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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
    • Reports Explorer
    • Custom Fields in RevenueStory
    • Report Builder
      • Working with Reports
      • Data Sources
        • Coupons
        • Credit Notes
        • Customers
        • Customer Balance
        • Invoices
        • Orders
        • Payments
        • Products
        • Refunds
        • Subscriptions
        • Multientity
        • Product Family
        • Subscription Contract Terms
        • Dunning Details
        • Invoice Transactions
        • Invoice Line Items
        • Invoice Addresses
        • Invoice Discounts
        • Credit Note Line Items
        • Monthly Subscription History
        • Yearly Subscription History
        • Applied Credits
        • Monthly Component History
        • Yearly Component History
        • Order Line items
        • Payment Sources
        • Subscription Discounts
        • Subscription Addons
        • Subscription Shipping Addresses
      • Sample Reports
    • Monthly Recurring Revenue (MRR)
    • Metric Description
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations


  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • eInvoicing
  • 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
  1. Billing
  2. Reports and Analytics
  3. RevenueStory
  4. Report Builder
  5. Data Sources
  6. Product Family
  1. Billing
  2. Reports and Analytics
  3. RevenueStory
  4. Report Builder
  5. Data Sources
  6. Product Family

Product Family

Field NameDescription
Product Family NameName of Product family.
Product Family IDID of the Product family.
Product TypeType of product. It can be plans, addons, or charges.
Product GroupCustom field mapped to any column like plans, addons, or charges.
Internal Product NameThe internal name is provided to identify product type plans, addons, or charges.
External Product NameReference used by Chargebee to identify product type plans, addons, or charges.
Product IDID of the particular product type plans, addons, or charges.
External Price Point NameExternal name is used for display in invoices, quotes, checkout, and the self-serve portal.
Internal Price Point NameThe internal name is provided to identify a product type price point.
Price Point IDReference used by Chargebee to identify this plan price point.
Price Point Billing FrequencyFrequency of billing of a product type price point (For example. Every three months)
Price Point PeriodNumber of months/years/days of a particular product type price point
Price Point SKUThe Product name/code used in third-party accounting applications.
Metered Product TypeA boolean field displaying if a product type is metered or not.
Product Type Price PointActual Price offered as a particular price point set for the product type - plan/add-on/charge for example, 20$ for a monthly plan.
Price Point Accounting CodeThe account code of the plan price point is used for integration purposes.
Price Point Accounting ClassThe account code of the plan price point is used for integration purposes.
Price Point CurrencyCurrency set for a particular plan price point.
Price Point Free QuantityFree quantity set for a particular plan price point
Price Point Pricing ModelPricing model of a plan price point. For example, per unit, flat fee, and so on.
Price Point Tax Code (HSN)Tax code at the plan price point in case of Avalara integration.
Displayed in Self-Serve PortalValue is True if checkout through a product type-specific URL is enabled. Value is False otherwise.
Taxable Price PointThe value is Yes if the product type price point is taxable, or No otherwise.
Product Type StatusThe status of the product type. Possible values are active and archived.
Product Price Point StatusThe status of the product type price point. Possible values are active and archived.
Charge TypeDisplays if the charges are non-recurring. With the latest version, it can be charge(pre-configured) or quick charge(ad-hoc line item).
Price Point Trial Period UnitThe unit for the trial period for a particular product type price point. Possible values are day and month.
Price Point Trial PeriodThe trial period is set for the plan price point.
Price Point Accounting Category 1Displays the name of the category of your product type price point in Xero. If you've integrated with QuickBooks, this will be the Class. Uses the format "<Category>:<Name>" for example, "Region: North".
Price Point Accounting Category 2Displays the name of the category of your product type price point in Xero. Uses the format"<Category>:<Name>" for example, "Region: North."
Price Point Billing CyclesBilling cycles are set at the product type price point level.
Displayed in CheckoutValue is True if checkout through a product type-specific URL is enabled. Value is False if otherwise.

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