Getting Started

• Getting Started with Chargebee
• Understanding Sites
  • Transfer Configurations
  • Time Machine
  • Go-live Checklist
  • Branding

Building Blocks

• Overview
• Customers
• Subscriptions
• Quotes
• Invoices
• Orders
• Plans
• Addons
• Coupons
• Coupon Codes
• Transactions

Subscription Features

• Trial Management
• Trial Period for Addons
• Billing Cycle for Addons
• Auto Addons
• Pause Subscription
• Subscription Cancellation
• Reactivation
• Gift Subscriptions

Custom Fields

• Custom Fields
  • Manage Account Fields
• Metadata
• Custom Fields Vs. Metadata

Localization

• Configure Multiple Languages
• Locales Supported

Invoices

• Invoicing: An Overview
• Invoice Operations
• Customizing Invoices
• Invoice, Credit Note & Quote Numbering
• Advance Invoices
• Purchase Order Number
• Invoice Notes

Credits

• Credit Notes

Order Management

• Orders
  • Order Scheduling
  • Payments, Credits & Impacts on Orders
• Orders: Legacy version

Billing Features

• Billing Mode & Proration
• Calendar Billing
• Unbilled Charges
• Consolidated Invoicing
• Net D
• Charges
• Refunds
• Price Override
• Multicurrency Pricing
• Currencies Supported
• Metered Billing

Taxes

• Taxes
• Australian GST
• Canadian GST/HST
• EU VAT
• Indian GST
• New Zealand GST
• US Sales Tax
• Tax in Other Countries

Payment Methods

• Payment Methods: An Overview
• Cards
• Offline Payments
• PayPal Payment Services
• Amazon Payments
• Apple Pay
• Apple Pay via Stripe
• Apple Pay via Braintree
• ACH Credit Transfer via Stripe
• SEPA Credit Transfer via Stripe

Direct Debit Payments

• Direct Debit Payments: An Overview
• ACH Payments via Authorize.Net
• ACH Payments via Stripe
• SEPA Payments via Stripe
• SEPA Direct Debit via Adyen
• GoCardless

Configuring Gateways

• Payment Gateways: An Overview
• Chargebee Test Gateway
• Stripe
• Authorize.Net
• Braintree
• PayPal via Braintree
• PayPal Express Checkout
• PayPal Payflow Pro
• PayPal Payments Pro
• Adyen
• Orbital (Chase Paymentech)
• Pin Payments
• Moneris
• BlueSnap
• eWay Rapid
• Worldpay
• Worldpay US eCom
• Elavon
• WireCard
• Network Merchants Incorporated (NMI)
• Ingenico ePayments
• CyberSource
• BluePay
• Sage Pay
• Paymill
• Bambora
• Transaction Descriptors

Revenue Recovery

• Dunning v2
• Dunning v1
• Offline Dunning v1
• Pay Now
• Abandoned Carts
• Extend Subscription

Checkout

• Checkout Overview
• Single Page Checkout
  • Configuring Single Page Checkout
  • Configuring Fields and Labels
  • Configuring Themes
• In-App Checkout
  • Configuring In-app Checkout
  • Configuring Fields and Labels
  • FAQ
• Hosted Components & Fields (Chargebee.js)

Self-Serve Portal

• Single Page Customer Portal
• In app Self Serve Portal

Notifications

• Email Notifications v2
• Email Notifications v1
• Chargebee Notifications
• SMTP Configuration
• Mail Merge Usage

Reports and Analytics

• Reports
• Daily Report via Email
• Revenue Recognition

Data Privacy & Security

• Two Factor Authentication
• SAML Single Sign-On
• Users & Roles
• EU-GDPR
• PSD2 and Strong Customer Authentication
• Consent Management
• Personal Data Management

Fraud Management

• Stripe Radar

Migration

• Migration: An Overview
• Migrating Subscription Data to Chargebee
• Migrating Subscriptions from Stripe to Chargebee
• Migrating Subscriptions from a Different Billing Platform with Cards on Stripe

Other Features

• Advanced Filter Options
• Bulk Operations
• File Attachment

Developers

• Developer Resources
• API Keys
• Events and Webhooks
  • Webhook Settings
• Open Source Projects

Third Party Integrations

• ActiveCampaign
• Avalara
  • AvaTax for Sales
  • AvaTax for Communications
• Credit Repair Cloud
• Freshdesk
• Friendbuy
• Google Analytics
  • Google Analytics for In-app Checkout & Portal
  • Google Analytics for Single Page Checkout & Portal
• Google Tag Manager
• Groove
• Intacct
• Intercom
• LeadDyno
• MailChimp
• Moxtra
• Oracle Netsuite
• QuickBooks Online
  • QuickBooks Configuration
  • QuickBooks Mapping
  • QuickBooks Reconciliation
• ReferralCandy
• Refersion
• Salesforce
  • Release Notes
  • Integration Setup Guide
    • Opportunities & Subscriptions
  • Installation Guide
  • Chargebee Actions in Salesforce
  • Field-Mapping
• Salesforce (Legacy Version)
  • Release Notes
  • Integration Setup Guide
    • Opportunities & Subscriptions
  • Installation Guide
  • Chargebee Actions in Salesforce
  • Field-Mapping
• HubSpot
• ShipStation
• Slack
• Stitch
• Softrax
• TaxJar
• Twilio
• Wordpress
• Xero
• Xero Mapping
• Xero Reconciliation
• Zapier
• Zendesk
• Other Partners