Getting Started

• Implementation Guide
• Understanding Sites
  • Transfer Configurations
  • Time Machine
• Go-live Checklist

Product Catalog

• Plans
• Addons
  • Auto Addons
• Coupons
  • Coupon Codes

Customers

• Managing Customers
• Account Hierarchy
• Checkout
  • In-App Checkout
    • Configuring In-app Checkout
    • Configuring Fields and Labels
    • FAQ
  • Hosted Components & Fields (Chargebee.js)
• Self Serve Portal
  • In app Self Serve Portal
• Email Notifications
  • Email logs
  • Pay Now
  • Extend Subscription
  • SMTP Configuration
  • Mail Merge Usage
  • Sending Manual Emails
  • Email Notifications v1
• Branding
• Configure Multiple Languages
  • Locales Supported

Subscriptions

• Working with Subscriptions
  • Next Billing Date
  • Trial Management
    • Trial Period for Addons
  • Price Override
  • Pause Subscription
  • Subscription Cancellation
  • Reactivation
  • Gift Subscriptions
  • Managing Contract Terms
• Billing
  • Billing Mode & Proration
  • Calendar Billing
  • Metered Billing
  • Unbilled Charges
  • Net D
• Orders
  • Order Scheduling
  • Payments, Credits & Impacts on Orders
  • Orders: Legacy version

Invoices, Credit Notes and Quotes

• Invoices
  • Invoice Operations
  • Customizing Invoices
  • Invoice, Credit Note & Quote Numbering
  • Advance Invoices
  • Purchase Order Number
  • Consolidated Invoicing
  • Charges
  • Refunds
  • Invoice Notes
• Credit Notes
• Quotes
• Transactions

Taxes

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

Payments

• Cards
• Payment Gateways
  • Chargebee Test Gateway
  • Stripe
    • ACH Credit Transfer via Stripe
    • SEPA Credit Transfer via Stripe
  • Authorize.Net
  • Braintree
  • PayPal Payment Services
    • PayPal via Braintree
    • PayPal Express Checkout
    • PayPal Payflow Pro
    • PayPal Payments Pro
  • Adyen
  • Checkout.com
  • Orbital (Chase Paymentech)
  • Pin Payments
  • Moneris
  • BlueSnap
  • eWay Rapid
  • Worldpay
    • Worldpay
    • Worldpay US eCom
  • Elavon
  • WireCard
  • Network Merchants Incorporated (NMI)
  • Ingenico ePayments
  • CyberSource
  • BluePay
  • Sage Pay
  • Paymill
  • Bambora
• Direct Debit
  • GoCardless
  • ACH Payments via Authorize.Net
  • ACH Payments via Stripe
  • SEPA Payments via Stripe
  • SEPA Payments via Adyen
• Bank Based Payments
  • Adyen iDEAL
  • Adyen Sofort
  • Adyen Bancontact
  • Stripe iDEAL
• Wallets
  • Amazon Payments
  • Apple Pay
  • Apple Pay via Stripe
  • Apple Pay via Braintree
• PSD2 and Strong Customer Authentication
• Dunning
  • Dunning v1
  • Offline Dunning v1
• Transaction Descriptors
• Visa Trial Rules

Site Configuration

• Users & Roles
  • Chargebee Notifications
• Custom Fields & Metadata
  • Manage Account Fields
  • Metadata
  • Custom Fields Vs. Metadata
• Mandatory Fields
• File Attachment
• Advanced Filter Options
• Multicurrency Pricing
  • Currencies Supported
• Configuring Reason Codes
• Events and Webhooks
  • Webhook Settings
• API Keys

Data Privacy & Security

• Two Factor Authentication
• SAML Single Sign-On
• EU-GDPR
• Consent Management
• Personal Data Management
• Compliance Certificates

Data Operations

• Bulk Operations
• Migration
  • Migrating Data
  • Migrating Cards
  • Self Migration

Reports and Analytics

• Reports
• Daily Report via Email
• Revenue Recognition
• Abandoned Carts
• RevenueStory
  • Report Builder
    • Working with Reports
    • Data Sources
    • Sample Reports
    • Frequently asked Questions

Integrations

• Sales
  • Salesforce (v1.38)
    • Installation Guide
    • Integration Setup Guide
    • Chargebee Actions in Salesforce
    • Field-Mapping
  • Salesforce (v1.37)
    • Release Notes
    • Integration Setup Guide
    • Opportunities & Subscriptions
    • Installation Guide
    • Chargebee Actions in Salesforce
    • Field-Mapping
  • HubSpot
    • Creating Customers and Subscriptions from HubSpot
    • Release Notes
  • Pipedrive
    • Configuring the Integration
    • Field-Mapping for Pipedrive
• Customer Support and Success
  • Groove
  • Freshdesk
  • Zendesk
  • Intercom
  • Intercom Inbox
• Finance
  • QuickBooks Online
    • Configuring QuickBooks
    • Customer Mapping
    • Reconciling Chargebee Invoices with QuickBooks
  • Xero
    • Configuring Xero
    • Customer Mapping
    • Reconciling Chargebee Invoices with Xero
  • Avalara
    • AvaTax for Sales
    • AvaTax for Communications
  • TaxJar
  • Sage Intacct
    • Configuring Sage Intacct
  • Oracle NetSuite
    • Configuring Oracle Netsuite
    • Setting up Token-based Authentication in NetSuite
  • Softrax Revenue Manager
    • Configuring Softrax Revenue Manager
• Marketing
  • Refersion
  • Friendbuy
  • ReferralCandy
  • MailChimp
  • Zapier
  • LeadDyno
  • ActiveCampaign
• Reporting and Analytics
  • Google Analytics
    • Google Analytics for In-app Checkout & Portal
    • Google Analytics for Single Page Checkout & Portal
  • Google Tag Manager
  • Stitch
• Collaboration
  • Slack
  • Moxtra
  • Twilio
• Contract Management
  • GetAccept
• Other Integrations
  • ShipStation
    • ShipStation Integration: Field-Mapping
    • Export for ShipStation
  • Shopify
  • Credit Repair Cloud
  • Wordpress