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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

Invoice Actions on Source Entity

Actions / Invoice StatusPaidPostedPayment DueNot PaidVoidedPending
send_emailNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
update_addressNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
manage_dunningNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
set_expected_payment_dateNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
add_charge (add_charge, add_addon_charge)Not AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
close_pending_invoiceNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedAllowed
collect_nowNot AllowedNot AllowedAllowedAllowedNot AllowedNot Allowed
update_po_numberNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
record_paymentNot AllowedAllowedAllowedNot AllowedNot AllowedNot Allowed
apply_paymentNot AllowedAllowedAllowedNot AllowedNot AllowedNot Allowed
apply_creditNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
refundNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
record_refundNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
create_credit_noteNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
write_offNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
void_invoiceNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
deleteNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
usage_pdfNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedAllowed
view_pdfAllowedAllowedAllowedAllowedAllowedAllowed
remove_tax_withheldNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
record_tax_withheldNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
remove_offline paymentNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
remove_Promo_CreditsNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
remove_adjustment Credit noteNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed
remove_applied creditsNot AllowedNot AllowedNot AllowedNot AllowedNot AllowedNot Allowed

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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