Checkout FAQ

1. What happens when my customer's immediate checkout amount is different from the subscription amount?

Chargebee provides a detailed summary on the current charge and the recurring charge in case there is a difference in terms of the amount.

Let's take this example: You run an eBook Subscription business. The cost of the subscription is $10 and there is an additional deposit of $5 that must be paid for the first month alone. You can create this deposit as a non-recurring addon and add it as a mandatory addon for the plan. Read more on this here.

When your customer checks out, the Orders screen appears first. The Orders screen will display the charge of the subscription, the total amount that they will have to Pay now, and the amount that they will have to pay when the subscription renews.

Clicking the Pay now link will list the charge summary in detail.

Your customers can proceed to make the payment by clicking the Proceed to Checkout link in the Orders page.

2. My plan has mandatory addons associated with it. How will it show up for customers during Checkout?

Chargebee allows you to create plans and associate addons with them. Read more on this here.

When your customer checks out, the mandatory recurring addons will get added by default to the checkout page as individual line items. Your customers will not be able to remove the mandatory addon.

The cost of the non-recurring addons will get added to the checkout but the details of the addon will be shown only in the Order Summary page.

3. What can be customized as part of the legal terms shown in the portal?

Add URLs for Privacy Policy and T&C
Configure the text to be displayed in your portal
Configure to show the "I agree to.." checkbox or not

4. How do I set up ACH payment method for my Chargebee Checkout and portal?

Plaid is required to display ACH as a payment option via Stripe in Chargebee's Checkout and Portal.

To set up ACH payment method for your Checkout and portal, you need to:

Enable the Stripe payment gateway in your Chargebee site
Enable ACH payments via Stripe in your Chargebee Account
Navigate to Settings > Configure Chargebee > Payment Gateways > Stripe > Edit in your Chargebee site, enable Use Plaid for instant authentication and fill in your Plaid credentials.

Plaid is not required for ACH payments via GoCardless.

5. How can I restrict my customers from switching between plans while editing a subscription in the customer portal?

By default, there are no options available in your Chargebee site to restrict your customers from switching between plans while editing the subscription. However, you can contact support and Chargebee will set it up for you. For example, plan upgrades and downgrades can be restricted. Editing a subscription is flexible in the portal, so you can restrict plan switching in various ways.

You can also do this yourself with custom code. See Restrict plan configurations with custom code.

6. How do I enable Checkout Without Payment Method as a white-label (custom domain) user?

If you are a white-label or custom domain user, enabling the Checkout Without Payment Method feature in the Checkout & Self-Serve Portal will not have any effect.

To activate this feature,

Register for Google Invisible ReCAPTCHA
Please send an email to Chargebee support along with the Google ReCAPTCHA Secret Key and Site Key. Click here to learn about these keys.

Our support team will enable this feature and get back to you.

7. If I enable Checkout Without Payment Method, how can I collect the payment information in case I want to charge my customer in the future?

You can use the Pay Now feature to collect payments in the future.

8. If I enable Checkout Without Payment Method for plans with free trials, will an automatic email be triggered asking for payment information at the end of the trial?

No, automatic emails will not be sent by Chargebee asking for payment information at the end of the trial. That said, you can add the update payment method button in your trial expiry emails to get the payment information from your customers.

9. I have configured Abandoned Cart, but I do not get any emails while testing it from my personal account. Why?

As of now, we do not send re-targeted emails while testing. To view the details of the Abandoned Carts report in Chargebee Billing:

Enable the Track abandoned carts setting in Settings > Configure Chargebee > Checkout and Self-Serve Portal > Configuration > Advanced Settings.
You can then view the report at Settings > Configure Chargebee > Checkout and Self-Serve Portal > Reports > Abandoned Carts.

10. Can I see what an addon/plan with tiered pricing looks like on Chargebee Checkout and Self-Serve Portal?

Yes, you can check the tiered pricing on Chargebee Checkout and Self-Serve Portal using Tiered Pricing.

11. How can a customer check out a gift subscription?

Gift subscriptions can be checked out by your customers as shown in this section.

Chargebee allows your customers to log in to their Self-Serve Portal using a password or an OTP (one-time password). This depends on the configuration that you have set up in your Chargebee account.

This is applicable only for users who have not set up single sign-on.

To configure:

Select Settings > Configure Chargebee > Checkout and Self-Serve Portal > Advanced Settings
Choose an option under Allow customers to log in to the checkout and Self-Serve Portal using

Available options are:

OTP: A one-time password will be sent to the customer's email address (or phone number, based on your configuration). Your customer will have to enter that to log in to the Self-Serve Portal.
Password or OTP: Your customers can choose to authenticate via one-time password or a password. If you have set a password, your customers will be prompted for that first. They can choose to log in using an OTP by clicking the Login via one-time password link.

You can set or change your password from the portal.

13. How can my customers set a password for their Self-Serve Portal?

To set a password for your Self-Serve Portal, your customers need to log in to their portal using an OTP. Next, select Account information > Set up Password.

They can log in to their portal using this password from next time.

14. How can my customers set a primary/backup payment method using their self-serve portal?

To add a primary/backup method:

Navigate to Settings > Configure Chargebee > Checkout and Self-serve portal > Advanced settings
Enable the Allow customers to add multiple payment methods setting.

Allow customers to add multiple payment methods is available only in selected plans. To know more, visit Chargebee's Plans and Pricing page.

Once this is done, your customer can choose to mark a payment as Primary or Backup by logging in to their Self-Serve Portal.

If your customer has already added multiple payment methods to their subscription, they can set a primary or backup payment method by selecting the corresponding card and clicking the Set this as primary or backup link.

You can also set a payment method as primary or backup using the Chargebee app.

15. How do I redirect to the next page in my app after making a successful payment via the checkout plugin?

You can set a redirect URL while creating a plan. Chargebee redirects your customers to this URL (say your website or any other page you specify) once they successfully complete the checkout.