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Getting Started
Overview
Chargebee Billing Data Centers
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Create Single Order with Multiple Items
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Articles & FAQ
Customers
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Branding
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Supported Locales
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Articles & FAQ
Invoices, Credit Notes and Quotes
Invoices
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Invoice, Credit Note & Quote Numbering
Advance Invoices
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Taxes
Overview
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Brexit FAQs
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Tax in Other Countries
Articles & FAQ
Payments
Payment Methods
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Wallets
Amazon Payments
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Chargebee Test Gateway
Stripe
ACH Payments via Stripe
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Cartes Bancaires
Boleto Payments via Stripe
Automated Bank Transfer via Stripe
ACH Credit Transfer via Stripe
Sofort via Stripe
Level 2/3 Data Support
Stripe RBI e-Mandate Impacts
Adyen
ACH Payments via Adyen
SEPA Payments via Adyen
BACS via Adyen
iDEAL via Adyen
Bancontact via Adyen
Sofort via Adyen
Klarna Pay Now via Adyen
Online Banking Poland via Adyen
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PayPal via Adyen
Adyen Giropay
Braintree
PayPal via Braintree
Apple Pay via Braintree
Google Pay via Braintree
Venmo via Braintree
ACH Payments via Braintree
Authorize.net
Authorize.net Direct Integration
ACH Payments via Authorize.Net
Authorize.net via Spreedly
PayPal Payment Services
PayPal Express Checkout
PayPal Payflow Pro
PayPal Payments Pro
PayPal Commerce
GoCardless
Open Banking via GoCardless
Razorpay
Razorpay Netbanking and UPI Processing
Razorpay RBI e-Mandate Impacts
Checkout.com
Checkout.com - ABC to NAS Migration
SEPA payments via Checkout.com
ACH payments via Checkout.com
Bancontact via Checkout.com
Sofort via Checkout.com
Apple Pay via Checkout.com
dLocal support for Latin America (LATAM) cards
Mollie
SEPA Payments via Mollie
iDEAL via Mollie
Bancontact via Mollie
Sofort via Mollie
BlueSnap
BlueSnap Direct Integration
SEPA Payments via BlueSnap
ACH Payments via BlueSnap
Google Pay via BlueSnap
BlueSnap via Spreedly
CyberSource
CyberSource Direct Integration
CyberSource via Spreedly
Global Payments
QuickBooks Payments
Worldline Online Payments(formerly Ingenico)
Worldline Online Payments (formerly Ingenico) Direct Integration
Worldline Online Payments ePayments via Spreedly
Worldpay
Worldpay via Spreedly
Worldpay US eCom
WorldPay Direct Integration
Bank of America
EBANX
Pay.com
BluePay
Sage Pay
Paymill
Bambora (formerly Beanstream)
E-xact Direct Integration
Orbital (Chase Paymentech)
Pin Payments
Moneris
Elavon
Network Merchants Incorporated (NMI)
eWay Rapid
dLocal
Ecentric
Windcave
Metrics Global
Nuvei
Fraud Management
Adyen RevenueProtect
Stripe Radar
Offline Checkout
Offline Checkout
Transaction Sync and Invoice Mapping
Dangling Transactions
Needs Attention Transactions
Dunning
Dunning v1
Offline Dunning v1
Payment Retries with FlexPay
Others
Custom Payment Methods
Payment Initiator Parameter
PSD2 and Strong Customer Authentication
RBI e-Mandate
RBI Tokenization Regulations
Chargeback Management
Configuring Chargeback Management
Chargeback Notifications
Chargeback FAQ
Transaction Descriptors
Visa Trial Rules
Mastercard Trial Rules
Co-badged Card Compliance
Articles & FAQ
Hosted Capabilities
Overview
Hosted Checkout
Integration Options
Embedded Checkout
Features
Checkout Layout Customization
Returning user management
Checkout One-Time Payments
Checkout Without Payment Details
Single step checkout
Skip cart
Abandoned Carts
Configuring Checkout
Configuring Fields and Labels
FAQ
Hosted Self-Serve Portal
Integration Options
Chargebee Self-Serve Portal
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Chargebee Widgets
Hosted Pages Features
Custom Domain
Quantity Restrictions
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Google Analytics
GA4 for In-App Checkout and Portal
GA4 through GTM (In-app Checkout)
Additional Hosted Pages
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Payment Components ✨
Managing payments with ChargebeeJS
Mobile-Optimized Hosted Pages
Articles & FAQ
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Manage Account Fields
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File Attachments & Comments
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Multi-decimal Support
Configuring Reason Codes
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RevenueStory
Reports Explorer
Custom Fields in RevenueStory
Report Builder
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RevenueStory vs Classic Reports
Monthly Recurring Revenue (MRR)
RevenueStory Powered vs Classic dashboard
Metric Description
Accounting
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Customer Insights
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Home Dashboard
Vanity Metrics Bar
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Daily Report via Email
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Integrations
Sales
Salesforce (v1.38+)
Release Notes
Upgrading to Product Catalog 2.0
Upgrade and Migration Guide
Installation Guide
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Chargebee Actions in Salesforce
Field-Mapping
Salesforce (v1.37)
Salesforce Release Notes
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Installation Guide
Chargebee Actions in Salesforce
Field-Mapping
HubSpot
HubSpot Configuration
Chargebee Actions in HubSpot
HubSpot Release Notes
HubSpot FAQ
Troubleshooting Sync Errors
Pipedrive
Configuring the Integration
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Customer Support and Success
Groove
Freshdesk
Zendesk
Intercom
Intercom Inbox
Finance
QuickBooks Online
Configuring QuickBooks
Record Mapping in QuickBooks
QuickBooks Customer Mapping
Reconciling Chargebee Invoices with QuickBooks
Reconnecting QuickBooks to Chargebee
Objects and Fields Mapped between Chargebee and QuickBooks
Quickbooks common sync errors
Xero
Configuring Xero
Sync Log Dashboard for Xero
Customer Mapping in Xero
Reconciling Chargebee Invoices with Xero
Xero common sync errors
Sage Intacct
Pre-implementation Settings in Sage Intacct
Configuring Sage Intacct
Record Mapping in Sage Intacct
Sync Log Dashboard for Sage Intacct
Sales Order Invoice object mapping
Accounts Receivable Invoice object mapping
Oracle NetSuite
Setting up Token-based Authentication in NetSuite
Configuring Oracle NetSuite
Record Mapping in Oracle NetSuite
Configuring Multiple General Ledger (GL) Accounts in NetSuite for Discount Mapping in Chargebee
Sync Log Dashboard for NetSuite
Tax handling in Chargebee-NetSuite Integration
Objects and fields mapped between Chargebee and NetSuite
Common sync errors in Oracle NetSuite
Tax
Avalara
AvaTax for Sales
AvaTax for Communications
Anrok
Vertex
Taxamo
Vertex Validator
Kintsugi
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Refersion
MailChimp
Zapier
Case Study- Chargebee as a Trigger
Case Study- Chargebee as an Action
LeadDyno
ActiveCampaign
Stitch
Collaboration
Slack
Moxtra
Twilio
Contract Management
PandaDoc
GetAccept
Order Management
ShipStation
ShipStation Integration: Field-Mapping
BigCommerce
Mobile Subscriptions (Legacy)
Legacy Vs New Solution
What do you need to know
What are the Limitations
Apple App Store
Integrate App Store Connect
Configurations & Historic Data Processing
One Time Purchase
Unlink App Integration
Google Play Store
Connect Play Store with Chargebee
Google Play Store Notifications
Google Play Store Product Import
One Time Purchase
Unlink Play Store Integration
Google Play Store Sandbox Configuration
Chargebee’s Solution for Implementing Billing Library 5.0
Multiple Apps Connection
Frequently Asked Questions
Other Integrations
Wordpress
Articles & FAQ
Data Privacy & Security
Two Factor Authentication
SAML Single Sign-On
EU-GDPR
Consent Management
Personal Data Management
Compliance Certificates
HIPAA Configurations & Guidelines
PCI Recommendations and Integration Types
Articles & FAQ
Data Operations
Bulk Operations
Migration
Migrating Data
Migrating Cards
Self Migration
Articles & FAQ
Billing
Reports and Analytics
Articles & FAQ
Reports and Analytics Articles & FAQ
RevenueStory
What kind of reports does Chargebee offer?
Can I filter my reports? Also, how to export data and lists in CSV format?
What time zone does Chargebee follow for updating reports?
What is the Revenue Story in Chargebee?
Can the Chargebee dashboard be customized?
How does consolidated invoicing affect my new sales report?
What are the various versions of Revenuestory?
Who can access Revenuestory?
What is Dashboard in Revenuestory? What are the various dashboards available?
What is the difference between Monthly and Rolling 30 days granularity in Revenuestory?
What are Alerts and Goals in Revenuestory?
Email address not valid in Revenue Story
When site filter feature is activated what will happen to the existing consolidated sites?
Can I edit the layout of the labels?
Metric Description
How can I see the retention rate of my subscriptions or the LTV of my customers?
ARPU report discrepancy
Why is the display name inconsistent in the renewal report?
How to export the subscription count report from Chargebee?
How Deferred Revenue Movement Calculation is done from the Account summary report(Month on Month)?
How is the Lifetime value metric calculated in Revenuestory?
What is Net Cash Flow / Gross Cash Flow Payments in Revenue Story?
What is Receivables/ Aging in Revenue Story?
What is total billing in RevenueStory?
What is Churn Breakdown by Activation Date metric in RevenueStory?
What is Churn Breakdown by Signup Date metric in RevenueStory?
What is Active Subscriptions by Plan metric in RevenueStory?
What is Activations by Plan metric in RevenueStory?
What is Activations metric in RevenueStory?
What is Activations by Sales Agent metric in RevenueStory?
What is Dunning Status Summary metric in RevenueStory?
How to generate a recurring billing details report and the status of the payments?
What is Average Revenue Per Paid Subscription metric in RevenueStory?
What is Activation by Acquisition Channel metric in RevenueStory?
What is Average Revenue per Paid Subscription by Customer Type metric?
What is Average Revenue Per Paid Subscription by Country metric in RevenueStory?
What is Average Revenue per Paid Subscription by Acquisition Channel metric in RS?
What is Average Revenue per New Subscription metric in RevenueStory?
What is Average Revenue per Churned Subscription metric in RevenueStory?
What is Average Revenue Per Subscription (Overall) metric in RevenueStory?
What is CMRR - Monthly metric in RevenueStory?
How is 'Cards about to Expire' metric calculated in RevenueStory?
How is Average Revenue Per Subscription metric calculated in RevenueStory?
How is Net Billing by Sales Agent metric calculated?
What is Net Cashflow by Sales Agent metric in RevenueStory?
What is Total Active Paid Subscriptions metric in RevenueStory?
What is Revenue Leakage Summary in RevenueStory?
What is Total Subscriptions By Plan metric in RevenueStory?
What is Total Subscription Quantity by Plan or Addon metric in RevenueStory?
What is Total Subscription Quantity metric in RevenueStory?
What is Total Subscriptions in Trial metric in RevenueStory?
What is Total Active Subscriptions and Total Active Subscription by Customer Type metric in RevenueStory?
What is Subscription Retention Cohort By Activation Date metric in RevenueStory?
What is Paid Subscription Lifetime by Acquisition Channel metric in RevenueStory?
What is Lifetime Value of a Paid Subscription by Customer Type metric in RevenueStory?
What is Lifetime Value of a Paid Subscription by Business Type metric in RevenueStory?
What is Paid Subscription Lifetime metric in RevenueStory?
What is Trial Conversion Rate by Plan metric in RevenueStory?
What is Trial Conversion Rate metric in RevenueStory?
What is Total Write Off metric in RevenueStory?
What is Gross Cash flow by Gateway metric in RevenueStory?
What is Gross Cashflow by Payment Method metric in RevenueStory?
What is Net Billing metric in Revenue Story?
What is Paid Active Subscriptions by Plan metric in RevenueStory?
What is Plan Movement Report in RevenueStory?
What is Quick Ratio metric in RevenueStory?
What is Receivable Summary in RevenueStory?
What is Recurring Cashflow metric in RevenueStory?
What is Total Customers metric in RevenueStory?
Recurring Addon Revenue Summary in RevenueStory
How do I see the total billing segmented by country?
How to check the average revenue report for a specific subscription - RS?
Why expected revenue is less than received?
How do we generate the number of new and renewal subscriptions created report month on month?
Total Signups - RevenueStory metric
When looking at weekly metrics in chargebee - what are the days that are included for the week?
How can we collect a report related to Refunds and Credit Notes?
I want to create a report for tax rates applied on invoices, with tax jurisdiction names, tax rates, and tax amounts. How can I achieve this?
How to get Account Statement Report By Customer/Subscription?
Reports Explorer
Calculation logic for expected revenue figure on the dashboard
What are the reports available in Chargebee?
How to fetch account summary report?
Home dashboard
How to export credit notes report?
How to create a report for addons with start & end dates?
How to restrict Chargeback automation failure alerts to specific users?
Can I change the currency of the Daily Reports sent via email?
How to extract/download reports for only one specific day?
Can I have separate dashboards for each of my products in Revenuestory?
My Dashboard values are not getting updated in Chargebee
Can I consolidate sites across different data centers?
How to analyze trial conversion rates over time and also by plans?
How to set the currency preference during site consolidation in RevenueStory?
Difference between Revenuestory Standard plan and Premium plan
How Exchange Rates affect RevenueStory metrics over time?
How to access the shared RevenueStory dashboard?
Possible to Segregate Customers from Revenue Story Dashboard ?
Why all the Cancellation reason codes are not appearing on the RS dashboard ?
Monthly Recurring Revenue
Can MRR of a past subscription update be changed?
MRR Calculation in one-time coupons
How to calculate the MRR value for the customers whose subscription change is in the Future?
How is metered billing calculated in MRR?
Why should MRR not be used for GAAP accounting?
What is MRR Retention Cohort?
How to build a custom MRR retention cohort?
How is MRR calculated?
What is included/excluded in the MRR calculation?
What is new MRR?
What is upgrade MRR? How is it calculated?
How are subscriptions moved from free plans to paid plans calculated in MRR
How is reactivation MRR calculated?
How is expansion MRR calculated?
How is Downgrade MRR calculated?
What is Pause MRR and Cancellation/Churn MRR?
What is total MRR by plan in RevenueStory?
What is Cancellation MRR by Plan metric in RevenueStory?
What is Cancellation MRR Rate metric in RevenueStory?
What is Downgrade MRR by Business Type in RevenueStory?
What is Downgrade MRR by Customer Type in RevenueStory?
MRR Distribution by Metered and Non-metered components metric in RevenueStory
What is net MRR growth metric in RevenueStory?
What is Upgrade MRR by Customer Type metric in RevenueStory?
How is total MRR metric in RevenueStory calculated?
MRR per month by customer report
How Limited coupons are calculated for Yearly subscriptions' MRR calculations?
How is MRR calculated if coupons are included along with Flexible MRR?
What is NRR (Net Revenue Retention) and where to check this metric in Revenue Story?
MRR for previous month is considered in current month
MRR for previous month is considered in current month. Why?
Recurring addons are not included in MRR calculations. Why?
Total MRR shows value while Total MRR By Plan is empty
Current MRR VS MRR VS MRR Impact in Report Exports
What is Involuntary Cancellation MRR metric report?
What is Voluntary Cancellation MRR metric report?
Can I build a report for MRR based on Customer monthly trends?
Difference between Amount and Invoice Amount in VUD of Gross Cashflow metric
Metrics
What are the various metrics available in Revenuestory and how do I add them to the dashboard?
Charts
How do I view the data in the Charts? Is it possible to download the report data?
Can custom fields from Chargebee be mapped to Revenuestory?
Vanity Metrics Bar
What is Expansion and Contraction in Revenuestory?
How to obtain the sales reversal report?
How to find what is the expected revenue for the current month/daily?
How can I make customization to my reporting?
What is the difference between CMRR and Expected Revenue?
Is Chargebee's revenue recognition tool ASC 606 compliant?
How does RevenueStory calculate my exchange rates?
How are the metrics calculated from historical data? - RS
What happens when there is a plan/quantity change for historical subscriptions? Does RevenueStory capture it as an upgrade?
What is RevLock?
Revenue recognition as defined in ASC 606.
Configuring Revlock integration
How does the Revlock data sync work?
How to pull promotional credit reports?
RevenueStory - Impact of deleting subscription
Custom fields in RevenueStory
Is it possible to map Chargebee custom fields into Revenuestory?
Report builder
Is it possible to get Consolidated Reports in Revenuestory for multiple Chargebee sites?
I don't see a report builder option on my test site?
Scheduling Report Builder reports - Frequencies
How to create a renewal invoices report via report builder?
Accounting Summary
Account summary report abstract