Introducing the Chargebee CLI
chargebee docs

One-time Charges Quote

Overview

Use a one-time charge quote to bill a customer for a non-recurring fee, such as setup, training, delivery, or a custom service. Converting the quote creates a one-time invoice, or associates the charge with a subscription as a one-time charge. For example, a Customer Success Manager can quote a one-time onboarding fee that stays outside the plan's billing cycle.

Creating a One-time Charge Quote

To create a one-time charge quote in your Chargebee Billing site, follow these steps:

  1. Navigate to the specific customer record for which you are creating the quote, and click Create Quote.

  2. On the Create quote popup, select One-time Charge in the Quote Type dropdown and click Proceed.

  3. On the One-time quote form page, you can:

    • Click Add Charge to add a predefined charge from your Product Catalog, or
    • Click Add Quick Charge to add an ad hoc charge as shown below:

  4. Click Create.

Next Steps

Once the quote is created, follow these steps:

  1. Submit Quote for Approval (Optional)
  2. Send Quote to Customer for Acceptance
  3. Convert the one-time charge quote