefits

Full transparency Detailed breakdowns give merchants and subscribers a clear view of every financial exchange.

Flexibility Edit invoices post-issuance to accommodate changing subscriber needs or correct errors.

Optimized cash flow Issue credit invoices and manage revenue adjustments while maintaining customer trust.

Streamlined operations Automate invoicing workflows and manage the full lifecycle from issuance to payment or cancellation.

Compliance and record-keeping Maintain accurate financial records that support tax compliance and financial analysis.

Key details

Dates and times

Recurly records all transactions in UTC as the underlying billing timezone. Dates and times shown on invoices and emails are automatically converted from UTC to the local time specified in your site settings.

Invoice tools

Invoice dashboard

Monitor and manage all customer invoices — including types, statuses, numbering, dunning, and refunds — from a single view.

Invoice management

Manage the full lifecycle of invoices — from issuance through payment or cancellation — with detailed controls and adjustments.

Edit invoice

Modify invoice details post-issuance — including account notes, due dates, PO numbers, customer notes, and terms — to keep records accurate.

Credit invoices

Issue credits to correct billing errors or adjust for subscription changes — applicable to future invoices or refunded directly to the customer.