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Product Updates


  • Release Notes

Getting Started


  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • 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)

Developer Resources


  • Developer Resources Overview
  • Articles and FAQ

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

Entitlements


  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing


  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ


  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

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
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration


  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • 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

Multi Business Entity


  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions


  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

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
  • Ecommerce Management
  • 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

API Changes Allowed or Restricted in Different APIs

Customer API

customer_createAllowed
customer_updateNot Allowed
customer_update_payment_methodNot Allowed
customer_update_billingNot Allowed
assign_payment_roleAllowed
add_contactNot Allowed
update_contactNot Allowed
delete_contactNot Allowed
add_promotional_creditsNot Allowed
deduct_promotional_creditsNot Allowed
set_promotional_creditsNot Allowed
record_excess_paymentNot Allowed
customer_collect_paymentNot Allowed
deleteNot Allowed
moveAllowed
change_billing_dateNot Allowed
merge_customersAllowed (partially)
customer_clear_personal_dataAllowed
link_a_customerNot Allowed
delete_relationshipNot Allowed
update_hierarchy_settingsNot Allowed

Subscription API

sub_create_itemNot Allowed
remove_scheduled_changesNot Allowed
remove_scheduled_cancellation_epNot Allowed
remove_couponsNot Allowed
sub_update_for_itemsNot Allowed
change_term_endNot Allowed
reactivate_subscriptionNot Allowed
add_charge_at_term_endNot Allowed
charge_future_renewalsNot Allowed
edit_advance_invoice_scheduleNot Allowed
remove_advance_invoice_scheduleNot Allowed
regenerate_invoiceNot Allowed
import_contract_termNot Allowed
import_unbilled_chargesNot Allowed
delete_subscriptionNot Allowed
pauseNot Allowed
cancel_for_itemsNot Allowed
resume_subscription (Intermediate)Allowed
resume_subscription (Transferred)Not Allowed
remove_scheduled_pauseNot Allowed
remove_scheduled_resumptionNot Allowed

Invoice API

update_invoiceNot Allowed
record_paymentAllowed
record_refundNot Allowed
create_for_charge_items_and_chargesNot Allowed
stop_dunningNot Allowed
import_invoiceNot Allowed
invoice_apply_paymentsAllowed
sync_usagesNot Allowed
delete_line_itemsNot Allowed
invoice_apply_creditsNot Allowed
add_charge_pendingNot Allowed
add_charge_itemNot Allowed
close_nowAllowed
collect_paymentAllowed
record_tax_withheldNot Allowed
remove_tax_withheldNot Allowed
refund_invoiceNot Allowed
remove_paymentNot Allowed
remove_credit_noteNot Allowed
void_invoiceNot Allowed
write_offNot Allowed
delete_invoiceNot Allowed
resend_einvoiceNot Allowed
send_einvoiceNot Allowed

Credit Note API

create_credit_noteNot Allowed
refundAllowed
import_credit_noteNot Allowed
record_refundAllowed
voidNot Allowed
deleteNot Allowed
remove_tax_withheld_refundNot Allowed
resend_einvoiceNot Allowed
send_einvoiceNot Allowed

Quote API

update_sub_items_quoteNot Allowed
one_time_charge_items_quoteNot Allowed
create_sub_items_quoteNot Allowed

Promotional Credit API

addNot Allowed
deductNot Allowed
setNot Allowed

Address API

address_updateNot Allowed

Usage API

create_usage (Intermediate)Allowed
delete_usage (Intermediate)Allowed
create_usage (Transferred)Not Allowed
delete_usage (Transferred)Not Allowed

Unbilled Charge API

unbilled_charges_create_for_itemsNot Allowed
invoice_unbilled_chargesNot Allowed
deleteNot Allowed
invoice_now_estimateNot Allowed

Estimate API

estimate_createsub_for_item_with_customerAllowed
estimate_createsub_for_customerNot Allowed
estimate_createsub_for_itemAllowed
estimate_updatesub_for_itemsNot Allowed
advance_invoice_estimateNot Allowed
regenerate_invoice_estimateNot Allowed
upcoming_invoice_for_cmrrNot Allowed
change_term_end_estimateNot Allowed
cancel_subscription_for_items_estimateNot Allowed
pause_subscription_estimateNot Allowed
resume_subscription_estimateAllowed
gift_subscription_for_itemsNot Allowed
create_invoice_for_itemsNot Allowed

Transaction API

create_an_authorization_paymentAllowed
cancel_an_authorization_paymentAllowed
sync_transaction (Bulk Operation)Allowed
record_refundNot Allowed
refund_transactionNot Allowed
delete_offline_transactionNot Allowed

Hosted Page API

checkout_one_timeNot Allowed
checkout_one_time_for_itemsNot Allowed
checkout_new_for_itemsNot Allowed
checkout_existing_for_itemsNot Allowed
manage_paymentsAllowed
update_payment_method_hpAllowed
collect_unpaid_invoicesAllowed
accept_quoteNot Allowed
extend_subscriptionNot Allowed
checkout_gift_for_itemsNot Allowed
claim_giftAllowed
acknowledge_hosted_pageAllowed
precancelNot Allowed
eventsAllowed
view_voucherAllowed

Gift API

gift_create_for_itemsNot Allowed
claim_giftAllowed

Order API

OperationPermission
createOrderConfigNot Allowed
updateOrderConfigNot Allowed
importOrderNot Allowed
assignOrderNumberConfigNot Allowed
cancelOrderConfigNot Allowed
refundOrderConfigNot Allowed
reopenOrderConfigNot Allowed
deleteOrderNot Allowed
resendOrderConfigNot Allowed

Portal API

OperationPermission
portal_session_createAllowed
logoutAllowed
activateAllowed

Payment Source API

switch_gateway_accountNot Allowed

Credit Card API

switchGatewayForCustomerNot Allowed
copyCardForCustomerNot Allowed
deleteCardForCustomerAllowed

Go Back To

  • Managing Actions on Data (Left in the Source Business Entity)
  • Managing Actions on Data (After the Transfer to the Destination Business Entity)

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