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Product Catalog 2.0
You can configure the fields and labels on Checkout and Portal to collect the required information from your customers.
Sign in to the Chargebee site, navigate to Settings > Configure Chargebee > Checkout and Self Serve Portal > Fields.
See also
Add product images to your product catalog items to display them on the checkout pages.
Turn the toggle button on or off to enable or disable a field.
The following screenshot shows the toggles for enabling or disabling individual fields in the billing or shipping address.
You can drag and drop some fields to change their order on the checkout page.
You can edit a field's name and set properties such as mandatory, read-only, and show/hide. The below screenshot list the properties you can set for a field. For example, set the email field as mandatory during checkout.
Note
Depending on the field, a subset of the properties will be available.
You can configure the fields for the following sections.
Account fields collect primary customer information, such as name, email, company, and phone. They also collect custom fields from the checkout page.
Note
Configure custom fields to collect subscription-related information from your customers.
Configure billing fields to collect your customer's billing information such as an address, phone number, name, VAT number, and more. Turn the toggle buttons on or off to enable or disable granular components of the address.
Note
Configure shipping fields to collect your customer's shipping information, such as shipping address, name, phone number, and more. Turn the toggle buttons on or off to enable or disable granular components of the address.
Note
Configure payment fields to collect your customer's payment-related information such as card number, expiry, and Cvv. Card Number and Expiry will be collected by default and stored in your payment gateway.
Note
Payments fields cannot be reordered.
Checkout supports presenting legal agreements to customers during the purchase process.
You can add and manage multiple agreements, such as a terms of service, a privacy policy, or a refund policy, to meet various regulatory requirements. This helps you comply with legal standards around the world, such as those outlined by the Federal Trade Commission (FTC), which require businesses to provide clear, truthful, and accessible information about agreements and offer cancellation methods that are as easy as the sign-up process.
Agreements support rich text formatting, including hyperlinks to additional resources or policies, as needed. Support for multiple languages based on the customer's locale is also included.
Chargebee logs timestamped data of customer agreement during checkout, which serves as proof in cases of disputes or chargebacks. An audit log of changes made to the legal agreements is also available to help improve transparency and compliance.
Add a legal agreement
To add a legal agreement to Checkout:
Edit a legal agreement
You can edit a legal agreement, view its audit log, and restore previous versions. To do so:
Archive or restore a legal agreement
Archived legal agreements aren't displayed on Checkout pages. Restored agreements become visible again. To archive or restore a legal agreement:
View consent history
Each time a customer agrees to a legal agreement and completes a Checkout session, a log of the event is created in Chargebee Billing. To view this:
Configure this field to collect consent from your customers during checkout. You can add consent, agreement labels and set up consent checkboxes for the checkout and Self-Serve portal.
You can customize the field labels and messages displayed in the Checkout Pages and Self-Serve Portal.
To access the labels
Note
The available checkout labels to configure are based on the layout selected on the Layout tab.
To add a label, perform these steps.
The label changes are now visible to your customers.
Here is an example of how the Checkout labels work.
The following illustration describes adding a note to the payment method screen during checkout. This note will be displayed for all the users on the Payment method screen during checkout.
During checkout, the note will appear as shown below:
You can set up messages that will appear to your customers after they checkout. Full page checkout Thank you page supports both, Thank you title and Thank you message labels.
To add a Thank you message or title, perform these steps:
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