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Chargebee Embedded Payments Onboarding

Chargebee Embedded Payments is an embedded payment gateway that lets you manage payments, subscriptions, invoices, and more using a single app. It is easy to configure and gets you ready to process payments in no time.

Getting Started with Chargebee Embedded Payments

Log in to Chargebee Embedded Payments using your Sandbox site to test, or your Live site to process real transactions.

Logging in to Test site

You're all set to start testing in the sandbox test environment; no onboarding is needed. Your account is pre-configured for payments. Click Enable for TEST Site and update your Smart Routing rules if multiple gateways are set up.

You can then easily start routing test transactions through the Chargebee Embedded Payments gateway.

Logging in to Live Site

Follow these steps to connect Chargebee Payments with your Chargebee site:

  1. Click Settings > Configure Chargebee > Payment gateways.
  2. In the Chargebee Pay section, click Set Up.
  1. You will be redirected to the Set up Chargebee Pay screen, where you will see an onboarding checklist tailored to your selected country. This helps ensure you have all the required information ready to click Start Onboarding.
  1. To continue with the onboarding, you will be asked to review and accept the payment processing fee, Chargebee Payments Terms of Use, and Adyen’s Terms of Service.

Setting up Chargebee Embedded Payments

To begin accepting payments with Chargebee Embedded Payments, complete a brief onboarding process to verify your business identity and configure your account for payouts. Key details are auto-filled from your Chargebee Billing account, and you can review and update them as needed during setup.

Onboarding Chargebee Embedded Payments

The onboarding form is organized into the following sections:

  • Essentials
  • Address
  • Ownership
  • Profile
  1. Essentials

This section collects basic information about your business. Refer to the following table for details about each field:

FieldMandatoryDescription
Legal Business NameYes

The Legal Business Name is the name of the entity that appears on all official documents or legal papers.
Note: Enter the individual's name if your business operates as a sole proprietorship.

Doing Business AsOptional

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.

Type of BusinessYes

Select from available options such as Corporation, LLC, Sole Proprietor, etc.

Ownership TypeYes

Select the applicable business structure from the drop-down list. You can choose from:

  • Sole Proprietorship
  • Partnership
  • Limited Liability Company
  • Corporation
  • Tax-Exempt Organization
  • Government Agency
    Note: You can review these details on your incorporation documents.
Business LocationYes

Select the country of incorporation from the following list of supported countries:

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Netherlands
  9. Spain
  10. United Kingdom
  11. United States

Provide information in each of the mandatory fields. Once you have added the details in the Essentials section, click Proceed.

  1. Address Enter the address associated with your business. Refer to the following table for details about each field.
FieldMandatoryDescription
CountryPre-filled and non-editableAutomatically set based on the Business Location selected in the Essentials step.
Address line 1YesEnter the complete address for your business. You can enter your home address if you don't have a business address.
Address line 2Optional
CityYesEnter the name of the City the business is located.
StateYes, for the United States and optional for other countries.Enter the name of the State the business is located.
ZIP codeYesEnter the zip/postal code for your business address.

Provide information in each of the mandatory fields. Once you have added the details in the Address section, click Proceed.

  1. Ownership

Provide details of the business control person, someone with decision-making authority, such as the CEO, CFO, or Managing Director. Review the table below to determine the details to be entered within the Ownership section.

FieldMandatoryDescription
First NameYesThe legal first name of the control person, such as the CEO or CFO.
Last NameYesThe legal last name of the control person.
Job TitleYesPosition of the individual in the business.
Date of BirthYesDate of birth in MM/DD/YYYY format.
Email AddressYesBusiness or personal email of the control person.
Phone NumberYesContact number of the individual. Select the correct country code.
Country / RegionYesThe country where the control person resides.
Address Line 1YesStreet address of the control person.
Address Line 2OptionalSuite, apartment, or unit number.
CityYesCity of residence.
StateYes, for the United States, Canada, and India.
Optional for other countries.
State or province.
Zip CodeYesZIP or postal code.

Update the following mandatory fields and click Proceed.

Click Add Control Person to save your progress.

  1. Profile Enter information about your business operations. Refer to the following table for profile field details.
FieldMandatoryDescription
Business WebsiteYesFull URL of your website. Must start with http:// or https://.
Business Phone NumberYesPrimary contact number for the business.
Short Business DescriptionYes

Describe what your business does in 1–2 sentences.
Max Character Limit: 200

Merchant Category Code (MCC)Yes

Select a category code that best matches your primary business activity. What is MCC?

Statement DescriptorYes

The business name displayed against charges on the buyer’s bank or card statement.
This is used only if Chargebee Billing’s transaction descriptor (configured in Payment Gateways) is not set.

Update the following mandatory business operation fields and click Proceed.

  1. Business Registration

Enter your business registration information. Refer to the following table for field details.

CountryFieldMandatoryDescription
AllIncorporation DateYesSelect the date the business was registered or incorporated.
AustriaRegistration number (Firmenbuchnummer)YesE.g.: FN123456m
VAT number (Umsatzsteuer-Identifikationsnummer)YesEg: ATU51507409
BelgiumRegistration number (Enterprise Number)YesEg: 1234567890
Tax number (Business number)YesEg: 1234567890
VAT number (Numéro de TVA / BTW)YesEg: BE1234567890
FinlandRegistration number (Y-tunnus)YesEg: 12345678
VAT number (ALV-tunnus)YesEg: FI12345678
FranceRegistration number (SIRET)YesEg: 54205118000066
VAT numberYesEg: FR12345678901
GermanyRegistration number (Handelsregisternummer)YesEg: HRB100484
Tax number (Steuernummer)YesEg: 1234567890
VAT numberYesEg: DE115235681
IrelandRegistration number (Company number)YesEg: 1012345
VAT numberYesEg: IE999999XX
ItalyRegistration number (Partita IVA)YesEg: 00470400011
VAT number (Partita IVA)YesEg: IT12345678901
NetherlandsRegistration number (KvK – Organisation / Eenmanszaak – Sole Proprietor)YesEg: 34179503 / 25779503
Tax number (RSIN)YesEg: 811786523
VAT numberYesEg: NL123456789B01
SpainRegistration number (NIF)YesEg: A39000013
VAT numberYesEg: ESX12345678
United KingdomRegistration numberYesEg: 12345678
Tax number (UTR)YesEg: 3194027616
VAT numberYesEg: GB123456789
United StatesTax number (EIN)YesFind your EIN on your confirmation letter from the IRS, business credit report, or payroll paperwork. You can enter your SSN if used for business tax purposes.

Update the following mandatory business registration fields and click Proceed.

  1. Business Bank Account

Enter the bank account where payouts will be deposited. This account must be registered under the legal entity or individual specified in your onboarding form. Refer to the following table for the details of the Business Bank Account fields.

FieldMandatoryDescription
Account Holder NameYesName associated with the account.
Account TypeYesChoose between Savings or Checking.
Bank Account NumberYesEnter twice to confirm.
Routing Number / IBAN / Sort Code / Bank CodeYesDepending on the country.

Country-specific instructions

The required bank account details vary by region and payment method. Refer to the table below to provide the correct information based on your business location:

RegionPayment MethodRequired Details
United StatesACH
  • Account number
  • Routing number (9-digit code for ACH transfers)
United KingdomBACS
  • Account number
  • Sort code (6-digit bank identifier)
European countries(e.g., France, Germany, Netherlands, Spain)SEPA
  • IBAN (International Bank Account Number)
  • BIC (Bank Identifier Code), if requested

Note:

Make sure the bank account is capable of receiving local payouts in your region. Virtual accounts, prepaid cards, or wallets may not be accepted.

Click Submit Application to complete onboarding. Your details are now submitted for underwriting review prior to approval to use Chargebee Payments.

Review Application Status

Prior to Chargebee Payments being enabled for your site, all of the details submitted with the application are carefully reviewed by Chargebee and its partners to ensure accuracy and validity. Customers can continually monitor the status of their application and are guided to provide any additional or missing information when necessary.

Stages in Chargebee Payments Onboarding Process

During the onboarding process, the banner on your Chargebee homepage will display one of the following statuses to indicate your application's current stage:

  • Under Review
  • Additional details required
  • Application Approved
  • Application Denied

Each status provides a clear indication of where you are in the approval journey and what actions, if any, are required to move forward.

Under Review

Your application is being reviewed by our payments partner. You’ll be notified once there’s an update.

Additional details required

A few more details are required from you to proceed with your application.

Application Approved

You’re all set! Your payment processing is now active and ready to go.

Application Denied

Your application wasn’t approved. Reach out to support for further actions.

Where can I find updates to my application?

A banner on your Chargebee homepage shows the status of your application.

How do I resolve pending issues with the application?

The banner clearly displays that your application requires attention. Click Review Information for additional information.

This page lists documentation or information discrepancies. In this example, you will resolve incorrect information associated with a Business Owner's details.

Follow these steps to resolve incorrect information associated with a Business Owner's details.

  1. Click Review Information
  2. Update the information within the fields that are marked as incorrect or inadequate.

Note:

You may also be required to upload applicable documentation for verification. If so, the page will include details of the documents to be uploaded.

  1. Click the Submit button
  2. The updated details are sent back for review.

What do I do if my application is rejected?

Your application to Chargebee payments may be declined/rejected for various reasons. While we do not share the exact reason for denial, we recommend that you review our FAQs and recommend reaching out to support for additional information prior to submitting an updated application for review.

Configure Chargebee Embedded Payments to Accept Payments

After the successful review of your application, Chargebee Payments is enabled and live for your Chargebee site.

  1. Click View Details to access the configuration.
  1. Upon the approval of the use of Chargebee Embedded Payments, your site will be configured to accept payments by our backend team.

Note:

The payment methods supported are Cards, ACH, SEPA, and BACS. Support for additional payment methods, including Apple Pay, Google Pay, and iDeal, is currently in development.

  1. If you have multiple gateways configured, modify the smart routing rule to route new transactions through the Chargebee Payments gateway. Click Manage rules. Set Chargebee Payments as the gateway account for all payment methods you plan to route through Chargebee Payments.

Supported currencies

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
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 króna*
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

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