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Getting Started
Overview
Chargebee Billing Data Centers
Object Relationship Model
Understanding Sites
Chargebee Tech Glossary
Articles & FAQ
Implementing Chargebee
Implementation Guide
Go-live Checklist
Articles & FAQ
Developer Resources
Developer Resources Overview
Model Context Protocol (MCP) Server
Articles & FAQ
Product Catalog
Product Catalog Overview
Benefits of Product Catalog 2.0
Product Families
Plans
Addons
Charges
Applicable Addons and Charges
Differential Pricing
Package 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
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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
Usage Based Billing
Understanding Usages
Usecases
Setting up Usage Based Billing
Ingesting Usage Events into Chargebee
Defining Metered Features
Linking Pricing for Metered Features
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
Send Events to Amazon EventBridge
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
Google Play 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)
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
Frequently Asked Questions
FAQs for Classic Reports Sunset
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
Billing
Subscriptions
Articles & FAQ
Subscriptions Articles & FAQ
Metered Billing
How to set metered billing for a plan with/without a base fee? - PC 2.0
Is metered billing site level or can I customize it for a few plans alone?
What is the maximum number of usages that can be recorded for a subscription?
How to enable metered billing on PC 1.0?
Configuring metered billing - PC 2.0
My customer's invoice doesn't move to a pending state. Why?
How to send notifications for pending invoices?
Is it possible for Chargebee to track customer’s service usage with Metered Billing?
How to delete usages for a metered billing subscription?
How to override the process of usage calculation in a metered billing plan?
Is there an option to override the auto closure setting for invoices in metered billing?
How to obtain the Usage ID of a usage that is added to a subscription?
Add Usage with New Price of Addon
Is it possible to bill customers monthly for their usages by using an Metered Addon when the Plan of subscription is Yearly?
Working with Subscriptions
What is the Jump to Section under Customer/Subscription details page?
Is it possible to add multiple customers to a single subscription
Unable to create a subscription: "Cannot create the subscription as there is no valid card on file". How do I proceed?
How to move a subscription from one customer to another?
Collect first payment at a later date for a new subscription
Can I change the plan of an existing subscription on behalf of the customer ?
What happens when the number of billing cycle is 0?
How do I create/manage a subscription with users or licences ?
What's the difference between the subscription created, subscription activated and subscription started events?
How to change next billing for multiple subscriptions?
How to get a list of all subscriptions in the customer details page for Reseller type business- (above 20 subscriptions)?
How do I add or remove coupons in Subscriptions?
How can I delete a subscription in Chargebee?
How do I apply Coupons to subscriptions?
How to check the billing amount before an invoice is generated?
How to retrieve the next billing date of a subscription?
Can we have multiple subscriptions in Chargebee?
How do I change my subscription status from Non-Renewing to Active?
How to enable Proration Settings in Chargebee
How to apply coupon while creating a subscription?
Charge /Invoice one-time fee in Chargebee
Subscription Status as Active when payment failed on renewal
Changing the billing date to a different date
How to change the term end date for a specific subscription?
Can I make changes to a subscription at a specific future date?
My customer has added a payment method but they are not being charged automatically for payments. Why is this happening?
What happens when Auto collection is switched OFF at the subscription level?
How to change a cancelled subscription to a non-renewing subscription?
How to give my customers the credits for the unused period when there is a subscription change?
How to let my customer select a different plan during reactivation from the portal?
Using account Hierarchy with Chargebee.
How do I restore a deleted Subscription? Undoing Delete operation
How to move a subscription from one customer to another? - with account hierarchy
ChargeBee::InvalidRequestError "customer[company] : wrong value"
Don't provide credit notes while downgrading/changing a subscription
How to create a subscription which will start in future?
How to configure backdate subscription and invoices?
Is It Possible To Backdate A Subscription In Chargebee?
Prerequisites for Backdating Subscription actions
How is tax calculated for a backdated subscription?
Generate a report that shows add-ons by customer/subscription
How to change the billing cycles & frequency on an existing subscription?
Regenerate invoice error - "There were errors while submitting"
How do I set a Free Billing Period (manual free trial) for an existing Active subscription?
How can I preview subscription before creating?
"You must have one active reason to display on self-serve portal" error
Can a Child's company name be displayed in the Parent's Invoice?
How can I apply multiple Manual discounts via API to an existing subscription?
How does Payment Terms with Auto Collection "On" work?
What are the reasons the invoice will not be generated for non-recurring addons?
How do coupons and taxes work on Chargebee’s checkout page?
Timezone for Subscription filters in Chargebee
How to get the recent subscription of each individual customer via API?
How can I make a subscription change immediately using API?
Subscription Id is not being received in Chargebee response when transaction is created
Is it possible to move the subscription's start date once it's activated?
Invoicing a grand parent when account hierarchy is enabled
Error: “Sorry, the operation has been cancelled as it took more than expected time to complete. Please try again after some time.”
Can we apply the setup cost while changing a subscription in PC 1.0 sites?
Edit Subscription Error - Changing subscriptions term/trial period is not allowed
How to set termination fee for Contract terms?
Will a manual discount be shown in the response of the List Subscriptions API?
How to not let existing subscribers receive gift subscriptions.
Estimate API for metered line items
How to create a subscription with a higher first payment and lower subsequent payments?
Is it possible to receive Apple App Store notifications on my server first and then pass them to Chargebee?
Account hierarchy and proration calculation
Maximum number of days for Pause Subscription
How to fetch historical subscription data that is more than 12 months data old?
How to change the plan of a canceled subscription without reactivation?
Is there any customer information shared while using App Stores?
What does this statement mean: "This customer has signed up but has not set up their Self-Serve Portal account."?
Error “Subscription is in contract so you cannot pause” while pausing the subscription
Unable to backdate subscription cancellation when a contract term is applied
How to configure self-serve calendar billing for E-Commerce business?
How to create a subscription with a future start date using a plan and a charge and invoice the charge alone on subscription creation using Hosted page URL?
How to add usage via API?
Why do we not send Modified "Next billing date" as an event when using the Bill Future Renewal feature.
I added metadata to a non-renewing subscription, and the subscription status changed to Active, why?
Error: The next renewal date cannot be the same as the current renewal date.
How to add a trial period for an active subscription?
Can account hierarchy be overriden at a subscription level?
How to enable Account Hierarchy in Chargebee?
How to add a charge to the upcoming renewal ?
How can I retrieve more than one shipping address for a subscription using retrieve_a_subscription API?
How to create an active subscription which will bill in the future?
Cancel Subscriptions
What happens when I schedule a cancellation?
Error when removing scheduled cancellation: Billing cycle cannot be lesser than 1
How do I configure refunds during cancellations?
Can I reactivate a subscription by keeping the original term dates of the subscription in place?
Can I reactivate a cancelled subscription?
How do I cancel a subscription in Chargebee?
Can I update or make changes to a canceled Subscription?
Error : Cannot schedule cancellation beyond subscription end date
Why I'm getting an error 'Subscription cannot be updated as it is scheduled for cancellation at end of current term'?
Export reasons chosen by my customers when canceling their subscriptions - RS
Error: Reactivate from date should be in past
How to reactivate a cancelled subscription using the create_checkout_to_update_a _subscription API call?
How to prevent the subscription cancelled due to no card reason and avoid churn?
Error: Scheduled date for changes occurs beyond the permissible duration
Why was an invoice generated for a cancelled subscription?
Price Override
How can I customize prices for some of my plans?
I am not able to change the price of an existing subscription.
Can I override price of one-time payments via checkout?
Pause Subscriptions
How can we pause a subscription?
Can I cancel a paused subscription?
Is there any option to stop a subscription.?
Edit the resumption date of a paused subscription
What happens to Subscription and other entities once the subscription is paused?
How to extend the pause date for a subscription?
Why do I see “Advance charges will be issued as credits to this customer at the time Subscription pause” message while pausing a subscription?
Events & Webhooks
How to retrieve a coupon Id from the subscription_created webhook event?
Where to find subscription event logs in Chargebee?
How do I get the subscription id from web-hooks during cancel subscription.
How to get notified of my customer's subscription renewal events in Chargebee?
Billing
How can I override unbilled charges for a specific customer?
Metered Add-ons not included in MRR calculations.Why?
Currency code error while using chargebee.UnbilledCharge.create API call
Does Chargebee support recurring billing?
How to manage billing address of a customer?
Proration calculation logic
What is the impact of changing site timezone on subscription's Next billing dates?
What happens when Calendar billing is removed or disabled for the site?
Reactivation
Error: Reactivation date is incompatible with plan terms
How to reactivate subscription when credit card detail is entered?
Error: Subscription can't be reactivated, because the system tries to collect payment from the old declined card
Migration
How to migrate existing 1.0 quotes/subscriptions to 2.0?
Subscriptions Items
How do I index into tiers and retrieve tier prices (subscription.item_tiers not working
How to remove addons from a subscription via API in PC 2.0?
Why am I not able to find the existing plan price point in the list of plans while changing a subscription in my PC 2.0 site?
Can I configure multiple plans under one Subscribe button?
Discounts
What is flexible discounting or manual discounting?
Adding manual discounts while creating subscription
Currencies
Can I update the currency of an existing subscription in PC2.0?
Cancellations
How to filter the list the plans in cancelled state by source? Where can I view the source?
Gifts
Can a normal plan be subscribed as a gift plan?
Is it possible to merge customers that have gift subscriptions?
Possible to Change billing date of gift subscription?
Orders
How to automate orders in Chargebee?
How to resend Orders in Chargebee?
The order has not been generated automatically while creating one invoice with a Quick charge only. Why?
Can we change the order status back to Queued from Awaiting Shipment?
Bulk Operations
How to perform a bulk operation to override subscription price for a specific plan?
Bulk action to extend the trial period by a few days/months from the Subscription Index page
Trial Management
How to extend the trial period for a subscription?
Can I change the trial end date for an existing trial subscription?
Can customers get the trial period when moved to a paid plan with trial period from a free plan? When I do this, the subscription is going directly into Active state, instead of the In-Trial state.
Is it possible to move an active subscription into trial?
How do I configure end of trial action?
Effect of “Edit trial end date” on Billing Cycles of a subscription
Need to extend trial days when the customers add their payment methods during trial period.
How can I offer credits to customers at the time of signup?
Billing Mode & Proration
Pro-ration logic in subscriptions
Does the subscription billing cycle override the plan’s billing cycle?
Gift Subscriptions
How do I setup Gift Subscriptions in Chargebee Using Checkout V2?
APIs
How do I remove/change/add an addon to a subscription that already has one or more addon via APIs (PC 1.0)?
How can I cancel a subscription using the APIs?
How can I reactivate a subscription using the APIs?
How to prevent multiple users or subscriptions with the same email address?
Limiting duplicate subscriptions via API
How to customize my customer IDs in sequential order?
How to replace or remove addons on a subscription via API?
Calendar Billing
Calendar Billing date not applied for a few subscriptions
Changing the billing date to a different date when calendar billing is enabled
What would be the monthly billing date of customers whose billing date fall on the 31st of the month?
How does calendar billing work with subscriptions with 'Future Start'?
How does calendar billing work with subscriptions that has a trial period?
We only ship products to our customers during a certain time of the month (or particular day of the month). How can this be setup?
How to configure self-serve calendar billing for SaaS business?
Net D
How do I set Net-D for a customer?
How to enable Net-D for invoices?
Managing Contract Terms
Can I apply contract terms to my existing subscriptions?
What is a contract term?
How to configure Contract Terms?
How to create separate subscriptions interval from billing interval
Subscription Cancellation
How to cancel subscriptions and refund them in bulk?
I am not able to refund my customer when I schedule a cancellation
I can't schedule a cancellation 2 years from today. Why is this happening?
How to retain credit on subscription cancellation?
How to add a non-recurring addon (or Charges for PC 2.0) when a subscription is in the canceled state?
When does a subscription cancel in Chargebee?
How to differentiate a subscription that is canceled within the trial period or after activation?
How can I cancel manually a subscription item (e.g. addon) to the end of term?
How do I see which subscriptions were cancelled last month?
Next Billing Date
How to extend the billing period for a month?
When is the next billing date for my customer?
If I change the next billing date/time, on what basis is the charge/credit per time-unit calculated?
Plans Subscriptions
Where should I set the billing cycle: plan or subscription level?
Unbilled Charges
How to unbilled charges for a customer and subscription?
Manual Discounts
How to configure manual discounting?
Configuring Reason Codes
Expected execution of subscription cancellation reason codes
Subscriptions Items
How to add contract terms to an existing subscription without invoicing the un-billed charges