Customize invoice and receipt templates to match your brand—the way you do business.
Create and manage several invoice templates to suit business use cases that require different invoice information and formatting.
Not having to worry about managing subscription billing because Recurly handles that for us has been huge. It has enabled us to focus on the elements that are core to our business—the customer experience and the box.Read case study
This feature is included in Recurly’s professional and elite plans. Customers on our core plan will need to transition to one of these plans to utilize invoice customization. View Recurly plans and pricing
Invoice customization is supported on both versions of our API—V2 and V3. While configuration and set up of templates is not available via API, you are able to assign and reassign a custom template to each of your accounts.
Any desired changes for email content should be made directly to the appropriate email template. The invoice reflecting your invoice template configurations will be provided as a PDF attachment in the email.
If you choose to override the entity address on an invoice template, that change will only reflect on invoices sent out using that template. The business address that is configured for your site in site settings will be the address used for tax purposes.
Currently you can create up to nine invoice alternate templates, Including the default template, for a total of 10.