How to configure self-serve calendar billing for E-Commerce business?
Problem Statement
You want to know how to configure self-serve calendar billing for e-commerce business.
Scope
How to configure self-serve calendar billing for shippable products?
How to specify the self-serve e-commerce calendar billing configuration only on subscription activation events?
Do I have the option to apply self-serve Calendar billing only for specific plans for shippable products?
Summary
**Chargebee's self-serve Calendar Billing feature, allows you to configure the settings from the Chargebee UI. First to enable self-serve Calendar Billing for your Chargebee site, contact support. **Once the **self-serve calendar billing is enabled on your site, follow the steps below.
- Step 1: Click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.
- Step 2: For the product shippable option select Yes.
- Step 3: Under Enable Proration option if you want to adjust credits, toggle On or Off. Click here for more information.
- Step 4: Under Cut-off days specify the number of days during which a single invoice is generated
- Step 5: Configure site-wide billing or plan-specific billing based on your billing preferences and product offerings specifically.
Solution
There are 3 stages to enable self-serve Calendar billing for your site.
Stage 1
To enable self-serve Calendar Billing for your Chargebee site, contact support.
Once enabled click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.
Step 2: Is your product shippable setting by clicking the drop-down to select Yes.
Step 3: Enable the toggle On under Enable Proration option if you want to adjust credits when a subscription is created or changed outside of the billing date range, if not Off. Click here for more information.
Step 4: Under Cut-off days specify the number of days during which a single invoice is generated between two billing periods for Weekly, Monthly, and Yearly billing frequency.
**
Stage 2
Site-wide Billing
Configure billing logic to change your site's default billing date. This overrides your current billing settings for all customers and plans.
To configure site-wide billing that applies to all plans and addons in your Chargebee site, follow these steps:
-
On the self-serve Calendar Billing configuration page, click Set up Calendar Billing for your site > Add a site-wide billing frequency.
-
On the Configure site-wide settings pop-up, specify the following details:
Select billing trigger type: Select from the following billing trigger types from the drop-down list:
- Standard: Select this option to configure the site-wide settings and have them applied to subscription creation, activation, change, and renewal.
- Advanced: Select this option to configure the site-wide settings and have them applied to specific subscription events.
| Site-wide Billing | Standard | Advanced |
|---|---|---|
| Name | Enter a name to the calendar billing site-wide setting that will be used internally within the Chargebee site | Enter a name to the calendar billing site-wide setting that will be used internally within the Chargebee site |
| Select billing frequency | Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly | Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly |
| Select the billing trigger type | Standard | Advanced |
| Set a recurring billing day | >Select a day/date >Not set >Auto set | >Select a day/date >Not set >Auto set |
| Apply these Calendar Billing settings when | NA | >A subscription is created >A subscription is activated >A change is made to an existing subscription >An existing subscription is renewed |
| Set billing date range | NA | Set a range of days on which your customers will be billed for the selected events. |
| Enable delayed billing | Delay billing for a set number of cycles. Customers will be charged on the same billing day of a later cycle. | Delay billing for a set number of cycles. Customers will be charged on the same billing day of a later cycle. |
| Select cycles for delay | Set the number of cycles for which you want to delay billing. | Set the number of cycles for which you want to delay billing. |
| Select Plans | Add at least one plan/price point for these billing settings to take effect. | Add at least one plan/price point for these billing settings to take effect. |
**Set a recurring billing day
- Select a day/date**: Select a recurring billing day or date from the drop-down list to determine when the customer must be billed every subsequent week or month/year.
2. Not set: Select this option to set the billing day by calling an API.
3. Auto set: Select this option to align with the corresponding subscription's first purchase, applicable for only the associated customer.
Sample 1: Standard Site-wide monthly billing on the 1st of every month with the delayed billing disabled
Sample 2: Advanced site-wide monthly billing on the 1st of every month configured for Subscriptions created between the (3rd-18th)
Stage 3
Plan-specific Billing
Set up custom billing logic for specific plans. Plan-specific billing settings will override any other billing configurations on your site.
To configure self-serve calendar billing settings to specific plans on your Chargebee site, follow these steps:
-
On the Calendar Billing configuration page, click Set up Calendar Billing for specific plans > Add a plan-specific billing frequency.
-
On the Configure site-wide settings pop-up, specify the following details:
| Plan-specific Billing | Standard | Advanced |
|---|---|---|
| Name | Enter a name to the calendar billing site-wide setting that will be used internally within the Chargebee site | Enter a name to the calendar billing site-wide setting that will be used internally within the Chargebee site |
| Select Plan frequency | Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly | Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly |
| Select the billing trigger type | Standard | Advanced |
| Set a recurring billing day | >Select a day/date >Not set >Auto set | >Select a day/date >Not set >Auto set |
| Apply these Calendar Billing settings when | NA | >A subscription is created >A subscription is activated >A change is made to an existing subscription >An existing subscription is renewed |
| Enable delayed billing | Delay billing for a set number of cycles. Customers will be charged on the same billing day of a later cycle. | Delay billing for a set number of cycles. Customers will be charged on the same billing day of a later cycle. |
| Select cycles for delay | Set the number of cycles for which you want to delay billing. | Set the number of cycles for which you want to delay billing. |
| Select Plans | Add at least one plan/price point for these billing settings to take effect. | Add at least one plan/price point for these billing settings to take effect. |
**Set a recurring billing day
- Select a day/date**: Select a recurring billing day or date from the drop-down list to determine when the customer must be billed every subsequent week or month/year.
2. Not set: Select this option to set the billing day by calling an API.
3. Auto set: Select this option to align with the corresponding subscription's first purchase, applicable for only the associated customer.
Sample 1: Standard Yearly plan-specific alignment with the recurring date as April 10th enabling delayed billing with 1 billing cycle.
**Sample 2: Advanced Weekly plan-specific alignment - Autoset **billing configured on Change made to an existing Subscription Change events occurring between Monday to Wednesday.
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