Summer 2022 Chargebee Billing Updates: A Capability for Every Growth Strategy

With Chargebee Billing’s multi-entity management capability, you can manage subscription data and streamline operations for all your business entities under one roof while offering a localized experience to end-users.

Critical business insights could be buried under tangled workflows and siloed subscription data with multiple tools for different processes and platforms. Duplication of data and efforts can end up affecting productivity while increasing operational costs.

Chargebee Billing’s Multi-Entity management capability helps you manage subscription data for all your business entities in a single platform. You can significantly reduce operational costs from managing multiple accounts for different business entities and customizing each entity’s invoicing, billing, and subscription workflows.

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Chargebee’s iOS & Google SDKs, AppStore & PlayStore integrations, and a single unified API helps businesses manage in-app purchases, web purchases, and the subscription lifecycle of mobile users in one place. You can also centralize your mobile and web subscription data and generate channel-level reports under one roof.

Multi-platform businesses, especially the ones with an iOS app, often lack visibility into their app-generated revenue, subscription statuses, or user behavior within the app. Any data they may have is usually siloed in different tools parallel to their web subscriptions. On top of that, keeping up with app guideline changes and ensuring compliance with the new rules is a full-time responsibility. Chargebee’s in-app purchase management relieves you from all these pains.

The Android and iOS SDKs or APIs kick in to complete an in-app purchase and maintain a record. After validating the receipts, Chargebee Billing listens to the AppStore and PlayStore notifications for subscription status and keeps a record. You get cross-platform analytics with the web and mobile subscriptions under one roof.

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If your Sales and Success teams require a seamless and automated way to send contracts to clients, get them eSigned and create new subscriptions, ‘Chargebee’s PandaDoc integration’ unlocks the power of faster, single-click deal closures.

Today, getting a formal contract from a customer to create a new subscription involves several steps. One is required to send Quotes to the customers and follow up on the Quotes for an eSignature. After getting confirmation of an eSign, a new subscription account gets created in the billing system.

With the Chargebee Billing and PandaDoc integration, you can:

• Send Quotes to customers in a single click via PandaDoc
• Follow up on the Quotes for eSignature with pre-set auto-alerts
• Create a subscription instantly in Chargebee Billing after the customer eSigns
• Collect payments and payment information from the customer via Email automation
• Create a single system of record for all subscribers and subscriptions

Learn more about Chargebee’s integration with PandaDoc here →

Both B2B and B2C businesses wanting to offer a wide range of global payment methods to their customers in Europe can now use our Checkout.com integration to start offering all desired new payment methods.

The preferred payment method in Europe varies a lot in each country, where the customers prefer to use their respective local payment methods like iDEAL, Sofort, Bancontact, and so on. Customers looking to expand deep into Europe need to offer these EU local payment methods to acquire more customers. So far, our clients have been unable to tap into the European markets fast without supporting these local payment methods.

Not anymore.

For subscription businesses aspiring to tap into the European market but struggling to navigate around the multiple local payment options, ‘Chargebee’s integration with Checkout.com‘ unlocks the power of

• Faster expansion into the EU markets
• Unmatched Payment flexibility to your EU customers/prospects by offering a wide range of options for EU local payment methods like iDEAL, Sofort, and Bancontact via Checkout.com

Learn more about Chargebee’s integration with Checkout.com here →

You now have the flexibility to ensure that the different personas using Chargebee+Salesforce can only modify data relevant to their function. This feature allows you to place your Salesforce users into segments with specific permissions, such as edit, read-only, or even ensure a default value is populated. An example of this could be a customer who prefers the sales team not to be able to alter the “auto collection” field due to business reasons. You can also set up a “Sales Manager” role to access the restricted field.

Various user personas like the AE, BDR, Account Managers, and RevOps work out of Salesforce and are generally a different function/user group than those working out of Chargebee. Some important quote creation and subscription management workflows, when accidentally modified, could disrupt your revenue workflows.

Chargebee’s native Salesforce integration with advanced controls and permissions feature’ enables:

• Enhanced control and customization around fields enabling custom-user-permissions for Chargebee such as edit, read-only, or ensuring a default value is populated.
• Flexibility to ensure the Sales personas using the Chargebee for Salesforce integration can only modify the data they need.
• The ability to set default values at a field level within groups gives more flexibility beyond the single field level default that Salesforce CPQ+Billing provides.

Learn more about Chargebee’s SalesForce integration here →

With our out-of-the-box advanced accounting integrations, you can confidently offer payment flexibility to your customers without worrying about increasing the burden on your finance teams.

B2C businesses eyeing expansion into Europe require invoices with all payment methods to be managed automatically on their Accounting/ERP platforms like Netsuite, Intacct, Xero, and QuickBooks. They need support, especially for payment methods such as – iDEAL, Sofort, Bancontact, Wallets(Apple Pay, PayPal), and so on. Manual effort to handle records in the accounting system might lead to errors and delays in the book closure cycle.

Today, Chargebee enables you to

• Auto-manage all invoices paid via multiple payment methods like iDEAL, Sofort, Bancontact, and Wallets(Apple Pay, PayPal) on Accounting/ERP Platforms like Netsuite/Intacct/Xero/QBO
• Error-proof invoice entries irrespective of the payment method
• Offer additional payment methods to your customers while Chargebee’s accounting integration automatically pushes the data into your Accounting or ERP platform.

Learn more about Chargebee’s Accounting integrations here →

Razorpay is one of the leading payment gateways in India. We have partnered with Razorpay to offer payment methods like UPI AutoPay and e-mandate (cards and Net Banking) that are optimized for receiving recurring payments in India.

Localized payment methods differ vastly from one country to another. Customers prefer localized payments, and catering to this demand can get complex. Collecting recurring payments in India is more complicated with the RBI’s mandatory guidelines. Chargebee integrates with Razorpay to offer compliant payments.

Expand in India at the click of a button. Along with offering compliant payment methods, Chargebee also takes care of compliances like GST, TDS, and e-invoicing straight from the dashboard.

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And that’s just the highlights of Chargebee Billing updates. We have 4 more products in our overall suite and 4x more opportunities for you to grow your subscription business. Read more about our entire Summer 2022 lineup here.

We at Chargebee are constantly listening to our customers’ requests and the market conditions to roll out the most relevant solutions for you every quarter. If you’re interested in implementing any of the products or features from our Summer 2022 lineup for your business, talk to one of our product experts today.