Checkout & Self-serve Portal Settings

Checkout & Self-serve Portal is flexible and customizable in several ways.

For configuring checkout & self-serve portal based on your need, log in to your Chargebee Account and navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal.

Checkout Settings

You can configure which actions/options should be displayed in Chargebee checkout:

Option Description
Show legal information Choose to show Privacy links in your Checkout page. You can add links for "Privacy" and "Terms & Conditions". You can choose to show the checkbox to get the user's consent or not.
Allow customers to edit quantity for plans and addons Customers can edit the quantity of the plans/addons during checkout or not
Allow customers to add/remove addons Customers can add or remove addons linked to the plan or not
Allow customers to add/remove coupons Customers can add or remove the coupons applied by default or not
Allow customers to access checkout via API only If you don't want customers to access Checkout page using Drop-in script
Allow customers to have multiple subscriptions Customers can checkout another subscription using their existing account information.
Allow guest checkout Customers can skip login during checkout. Chargebee will create two customer instances with the different Customer IDs. This works only when Checkout v3 is integrated using Drop-in script.

You can disable Checkout if you want to. In such case, your customers cannot make a purchase via Chargebee's Checkout pages.

Self-serve Portal Settings

You can configure options to be allowed in Chargebee's Self-Serve Portal for your customers:

Option Description
Customers can access the Self-Serve portal Choose how you want to allow your customer to access the Self-Serve Portal:
  • Via Chargebee login (Customer will have to enter their email along with password/OTP)
  • Via API
Allow customers to download invoices Your customers can view and download their invoices or not
Allow customers to change subscriptions
  • Apply subscription changes
  • Allow customers to change plan quantity
  • Allow customers to remove addons
  • Allow customers to add/remove coupons
Your customers can make changes to the subscription.
  • If allowed, when should the subscription changes be implemented:
    • Immediately
    • At end of term
  • Customers can add/remove addons from the subscription and switch between plan. However, if you would like to retrict the plans and addons listed for the customer, you need to add a custom code. To enable custom code for your Chargebee site, contact support@chargebee.com .
  • Customers are allowed to add or remove coupons from the subscription
Allow customers to cancel subscriptions
  • Subscription will be cancelled
  • Allow customers to provide feedback during cancellation
Customers can cancel subscription via the Portal or not
  • If allowed to cancel, when should the subscription be cancelled:
    • Immediately
    • At the end of term
    • End user can choose (from the options above)
  • If allowed to cancel, can your customers provide feedback about why they are cancelling
Allow customers to reactivate cancelled subscription After canceling, should your customers be allowed to reactivate their subscription or not
Allow customers to remove scheduled changes Customers can remove the changes to the subscription if scheduled to be made at the end of term

You can disable the portal if you want to. In such a case, your customers cannot view or access Chargebee's Self-Serve portal.

Advanved Settings

Other settings pertaining to the Checkout and Portal can be configured -

Option Description
Autocomplete addresses Display address suggestions for customers when they start typing, powered by Google's Address Autocomplete plugin
Allow customers to add multiple payment methods Customers can add and manage multiple payment methods (Credit Card, PayPal etc.)
Skip order cart during checkout Enable if you want to skip the cart screen while completing the checkout
Keep coupon box open Choose to show the Coupon code text box open or closed during checkout
Customize plan/addon quantity based on meta configuration Setup plan/addon quantity limits and range to be displayed to your customers. Learn more.
Collect PO number from customers Enable if you want to capture a Purchase Order Number from your customers

Field & Text Configurations

Field configurations

You can customize which sections/attributes should be displayed while check-out,

You can select and arrange fields to be displayed in the Checkout pages and Self-Serve Portal. You can configure properties of each field selected:

  • Show/ Hide
  • Mandatory
  • Optional
  • Hidden Parameter
  • To be copied from Billing/Shipping

Copy/Text Configuration

You can customize the field labels and messages displayed in the Checkout Pages and Self-Serve Portal.

Preview

Once you have configured the options, you can preview how the changes reflect in the following -

  • Checkout pages
  • Self-Serve Portal
  • Action pages
    • Pay Now: You can send an email to customers with pending invoices requesting them to make a payment

Publish Changes

Once the configuration changes are made and reviewed, you can Publish the changes. In case you want to revert the changes, you can Discard the set of changes and configure again.