Getting Started

• Sites Overview
• Accessing Chargebee
• Implementation Guide
• Integration Options
• Time Machine
• Go-live Checklist
• Subscription Billing Guide
• Branding

Building Blocks

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

Custom Fields

• Custom Fields
• Metadata
• Custom Fields Vs. Metadata

Subscription Features

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

Localization

• Configure Multiple Languages
• Locales Supported

Invoices

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

Credits

• Credits: An Overview
• Credit Notes
• Promotional Credits

Order Management

• Orders
• Order Scheduling
• Payments, Credits & Impacts on Orders

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

Direct Debit Payments

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

Configuring Gateways

• Payment Gateways: An Overview
• 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
• 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

Chargebee Moments(Checkout and Portal)

• Checkout Overview
• Single Page Checkout
• In-app Checkout
• Hosted Components & Fields (Chargebee JS)
• 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

Open Source Resources

• Chargebee’s Open Source Projects

Other Features

• Manage Account Fields
• Advanced Search Options
• Bulk Operations
• File Attachment

API Integration

• API Keys
• Developer Resources
• Events and Webhooks
• Webhook Settings

Third Party Integrations

• Avalara
• Credit Repair Cloud
• Freshdesk
• Friendbuy
• Google Analytics
• Groove
• Intacct
• Intercom
• LeadDyno
• MailChimp
• Moxtra
• Oracle NetSuite
• QuickBooks Mapping
• QuickBooks Reconciliation
• QuickBooks Online
• ReferralCandy
• Refersion
• Salesforce
• ShipStation
• Slack
• Softrax
• Twilio
• Wordpress
• Xero Mapping
• Xero Reconciliation
• Xero
• Zapier
• Zendesk
• Other Partners