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Getting Started

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Implementing Chargebee

  • Implementation Guide
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AI in Chargebee

  • Chargebee Copilot
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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
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  • Hosted Pages Features
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  • Managing payments with ChargebeeJS
  • Mobile-Optimized Hosted Pages
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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. Subscriptions
  4. Articles and FAQ
  1. Billing
  3. Subscriptions
  4. Articles and FAQ

Working with Subscriptions

Invoicing a grand parent when account hierarchy is enabled
Can a Child's company name be displayed in the Parent's Invoice?
How to set termination fee for Contract terms?
How to send an email notification for Subscription Reactivation
Unable to create a subscription: "Cannot create the subscription as there is no valid card on file". How do I proceed?
How to move a subscription from one customer to another?
What is the Jump to Section under Customer/Subscription details page?
Can I change the plan of an existing subscription on behalf of the customer ?

Payment Gateways

Difference of $0.01 on the payments made towards invoices
Can I use multiple currencies with my Chargebee account?
Why are subscriptions cancelled for 'No Card' despite zero charges?
How to change the net payment terms for customers in bulk?
How to filter all the credit card transaction for a particular period?

Cancel Subscriptions

How do I configure refunds during cancellations?
What are the most commonly logged Cancel Reasons
What happens when I schedule a cancellation?
Can I reactivate a subscription by keeping the original term dates of the subscription in place?
Can I reactivate a cancelled subscription?
How do I cancel a subscription in Chargebee?
Export reasons chosen by my customers when canceling their subscriptions - RevenueStory
Error - Reactivate from date should be in past

Subscriptions Items

Can I configure multiple plans under one Subscribe button?
How do I index into tiers and retrieve tier prices (subscription.item_tiers not working
How to remove addons from a subscription via API in Latest Product Catalog?
How to add contract terms to an existing subscription without invoicing the un-billed charges
Why am I not able to find the existing plan price point in the list of plans while changing a subscription in my Latest Product Catalog site?

Reactivation

My customers are not able to reactivate their subscription
How to reactivate subscription when credit card detail is entered?
'Error: Subscription can''t be reactivated, because the system tries to collect payment from the old declined card'
Error - Reactivation date is incompatible with plan terms

Plans Subscriptions

Where should I set the billing cycle: plan or subscription level?

Currencies

Why does my customer's currency change after a subscription update?
Can I update the currency of an existing subscription?

Configuring Reason Codes

Expected execution of subscription cancellation reason codes

Calendar Billing

Calendar Billing date not applied for a few subscriptions
What would be the monthly billing date of customers whose billing date fall on the 31st of the month?
How does calendar billing work with subscriptions with 'Future Start'?
How does calendar billing work with subscriptions that has a trial period?
We only ship products to our customers during a certain time of the month (or particular day of the month). How can this be setup?
How to configure self-serve calendar billing for SaaS business?
Changing the billing date to a different date when calendar billing is enabled

Pause Subscriptions

Can I cancel a paused subscription?
How can we pause a subscription?
Is there any option to stop a subscription.?
Edit the resumption date of a paused subscription
What happens to Subscription and other entities once the subscription is paused?
How to extend the pause date for a subscription?
Why do I see "Advance charges will be issued as credits to this customer at the time Subscription pause" message while pausing a subscription?
Paused Subscription Creates Credit Notes Automatically

APIs

How can I cancel a subscription using the APIs?
How do I remove/change/add an addon to a subscription that already has one or more addon via APIs (Legacy Product Catalog)?
How can I reactivate a subscription using the APIs?
How to prevent multiple users or subscriptions with the same email address?
Limiting duplicate subscriptions via API
How to customize my customer IDs in sequential order?
How to replace or remove addons on a subscription via API?
How do I calculate the next billing amount using Chargebee API?

Subscription Cancellation

How to add a non-recurring addon (or Charges for Latest Product Catalog) when a subscription is in the canceled state?
When does a subscription cancel in Chargebee?
How to differentiate a subscription that is canceled within the trial period or after activation?
How to cancel subscriptions and refund them in bulk?
I am not able to refund my customer when I schedule a cancellation
I can't schedule a cancellation 2 years from today. Why is this happening?
How can I cancel manually a subscription item (e.g. addon) to the end of term?
How to retain credit on subscription cancellation?

Managing Contract Terms

Can I apply contract terms to my existing subscriptions?
What is a contract term?
How to configure Contract Terms?
How to create separate subscriptions interval from billing interval

Gifts

Can a normal plan be subscribed as a gift plan?
Is it possible to merge customers that have gift subscriptions?
Possible to Change billing date of gift subscription?

Gift Subscriptions

How do I setup Gift Subscriptions in Chargebee Using Checkout V2?

Metered Billing

How to enable metered billing on Legacy Product Catalog?

Billing

Metered Add-ons not included in MRR calculations.Why?
How can I override unbilled charges for a specific customer?
Currency code error while using chargebee.UnbilledCharge.create API call
How do I set up a 3-year subscription with annual billing in Chargebee?
Does Chargebee support recurring billing?
How to manage billing address of a customer?
Proration calculation logic
What is the impact of changing site timezone on subscription's Next billing dates?

Net D

How do I set Net-D for a customer?
How to enable Net-D for invoices?

Next Billing Date

How to extend the billing period for a month?
When is the next billing date for my customer?
If I change the next billing date/time, on what basis is the charge/credit per time-unit calculated?

Orders

How to automate orders in Chargebee?
How to resend Orders in Chargebee?
The order has not been generated automatically while creating one invoice with a Quick charge only. Why?
Can we change the order status back to Queued from Awaiting Shipment?

Price Override

How can I customize prices for some of my plans?
I am not able to change the price of an existing subscription.
Can I override price of one-time payments via checkout?

Billing Mode & Proration

Pro-ration logic in subscriptions
Does the subscription billing cycle override the plan’s billing cycle?

Events & Webhooks

How to retrieve a coupon Id from the subscription_created webhook event?
How do I get the subscription id from web-hooks during cancel subscription.
How to get notified of my customer's subscription renewal events in Chargebee?
Where to find subscription event logs in Chargebee?

Cancellations

How to filter the list the plans in cancelled state by source? Where can I view the source?
Why are subscriptions cancelled for 'No Card' despite zero charges?

Trial Management

How to extend the trial period for a subscription?
Can I change the trial end date for an existing trial subscription?
Can customers get the trial period when moved to a paid plan with trial period from a free plan? When I do this, the subscription is going directly into Active state, instead of the In-Trial state.
Effect of "Edit trial end date" on Billing Cycles of a subscription
Need to extend trial days when the customers add their payment methods during trial period.
Is it possible to move an active subscription into trial?
How do I configure end of trial action?
How can I offer credits to customers at the time of signup?

Unbilled Charges

How to unbilled charges for a customer and subscription?

Migration

How to migrate existing 1.0 quotes/subscriptions to 2.0?

Addons

Why is my addon not visible in subscription quotes?

Discounts

What is flexible discounting or manual discounting?
Adding manual discounts while creating subscription

Manual Discounts

How to configure manual discounting?
How can I filter subscriptions with manual discounts?

Bulk Operations

How to perform a bulk operation to override subscription price for a specific plan?
Bulk action to extend the trial period by a few days/months from the Subscription Index page

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