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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. Integrations
  4. Articles and FAQ
  1. Billing
  3. Integrations
  4. Articles and FAQ

Sage Intacct

Multiple base currency support in Intacct Integration
How to change sync rules in Intacct integration?
What is Sage intacct integration?
Intacct customer ID character limit

Customer Support & Success

Can I sync addons in Chargebee to Intercom?

Intercom

'Salesforce Sync Error: There''s a problem with this state, even though it may appear correct'
Setting up your Thank you / Conversion page - Refersion integration
Data Validation Step - Intercom

Marketing

Can I reward customer referrals with this integration?

Oracle netsuite

What is Suite Tax? What are it's uses?
How to create a non-posting discount item? - Netsuite
Netsuite SuiteTax - The record you are attempting to load has a different type: XXXX from the type specified: noninventorysaleitem.
'NetSuite request failed [Permission Violation: You need the Lists Documents and Files permission to access this page'
The record you are attempting to load has a different type: XXXX from the type specified: noninventorysaleitem - Netsuite SuiteTax
What happens to an invoice in Netsuite after it gets voided in Chargebee?
'Netsuite Integration: Tax Basis Incorrect, Net Amount Incorrect and Unit Price Incorrect'
Netsuite-You do not have permissions to edit this transaction.

Oracle NetSuite

Why is the discount item not calculated correctly? - NetSuite

QuickBooks Online

QuickBooks - Invoice mapping and sync
How to change the date format for Payment Gateway statements?
Steps to Reconcile Payments between Chargebee and QuickBooks
Why do Chargebee credit notes sync in the wrong currency to QuickBooks Online?
QuickBooks - Error code:6000; Business validation error
QuickBooks error code 620: TxnID cannot be linked
QuickBooks - Error code:2500; Third-party request failed
QuickBooks (QBO) sync errors

Quickbooks

Unable to map the chart of account when configuring Xero/QuickBooks
Where is the Account Name field in Latest Product Catalog

Refersion

The CB token referenced in parameter token_id is not present
Why am I asked to setup an account when I am accepting an invite for my organisation?
Salesforce Sync Error due to state mism
'Sync Errors: Contact:There''s a problem with this country, even though it may appear correct. Please select a country/territory from the list of valid countries.: Mailing Country:MailingCountry --'

Sales

How can I remove an app or integration?

Salesforce

How Chargebee pricing syncs to Salesforce
Why deals are being automatically closed won in Salesforce?
Salesforce - Subscription ID not being passed to the opportunity page
Salesforce Error - Chargebee site linked with the account is different from Pricebook’s Chargebee site
Connection Error for Salesforce - Invalid domain error
How to generates quotes using GetAccept?
Integrating Chargebee with Tapfiliate
"Access Denied: OP_UPSERT on chargebeeapps__CB_Subscription__c" - Salesforce error

Chargebee Salesforce Integration

How to restrict the customer from editing the email address from Portal?
Salesforce - Enforce on the Manage CB product the quantity value to be incremented by numbers of 100
Prerequisite for configuring Softrax
CRC account support

Shipstation

What are the prerequisites and sync rules for Zoho CRM integration
Addon SKU on my Chargebee site has not been synced to Shipstation. Why?
Exploring Subscriptions from Trial into Shipstation
ShipStation sync Error - JSONObject ["orderId"] not found

Stitch

Is stitch compatible with Chargebee v1 API?
How do I manage draft invoices in Chargebee with Snowflake?

Xero

Configuration errors and their resolution for Xero
How to match invoices report to a line item report?
What is Default Sales Tax in Xero integrations?
How to check the lock date in Xero?
Authentication for this Chargebee to Xero connection has expired. Click 'reconnect' to resume data sync
Plan level tracking categories in Xero
Adding additional email addresses to the customer card in Xero
Save option greyed out while trying to change account mapping on Xero.

HubSpot

Unable to generate checkout URL in HubSpot Q2C
Why the customer's Company Names are changing via Scheduled Activity?
How to Run Retry or Redirect Sync in Hubspot Q2C?
How do I resolve HubSpot sync issues with Chargebee business entities?
How do I resolve Chargebee card issues in HubSpot after merging companies?
How do I prevent duplicate company records in HubSpot with Chargebee integration?
Why can't I change HubSpot integration settings to 'Do Nothing'?
How do I link a HubSpot deal to a company for subscription renewals?

ActiveCampaign

Salesforce Sync Error - Matched account is already linked with another customer

Avalara

Salesforce connection issue - Custom setting name too long
How to integrate Twilio with Chargebee?
Avalara Error - Current theme is not supported for Avalara integration. Please use supported themes
'Error: You do not have permission to read the field discount on opportunity line item in Salesforce'
Is the new Hubspot different from the existing Chargebee HubSpot integration?
Why few invoices are not syned to Avalara?
'Avalara sync error: Company not found'
'Avalara error: Unable to calculate the tax rate as the shipping/billing address is either invalid or incomplete'

BigCommerce

How does Chargebee and BigCommerce interact?
How to setup Chargebee checkout with BigCommerce store?

Finance

How to sync offline payment in Accounting integration from Chargebee?
Chargebacks in accounting integrations
What are the integrations available within my account?
How to delete records of sync errors - Accounting integrations

GetAccept

What is Pipedrive? How does it work?

Zapier

How to integrate Clickfunnels and Chargebee?
Is there anything pre-built tech from Chargebee to facilitate another app integration (like panda docs,commision, azure market place)?
How to add price points based actions in Zapier 2.0?
Can I override tiered price points using Zapier 2.0?
Unable to update unit price item in Chargebee as an action flow in Zapier
How to add custom actions that are missing in the listed actions of Chargebee in Zapier?
Where can I find documentation about Chargebee Zapier integration?
Integrating Refersion with Chargebee

MailChimp

Support Portal access and activation

Moxtra

Is it possible to edit the text 'Enter your six-digit one-time password'?

Pipedrive

Steps to integrate Pipedrive with Chargebee
Allow Chargebee to manage 'Organization' in Pipedrive
New user login for Salesforce - Chargebee integration

Slack

Slack - Chargebee integration setup.

Twilio

What is ActiveCampaign?

Wordpress

Why can't I checkout without logging in to the Wordpress site?
How to setup Wordpress plugin?
How to integrate a shortcode in a button in WordPress?
How does Chargebee Wordpress plugin work?
Wordpress - Chargebee plugin webhook errors list.
How do I lock premium content while using Chargebee's plugin for WordPress?
What is Wordpress plugin? What are the prerequisites for integration?
What are the limitations of Wordpress?

Zendesk

Sync errors in Chargebee Salesforce integration due to duplication rules

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