Follow

Data Setting: Recurly Invoice Customer Handling

This feature is currently only available to users with a Recurly data connector. You will need to be an Admin to complete the following steps.

 

In Recurly it's possible to manually send traditional invoices to your customers, in ChartMogul we call customers billed in this way 'Invoiced customers'. This article explains a data setting that enables you to have greater control over how these customers are reported.

Under Admin > Data Load > Recurly data connector, there is a set of options titled "Invoiced customer handling".

There are three options

  • Classify invoiced customers as active the moment their first invoice is opened. But if their invoice fails to be paid then exclude them. (default)
    • Invoiced customers will be reported active when a subscription invoice for an amount above $0.00 is opened. If the invoice enters a past due or failed state the invoice will be reported failed and if this is customer does not have a successful subscription invoice their subscription will be removed.
  • Only include invoiced customers when they have at least one successfully paid/closed invoice.
    • Invoiced customers will be reported active when a subscription invoice for an amount above $0.00 is successfully closed (i.e. paid).
  • Classify invoiced customers as active the moment their first invoice is opened.
    • Invoiced customers will be reported active when a subscription invoice for an amount above $0.00 is opened. If the invoice enters a past due or failed state the invoice will be NOT be reported failed and if this is customer does not have a successful subscription invoice their subscription will NOT be removed.

 

If you alter this setting, the change in how ChartMogul recognises churn in your account will only be reflected going forwards.  You will need to re-import your data to make the behaviour consistent historically and going forwards.