The Invoices Settings screen in Advanced Billing lets you configure how Invoices are generated, displayed, delivered, and customized for your Customers. You can set default collection methods, define Invoice numbering, control visual layout and metadata, include tax and usage details, and manage delivery preferences for email and PDFs. These settings apply across UI views, downloadable PDFs, and public Invoice landing pages, allowing you to tailor Invoices for operational, branding, and compliance needs. You can find these settings by going to Config > Settings > Invoices in Advanced Billing.
Invoices Settings page
The Invoice Customization and Email Delivery sections are covered in detail in separate articles.
Below, we’ll explore some of the different configuration options available within this page.
Invoice Collection
Select how you would prefer to collect payment for your subscribers. This setting controls the default collection method for a subscription’s first invoice.
Invoice collection settings in your Advanced Billing site
After the first invoice is created, you may change the invoice collection method on a particular subscription. For more information, please see our documentation on changing a single subscription’s invoice setting.
Automatic Collection
When a new invoice is issued, Advanced Billing will attempt to collect payment automatically from the payment method on file. Dunning rules will handle any failed payments. The automatic payment method is functionally same as the automatic of the legacy statement architecture.
Manual/Remittance Collection
When a new invoice is issued, Advanced Billing will not attempt to collect a payment automatically. This rule applies even if there is a payment method on file. The remittance payment method is functionally same as the invoice billing of the legacy statement architecture.
Your customer may be sent an invoice link to manually review and remit payment. You must manage the collections/dunning process offline, as no dunning is performed on these subscriptions. Subscriptions are not canceled for non-payment and will continue to accrue charges against the subscription.
Invoice Start Number
Similar to the original setting on the legacy statement architecture, this number specifies what the first, or next, invoice number will be. This will allow you to match up the current invoice numbering in Advanced Billing with an outside or legacy invoicing service. The field enforces a requirement that the starting number can be no less than the highest numbered invoice within your site; for example, if invoice #355 is the most recent invoice, then the starting invoice number must be at least 356.
The numbering for the first, or next, invoice on the site.
Generating Offsetting Credit for Fully Voided Invoices
Enable this setting to automatically generate offsetting credit for fully voided Invoices. As a result, fully voided invoices contribute to revenue in the Finance Report. Enabling this setting will cause a credit note to be generated for fully voided invoices. In addition, all of your historical fully voided invoices will be enriched with credit notes. This option is enabled by default for all new sites.
The operation cannot be undone. If you have any questions, email support@maxio.com or use this form to submit a request.
Setting to Generate Credit Notes for Fully Voided Invoices
Related articles
Set the Expiration Time for Public Invoice Links
View and Share Invoice Public URLs
Configure Invoice Email Delivery
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