Getting Started

• Overview
• Chargebee Billing Data Centers
• Object Relationship Model
• Understanding Sites
• Developer Resources
• Chargebee Tech Glossary

• Articles & FAQ

Implementing Chargebee

• Implementation Guide
• Go-live Checklist

Product Catalog

• Product Catalog Overview
  • Benefits of Product Catalog 2.0
• Product Families
• Plans
• Addons
• Charges
• Applicable Addons and Charges
• Differential Pricing
• Coupons
  • Coupon Sets

• Articles & FAQ

Subscriptions

• Working with Subscriptions
  • Subscription Ramps
  • Next Billing Date
  • Trial Management
    • Trial Period for Addons
  • Price Override
  • Pause Subscription
  • Subscription Cancellation
  • Reactivation
  • Gift Subscriptions
  • Managing Contract Terms
  • Manual Discounts
• Billing
  • Billing Mode & Proration
  • Calendar Billing
    • Calendar Billing Configuration
  • Metered Billing
  • Unbilled Charges
  • Net D
• Orders
  • Order Scheduling
  • Payments, Credits & Impacts on Orders
  • Create Single Order with Multiple Items
  • Manual Orders Deprecation

• Articles & FAQ

Customers

• Managing Customers
• Account Hierarchy
• Email Notifications
  • Email logs
  • SMTP Configuration
  • Mail Merge Usage
  • Sending Manual Emails
  • DMARC Regulation
  • Domain Authentication
• Branding
• Configure Multiple Languages
  • Supported Locales
  • Changing App Language

• Articles & FAQ

Entitlements

• Entitlements Overview
• Features Overview
• Feature Management
  • Feature Availability Metrics
• Managing Product Entitlements
  • Managing Item Price Entitlements
• Subscription Entitlements
  • Subscription Entitlements Overrides

• Articles & FAQ

Invoices, Credit Notes, and Quotes

• Invoices
  • Invoice Operations
  • Customizing Invoices
  • Invoice, Credit Note & Quote Numbering
  • Advance Invoices
  • Purchase Order Number
  • Payment Reference Numbers
    • QR Bills for Switzerland
  • Payment Schedules
  • Consolidated Invoicing
  • Refunds
  • Invoice Notes
• Credit Notes
• Quotes
• Transactions

• Articles & FAQ

Taxes

• Overview
• Configuring Taxes
• Country-specific Taxes
  • Australian GST
  • Canadian Taxes
  • Indian GST
  • UK VAT
  • EU VAT
  • Handling Brexit Impacts
    • Brexit FAQs
  • New Zealand GST
  • US Sales Tax
  • Tax in Other Countries

• Articles & FAQ

Payments

• Payment Methods
  • Cards
  • Direct Debit
  • Bank Based Payments
  • Wallets
    • Amazon Payments
  • Vouchers
• Payment Gateways
  • Chargebee Test Gateway
  • Stripe
    • ACH Payments via Stripe
    • SEPA Payments via Stripe
    • iDEAL via Stripe
    • Bancontact via Stripe
    • BACS via Stripe
    • BECS via Stripe
    • Apple Pay via Stripe
    • Google Pay via Stripe
    • 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
    • Apple Pay via Adyen
    • Google Pay via Adyen
    • PayPal via Adyen
  • 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
    • Recover Abandoned Carts
  • Configuring Checkout
  • Configuring Fields and Labels
  • Checkout Layout - Feature Comparison
  • FAQ
• Hosted Self-Serve Portal
  • Integration Options
  • Chargebee Self-Serve Portal
  • Portal Features
  • Chargebee Widgets
• Hosted Pages Features
  • Custom Domain
  • Quantity Restrictions
  • Analytics
    • Google Analytics
    • GA4 for Full Page Checkout
    • GA4 through GTM (Full Page Checkout)
    • GA4 for In-App Checkout and Portal
    • GA4 through GTM (In-app Checkout)
• Additional Hosted Pages
  • Pay Now
  • Extend Subscription
  • Manage Payment Sources
• Payment Components ✨
• Pricing Table
  • Launching a Pricing Table
  • Customizing a Pricing Table
  • Frequently Asked Questions
• Managing payments with ChargebeeJS
• Mobile-Optimized Hosted Pages

• Articles & FAQ

Site Configuration

• Users & Roles
  • Chargebee Notifications
• Custom Fields & Metadata
  • Metadata
  • Custom Fields Vs. Metadata
• Approvals
  • Enable and Configure Approval Rules
  • Manage Approval Requests
• Mandatory Fields
• File Attachments & Comments
• Advanced Filter Options
• Multicurrency Pricing
  • Supported Currencies
• Multi-decimal Support
• Configuring Reason Codes
• Events and Webhooks
  • Webhook Settings
• API Keys
• Time Zone
• Time Machine
• Transfer Configurations

• Articles & FAQ

Multi Business Entity

• Multi Business Entity Overview
  • Limitations and Feature or Integration Support in Multi-Business Entity
  • Multi Business Entity Invoices
  • Multi Business Entity Taxes
  • Multi Business Entity Notifications
  • Multi Business Entity Reports and Analytics
  • Multiple Business Entity Offline Payments
  • Multi Business Entity Smart Routing
  • Multi Business Entity Transfer Configuration
  • Multi Business Entity Integrations
    • Multi Business Entity for QuickBooks
    • Multi Business Entity for Xero
    • Multi Business Entity for Sage Intacct
    • Multi Business Entity for Oracle NetSuite
    • Multi Business Entity Salesforce
    • Migration Steps for Multi-Business Entity Salesforce
  • Best Practice to Use API Keys for Multi Business Entity
  • Frequently Asked Questions
• Customer Transfer Overview
  • About Resources and Managing Associated Workflow Processes
  • Data Management Actions
  • Getting Started with Customer Transfer
  • Data Management Navigation
  • Integration and System Impacts
  • Customer Transfer FAQs

• Articles & FAQ

Mobile Subscriptions

• Overview
  • Managing In-app Purchases with Chargebee
• Omnichannel Subscriptions
  • Apple App Store
• 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

Reports and Analytics

• RevenueStory
  • Reports Explorer
  • Custom Fields in RevenueStory
  • Report Builder
    • Working with Reports
    • Data Sources
    • Sample Reports
  • RevenueStory vs Classic Reports
  • Monthly Recurring Revenue (MRR)
  • RevenueStory Powered vs Classic dashboard
  • Metric Description
    • Accounting
    • Acquisitions
    • Billing & Taxes
    • Churn
    • Classic
    • Collections
    • Customer
    • Customer Insights
    • Leakage
    • Order
    • Premium
    • Receivable
    • Recurring Revenue
    • Retention
    • Subscriptions
    • Transactions
• Home Dashboard
  • Vanity Metrics Bar
  • Charts
    • Flexible MRR vs. Regular MRR
• Legacy Reports
  • Classic Reports
  • Daily Report via Email
  • FAQs for Classic Reports Sunset
• Frequently Asked Questions

• Articles & FAQ

Integrations

• Sales
  • Chargebee Salesforce Integration
  • Chargebee Salesforce (v1.41+)
    • Salesforce Installation Guide
    • Salesforce Integration Guide
    • Chargebee Actions in Salesforce
    • Salesforce Field-Mapping
  • Chargebee Salesforce CPQ
    • CPQ Integration Setup Guide
    • Chargebee actions in Salesforce CPQ
    • CPQ Integration Field Mapping
    • Release Notes
  • HubSpot Quote-to-Cash
    • Quote-to-Cash Configuration
    • Quote-to-Cash Chargebee Actions
    • Quote-to-Cash Field Mapping
    • HubSpot Legacy to Quote-to-Cash Migration
    • Release Notes
  • HubSpot
    • HubSpot Configuration
    • Chargebee Actions in HubSpot
    • HubSpot Release Notes
    • HubSpot FAQ
    • Troubleshooting Sync Errors
  • Pipedrive
    • Configuring the Integration
    • Field-Mapping for Pipedrive
• Customer Support and Success
  • Groove
  • Freshdesk
  • Zendesk
  • Intercom
  • Intercom Inbox
• Finance
  • QuickBooks Online
    • Configuring QuickBooks
    • Record Mapping in QuickBooks
    • Customer Mapping
    • Reconciling Chargebee Invoices with QuickBooks
    • Reconnecting QuickBooks to Chargebee
    • Objects and Fields Mapped between Chargebee and QuickBooks
    • QuickBooks custom field mapping
    • Quickbooks common sync errors
  • Xero
    • Configuring Xero
    • Record Mapping in Xero
    • Xero Customer Mapping
    • Sync Log Dashboard for 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
• Marketing
  • Refersion
  • Zapier
    • Case Study- Chargebee as a Trigger
    • Case Study- Chargebee as an Action
• Stitch
• Collaboration
  • Slack
  • Twilio
• Contract Management
  • PandaDoc
  • GetAccept
• Ecommerce Management
  • ShipStation
    • ShipStation Integration: Field-Mapping
  • BigCommerce

• Articles & FAQ

Data Privacy & Security

• Two Factor Authentication
• SAML Single Sign-On
• System for Cross-Domain Identity Management (SCIM)
• 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