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Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Developer Resources
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee

  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model context protocol)

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

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
  • Managing payments with ChargebeeJS
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • 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

Reports and Analytics

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

Integrations

  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Order Management
  • Mobile Subscriptions (Legacy)
  • Other Integrations
  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • 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. Customers
  4. Articles and FAQ
  1. Billing
  3. Customers
  4. Articles and FAQ

Account Hierarchy

How can I copy the customized theme from my Test to Live site?
'Account Hierarchy: Is there a limit to the number of child accounts I can add to a parent account?'
How to stop the invoice related notifications to child accounts?
View/ Export cancellation reasons - reason codes.
Assign payment roles via API
How to build a report that shows all the subscriptions of a parent company?

Branding

How to view/ export refund reason codes.
Can I manually email an invoice?
Creating an invoice for one-time charges for customers without a subscription via admin console

Configure Multiple Languages

How to allow end-user/ customer to choose a language in checkout/self service portal?
What is Localized in Chargebee?
How to translate the Save this payment method text on pay now link?
Language pack - upload error
After language translation, a few words on invoice are still in English. Why?
'"Extra key :" error in the Language pack. How to resolve this?'
I can't find a CSV file where I have all the key buttons' names and descriptions for checkout and customer portal?
'Language Pack Error: Unwanted folder (Folder other than language folder)'

Managing Customers

Operation failed as the country entered in the billing address by customer cannot be verified against IP address or card bin number
How do you delete the payment source for individual customers?
What is the Summary Section in Customer details page?
Unable to create credit notes for payment due invoices
When I try to configure PayPal Express Checkout, the page to enter the credentials doesn't show up. What's happening?
How to attach an invoice to an email notification?
How to change the Chargebee branding?
Can I customize my invoice amount format?

Activity Log

Unable to find log for adding email to a customer

Email Notifications

What is Fractional Correction in a credit note?
How do I remove the Chargebee branding from the hosted pages and invoices?
How do I edit the "Thank You for subscribing" text on the checkout page?
Setup my Logo to Chargebee
How to disable Account Hierarchy?
How to change a parent-child relationship? - Account hierarchy
Button to cancel subscription within email notification
Customise new revenue alerts

SMTP settings

When would I use my own SMTP Server instead of Chargebee's?
What happens when the SMTP server is down?
Office365- "Please check whether your email address is authorized/verified/blocked by your SMTP server" error
Error while configuring SMTP server settings
Authentication Failure. Please check your SMTP credentials.
Emails fail due to SPF and DKIM settings
How to configure my own SMTP server?
'"Unhandled Error has occurred when trying to communicate with the mail server" while configuring the SMTP of AWS'

Edit Notification

Add customer or subscription specific details in the email content.
How can I change the from address of the V2 email notifications on my Chargebee site?
How to edit invoice emails?
How to personalize the emails being sent to the customers?
I want email notifications to be sent to additional contacts other than my customer. Is this possible?
Why is the request payment method URL link not considering the '=' sign in the email notifications?

Customize Master Template

Can I add two email address in the master template?
Can I receive a copy of all/specific email notifications sent to customers?
How can I change the signature of my V2 email notifications?
How to translate the signature in Email notifications?

Custom Email

Can I customize the email templates available in Chargebee?
How to send an email notification with a link to update the billing address?

Create Notification

Can I design my own email template?

Mail merge fields

Can I send a customised note on the email on subscribing to a particular plan?
How can I send payment link only to the customers subscribed without payment method?
How to add discounted plan price value in email notification?
How to add Plan/Addon/Coupon specific contents in the Invoice Receipt email?
Is it possible for me to send different email templates for dunning retries with the V1 emails?
Is it possible for me to send different email templates for invoice due reminders with the V2 emails?
Is there a way to include a link to update the payment details in the email notifications (V1)?
Is there a way to include a link to update the payment details in the email notifications (V2)?

Multi-language support

Can I send out email notifications from Chargebee in any language?
Send action email in a different language instead of the default customer's locale

Configuration

Can we download the HTML file for each of our email templates?
Emails in Trial not working
Emails not being sent when manual changes are made to a subscription
Emails sent out to the customers are getting bounced due to this error - "5.2.2 : user is over quota". Why?
Error - Customer email id not present
'Error: You have exceeded the character limit for the HTML field'
How can I prevent emails from Chargebee bouncing for my customers?
How can we configure reminder emails when a subscription renews?

Update Customer

How do I perform an operation in Chargebee without triggering the corresponding email notification to the customer?

Add Email Notification

How to get an email notification about a particular event?

Trial Management Emails

How to restrict trial email content for a 100% coupon customers?

Push to live

Is there an option to copy the V2 email notifications from the TEST to LIVE site?

Overview

What are the additional features you offer in the new email notifications? Could you give a comparision?

Payments & Credits Notification

Payment Succeeded vs. Invoice Receipt email notifications

Create Segments

Why am I seeing an upgrade button, when adding an email notification?

Add Notification

Why are the emails masked while bulk uploading on the test site?

Bulk Emails

You have xxxx left out of your daily quota of 2000 emails.

SMTP Configuration

Error - Less secure app, when setting up smtp.gmail.com
SendGrid authentication changes - effective April 17th 2019
How can I use a custom SMTP for our email notifications from Chargebee?

Logs

How to check a bounced emails status on my Chargebee site?
How to see if an invoice sent by Chargebee has been delivered?
Resend E-mail option from the E-mail Logs is grayed out?
What is the difference between Send Invoice email and Invoice Custom Email in email logs?

Reminders and Follow-ups

Can I get an automatic notification with the cancellation reason when a user cancels a subscription?

Configuring Themes

'Error: “There is no recurring item to generate advance invoice”.'
How to update the credit note line items service period as on invoice billing period?
Pending Invoice closed via Admin Console shows as a Scheduled Job

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