calendar, billing, self, serve, portal, shippable

41075087

2023-04-18T12:09:37Z

2025-02-20T05:27:36Z

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How to configure self-serve calendar billing for E-Commerce business?

How to configure self-serve calendar billing for E-Commerce business? 

Scope

How to configure self-serve calendar billing for shippable products?

How to specify the self-serve e-commerce calendar billing configuration only on subscription activation events?

Do I have the option to apply self-serve Calendar billing only for specific plans for shippable products?

Summary

Chargebee's self-serve Calendar Billing feature, allows you to configure the settings from the Chargebee UI. First to enable self-serve Calendar Billing for your Chargebee site, contact support. Once the self-serve calendar billing is enabled on your site, follow the steps below.

• Step 1: Click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.
• Step 2: For the product shippable option select Yes.
• Step 3: Under Enable Proration option if you want to adjust credits, toggle On or Off. Click here for more information.
• Step 4: Under Cut-off days specify the number of days during which a single invoice is generated
• Step 5: Configure site-wide billing or plan-specific billing based on your billing preferences and product offerings specifically.

Solution

There are 3 stages to enable self-serve Calendar billing for your site.

Stage 1

To enable self-serve Calendar Billing for your Chargebee site, contact support.

Once enabled click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.

Step 2: Is your product shippable setting by clicking the drop-down to select Yes.

Step 3: Enable the toggle On under Enable Proration option if you want to adjust credits when a subscription is created or changed outside of the billing date range, if not Off. Click here for more information.

Step 4: Under Cut-off days specify the number of days during which a single invoice is generated between two billing periods for Weekly, Monthly, and Yearly billing frequency.

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Stage 2

Site-wide Billing

Configure billing logic to change your site's default billing date. This overrides your current billing settings for all customers and plans.

To configure site-wide billing that applies to all plans and addons in your Chargebee site, follow these steps:

1. On the self-serve Calendar Billing configuration page, click Set up Calendar Billing for your site > Add a site-wide billing frequency.

2. On the Configure site-wide settings pop-up, specify the following details:

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Sample 2: Advanced site-wide monthly billing on the 1st of every month configured for Subscriptions created between the (3rd-18th)

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Sample 2: Advanced Weekly plan-specific alignment - Autoset billing configured on Change made to an existing Subscription Change events occurring between Monday to Wednesday.