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.

3. 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.

4. 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:

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

2. Address Enter the address associated with your business. Refer to the following table for details about each field.

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

3. 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.

Update the following mandatory fields and click Proceed.

Click Add Control Person to save your progress.

4. Profile Enter information about your business operations. Refer to the following table for profile field details.

Update the following mandatory business operation fields and click Proceed.

5. Business Registration

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

Update the following mandatory business registration fields and click Proceed.

6. 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.

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:

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.

3. Click the Submit button
4. 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.

2. Upon the approval of the use of Chargebee Embedded Payments, your site will be configured to accept payments by our backend team.

3. 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: