Getting Started

Building Blocks

Subscription Features

Custom Fields

Localization

Invoices

Credits

Order Management

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Revenue Recovery

Checkout

Self-Serve Portal

Notifications

Reports and Analytics

Data Privacy & Security

Fraud Management

Migration

Other Features

Developers

Third Party Integrations

Manual Emails in Chargebee 

In case you are not able to access this feature please contact support@chargebee.com . We will enable it for you.

Chargebee allows you to create, and edit email notifications to suit your business requirements. These email notifications can be sent in bulk to all customers or to a filtered segment using the Chargebee app. To make things easier, each of the major sections in Chargebee such as the Customer, Subscription and the Invoice page will display the set of emails that can be manually triggered from that particular page. The custom emails that you create will also be listed under these pages accordingly. You can select the customers and send them in a single click.

The above video shows how to create manual emails using the Classic UI. If you are using the Leap UI, we request you to use the Email Customers option in the Customer Details Page.

Note
  • You can have a maximum of only 2 custom emails at a given time.
  • The admin or the owner can only add/edit the emails that are created. Quotes' emails can be edited by all the team members.

Adding notes in Emails 

Chargebee allows you to add customized notes for individual customers when you request them to add a payment method, send invoice, credit notes etc. Watch the below visualization to see how this is done.

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