Invoiced Customer Handling

This setting is available for Chargebee, Recurly, and the latest version of our Stripe integration. You must be an Admin to complete the following steps.

Chargebee, Recurly, and Stripe 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 Chargebee, Recurly, or Stripe as a source.

Resources and further reading:

Before you begin

Configuring invoiced customer handling

To update this setting, go to Data & Config > Sources, select a Chargebee, Recurly, or Stripe source, and navigate to Invoiced customer handling.

ChartMogul invoiced customer handling

This setting has the following options:

  • Only include invoiced customers when they have at least one successfully paid/closed invoice. (default) — MRR will be generated 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. — MRR will be generated 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 and the generated MRR 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.
  • Classify invoiced customers as active the moment their first invoice is opened. — MRR will be generated 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.
Changing your Invoiced Customer Handling setting in ChartMogul only affects customers going forward. To apply this setting to your existing data, you'll need to re-sync your source.
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