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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:
- Click Settings > Configure Chargebee > Payment gateways.
- In the Chargebee Pay section, click Set Up.
- 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.
- 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
- Essentials
This section collects basic information about your business. Refer to the following table for details about each field:
| Field | 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 | 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. |
| Type of Business | Yes | Select from available options such as Corporation, LLC, Sole Proprietor, etc. |
| Ownership Type | Yes | Select the applicable business structure from the drop-down list. You can choose from:
|
| Business Location | Yes | Select the country of incorporation from the following list of supported countries:
|
Provide information in each of the mandatory fields. Once you have added the details in the Essentials section, click Proceed.
- Address Enter the address associated with your business. Refer to the following table for details about each field.
| Field | Mandatory | Description |
|---|---|---|
| Country | Pre-filled and non-editable | Automatically set based on the Business Location selected in the Essentials step. |
| Address line 1 | Yes | Enter the complete address for your business. You can enter your home address if you don't have a business address. |
| Address line 2 | Optional | |
| City | Yes | Enter the name of the City the business is located. |
| State | Yes, for the United States and optional for other countries. | Enter the name of the State the business is located. |
| ZIP code | Yes | Enter 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.
- 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.
| Field | Mandatory | Description |
|---|---|---|
| First Name | Yes | The legal first name of the control person, such as the CEO or CFO. |
| Last Name | Yes | The legal last name of the control person. |
| Job Title | Yes | Position of the individual in the business. |
| Date of Birth | Yes | Date of birth in MM/DD/YYYY format. |
| Email Address | Yes | Business or personal email of the control person. |
| Phone Number | Yes | Contact number of the individual. Select the correct country code. |
| Country / Region | Yes | The country where the control person resides. |
| Address Line 1 | Yes | Street address of the control person. |
| Address Line 2 | Optional | Suite, apartment, or unit number. |
| City | Yes | City of residence. |
| State | Yes, for the United States, Canada, and India. Optional for other countries. | State or province. |
| Zip Code | Yes | ZIP or postal code. |
Update the following mandatory fields and click Proceed.
Click Add Control Person to save your progress.
- Profile Enter information about your business operations. Refer to the following table for profile field details.
| Field | Mandatory | Description |
|---|---|---|
| Business Website | Yes | Full URL of your website. Must start with http:// or https://. |
| Business Phone Number | Yes | Primary contact number for the business. |
| Short Business Description | Yes | Describe what your business does in 1–2 sentences. |
| Merchant Category Code (MCC) | Yes | Select a category code that best matches your primary business activity. What is MCC? |
| Statement Descriptor | Yes | The business name displayed against charges on the buyer’s bank or card statement. |
Update the following mandatory business operation fields and click Proceed.
- Business Registration
Enter your business registration information. Refer to the following table for field details.
| Country | Field | Mandatory | Description |
|---|---|---|---|
| All | Incorporation Date | Yes | Select the date the business was registered or incorporated. |
| Austria | Registration number (Firmenbuchnummer) | Yes | E.g.: FN123456m |
| VAT number (Umsatzsteuer-Identifikationsnummer) | Yes | Eg: ATU51507409 | |
| Belgium | Registration number (Enterprise Number) | Yes | Eg: 1234567890 |
| Tax number (Business number) | Yes | Eg: 1234567890 | |
| VAT number (Numéro de TVA / BTW) | Yes | Eg: BE1234567890 | |
| Finland | Registration number (Y-tunnus) | Yes | Eg: 12345678 |
| VAT number (ALV-tunnus) | Yes | Eg: FI12345678 | |
| France | Registration number (SIRET) | Yes | Eg: 54205118000066 |
| VAT number | Yes | Eg: FR12345678901 | |
| Germany | Registration number (Handelsregisternummer) | Yes | Eg: HRB100484 |
| Tax number (Steuernummer) | Yes | Eg: 1234567890 | |
| VAT number | Yes | Eg: DE115235681 | |
| Ireland | Registration number (Company number) | Yes | Eg: 1012345 |
| VAT number | Yes | Eg: IE999999XX | |
| Italy | Registration number (Partita IVA) | Yes | Eg: 00470400011 |
| VAT number (Partita IVA) | Yes | Eg: IT12345678901 | |
| Netherlands | Registration number (KvK – Organisation / Eenmanszaak – Sole Proprietor) | Yes | Eg: 34179503 / 25779503 |
| Tax number (RSIN) | Yes | Eg: 811786523 | |
| VAT number | Yes | Eg: NL123456789B01 | |
| Spain | Registration number (NIF) | Yes | Eg: A39000013 |
| VAT number | Yes | Eg: ESX12345678 | |
| United Kingdom | Registration number | Yes | Eg: 12345678 |
| Tax number (UTR) | Yes | Eg: 3194027616 | |
| VAT number | Yes | Eg: GB123456789 | |
| United States | Tax number (EIN) | Yes | Find 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.
- 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.
| Field | Mandatory | Description |
|---|---|---|
| Account Holder Name | Yes | Name associated with the account. |
| Account Type | Yes | Choose between Savings or Checking. |
| Bank Account Number | Yes | Enter twice to confirm. |
| Routing Number / IBAN / Sort Code / Bank Code | Yes | Depending 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:
| Region | Payment Method | Required Details |
|---|---|---|
| United States | ACH |
|
| United Kingdom | BACS |
|
| European countries(e.g., France, Germany, Netherlands, Spain) | SEPA |
|
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.
- Click Review Information
- 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.
- Click the Submit button
- 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.
- Click View Details to access the configuration.
- 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.
- 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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