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Scope
What is the quick action in PC 2.0?
What is the use of the quick action button in PC 2.0?
Summary
With the new UI enhancements on Leap UI to make the navigation a lot simpler, Chargebee allows you to navigate to the list of associated options for a specific item with a single click. This option is available on the Customers, Subscriptions, Invoices, Transactions, Product Families, Plans, Addons, Charges, Coupons, and Coupon Codes index pages.
Click on the ellipsis on the right corner of the items from the items index page to open quick action to access options relevant to the items.
Solution
Index Page Quick Action
1. Subscription Index Page
Chargebee allows you to navigate to the specific Customers page, Invoice pages & Transaction pages associated with a subscription with a single click. To make the navigation a lot simpler, you can also edit Customer, Subscription details and update important details by navigating from the Subscription Index Page itself.
Click on the ellipsis on the right corner of the subscription from the subscription index page, and the options are listed below.
References
Quick Actions
2. Customer Index Page
Chargebee allows you to navigate to the specific Subscription details page, Invoice pages, Order pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also edit Customer, Subscription details and update important details from the Subscription Index Page itself.
Click on the ellipsis on the right corner of the Customer, and the options are listed below.
References
Quick Actions
3. Invoice Index Page
Chargebee allows you to navigate to the specific Customer details page, Subscription pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also send an email and download the invoice as a pdf.
Click on the ellipsis on the right corner of the Customer, and the options are listed below.
References
Quick Actions
4. Credit Notes Index Page
Chargebee allows you to navigate to the specific Customer details page, Subscription pages, Invoice pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also send an email and download the Credit Notes as a pdf.
References
Quick Actions
5. Product Family Index Page
Chargebee allows you to navigate to the Plans, Addons & Charges list page associated with the Product family with a single click.
References
Quick Actions
6. Plans Index Page
Chargebee allows you to navigate to the Subscription list page associated with the Product family with a single click.
References
Quick Actions
7. Addons Index Page
Chargebee allows you to edit Addons with a single click.
Quick Actions
8. Charges Index Page
Chargebee allows you to edit Charges with a single click.
Quick Actions
9. Coupons Index Page
Chargebee allows you to navigate to the Subscription list page associated with the Coupon with a single click.
References
Quick Actions
9. Coupons Index Page
Chargebee allows you to perform the quick actions listed below.
Quick Actions
Refer to this link to know more about the other new UI enhancement of PC 2.0.
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