Chargebee Payments is our embedded payment solution. It allows you to manage your payments, subscriptions, invoices, and more using a single app. Our solution is easy to configure and can have you ready to process payments in no time.
Login to your Chargebee account and start configuring Chargebee Payments using one of the following options listed below:
a. Click Configure Now.
b. Alternatively, navigate to Payments > Payment Gateways then select Chargebee Payments.
c. Once you click on Chargebee Payments, a Configure button appears, redirecting you to the screen where you can populate data to activate your payment gateway.
The application process requires you to provide applicable details that are reviewed as part of an underwriting process prior to the Chargebee Payments being approved for use within your Chargebee site.
The following details must be provided to initiate the review and approval process:
Fields marked as mandatory cannot be skipped. After entering the valid details the UI prompts you to go to the Next step.
Review the table below for assistance with the Business Profile fields:
Field Name |
Mandatory |
Description |
---|---|---|
Legal Business Name |
Yes |
The Legal Business Name is the name of the entity that appears on all official documents or legal papers. |
Doing Business As (DBA) |
Optional |
Enter the name used for business operations. Doing Business As (DBA), also known as a "fictitious business name" or a "trade name," refers to a company's operating name if it is different from its legal name. For example, a corporation or entity may choose to operate its business with a more recognizable brand name instead of its own legal name. This is more widely seen within the Franchise Business Model. |
Business Description |
Yes |
Provide a brief description of the business associated with the company |
Business website |
Yes |
Provide a website, social media page, LinkedIn, or other relevant link. |
Business phone |
Optional |
Contact number of the company |
Click Next to move to the Business Address section.
Enter applicable details in the Business Address section.
Business address must be where your business is located, or where you receive mail associated with the business.
Once you have added the details in the Business Profile Section click Next to move to the Operations and Ownership Tab.
Enter applicable details within the Business Operations section. Refer to the following table that contains the Business Operations field details.
Review the table below for assistance:
Field Name |
Mandatory |
Description |
---|---|---|
Type of Business |
Yes |
Select the applicable business structure from the drop-down list.
|
Ownership Type |
Yes |
Select between Public (Publicly Traded) or Private (Privately Held). If you have selected Sole Proprietorship as your Type of Business, the Ownership Type will be preset to Private. |
Employer Identification Number (EIN) |
Yes |
An Employer Identification Number (EIN), also known as a federal tax identification number, is a nine-digit number provided by the IRS. |
Incorporation Date |
Yes |
Select the date the business was registered or incorporated. |
Merchant Category Code (MCC) |
Yes |
The MCC is used to classify businesses and merchants based on the services and goods provided. |
Review the table below to determine the details to be entered within the Business Ownership section.
IF |
THEN |
Details |
---|---|---|
there are individuals or entities with at least 25% equity in the business |
update details of the Beneficial Owner/s |
|
there are no entities with at least 25% equity in the business |
update the details of the Control Person |
|
Update the following mandatory fields for the Beneficial Owner or Control Person as shown below.
Add all the required details to the Transaction and Settlements tab.
Enter the following details within the Bank Account for Payouts section:
Refer to the following table for details to be entered within the Bank Account for Payouts section.
Field Name |
Mandatory |
Description |
---|---|---|
Bank Account Holder Name |
Yes |
Enter the name of the account registered with the bank. |
Bank Account Number |
Yes |
Enter the number for the account associated with the business. |
Re-enter Bank Account Number |
Yes |
Enter the bank account number again. |
Bank Account Routing Number |
Yes |
|
Account Type |
Yes |
Select the applicable account type from the drop-down list. |
Review the terms and conditions within the pop-up window and click I Accept.
Click here to learn more about the Fee Schedule.
Your details are now submitted for underwriting review prior to approval to use Chargebee Payments.
Prior to Chargebee Payments being enabled for your site, Chargebee and its partners carefully review all of the details submitted with the application to ensure accuracy and validity. You can continuously monitor the status of your application and make any required changes.
There is a state called the Prospect state, in which you have not yet been onboarded on Chargebee Payments. In this state, you can freely explore and interact with the widgets and features available. Moving on to the next stage, it is expected that you have completed the application draft/submission for Payments. The application status can be in any of the following stages:
You have saved the onboarding form as a draft and can continue working on it at any time by using the Resume Application.
The Resume Application is only available if it is in a draft state. Bank account details are not saved in the draft state.
The timeline banner provides an overview of your application's current state and consists of three steps:
The Sample Data Banner, Export, Single-Day View, Insights View, and Footer remain the same in the prospect and draft state.
Once the status changes from Review to Go Live, you can start to accept your payments. You can choose to stay on the status page or move back to the Chargebee application until this status change is reflected.
Once you have completed and submitted the application, it is currently in the review state. The timeline remains the same as described in the previous draft state. The Sample Data Banner, Export, Single-Day View, Insights View, and Footer are the same as described in the Prospect state.
This means that some of your submitted information was found to be incorrect or incomplete and requires further action for review. At this stage, it is necessary for you to thoroughly review and provide additional information or make necessary corrections to the information requested by the reviewer. The timeline remains the same as described in the previous draft state, with the addition of a warning icon next to the review step.
To proceed, in some cases, you may be asked to provide documentation to complete the review and adjudication of your application. Rather than reloading the entire application, only the sections that require correction will be displayed. Errors will be clearly indicated at the top of the respective sections for your convenience.
In this state, the application is rejected for multiple reasons. This state usually means we will not be able to board your business at this point. You can explore other payment gateway options from our Settings menu.
In this state, the application is approved, and you must configure smart routing rules to begin accepting payments.
At this stage, you have successfully configured smart routing and are fully prepared to begin accepting customer payments.
Chargebee supports a wide range of currencies to accommodate businesses globally. Below is a comprehensive list of the supported currencies, allowing you to easily manage transactions in various regions:
Currencies |
---|
AED - Emirati Dirham |
AMD - Armenian dram |
ANG - Netherlands Antillean guilder |
AOA - Angola Kwanza |
ARS - Argentine Peso |
AUD - Australian Dollars |
AWG - Aruban Florin |
AZN - Azerbaijanian Manat |
BAM - Bosnia and Herzegovina Convertible Mark |
BBD - Barbadian Dollar |
BDT - Bangladeshi Taka |
BGN - Bulgarian Lev |
BMD - Bermuda Dollar |
BND - Brunei Dollar |
BOB - Bolivian Boliviano |
BRL - Brazilian Real |
BSD - Bahamian Dollar |
BWP - Botswana Pula |
BYN - New Belarussian ruble |
BZD - Belize Dollar |
CAD - Canadian Dollars |
CHF - Swiss Franc |
CNY - Chinese Renminbi Yuan |
COP - Colombian Peso |
CRC - Costa Rican Colon |
CZK - Czech Koruna |
DKK - Danish Krone |
DOP - Dominican Peso |
DZD - Algerian Dinar |
EGP - Egyptian pound |
ETB - Ethiopian Birr |
EUR - Euro |
FJD - Fiji dollar |
FKP - Falkland Islands Pound |
GBP - UK Pounds |
GEL - Georgian lari |
GHS - Ghanaian Cedi |
GIP - Gibraltar Pound |
GMD - Gambian Dalasi |
GTQ - Guatemalan Quetzal |
GYD - Guyanese Dollar |
HKD - Hong Kong Dollar |
HNL - Hunduran Lempira |
HUF - Hungarian Forint |
ILS - Israeli Shekel |
INR - Indian Rupees |
ISK - Icelandic kr?na |
JMD - Jamaican Dollar |
KES - Kenyan shilling |
KGS - Kyrgyzstani Som |
KYD - Cayman Islands Dollar |
KZT - Kazakhstani tenge |
LAK - Lao kip |
LBP - Lebanese Pound |
LKR - Sri Lanka Rupee |
MAD - Moroccan dirham |
MDL - Moldovan Leu |
MKD - Macedonian Denar |
MMK - Myanmar Kyat |
MOP - Macanese Pataca |
MUR - Mauritius Rupee |
MVR - Maldivian Rufiyaa |
MWK - Malawian Kwacha |
MXN - Mexican peso |
MYR - Malaysian Ringgit |
MZN - Mozambican Metical |
NAD - Namibian Dollar |
NGN - Nigerian Naira |
NIO - Cordoba Oro |
NOK - Norwegian Krone |
NPR - Nepalese Rupee |
NZD - New Zealand Dollar |
PAB - Panamanian Balboa |
PEN - Peruvian Nuevo Sol |
PGK - Papua New Guinean Kina |
PHP - Philippine Peso |
PKR - Pakistani Rupee |
PLN - Polish Zloty |
QAR - Qatari Rial |
RON - Romanian leu |
RSD - Serbian Dinar |
SAR - Saudi Arabian Riyal |
SBD - Solomon Islands Dollar |
SEK - Swedish Krona |
SGD - Singapore Dollars |
SHP - Saint Helena Pound |
SOS - Somali Shilling |
SRD - Surinamese Dollar |
THB - Thai Baht |
TOP - Tongan Pa anga |
TRY - Turkish Lira |
TTD - Trinidad and Tobago Dollar |
TWD - New Taiwan Dollar |
TZS - Tanzanian Shilling |
UAH - Ukrainian Hryvnia |
USD - US Dollars |
UYU - Uruguayan Peso |
UZS - Uzbekistan Som |
WST - Samoan Tala |
XCD - East Caribbean Dollar |
ZAR - South African Rand |
ZMW - Zambian Kwacha |