Docs
Scope
How to configure self-serve calendar billing for digital products?
How to specify the self-serve calendar billing configuration only on subscription activation events?
Do I have the option to apply self-serve Calendar billing only for specific plans?
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 No.
Step 3: Under Enable Proration option if you want to adjust credits, toggle On or Off. Click here for more information.
Step 4: In the Set proration select
Immediate Alignment
Delayed Alignment
Articles & FAQ Refer to this [link](https://www.chargebee.com/docs/2.0/calendar-billing.html#alignment-of-billing-date) for more information.
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 No.
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: In the Set proration method, select any of the following options as per your business:
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Select billing trigger type: Select from the following billing trigger types from the drop-down list:
| Select a day/date\n>Not set\n>Auto set"}" style="border-width: 1px; border-style: solid; border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); border-image: initial; overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-family: "Helvetica Neue"; font-size: 14px; width: 37.5522%;">>Select a day/date >Not set >Auto set |
Select a day/date\n>Not set\n>Auto set"}" style="border-width: 1px; border-style: solid; border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); border-image: initial; overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-family: "Helvetica Neue"; font-size: 14px;">>Select a day/date >Not set >Auto set |
| A subscription is created\n>A subscription is activated\n>A change is made to an existing subscription\n>An existing subscription is renewed"}" style="border-width: 1px; border-style: solid; border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); border-image: initial; overflow: hidden; padding: 2px 3px; vertical-align: bottom; white-space: normal; overflow-wrap: break-word; font-family: "Helvetica Neue"; font-size: 14px;">>A subscription is created >A subscription is activated >A change is made to an existing subscription >An existing subscription is renewed |
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Set a recurring billing day
1. Select a day/date: Select a recurring billing day or date from the drop-down list to determine when the customer must be billed every subsequent week or month/year.
2. Not set: Select this option to set the billing day by calling an API.
3. Auto set: Select this option to align with the corresponding subscription's first purchase, applicable for only the associated customer.
Sample 1: Standard Site-wide monthly billing on the 6th of every month
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Stage 3
Plan-specific Billing
Set up custom billing logic for specific plans. Plan-specific billing settings will override any other billing configurations on your site.
To configure self-serve calendar billing settings to specific plans on your Chargebee site, follow these steps:
On the Calendar Billing configuration page, click Set up Calendar Billing for specific plans > Add a plan-specific billing frequency.
On the Configure site-wide settings pop-up, specify the following details:
| Weekly\n>Monthly\n>Yearly"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: top; overflow-wrap: break-word; color: rgba(222, 0, 0, 0); font-family: "Helvetica Neue"; width: 36.2676%;">Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly |
Weekly\n>Monthly\n>Yearly"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; overflow-wrap: break-word; color: rgba(222, 0, 0, 0); font-family: "Helvetica Neue"; width: 36.6901%;">Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly |
| Select a day/date\n>Not set\n>Auto set"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-weight: bold; font-family: "Helvetica Neue"; width: 36.2676%;">>Select a day/date >Not set >Auto set |
Select a day/date\n>Not set\n>Auto set"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-weight: bold; font-family: "Helvetica Neue"; width: 36.6901%;">>Select a day/date >Not set >Auto set |
| A subscription is created\n>A subscription is activated\n>A change is made to an existing subscription\n>An existing subscription is renewed"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-weight: bold; overflow-wrap: break-word; font-family: "Helvetica Neue"; width: 36.6901%;">>A subscription is created >A subscription is activated >A change is made to an existing subscription >An existing subscription is renewed |
|
Set a recurring billing day
1. Select a day/date: Select a recurring billing day or date from the drop-down list to determine when the customer must be billed every subsequent week or month/year.
2. Not set: Select this option to set the billing day by calling an API.
3. Auto set: Select this option to align with the corresponding subscription's first purchase, applicable for only the associated customer.
Sample 1: Standard Monthly plan-specific alignment with the subscription's first purchase
Sample 2: Advanced Yearly plan-specific alignment - API Yearly billing configured for Existing Subscription Change, Existing Subscription renewed events occur between (15 to 30)
Selecting the Plans page on PC 1.0
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