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Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
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AI in Chargebee

  • Chargebee Agents
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  • Chargebee MCP Server (Model Context Protocol)

Developer Resources

  • Developer Resources Overview
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Product Catalog

  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions

  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements

  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing

  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ

  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes

  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes

  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities

  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity

  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions

  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics

  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations

  • Sales
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  • Finance
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  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
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  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Site Configuration
  4. Upgrade To Leap Ui
  1. Billing
  3. Site Configuration
  4. Upgrade To Leap Ui

Upgrade to Leap User Interface

If you are using Chargebee's Classic user interface (UI), this document provides a detailed comparison of Leap UI and Classic UI features. The following tables highlight module-specific feature enhancements.

Subscriptions

FeatureLeap UIClassic UI
Bulk Actions

The following are the steps:

  1. Select one or multiple entries.

  2. Perform operations - Delete, Change term ends, or More Actions for the selected entry(s).

Image

Summary: Delete, Change term ends, or More Actions operations appear automatically after selecting one or more entries.

The following are the steps:

  1. Click Bulk Actions.
Image

  1. Operations - Delete, Change term ends, or More Actions appear in disabled state.

  2. Select one or multiple entries to enable and perform the operations.

Image

Summary: Bulk action operations appear by clicking the Bulk Actions button. These operations are enabled after selecting one or more entries.

Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.

Image

Use the Sort By drop-down options to sort the entries.

Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.

Image

All the column fields appear at a single place.

Image
Filters

The following are the steps:

  1. Click on the Filter list.

  2. Select attributes(filter and condition) to apply the filter.

Image

The following are the steps:

  1. Click on the filter icon.

  2. Select attributes(filter and condition).

  3. Click Apply Filter.

Image

Customers

FeatureLeap UIClassic UI
Bulk Actions

The following are the steps:

  1. Select one or multiple entries.

  2. Perform operations - Delete or Change auto collection for the selected entry(s).

Image

Summary: Delete or Change auto collection operations appear automatically after selecting one or more entries.

The following are the steps:

  1. Click Bulk Actions.
Image

  1. Operations - Delete or Change auto collection appear in disabled state.

  2. Select one or multiple entries to enable and perform the operations.

Image

Summary: Bulk action operations appear by clicking the Bulk Actions button. These operations are enabled after selecting one or more entries.

Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.

Image

Use the Sort By drop-down options to sort the entries.

Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.

Image

All the column fields appear at a single place.

Image
Filters

The following are the steps:

  1. Click on the Filter list.

  2. Select attributes(filter and condition) to apply the filter.

Image

The following are the steps:

  1. Click on the filter icon.

  2. Select attributes(filter and condition).

  3. Click Apply Filter.

Image
Subscription Status Count

Information about the subscriptions if a customer has more than one. The most recent subscription details appears in the Subscription Info column.

Image

All the subscription information appears in a single place.

Image

Invoices

FeatureLeap UIClassic UI
Bulk Actions

The following are the steps:

  1. Select one or multiple entries.
  2. Perform operations - Delete, Mark as Void, or More Actions for the selected entry(s).
Image

Summary: Delete, Mark as Void, or More Actions operations appear automatically after selecting one or more entries.

The following are the steps:

  1. Click Bulk Actions.
Image

  1. Operations - Delete, Mark as Void, or More Actions appear in disabled state.

  2. Select one or multiple entries to enable and perform the operations.

Image

Summary: Bulk action operations appear by clicking the Bulk Actions button. These operations are enabled after selecting one or more entries.

Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.

Image

Use the Sort By drop-down options to sort the entries.

Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.

Image

This feature is not available in the classic user interface.

Filters

The following are the steps:

  1. Click on the Filter list.

  2. Select attributes(filter and condition) to apply the filter.

Image

The following are the steps:

  1. Click on the filter icon.

  2. Select attributes(filter and condition).

  3. Click Apply Filter.

Image

Credit Notes

FeatureLeap UIClassic UI
Bulk Actions

The following are the steps:

  1. Select one or multiple entries.

  2. Perform operations - Delete, Void credit notes, or More Actions for the selected entry(s).

Image

Summary: Delete, Void credit notes, or More Actions operations appear automatically after selecting one or more entries.

The following are the steps:

  1. Click Bulk Actions.
Image

  1. Operations - Delete, Void credit notes, or More Actions appear in disabled state.

  2. Select one or multiple entries to enable and perform the operations.

Image

Summary: Bulk action operations appear by clicking the Bulk Actions button. These operations are enabled after selecting one or more entries.

Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.

Image

Use the Sort By drop-down options to sort the entries.

Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.

Image

All the column fields appear at a single place.

Image
Filters

The following are the steps:

  1. Click on the Filter list.

  2. Select attributes(filter and condition) to apply the filter.

Image

The following are the steps:

  1. Click on the filter icon.

  2. Select attributes(filter and condition).

  3. Click Apply Filter.

Image




## Events

<Table>
  <TableHeader>
    <TableRow>
      <TableHead>Feature</TableHead>
      <TableHead>Leap UI</TableHead>
      <TableHead>Classic UI</TableHead>
    </TableRow>
  </TableHeader>
  <TableBody>
    <TableRow>
      <TableCell>Sorting</TableCell>
      <TableCell>
        Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use **Sort By** drop-down options to sort the entries.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/leap-ui-events-sorting.png" />
      </TableCell>
      <TableCell>
        Use the **Sort By** drop-down options to sort the entries.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/classic-ui-events-sorting.png" />
      </TableCell>
    </TableRow>
    <TableRow>
      <TableCell>Column</TableCell>
      <TableCell>
        Customize the column appearance. **Enable, disable or rearrange** columns as required. You can also search by column name.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/leap-ui-events-column.png" />
      </TableCell>
      <TableCell>
        This feature is not available in the classic user interface.
      </TableCell>
    </TableRow>
    <TableRow>
      <TableCell>Filters</TableCell>
      <TableCell>
        The following are the steps:
        
        1. Click on the Filter list.
        
        2. Select attributes(filter and condition) to apply the filter.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/leap-ui-events-filters.png" />
      </TableCell>
      <TableCell>
        The following are the steps:
        
        1. Click on the filter icon.
        
        2. Select attributes(filter and condition).
        
        3. Click **Apply Filter**.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/classic-ui-events-filters.png" />
      </TableCell>
    </TableRow>
  </TableBody>
</Table>


## Transactions

<Table>
  <TableHeader>
    <TableRow>
      <TableHead>Feature</TableHead>
      <TableHead>Leap UI</TableHead>
      <TableHead>Classic UI</TableHead>
    </TableRow>
  </TableHeader>
  <TableBody>
    <TableRow>
      <TableCell>Sorting</TableCell>
      <TableCell>
        Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use **Sort By** drop-down options to sort the entries.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/leap-ui-transactions-sorting.png" />
      </TableCell>
      <TableCell>
        Use the **Sort By** drop-down options to sort the entries.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/classic-ui-transactions-sorting.png" />
      </TableCell>
    </TableRow>
    <TableRow>
      <TableCell>Column</TableCell>
      <TableCell>
        Customize the column appearance. **Enable, disable or rearrange columns** as required. You can also search by column name.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/leap-ui-transactions-column.png" />
      </TableCell>
      <TableCell>
        This feature is not available in the classic user interface.
      </TableCell>
    </TableRow>
    <TableRow>
      <TableCell>Filters</TableCell>
      <TableCell>
        The following are the steps:
        
        1. Click on the Filter list.
        
        2. Select attributes(filter and condition) to apply the filter.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/leap-ui-transactions-filters.png" />
      </TableCell>
      <TableCell>
        The following are the steps:
        
        1. Click on the filter icon.
        
        2. Select attributes(filter and condition).
        
        3. Click **Apply Filter**.
        
        <Icon height={80} width={200}  alt="Image" src="/assets/screenshots/billing/upgrade-to-leap-ui/classic-ui-transactions-filters.png" />
      </TableCell>
    </TableRow>
  </TableBody>
</Table>



## Upgrade to Leap UI

To upgrade from Classic UI to Leap UI:

1. Navigate to your profile image or icon.
2. Click **Explore Leap UI**.

   <Image src="/assets/screenshots/billing/upgrade-to-leap-ui/explore-leap-ui.png" alt="Explore Leap UI screenshot"/>

Alternatively, click the **TRY IT NOW** banner to upgrade directly.

<Image src="/assets/screenshots/billing/upgrade-to-leap-ui/try-it-now-banner.png" alt="Try It Now banner screenshot"/>

Articles & FAQs

What are the new UI enhancements on Leap UI?
What is the enhancement on all Index Pages on Leap UI?
Where is the quick action option in Leap UI?
How to switch between interfaces in the Chargebee site?

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