In a customer-centric world, selling add-ons, services, or products outside of your recurring subscriptions can become a common practice. Because of this, we love knowing that our customers can take advantage of ad-hoc (one-off) invoices, either within the UI or API. Our Billing Team has released several enhancements to one-off invoicing over the past several months, from backdating functionality, new filtering options (via API), and a date selector modal.
Today, we are excited to announce that you now have the option to immediately collect payment on these ad-hoc invoices. Two options are available when creating an ad-hoc invoice in the UI:
- The invoice will be marked for remittance payment; or
- The invoice amount will be collected automatically from the payment method on file
In addition, users can select the desired behavior if payment fails. The ad-hoc invoice can either:
- Roll back (not be created); or
- The status can be set to 'Open' and Chargify will attempt collection at the next scheduled renewal
The default behavior can be set in your Site Settings. However, behavior for individual and ad-hoc invoices can be overridden. Payment instructions can be sent via API with the
payment_instrucions parameter. If payment instructions are not specified, the settings for the invoice will default to the site settings.