Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes, and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Working with Subscriptions 

Overview 

A Chargebee subscription connects your customer to your products/services. It determines what your customer has signed up for and how often they're charged recurringly for it.

A subscription is created when a customer signs-up for a plan. Any associated addons or coupons also become a part of it.

A Customer record in Chargebee can have any number of subscriptions linked to it, each with its own trial period, pricing, payment options and so on.

Subscription Status 

Your subscriptions in Chargebee can be in one of the following statuses:

Future: Subscriptions that will go into trial or active state on the specified date in the future.

In Trial: Active subscriptions that are in trial mode.

Active: Active subscriptions that will be charged based on plan, addons and billing period.

Non Renewing: Subscriptions that will be canceled.

Paused: Active subscriptions will be stopped temporarily.

Cancelled: Inactive subscriptions that will no longer renew. How charges and credits etc. are handled on cancellation can be configured.

Viewing Subscriptions 

You can view all subscriptions in your Chargebee site by clicking Subscriptions. This page lists all your subscriptions along with a summary of each subscription.

You have options such as filtering views, sending emails to customers, exporting the list of subscriptions to CSV file, and downloading shipping labels.

You can select one or more subscriptions and perform actions such as delete, change term end, and cancel subscriptions.

Note

Only Admins can perform Bulk Actions such as bulk delete, changing end of term for multiple subscription together, and bulk cancel.

Delete: Deletes the subscriptions.

Change Term End: Changes the end date of the subscription. On selecting this option, the Change Term End dialog will open. Enter the necessary details and click Apply Changes.

Cancel Subscription: Cancels the selected subscriptions. Enter the necessary details in the Cancel Subscriptions dialog and click Apply Changes. To cancel subscriptions, select More > Cancel Subscription option. Read more on Cancelling subscriptions.

Creating a Subscription 

To create a new subscription in your Chargebee site, navigate to Subscriptions and click Create New Subscription. In the Pick a Customer pop-up, select the customer record for which you are creating this subscription. You can also create a new customer before creating this subscription.

The Create a Subscription page allows you to create a new subscription. The subscription ID field is autogenerated and is used to uniquely identify the subscription. Here are the details you need to fill out to create a new subscription:

Subscription Info section captures information related to the plan you would like to subscribe the customer to.

  1. Click the Product Family drop down and select the product family of the plan for which you are creating this subscription.
  2. Click + Add Plan and select the plan.
  3. Select the Currency and the Billing frequency of the plan, and click Add. You can modify this selection by clicking the more icon next to the plan to change the Plan or Frequency.
  4. If Price overriding is enabled in your site, you can edit the price of the plan as required.
  5. You can click +Add Addon and +Add Charge to attach addons or charges to the subscription.
  6. You can click +Add coupon or +Add coupon code to apply coupon.

As you add the subscription information, a sneak-peek of the immediate charges for the subscription gets displayed for your reference on the right side. You can click See breakdown to view the complete breakdown of immediate charges.

The Billing Info section captures information related to the billing of the subscription.

  1. Start Date is when the subscription starts for the customer. It is a date or time depending on the billing mode of your site. Start date/time given has an impact on the statuses the subscription can have:
    • Active: The customer is using the subscription and is paying for it. An invoice will be generated on the date/time the subscription status changes to Active. You can also set the start date/time as a date/time in the past, i.e., the date/time can be any time before the time you're creating the subscription, provided that the date/time falls within the current billing cycle. This will come in handy when you've started providing the service already but are creating the subscription in Chargebee at a later time.
    • Future: The start date/time is in the future with respect to the date/time the subscription was created. The status will change to Active or Trial on the start date/time mentioned. An invoice will be generated on the date/time the subscription status changes to Active.
    • In Trial: On the start date/time, if the subscription has a trial period specified, then the status of the subscription will be "In Trial".
  2. Billing Cycles is used to set the number of times a customer will be charged. Here, you can specify a different value for the no. of billing cycles than what you have already configured in the plan. The value entered in the new subscription will override the value that was already configured in the plan.
  3. Auto-collection option decides whether the payments for the invoices generated for the subscription are charged automatically. You can select one of the following options:
    • Use Customer's settings: Chargebee applies the auto-collection settings defined for the associated customer record.
    • Auto Collection is turned ON: Chargebee charges the customer's payment method (primary or the one assigned to the subscription) automatically when a payment for the subscription is due.
    • Auto Collection is turned OFF: Chargebee does not automatically charge the customer's payment method when a payment for the subscription is due.
  4. PO Number uniquely identifies a purchase order and is generally defined by the buyer. You can specify the PO Number for the subscription.
  5. Assigning a Payment Method If a customer has multiple payment methods available, Chargebee supports assigning a payment method exclusively to a particular subscription. If assigned, the payment method will be tried for all charges against the subscription. Find out how to assign a payment method to a subscription here.

The Invoicing Options section captures information related to invoicing the subscription. You can choose to generate invoice immediately or add to unbilled charges.

The Shipping address section captures the shipping information related to the subscription, if you are dealing with shippable physical goods. You can either apply the billing address of the customer for shipping, or add the shipping address details.

Click Create.

Note
  • When creating a new subscription in your Chargebee site, the plan selected should have at least 1 trial day. This is because 0 trial day plans would need credit card details to process the charge immediately.
  • Configuring Auto Collection at the Subscription level overrides the Auto Collection setting you have configured at the Customer level.
  • Non-recurring addons cannot be added to a plan that has trial days.

Creating Subscriptions for Plans Without Trial Period 

If your plan does not have a trial period, you can create the subscription by setting Auto Collection to OFF. The subscription will be created as an offline subscription. Once the subscription is created, you can add the card details using the Add Credit Card option within the subscription.

Another way of creating subscriptions using plans without a trial period is by using the plan's hosted page URL. This will allow you to enter the credit card details while creating the subscription.

Editing a Subscription 

When you open up an existing subscription, there are several details you can view and actions you can perform. The subscription provides you with all the details like customer info, CC info, due amount, trial days remaining (if in trial). You can also see subscription info, non-recurring items, address, current term charges/credits, invoices and transactions.

Note
  • The address section will only appear if you add the buyer's address.
  • Non-recurring charges will appear when a one time charge has been applied using Add Charge.

You can perform the following operations from the subscription details page:

  • Edit Subscription
  • Create and send a Quote
  • Edit Customer Details
  • Request Payment Method
  • Add Charge
  • Apply Coupon/Coupon Code
  • Bill Future Renewals
  • Add/Update Credit Card
  • Add Address
  • Add/Update Billing Info
  • Edit Next Billing Date
  • Cancel/Re-Activate Subscription
  • Delete Subscription

Edit Subscription 

The Edit Subscription option can be accessed from one of the following four places:

  • Self serve Portal
  • Chargebee site:
    • Under customer profile
    • In subscription details page, on the Actions pane
    • In subscriptions index page, in the Actions drop-down

It allows you to change one or more of the following aspects of the subscription such as:

  • the plan subscribed to
  • the price of the plan
  • addons attached to the plan (mandatory addons can only be removed via API)
  • plan/addon quantities
  • coupons or coupon codes
  • no. of plan billing cycles
  • PO Number

Applying Changes: In the Apply Changes section you can choose to bring the changes into effect in three timelines,

  • Immediately bringing the changes into effect also provides you the option to Apply prorated credits and charges to the any charge which was generated because of the changes made to the subscription.
  • During next renewal(at the end of term) schedules the changes for the end of term.
  • On a specific date schedules the changes to take effect only on the set date. This makes the prorate credits and invoicing option unclickable and takes into account the proration setting and unbilled charges setting configured in your Chargebee site. This feature can be enabled only on request, contact [email protected] to get it enabled for your site.
Note
  • Any scheduled change will be overridden if a new change is scheduled.
  • APIs carrying parameters for proration and unbilled charges will not work in the case of scheduled changes.

Request Payment Method 

This option allows you to send an email with an auto-generated link that the subscriber can use to add/update their card details. If you use Chargebee's single-page checkout, then please make sure that you've configured the Update Payment Method Page redirect URL that users will be redirected to once they've successfully updated their payment method details.

Edit Customer Details 

This option is used to edit the customer information. The subscription Id cannot be modified.

Add/Update Credit Card 

This option allows you to add a new credit card number if it is not available or update it if there is a change.

Add Address 

This option is used to enter the customer's shipping address. Once you have added this information, it will appear on the subscription as a new section. You can edit all the address fields except for the Label used. You can delete the address, and add a new one if needed.

Add/Update Billing Info 

If you've enabled any of the billing address fields, you will see this option, and you can use this to add/edit your customers' billing address.

Cancel/Reactivate Subscription 

This option can be used to cancel or re-activate a subscription. You can cancel a subscription immediately or at the next renewal. Only subscriptions with CC info can be reactivated once it is canceled. Learn more.

Add Charge 

This option lets you add an additional charge to the subscription. It is a onetime charge and does not recur. Learn more.

Add Addon 

You can use this option to include an additional non-recurring addon to the subscription. Learn more.

Apply Coupon/Coupon Code 

This option can be used to apply and redeem additional coupons on an existing subscription. Only coupons that are applicable to the plan in this subscription will be displayed.

Edit Start Date/Time 

This option appears only when the subscription is in "Future" state. You can change when the subscription should start using this option. If you need to start the subscription immediately (or on the current day, if your Chargebee site is on day-based billing mode), you can choose the current time/date.

If the subscription was created through the API and a trial period was specified, changing the start date will automatically remove that trial period. In this case, only the plan's trial period (if present) will be considered. Otherwise, the subscription will go into "Active" state.

The Change Next Billing Date option will appear on active subscriptions and is used to change the next renewal date/time. You can change the date/time to a later or an earlier point in time. The subscription will update on the specified date/time.

Edit Trial End 

This option will only appear on trial subscriptions. This can be used to extend the trial period if needed.

The subscription details page also displays the following sections:

  • Applicable Charges
  • Billing Address - This section displays the billing address added for the customer.
  • Shipping Address - This section displays the shipping address added for the subscription. You can add a new shipping address, or edit/delete the existing address.
  • Configurations - This section displays the Auto Collection settings and JSON Metadata that are configured for the subscription. You can change the auto collection settings or add the metadata by clicking their respective more icon.
  • Payment Methods - This section displays the customer's payment method that is added for the subscription. You can click the more icon to modify the same.
  • Invoice Note - This section displays any subscription invoice note to be displayed on the Invoice of this subscription. You can click to add a note or edit any existing note anytime.
  • Unbilled Charges - This section displays unbilled charges, if any, for the subscription.
  • History - This section contains the details of the Quotes, invoices, Credit Notes, Email Logs, Transactions, and Events related to the selected subscription. All payments related to the subscriptions are recorded under Invoices and Transactions. Read more on invoices and transactions.
  • Activity Log - This sections displays the subscription history. Events such as sign up, cancellation and reactivation are shown here.
  • Comments - Use comments to add information specific to a particular subscription or as a tag that can you use to find subscriptions using filters. The comments section appears at the bottom of the subscription and this option is available for subscriptions, invoices, transactions, plans, addons and coupons.

Price overriding for Subscriptions 

You can override the price point of a plan while creating or editing the subscription when price overriding is enabled in your Chargebee site.

Also, just like when changing the price of a plan, price change for subscription is only permitted when the plan pricing model for the subscription is flat or per unit.

To change the price for an existing subscription, follow these steps:

  1. Navigate to the subscription details page and click Edit Subscription.
  2. On the page that appears, you can change the price and, if applicable, the quantity associated with the subscription.

If proration is enabled, a new invoice is generated for the subscription at the new price. Refundable credits are raised for the remaining period of the subscription at the old price and applied to the new invoice.

Regenerating Invoice for Subscriptions 

When an invoice is generated with incorrect details, such as an error in the line items, incorrect shipping and billing address etc, you can void that particular invoice and regenerate it using the Regenerate Invoice option.

Refer Regenerate Invoice to learn more about this.

Deleting a Subscription 

If you wish to delete a Subscription in Chargebee, open the specific Subscription's details page and click the Delete Subscription option available on the Actions panel.

This operation is irreversible - all data related to the Subscription, such as Transactions and Invoices, will be deleted.

The numbers in the following reports will get modified when a Subscription is deleted:

  • Payments
  • New Revenue
  • Signups
  • Activations
  • Cancellations
  • Refunds
Note
  • The option to delete a Subscription is available only for the role Admin.
  • You can also delete a Subscription using the Delete a Subscription API .

FAQs 

Can I add Coupons to the Subscriptions on Customer's request? 

Yes, you can add coupons to the subscription in your Chargebee on customer's request.

There are three scenarios where you can add the coupon:

1. While creating a Subscription:

If you are adding a coupon/coupon code on behalf of your Customer while creating a new Subscription for them, navigate to Subscription Details in the ‘Create Subscription' page, and you will find the option to add Coupon/Coupon Code.

2. During Subscription change:

If you're applying the coupon on your Customer's behalf during a Subscription change, you will find the option in the Change Subscription page.

3. Add the Coupon/Coupon Code to the Subscription:

If you're adding the coupon/coupon code for the customer, at any point of time in the billing cycle, navigate to the respective Subscription, find the Apply Coupon/Coupon Code tab to add the Coupon/Coupon Code.


Is it possible to send a quote to a customer which they can review before signing up? 

Yes, enable quotes in Chargebee to send pricing quotes or proforma invoices to your customers.


Why can't I find a way to add the time when I specify details such as "subscription start date", "change next billing date"? 

The billing mode of your Chargebee site governs whether billing is done to-the-calendar-day or to-the-millisecond. If you have day-based billing mode set for your site, you will not be able to make changes to the billing related times to a granularity lesser than a calendar day.


Was this article helpful?
Loading…