Price Override

Small and medium business customers operate in regular volume and typically do not require custom pricing. Large enterprise customers, who generate high transaction volumes, often negotiate separate prices based on their projected sales or revenue. This negotiation happens between the provider and customer, and the agreed-upon price is stored for the customer subscription.

These overrides are generally provided to acquire large enterprise customers, and each customer has unique pricing requirements. The details of the deal are not shared with other customers and are governed by contract terms covering legal and privacy requirements. Sales teams can use the Price Override feature to manage customer-specific pricing.

Where can I override the prices of products?

You can override product prices via the web interface and API.

Web-interface

Subscriptions: Chargebee supports overriding the price of products when creating a new subscription for a new customer or a new subscription for an existing customer. The price of a plan/addon for a new subscription can be overridden on the Create Subscription page, and for existing subscriptions on the Change Subscription page. More on overriding the price for a subscription in the web interface.

Plans/Addons: Chargebee also supports overriding the price of your plans and addons for new or existing subscriptions. See the plans section and the addons section for more information.

API

Subscriptions: To override the price of a plan/addon for a new subscription via the API, use the Create a Subscription API call for new customers and the Create a subscription for a customer API call for existing customers. You can override the price of a plan/addon in existing subscriptions using the Update a Subscription API call.

Non-recurring Addons: In addition to the Create Invoice API call, which can be used to create an invoice for one-time charges and non-recurring addons, you can append addons to pending invoices using the Add Non-recurring Addon to Invoice API call. The price of the addon(s) can be overridden in either API call. You can also create an invoice for an addon using the Create Invoice for Addon API call and override the price of the addon here as well.

Enable Price Override

Remember to enable Price Override in your Chargebee site (Settings > Configure Chargebee > Billing LogIQ) to allow price overrides while creating or editing subscriptions.

How to Override Prices

You can override the price of new subscriptions, existing subscriptions, plans, and addons by following these steps.

New Subscriptions

To change the price of a plan/addon for a new customer or subscription, you can do so when creating a subscription. The Create a New Subscription page captures all customer and billing information required to create a subscription for one of the plans in your catalog. Here's how to override the price of a plan/addon while creating a subscription:

1. Click Create Subscription.
2. Select the plans/addons to be added to the subscription.
3. Catalog prices will be loaded by default and are editable.
4. Enter the new price in the Price field based on the negotiated price with the customer.
5. The modified prices will be displayed in future invoices.

Here's a sample Create Subscription page with plans and addons added. The prices displayed are editable, and new prices can be specified in the Price fields.

Existing Subscriptions

You can update the price of an existing subscription if a negotiation process occurs after the subscription is created or if the negotiation process takes longer than expected.

Here's how to update the price in an existing subscription:

1. Navigate to the subscription's details page.
2. Click Edit Subscription on the Action panel.
3. On the Change Subscription page, enter the new price in the Price field.

All subsequent invoices for this subscription will be generated with reference to the contract or modified price.

When Price Override is enabled and the price is overridden for a subscription, the subscription details page displays a label PRICE OVERRIDE SET.

Plans

To change the price of a plan for a particular subscription or set of subscriptions without modifying other aspects of the plan or creating a new one, Chargebee allows you to override the price of a plan.

Here's how to customize the price of a plan for a particular subscription:

1. Navigate to the subscription details page and click Edit Subscription on the Action panel.
2. On the Change Subscription page, enter the new price in the Unit Price field and the quantity for which you'd like the new price to apply. All invoices for this subscription will use this new price.

To override or edit the price or set a custom price for a plan with attached subscriptions, see the Plans page.

Once you override the price of a plan for a subscription, all subsequent instances of the plan as part of the subscription will use the new price.

Addons

You can override the price of non-recurring addons that apply to the subscription as well.

To override the price of a non-recurring addon:

1. Navigate to the subscription details page.
2. Click Add One-Time Addon on the Action panel.
3. Select the non-recurring addon you want to apply.
4. Enter a new price for the addon in the Unit Price field.
5. Specify when to charge the addon by choosing an option in the When to Charge field—either charge the addon immediately or add to unbilled charges (based on the configuration override set in Unbilled charges).
6. Click Submit.

Once you override the price of an addon for a subscription, all subsequent instances of the addon as part of the subscription will use the new price.

Users and Roles

Users with the following roles in Chargebee can override prices:

• Support Agent
• Sales Manager
• Admin

Users with other roles cannot edit prices while managing subscriptions.

Classic UI users:

Here's how the unit price fields appear on the Create Subscription page.

FAQs

1. What is the difference between price override and creating customer-specific plans or addons?

Customer-specific plans require you to manage multiple plans for each customer you negotiate and override the price with. This is feasible but requires managing many plans per customer.

Customer-specific coupons will show up in the invoice along with the original price, so it is not a good option to show a discount when a discount is not actually applied. Additionally, managing multiple coupons per customer is challenging, as different coupon value discounts must be created and managed for customers.

Adding $1 Addons of ‘x' quantity is not a viable option either. For example, if a $399 plan is overridden to $349 for a customer, then 349 $1 addons would need to be added to the subscription.

The Price Override feature allows you to enter a custom price—a clean approach to managing and displaying custom prices per customer in invoices.

2. Will prices overridden at the subscription level get updated in the Product Catalog?

No, the plan will continue to have the original price; only a particular customer subscription will have the overridden price.

Additionally, if the same customer subscribes to the same plan again (rare, but possible), the catalog prices will be applied, not the overridden prices.

3. Will overridden prices be applied to other customers purchasing the same plan/addon?

No, prices are specific to a customer subscription only and will not be applied to other customers.

4. Can I send the price update for approval to my Sales Manager?

No, an approval process is not supported.

5. Can I upload agreement/contract documents?

Yes, agreements, contracts, and other documents can be uploaded using Chargebee's File Attachment feature.

6. What happens if a subscription with overridden prices is canceled or deleted?

The subscription will be canceled or deleted, and the overridden prices will not be available. However, the overridden price will be applied to the subscription if the same plan/addon is reactivated.

7. How can I revert an overridden price back to the original/default plan price for a subscription?

To remove the price override from a subscription plan and restore the default pricing, locate the plan's default price. Then, either edit the subscription to update the plan price or select "Change Plan" and choose the same plan again. This will reset the plan to its default price.