How to Regenerate an Invoice in Chargebee

In this guide, we will learn how to regenerate an invoice in Chargebee. This process is useful in the following scenarios:

• A subscription has no current term invoices, either because invoices are voided or deleted.

• A subscription has no current term unbilled charges.

• A subscription is imported into Chargebee via API, where an invoice is not created automatically.

We will use a voided invoice as an example in this walkthrough.

Steps to Regenerate an Invoice

1. Access the Subscription:

   Go to the Invoice Details page and click on the Subscription ID link at the top.

2. Locate the Regenerate Invoice Button:

   Find the Regenerate Invoice button in the Info Card at the top of the page.

3. Make Necessary Changes:

   Before regenerating the invoice, you can make changes such as:

   • Adding or removing a coupon

   • Changing customer details

   • Updating billing information and tax amount

   You can also edit the subscription using the Edit Subscription option to:

   • Change the plan price

   • Modify billing cycles and PO number

   • Decide when changes are applied

   • Determine how and when the invoice should be generated

   Click the Update button to save these changes.

4. Proceed with Invoice Generation:

   Click the Proceed button in the modal. Note that when you click Proceed, an invoice will be generated based on your selected preferences.

5. Regenerate for a Custom Period:

   If you wish to regenerate an invoice for a specific duration, click on Regenerate Invoice and choose Custom Period. Select your preferred start and end dates.

6. Preview and Generate the Invoice:

   Click the Preview button to review the invoice. Once satisfied, click the Generate button to finalize the invoice.

The invoice is now generated and can be viewed in the Invoices section.