Invoiced Customer Handling

This setting is currently only available with Stripe and Recurly. You will need to be an Admin to complete the following steps.

Stripe and Recurly allow you to send open invoices to your customers. In ChartMogul, the Invoiced customer handling setting enables you to control when these customers start an Active subscription and generate MRR. You'll need to choose this setting when adding Stripe or Recurly as a source.

Resources and further reading:

Update this setting by going to Data Platform > Sources, selecting an existing Stripe or Recurly source, and navigating to Invoiced customer handling.

This setting has the following 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 is opened. If the invoice enters a past due or failed state, the invoice will be reported failed and if the customer does not have a successful subscription invoice, their subscription will be removed. 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.
  • 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 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 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 subscription invoice, their subscription will NOT be removed.
If you alter this setting, it will change when ChartMogul recognizes active subscriptions in your account. You must re-sync your source for the setting to be applied historically.
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