Adding invoices using the invoice wizard

The Invoice Wizard is a ChartMogul tool that lets you create, edit, disable, and delete invoices and line items directly — without importing data through source data tables. You can also generate a payment transaction to mark an invoice as paid.

Here’s what we cover in this article:

• Accessing the invoice wizard
• Adding invoice details
• Adding invoice line items
• Generating a payment
• Saving your invoice

How to Access the Invoice Wizard

To access the invoice wizard from source data tables:

1. Navigate to Settings > Data & Integrations > Sources and select a source.
2. Switch to the Invoices tab and click NEW INVOICE (WIZARD).

To access the invoice wizard from a customer profile:

1. Navigate to Customers and select a customer from the list.
2. Select the Billing Data tab.
3. Scroll down to the Invoices table and select ADD INVOICE.

This opens the Invoice Wizard with two tabs. The default tab, An invoice that I define myself, adds a single one-off invoice. To create a recurring subscription — one that auto-generates a new invoice each billing cycle — select A subscription that will auto-generate a new invoice each cycle to add a manual subscription.

How to Add Invoice Details

If you're adding an invoice from a customer profile, first select a Source from the drop-down.

Under Bill to, select a customer and complete invoice details:

• Invoice # — Enter a unique identifier for the invoice.
• Invoice date — Select the date the invoice was issued.
• Due At — Select the date by which the invoice needs to be paid.
• Currency — Select the three-letter ISO code of the currency in which the invoice is billed.
• Payment method — Select Manual or Automatic (available for Stripe, Recurly, third-party and custom sources). Learn more.

How to Add Invoice Line Items

A line item is a single charge or credit on an invoice. To add one, click :add-item~gray: + ADD ITEM and select a type: One-time, Subscription, or Trial (accounts with free subscription support only).

Complete invoice line item details:

• Plan / Description — Select a plan for subscriptions and trials or enter a description for one-time (non-recurring) line items.
• Subscription ID — Enter an identifier for the subscription. Required for subscriptions and trials.
• Service period — Set the service period start and end for subscriptions and trials.
• Unit Price — Enter the price for one unit (e.g., service or subscription seat).
• Qty — Enter the quantity.

ChartMogul calculates the line item Amount from the Unit Price and Qty, then sums all amounts to show the invoice Total.

To see all available fields, set Show all columns (advanced mode) to On. Then complete any of the following:

• Subscription Set ID — Enter a subscription set identifier for subscriptions with multiple components.
• Prorated? — Toggle the switch to mark the line item as prorated.
• Proration Type — For prorated line items, select Differential, Full, Differential MRR, or Differential Always. Learn more.
• Transaction Fees — Enter any amount paid to your billing system and/or payment processor for this invoice line item.
• Tax Amount — Enter any tax amount applied to the invoice line item.
• Discount Code — Enter an optional reference code for a discount.
• Discount Amount — For discounted line items, enter the discount amount.
• Discount Description — Enter an optional discount description.
• Line Item ID — Enter an optional identifier for the invoice line item.
• Event Order — Enter an optional number to specify the order of processing line items with the same service period start date. Learn more.
• Balance Transfer — Toggle the switch for the amount to be credited to or debited from the customer’s balance. Learn more.

To add more line items, repeat these steps.

How to Generate a Payment

Set Has this invoice been paid? to YES and enter a payment date to generate a payment transaction — a record that tells ChartMogul the invoice is paid, so it can update your MRR and other revenue metrics.

How to Save Your Invoice

1. Click SAVE to create your invoice.
2. Go to Settings > Data & Integrations > Sources.
3. Select the source that contains the invoice and click the Invoices tab to find it.