Product Catalog

Chargebee uses these components to manage subscriptions:

Customer

A Customer contains all the essential information about your customer, such as basic contact details, billing information, and payment information. Most of the information is optional, and you may store what you need.

In Chargebee, a Customer can be created without creating a Subscription first, for collecting ad hoc invoices and charges. Each Customer record can have one or more Subscriptions associated with it. Learn more.

Subscription

A Subscription models the bundle of items a customer subscribes to. It contains the recurring items, applicable credits, and a record of ad hoc charges to include in later billing cycles.

Each Subscription must be associated with a Plan to define the base cost and the billing frequency (for example, monthly renewal or yearly renewal). Details such as trial period and duration of the subscription are inherited from the Plan but can be overridden at the Subscription level. Any changes to the subscribed items, including billing date and scheduled changes, can be managed within the Subscription. When an invoice is generated for a subscription, the required information on the charges is picked from the subscription. Learn more.

Plan

A Plan defines the frequency of billing and the amount to charge for a product or service. Each Subscription is defined by the Plan associated with it, because the Plan contains the pricing, the billing cycle, and the billing and trial periods of the product. Learn more.

Addon

To define a service or item offered in addition to the plan, use an Addon.

These predefined components can be one-time or recurring, and flat fee or quantity-based. You can read more about Addons here.

Coupon

Promotions and incentives play a key role in driving customers toward a product and boosting sales. A Coupon defines the benefit being applied, and the period for which it applies, on a Subscription. Learn more.

Quote

A quote is used to give an estimated cost for a product/service to a customer. A quote is created and sent to a customer who can then accept it and sign up for the product/service. Learn more

Invoice

An Invoice is a record of the products or services a customer purchased. All information regarding the customer's purchase, including purchased items and their value, credits, taxes, discounts, refunds, and additional charges, is contained in an Invoice. Learn more.

Order

An Order contains the information required for order tracking in Chargebee, such as quantity ordered, quantity shipped, and quantity in transit. Learn more.

Transaction

All payment-related events are tracked as Transactions in Chargebee. The transaction section summarizes the transaction events in your account. It includes the date, type, amount, and status of the transaction. Learn more.