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How do I customize invoices or statements?

Chargify offers you a host of options for customizing invoices & statements easily within the user interface. We exposes a number of parameters that you can use to customize your Invoice Notes or Statement Memos. These fields will be dynamically replaced with whatever their values are at the time of invoice or statement creation. See Email Templates for more information. 

Please note if you make customize an invoice or statement, this will affect all invoices or statements moving forward. Past invoices or statements will not be affected by changes. 

Invoices

It's easy to customize what information your Subscribers view on an an invoice. Simply browse to Settings --> Invoice Billing.  

Invoice Payment Terms

If your expect payment under Net 15, Net 30 or Net 90, you may call attention to that here. On your invoices, it will be displayed as follows:

Invoice Notes

Please use the space available to add an address to your business. Another option is to add a simple "Thank you" to let Subscribers know you appreciate their continued support. 

 

For more information on Invoice Billing, please see our main documentation here

 

 

Statements

If you'd like to customize the information your Subscribers receive on their Statements, browse to Settings --> Statement. Enter the information you wish all Subscribers to receive on their statements. 

Statement Title

The statement title will replace the word 'statement' on statements if your business requires that statements be called by another name. 

Statement Memo

Please use the space available to add an address to your business. Another option is to add a simple "Thank you" to let Subscribers know you appreciate their continued support. 

Business Name

The business name will be displayed on statements and used in the customer emails that Chargify sends on your behalf. If one is not provided your Company/Organization Name will be used instead. 

For more information on Statements, please see our main documentation here.

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