Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes, and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Configuring the Full page Checkout 

Chargebee provides configuration capability to build the checkout based on your business requirements. The following instructions will help you create a Full page checkout and configure various settings as per your business needs.

To access the configuration

  • Sign in to the Chargebee site, go to Settings > Configure Chargebee > Checkout and Self Serve Portal.

Layout tab 

This is the first tab that appears when you access the configuration. You can choose the type of checkout you want to create for your customers. The options available are the In-App and Full page checkout. You can also use the layout API parameter to override the default settings. For more information, see API docs for hosted pages.

  1. Click Use this Layout button on the Full Page Checkout layout to switch between the layouts. You can select only one layout at a time.
  2. A confirmation window is displayed when you switch between the layouts. Click Confirm. The selected layout is set to In Use, as shown in the below screenshot.
  3. Click Preview to view how the checkout and self-serve portal will look for your customers.
  4. Click Publish to apply the changes.

Configuration tab 

The configuration tab allows you to configure various settings on your checkout page.

To configure any settings from the list

  1. Turn on the toggle for the respective settings.
  2. Click Publish to apply the settings for the checkout page.

Available Settings 

You can configure the following settings for the Full page checkout:

Customers can access the checkout

The customer can access the checkout Via Chargebee Login or Via Single Sign On API. Select the required checkout method from the dropdown list.

Show legal information

You can choose to get consent from your customers or display the Terms and Privacy links during checkout. When Show legal information setting is enabled, the Configuring for legal information window is displayed as shown below.

  • Add your Terms and Conditions for your Full page checkout and provide a link for the same. Terms and conditions are agreements the website makes with its users about how to use the site properly, as well as the obligations and responsibilities of each party.
  • Add Privacy Policies and provide a link for the same.
  • Set an agreement label.
  • Turn on the Show checkbox to get consent toggle if you need consent from the end-users.
  • Click Apply to apply the above settings to the checkout page.

    Show description for all items

    Enable this setting to display the descriptions of plans and addons in Checkout. See Creating a Plan and Creating addons to add descriptions.

Allow customers to edit quantity for plans

Enable this setting to allow your customers to edit the quantity of products added during checkout.

Allow customers to change addon and charge quantity

Enable this setting to allow your customers to edit the addon and charge quantity.

Allow customers to remove addons and charges

Enable this setting to allow your customers to delete addons. However, You cannot remove charges.

Note
  • You can only access Quantity-based addons.
  • Customers cannot edit/remove mandatory addons if they are integrated via drop-in script.

Show recommended addons in Checkout

Enable this setting in Chargebee to display recommended addons as a separate section on the checkout page. Customers can click Add to include the recommended addon in their subscription.

Allow customers to add/remove coupons

Enable this setting in Chargebee to allow your customers to add/remove coupons. For more information, see creating coupons and deleting coupons.

Allow customers to add multiple coupons

Enable this setting in Chargebee to allow your customers to add multiple coupons for a product.

Allow customers to access checkout via API only

Enabling this option will disable all drop-in script links. If you have used a drop-in script for your site, we recommend you streamline your API workflow first and then enable this setting.
On enabling this option the Grab code link next to your plan will be disabled and the drop-in scripts will stop functioning instantly. To use the drop-in script again, disable this setting.

Allow customers to have multiple subscriptions

Enable this setting to allow your customers to create multiple subscriptions using the same payment details.

Cancel URL

You can use this setting to configure the URL on your website or application to which Chargebee will redirect customers to navigate if they choose to cancel the checkout action. Any cancel URL passed via API will override this URL.

One time payments settings 

This setting allows you to create a Full page checkout page to handle payments for one-time products and services without linking them to a subscription.
To create a one-time checkout page

  1. Click Enable.

  2. The following settings are available to configure a one-time payment checkout page. Click Disable to de-activate the one-time payment checkout page settings as shown in the below screenshot.

Allow customers to access checkout via API only

Enabling this option will disable all drop-in script links. If you have used a drop-in script for your site, we recommend you streamline your API workflow first and then enable this setting.

On enabling this option the Grab code link next to your plan will be disabled and the drop-in scripts will stop functioning instantly. To use the drop-in script again, disable this setting.

Allow customers to add/remove coupons

Enable this setting in Chargebee to allow your customers to add/remove coupons. For more information, see creating coupons and deleting coupons.

Allow customers to remove products

Enable this setting to remove plans, addons, and charges from the cart during checkout.

Save customers payment method

Enable this setting to ask customers permission to save their payment method during checkout. The available options are: Never, Always, Ask for Customer's permission.

Add a redirect URL

You can use this setting to add a URL where the customer can navigate once they complete a one-time payment. The customer will be redirected to the URL after successful checkout. For more information, see specific URL options.

Advanced Settings 

Chargebee also allows you to configure certain advanced settings to make the checkout experience for your customers effortless. You can configure the following advance settings while creating a Full page checkout.

Autocomplete addresses

Chargebee uses Google Autocomplete to suggest addresses as your customer starts to type in. By enabling this option, your customers can easily choose their address from the suggestion.

Note

Autocomplete addresses also work for the self-serve portal when the customer wants to add/edit billing or shipping addresses.

Allow customers to add multiple payment methods

This setting will allow your customers to integrate add multiple cards. Using this method, you can accept payments via credit, debit, and prepaid cards from your customers. To use this payment method, you should have an integration with a payment gateway supported by Chargebee and a merchant account in place. For more information see, how Chargebee works with your payment gateway and merchant account to process online payments.

Skip order cart during checkout

Enable this setting to hide the order screen. The customers will not see their order cart during checkout.

Keep coupon box open

Enable this option to display the coupon box during checkout. Disabling this option will show the Apply coupon link in the checkout. Customers can apply coupons by clicking the link.

Allow customers to log in to the checkout and self-serve Portal

Chargebee allows your customers to sign in to their self-serve portal using a password or an OTP (one-time-password). This depends upon the configuration that you have set up in your Chargebee account.

Note

This is applicable only for users who do not have single sign on set up.

OTP:A one-time password will be sent to the customer's email address. Your customer will have to enter that to sign in to the self-serve portal.

Password or OTP: Your customers can choose to authenticate via an OTP or a password. In case you have set a password, your customers will be prompted for that first. They can choose to sign in using an OTP by clicking the Login via one-time password link.

For more information, see setting /changing your password.

Was this article helpful?
Loading…