Invoice handling

This setting is available for Braintree, Recurly, Stripe, the latest version of Chargebee and custom sources. You must be an Owner or Admin to complete the following steps.

On December 19, 2024, we introduced a new version of the invoice handling setting and are gradually making it available to all customers. Contact support if you don’t see the options described in the Configuring invoice handling section and want to have them enabled.

For BraintreeChargebee (latest version), Recurly, Stripe and custom sources, you can control how ChartMogul classifies customers with open invoices. Determine when to recognize a paid subscription and generate MRR: the moment an invoice is issued, when it’s partially paid or only after it’s paid in full. You also have the option to exclude written-off, voided or fully refunded invoices from MRR calculations.

Resources and further reading:

Updating your invoice handling setting in ChartMogul only impacts customers from the moment you change the setting. To apply this setting to your historical data, re-sync your source.

Configuring invoice handling

To update this setting, go to Settings & Data > Sources and locate a Braintree, Chargebee (latest version), Recurly, Stripe or custom source. Click the Settings   icon and find Advanced Settings > Invoice Handling.

Screenshot of the invoice handling setting as described here.

Under ChartMogul creates new paying subscribers (or reactivates churned ones) when, decide when ChartMogul should recognize MRR by selecting one of the following options:

  • Their initial subscription invoice is fully paid (Default) — ChartMogul generates MRR when an invoice is paid in full. Open invoices (unpaid or partially paid) are excluded from MRR calculations.
  • Their initial subscription invoice is partially paid — ChartMogul generates MRR when an invoice is partially paid.
  • Their initial subscription invoice is issued — ChartMogul generates MRR when an invoice is issued.

Under Prevent invoices from creating new subscriptions or updating existing ones if, you can select one or more cases when you want ChartMogul to exclude an invoice from MRR calculations:

  • An invoice is written off or marked as uncollected
  • An invoice is voided
  • An invoice is fully refunded

Let’s say you’ve chosen the default option to recognize MRR when an invoice is fully paid. You’ve also opted to ignore MRR from invoices that are fully refunded.

A new customer, Tetoko, subscribes to your monthly plan. On January 1, you issue an invoice for $100. Tetoko makes a partial payment of $50 on January 5 and pays the remaining $50 on January 15. Since you’ve chosen to recognize MRR when an invoice is fully paid, ChartMogul generates a New Business MRR movement of $100 on January 15.

On January 31, Tetoko cancels their subscription, and you issue a full refund of $100. Because fully refunded invoices are excluded from MRR calculations, ChartMogul removes the $100 New Business movement from Tetoko’s subscription history.

Previous versions of the setting

If you don’t see the options described above, it means you have a previous version of the invoice handling setting, available for Chargebee (latest version), Recurly and Stripe. Contact support to have the latest version enabled.

Configuring open invoice handling for Chargebee (latest version) or Recurly

To update this setting, go to Settings & Data > Sources and locate a Chargebee (latest version) or Recurly source. Select Settings and navigate to Invoiced customer handling.

Invoiced customer handling setting for a Chargebee or Recurly source

This setting has the following options:

  • Only include invoiced customers when they have at least one successfully paid/closed invoice. (default) — ChartMogul generates MRR when a subscription invoice for an amount above $0 is successfully closed (i.e. paid).
  • Classify invoiced customers as active the moment their first invoice is opened. But if their invoice fails to be paid then exclude them. — ChartMogul generates MRR when a subscription invoice for an amount above $0 is opened. If the invoice enters a past due or failed state, ChartMogul reports the invoice as failed. If the customer does not have a successful invoice for this subscription, ChartMogul removes their subscription and the generated MRR.
  • Classify invoiced customers as active the moment their first invoice is opened. — ChartMogul generates MRR when a subscription invoice for an amount above $0 is opened. If the invoice enters a past due or failed state, the invoice will NOT be reported failed; and if this customer does not have a successful invoice for this subscription, their subscription will NOT be removed.

Configuring open invoice handling for Stripe

To update this setting, go to Settings & Data > Sources and locate a Stripe source. Select Settings and navigate to Invoice Handling.

Screenshot of the Invoice Handling options of a Stripe source.

This setting has the following options:

  • Report subscribers as active only when they have at least one paid invoice. (Default) — ChartMogul generates MRR when a subscription invoice for an amount above $0 is successfully paid.
  • Classify subscribers as active the moment a new subscription invoice is opened. But if the invoice is later marked Void or Uncollectible then the subscription will be removed from ChartMogul. — ChartMogul generates MRR when a subscription invoice for an amount above $0 is opened. If the invoice enters a past due or failed state, ChartMogul reports the invoice as failed. If the customer does not have a successful invoice for this subscription, ChartMogul removes their subscription and the generated MRR. An invoice will remain open during Stripe's automatic collection and must be marked as void or uncollectible to be excluded from MRR in ChartMogul.
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