Getting Started

Building Blocks

Custom Fields

Subscription Features

Localization

Invoices

Credits

Order Management

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Revenue Recovery

Hosted Pages

Notifications

Reports and Analytics

Data Privacy & Security

Fraud Management

Migration

Open Source Resources

Other Features

API Integration

Third Party Integrations

Checkout 

Chargebee provides a smooth checkout experience for your customers while purchasing products or services from your site. The checkout pages are PCI compliant making data capture more secure.

Chargebee provides two versions of Checkout versions:

Chargebee Checkout is the latest version and users signing up from Feb 06, 2018 will have this enabled by default. In case you are using the Hosted pages (single page) Checkout and wish to switch to Chargebee Checkout(modal box), please follow the instructions in the below video.


Note

This is applicable only in Test Site. Please contact support@chargebee.com  to enable it in the Live Site.

Chargebee's Self-Serve Portal allows your customers to manage their subscription, view previous invoices, update billing or payment information and much more. Learn more.

Why Checkout Chargebee Checkout?

Chargebee Checkout will help you increase checkout conversion & reduce abandoned carts as your customers enter payment information without having to leave your website.
It is user friendly, secure and easy to work-around with. It allows existing/returning users to checkout at ease by auto-filling account information, including account and payment information.

Note

To integrate via Chargebee API and customize options based on your business needs, check out Chargebee Checkout & Self-Serve Portal's technical reference . It will give you further insight into Authentication, Checkout flow etc.

Configure Brand Elements 

Setup your brand logo and other details which will be displayed in you Checkout & Portal; navigate to Settings > Configure Chargebee > Brand Styles. Read more about Chargebee Branding.

Configure Checkout Pages & Portal 

Chargebee Checkout is flexible and customizable in several ways.

For configuring Chargebee Checkout based on your need, log in to your Chargebee Account and navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal.

Note

Use Manage Payment Method API  to request your customers to update their payment method details or change their payment method.

Checkout Page Settings

You can configure which actions/options should be displayed.

Action

Description

Show legal information

Choose to show Privacy links in your Checkout page. You can add links for "Privacy" and "Terms & Conditions". You can choose to show the checkbox to get the user's consent or not.

Allow customers to edit quantity for plans and addons

Customers can edit the quantity of the plans/addons during checkout or not

Allow customers to add/remove addons

Customers can add or remove addons linked to the plan or not

Allow customers to add/remove coupons

Customers can add or remove the coupons applied by default or not

Allow customers to access checkout via API only

If you don't want customers to access Checkout page using Drop-in script

Allow customers to have multiple subscriptions

Customers can checkout another subscription using their existing account information.

Allow guest checkout

Customers can skip login during checkout. Chargebee will create two customer instances with the different Customer IDs. This works only when Chargebee Checkout is integrated using Drop-in script.

You can disable Chargebee Checkout if you want to. In such case, your customers cannot make a purchase via Chargebee's Checkout pages.

Self-Serve Portal Settings

Chargebee provides a seamless self serve portal which allows your customers to access their account information. You can configure the settings to be shown in the self serve portal from the Checkout and self serve settings screen. Learn more.

Advanced Settings

Other settings pertaining to the Checkout and Portal can be configured -

Option

Description

Autocomplete addresses

Display address suggestions for customers when they start typing, powered by Google's Address Autocomplete plugin 

Allow customers to add multiple payment methods

Customers can add and manage multiple payment methods (Credit Card, PayPal etc.)

Skip order cart during checkout

Enable if you want to skip the cart screen while completing the checkout

Keep coupon box open

Choose to show the Coupon code text box open or closed during checkout

Customize plan/addon quantity based on meta configuration

Setup plan/addon quantity limits and range to be displayed to your customers. Learn more.

Collect PO number from customers

Enable if you want to capture a Purchase Order Number from your customers

Gift Subscription Settings

When gift subscriptions are enabled for your site, the Checkout related settings for it also show up here.

Field Configuration

You can customize which sections/attributes should be displayed while check-out,

You can select and arrange fields to be displayed in the Checkout pages and Self-Serve Portal. You can configure properties of each field selected:

  • Show/ Hide
  • Mandatory
  • Optional
  • Hidden Parameter
  • To be copied from Billing/Shipping

Copy/Text Configuration

You can customize the field labels and messages displayed in the Checkout Pages and Self-Serve Portal.

Preview 

Once you have configured the options, you can preview how the changes reflect in the following -

  • Checkout pages
  • Self-Serve Portal
  • Action pages
    • Pay Now: You can send an email to customers with pending invoices requesting them to make a payment

Publish Changes 

Once the configuration changes are made and reviewed, you can Publish the changes. In case you want to revert the changes, you can Discard the set of changes and configure again.

Drop-in Script Based Checkout 

Using Chargebee.js is the quickest way to start accepting payments.
You can copy the code for plans/addons, paste it in your site and start accepting payments.
You can copy the code from the following screens:

  1. Navigate to Product Catalog > Plans > Select a Plan > Grab code OR
  2. Navigate to Settings > Configure Chargebee > Checkout & Portal > Integrate with Chargebee and copy the code

API Based Integration 

You can follow the steps mentioned in the integration doc  to setup API based integration.

Conversion Pixel Tracking 

Chargebee Checkout supports conversion pixel tracking using Facebook  and Google Analytics .

Existing/Returning Users 

As an existing subscriber, your customers can purchase additional products or services.
Your customers don't need to remember the password, they can login via a one-time password (OTP) sent to their email or SMS.

OTP sent via email

  • Email address will be used to identify the user (whether they are an existing or new user)
  • If email is found in Chargebee, OTP will be sent to the given email ID
  • User can enter the OTP to authorize and proceed
  • Subsequent purchases will be added to the existing user's account

OTP via SMS (Twilio Integration)

OTP will be sent via SMS to the phone number entered

Note

Twilio integration should be enabled to send OTP SMS to your customers. Learn more about setting up Chargebee-Twilio Integration.

Guest Checkout 

Customers can skip the sign-in process during checkout.
When the customers enter an email address to begin checkout, Chargebee will check whether the email address is present in Chargebee.
If the email address is present in Chargebee, your customer can skip the account signin process. Chargebee will create two customer instances with different customer IDs.
This works only when Chargebee Checkout is integrated using Drop-in script.

Checkout without Payment Method 

Chargebee enables you to allow your customers to complete their checkout without adding any payment method to their subscription. This functionality is built in order to offer a smooth checkout experience for your customers who are skeptical about adding a payment method to their subscription before trying the product/service.

The checkout without payment method feature enables you to:

  • Offer a free trial for your customers without collecting a payment method.
  • Have a Freemium plan that does not collect payment information during checkout.
  • Offer a 100% discount or a coupon without prompting for a payment method.

The Checkout without Payment Method feature is protected using Google Invisible reCAPTCHA to stop spam checkouts by bots. This is to ensure that every subscription created using this feature is authentic and not created by a bot.

Enabling/Disabling Checkout without Payment Method

To enable this option:

  • Select Settings > Configure Chargebee > Checkout & Self-Serve portal

  • In the Checkout & Self-Serve portal page that opens, enable Allow customers to check out without payment methods option.

  • Upon enabling this option, you can select when you'd like to apply this functionality. Select the necessary setting(s) from Skip Payment method collection during checkout with checkbox. Available options are Full credit/discount coupons, Plans with free trials and Zero-dollar plans.

Note

This feature is applicable only for new subscriptions created through checkout.

In case you are using the checkout only to collect payment information from your customers, this option will not have any effect (i.e payment information will be collected from all your customers).

You can disable this setting any time you wish in the future. Once you disable this, all the new subscriptions (free/trial/coupons) created post disabling this option will require a payment information during the checkout process itself.

Note

If you are a white label/custom domain user, refer to FAQ No. 6

FAQ 

1. What happens when my customer's immediate checkout amount is different from the subscription amount?

Chargebee provides a detail summary on the current charge and the recurring charge in case there is a difference in terms of the amount.

Let's take this example: Consider you selling a Ebook subscription. The cost of the subscription is $10 and there is an additional deposit of $5 that must be paid for the first month alone. You can create this deposit as a non recurring add-on and add it as a mandatory add-on for the plan. Read more on this here.

When your customer check's out he will first see the Orders screen. The Orders screen will display the charge of the subscription, the total amount that they will have to Pay now, and the amount that they will have to pay when the subscription renews.

Clicking the Pay now link will list the charge summary in detail.

Your customers can proceed to make the payment by clicking the Proceed to Checkout link in the Orders page.

2. My plan has mandatory add-ons associated with it. How will it show up for customers during Checkout?

Chargebee allows you to create plans and associate add-ons to it. Read more on this here.

When your customer check's out, the mandatory recurring add-ons will get added by default to the checkout page as a induvidual line item. Your customer's will not be able to remove the mandatory add-on.

The cost of the non recurring add-ons will get added to the checkout but the details of the add-on will be shown only in the Order Summary page.

3. What can be customized as part of the legal terms shown in the portal?

  • Add URLs for Privacy Policy and T&C
  • Configure the text to be displayed in your portal
  • Configure to show the "I agree to.." checkbox or not

4. I'm using Hosted Pages via plan specific hosted page URL integration, how should I switch to Chargebee Checkout?

Plan specific URL based integration (full page checkout) is not directly supported with Chargebee Checkout (iframe based modal checkout), however you can use the URL if you want, it will open the modal in a different tab.
But for an elegant experience, you should use the Drop-in script.

5. How do I setup ACH payment method for my Chargebee Checkout and portal?

Plaid is required to display ACH as a payment method option in Chargebee's Checkout and portal.

To setup ACH payment method for your Checkout and portal, you need to:

  • Enable Stripe payment gateway in your Chargebee site
  • Enable ACH payments via Stripe in your Chargebee Account
  • Navigate to Settings > Configure Chargebee > Payment Gateways > Stripe > Edit in your Chargebee site, enable Use Plaid for instant authentication and fill in your Plaid credentials.

6. How can I restrict my customers from switching between plans while editing subscription in customer portal?

By default, there are no options avaiable in your Chargebee site to restrict your customers from swithcing between plans while editing the subscription. However, you can contact support@chargebee.com  and Chargebee will set it up for you. Say, plan upgrades and downgrades can be restricted. Editing a subscription is a lot flexible in portal hence restricting your customers from switching between plans can be done however you want to.

7. I am a white label (custom domain) user, how do I enable Checkout Without Payment method?

If you are a white label/custom domain user, enabling the Checkout Without payment method feature in the Checkout & Self Serve Portal will not have any effect.

To activate this feature,

Our support team will enable this feature and get back to you.

8. If I enable Checkout Without payment method, how can I collect the payment information in case I want to charge my customer in the future?

You can use our Update Payment Method  or Pay now feature to collect payments in the future.

9. If I enable Checkout Without payment method for plans with free trials, will an automatic email be triggered asking for payment information at the end of the trial?

No, automatic emails will not be sent by Chargebee asking for payment information at the end of the trial. That said, you can add the update payment method button in your trial expiry emails to get the payment information from your customers.

10. I have configured Abandoned Cart, but, I do not get any emails while testing it from my personal account. Why?

As of now, we do not send retargeted emails while testing. Merchants can view the details from the Abandoned Carts (Reports > Revenue Recovery > Abandoned Carts) report.

11. Can I see how, say, an addon/plan with tiered pricing looks like on Chargebee Checkout and Self-serve Portal?

Yes, see this FAQ.

12. How can a customer checkout a gift subscription?

Gift subscriptions can be checked out by your customers as shown in this section.

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