Chargebee Salesforce (v1.41+) 

What's new in Salesforce integration

Package Version 1.54

• Issue Refund
  This feature allows you to easily issue refunds within Salesforce directly from the Chargebee invoice object. Using Issue Refund, you can now initiate refunds from the invoice object, similar to how a refund is issued in Chargebee Billing.
  To initiate a refund, simply select the "issue refund" action from the invoice object, set the refund amount, add a reason code, and include an optional invoice note. Learn more 

• Generate Invoice PDF
  Now, you can download Chargebee invoices as PDFs directly into Salesforce. By using Generate Invoice, you are able to view the actual invoice from Chargebee within Salesforce.
  To download an invoice PDF, select the "Download Invoice PDF" action within the Chargebee Invoice object in Salesforce. It generates the PDF and attaches it to the files-related list within the invoice. Learn more 

• Modify Subscription Start Date
  With this feature, you can modify a subscription's start date in Chargebee, even after the subscription has been created. It is possible to adjust the start date of a subscription as long as the subscription has not started.
  To modify the start date of a subscription, select the "Change Start Date" action from the Subscription object in Salesforce. If the subscription has not yet started, you will be able to update the start date to a new date. However, if the subscription has already started, this action will result in an error and will not allow any changes to the subscription. Learn more 

Package Version 1.53

• The Checkout URL now displays any manual discounts applied to the subscription.
• The quote acceptance link which the customer can use to pay and subscribe for the subscription products themselves now includes manual discount details as well.
• The integration now populates contract terms fields such as Term Start, Term End, Amount, and more on the Chargebee subscription and quote objects.
• The Post-Update Scripts displays the required post-upgrade migration scripts for the newly Upgraded Chargebee Salesforce integration package.
• When a product has multiple billing frequencies configured in Chargebee, the sales user can select the required frequency while performing the following actions in Salesforce.
  • Create Subscription
  • Manage CB Products
  • Create/Change Subscription
  • Create Quote for a New Subscription
• While amending an existing subscription from Salesforce, you can schedule the changes to take effect on a specific date.

How-to Video

• Create quotes for new subscription using the Chargebee Salesforce integration. : Watch this video to learn and create a new subscription quote for a customer in Chargebee.

Package Version 1.52

• You can now schedule the integration to auto-sync Chargebee customers, subscriptions, invoices, and more records every 10 minutes.
• The integration now allows sales users to modify an existing quote.
• While creating subscriptions out of opportunities, customers can now pay via their bank account while using the checkout link to complete their purchases.
• While configuring sync rules for plans and addons, you can now use custom fields on the Salesforce product for matching Chargebee items.
• Utilizing the Generate Checkout URL button while creating subscriptions, you can now seamlessly retrieve checkout links and use them in your sales workflows.
• You can grant access to users who are part of a Salesforce public group like system administrators or sales managers to view and modify fields while they create subscriptions.
• You can configure e-invoices for customers who are authorized to receive them when creating or updating Chargebee customers in Salesforce.

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