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 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.
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.
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.
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.
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.
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.
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:
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.
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:
PO Number uniquely identifies a purchase order and is generally defined by the buyer. You can specify the PO Number for the subscription.
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.
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.
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.
You can perform the following operations from the subscription details page:
The Edit Subscription option can be accessed from one of the following four places:
It allows you to change one or more of the following aspects of the subscription such as:
Applying Changes: In the Apply Changes section you can choose to bring the changes into effect in three timelines,
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.
This option is used to edit the customer information. The subscription Id cannot be modified.
This option allows you to add a new credit card number if it is not available or update it if there is a change.
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.
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.
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.
This option lets you add an additional charge to the subscription. It is a onetime charge and does not recur. Learn more.
You can use this option to include an additional non-recurring addon to the subscription. Learn more.
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.
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.
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:
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:
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.
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.
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:
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:
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.
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.
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.
Yes, you can enable Quotes in Chargebee to send pricing quotes or proforma invoices to your customers.
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.