For better understanding, the Invoice Notes helps the user to add the extra contextual notes to the invoice. These notes can be given specifically to each customer or subscription. Additionally, it can be set up at an Addon, Plan or Coupon level, to make sure that they are added only once that particular item is part of the Invoice.
Default Invoice Note may also provide in Settings > Configure ChargeMonk > Invoices, credit notes and quotes and the note will be displayed on all Invoices.
Adding Invoice Notes
In the consequent pages of below given resources, invoice notes can be added:
The invoice notes can either be HTML content or plain text.
On creation of an invoice, the Invoice Notes exist in the resources allied with it will be recovered and retained in it. Such as, at the time of invoice creation, in case Invoice Notes exist for the subscription, plan and customer are allied with the invoice, then they will get displayed in the invoice (refer to the image below).
The invoices that are created previously will not reflect the added notes. Only in the upcoming invoices the notes will be added.
Editing/Deleting Invoice Notes
In the resources' detail page, it is possible to edit or delete the notes. The resources include customer, subscription, plan, addon, and coupon. But, when the invoice is created, the notes stored within the cannot be edited.
Viewing Invoice Notes
When HTML and PDF invoices will be sending to customers, Invoice Notes will also be sent.
If Invoice Notes exists for multiple entities like Plans, Add-ons, etc. of an invoice, it will be shown in the following arrangement:
- General Notes
Adding Default Notes
In case you want to add a general note for all invoices, you can use the Invoice Notes option in Settings > Configure ChargeMonk > Invoices, credit notes and quotes > Invoices button. Such as, in case you want to add a note like terms and conditions or "Thank You", this option can be used for that.
Adding Invoice Notes via API
Adding invoice notes through API is also possible by using the Create & Update APIs of the preferred resource.
- Create operation: This option is used to add Invoice Notes during resource creation.
- Update operation: With the help of this option you can perform the following actions:
- Add Invoice Notes that are not present previously.
- Edit or delete the current notes.
Such as, for a subscription Invoice Notes can be passed with the Create a subscription API request. In case you are not added through Create subscription API you can also use Update a subscription API request to create Invoice Notes. With the help of Update subscription API request, the current Invoice Notes of a subscription can get edited or deleted.
Find the list of notes that are stored in an invoice from the notes feature under the invoice object.
It is not possible to edit or delete the Invoice Notes for Coupons through API, as no Update API is available for Coupons.