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
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'
Configuring Themes
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 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
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
Add Email Notification
Trial Management Emails
Push to live
Overview
Payments & Credits Notification
Create Segments
Add Notification
Bulk Emails
SMTP Configuration
- Error - Less secure app, when setting up smtp.gmail.com
- SendGrid authentication changes - effective April 17th 2019
- What is an SMTP server?
- 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?