Partial Payments and Refunds

 

Transactions are payments or refunds associated with an invoice.

ChartMogul uses transactions to calculate cash flow reports. Typically, transactions do not impact subscription analytics or MRR movements. However, depending on how you've configured your data settings, transactions may impact your subscription analytics. For example:

  • When your Invoiced Customer Handling setting is configured to Only include invoiced customers when they have at least one successfully paid/closed invoice 
  • When your Refund Handling setting is configured to Stripe: When an invoice is refunded (in full) reduce the historic MRR as if the invoice was never paid

ChartMogul automatically imports transactions from supported billing systems. Add transactions using CSV, the ChartMogul interface, or our Import API.

To view transactions, navigate to Data & Config > Sources > select your source, and then select Transactions.

Partial Payments

When a customer only pays part of the invoiced amount, capture this transaction using a partial payment. Add a new transaction, select the corresponding Invoice, set the Type to Payment, specify an Amount, set the Result to Successful, and select the Date when the transaction occurred. 

 

Once the transaction details are submitted, ChartMogul notifies you if the data was processed correctly using the Import Status. You can add multiple partial payments for an invoice, but the sum of the partial payments should be less than or equal to the invoiced amount.

Partial Refunds

When a customer was refunded for part of the invoiced amount, a partial refund transaction can be used to capture this. Add a new transaction, select the corresponding Invoice, set the type to Refund, specify an Amount, set the Result to Successful, and select the Date when the transaction occurred. 

Once the transaction details are submitted, ChartMogul notifies you if the data was processed correctly using the Import Status. You can add multiple partial refunds for an invoice, but the sum of the partial refunds should be less than or equal to the invoiced amount.

If the amount field is left empty, it will default to the full amount of the invoice.
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