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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. Invoices, Credit Notes and Quotes
  4. Articles and FAQ
  1. Billing
  3. Invoices, Credit Notes and Quotes
  4. Articles and FAQ

Consolidated Invoices

How do I consolidate the first Invoice for a customer?

Invoices

What is Smart Payment Instructions in Chargebee?
How to send Pay now link to customers?
What happens when I change the price of a subscription after having issued an advance invoice?
How to raise an advance invoice?
What is an advance invoice schedule and how to create one?
Why are my invoices not getting consolidated?
How does parent billing work when invoices are consolidated?
Unable to see Chargebee button(s) in salesforce UI

Invoice Operations

How to generate an invoice for a customer?
Can I include an additional charge after the invoice has been generated?
What are the limitations of voiding and regenerating an invoice?
How to void a "write off" invoice?
Unable to delete an invoice or a credit note. Error 'This operation is not supported'
Can I edit the date on an invoice after it's generated
Can you update the due date on an invoice
How to export invoices for a specific plan?

Advance Invoices

Why the deal amount is not getting updated in the Hubspot ?
Can I collect advance payment from customers for multiple months and do the billing monthly or quarterly?
If an advance invoice was generated incorrectly, how do I modify it?
How to request advance payments from customers?
How to edit an advanced invoice schedule?
'"Cannot Create Advance Invoices" Error for Subscriptions with Scheduled Contract End Actions.'

Consolidated Invoicing

Can I add multiple subscriptions to a single invoice?
I have Consolidated invoicing enabled, but my new subscriptions are invoiced separately. Why is this happening?
Consolidated invoicing set up with Account hierarchy
How to view the consolidated invoice for each subscription separately?

Credit Notes

How can I add or deduct promotional credits for customers?
Generate quote PDF & invoice PDF not working in Salesforce
Why the Total subscription MRR of the company is not updated or incorrect in Hubspot?
Unable to see tax exclusive price in Salesforce
Why isn’t the promotional credits applying to my customer’s invoice?
Prorated credits are not getting applied to imported subscriptions. What's causing this?
How can I refund the refundable credits available for a customer?
How to create a credit note?

Customizing Invoices

How to add/remove signature for an invoice?
Can we customise the fields displayed on an invoice ?
How to hide the billing period in invoices?
Can I change the organization address format in the Invoices?
How are invoice/credit note numbers set in Chargebee?
Can the shipping and billing addresses be displayed on the invoice?
How can I handle shipping charges using Chargebee ?
How to customize invoices in Chargebee?

Refunds

How can I refund a paid invoice and collect the payment again using a different card?
The customer has not received the refund when Record Refund was performed, how to retry the refund?
How and where do I check the amount that was refunded?

Bulk Operations

Delete Invoices in Chargebee Using Bulk Operations

APIs

Where can we check events related to invoice?
Reconciling Invoices using Chargebee’s API

Dunning

What is the difference between Dunning status “stopped” and “exhausted”?

Invoice Notes

How can I introduce a break in the invoice notes and make them appear in multiple lines?

Quotes

The coupon and discount information to show up at the bottom of the quote PDF
How to create a quote for a subscription with a specific date?
Extra charges applied while creating a quote from an existing subscription
How to edit the start date on a quote?
Tax component missing from quote
Quick Charge limit of 10 while adding it to a quote?
Would it be possible to create a quote with multiple plans at once, not only one?
How does total payable cycle section appears in quotes?

Billing

I am unable to enable e-invoicing feature on my Chargebee site
How do I add e-invoice for more than one EU country?
If I disable E-invoicing, what happens to already scheduled e-invoices?
How to configure E-Invoicing in my Chargebee app?

Transactions

How to download a report of transactions with errors?

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