Subscriptions are made up of customer information, Credit Card (CC) details, quotes, invoices, plans, addons and coupons. Chargebee takes care of all these together and makes your billing run with ease and efficiency.
After configuring your plans, addons and coupons, you're now ready to sell your products/services and subscriptions help you handle this.
Each new sign up creates a subscription. Based on the subscription, Chargebee will charge and renew your customers.
Future: Subscriptions that will go into trial or active state on the specified date in the future.
In Trial: Active subscriptions that are in trial mode.
Active: Active subscriptions that will be charged based on plan, addons and billing period.
Non Renewing: Subscriptions that will be canceled at the end of the current term.
Paused: Active subscriptions will be stopped temporarily.
Cancelled: Inactive subscriptions that will no longer renew. How charges and credits etc. are handled on cancelation can be configured.
This section lists all your subscriptions along with a summary of each subscription.
It also gives you options such as filtering views, sending emails, exporting to excel, and downloading shipping labels.
You can perform bulk actions such as delete, change term end, and cancel subscriptions. Bulk Actions can only be performed by Admins.
To perform these actions:
Delete: Deletes the subscriptions
Change Term End: Changes the end date of the subscription. On selecting this option, the Change Term End dialog will open. Enter the necessary details and click Apply Changes.
Cancel Subscription: Cancels the selected subscriptions. Enter the necessary details in the Cancel Subscriptions dialog and click Apply Changes. Read more on Cancelling subscriptions. To cancel subscriptions, select More > Cancel Subscription option.
Use the Create New Subscription button to get started.
The New Subscription page allows you to create a new subscription. Here are the details you need to fill out to create a new subscription:
The Customer Details section captures all customer-related information Chargebee needs, to create a new subscription including First Name, Last Name, Company Name and Email.
The ID field is used to uniquely identify the subscription. Refer to our API for more details.
The Subscription Details section captures information related to the plan you would like to subscribe the customer to:
The Plan Name and Quantity fields are used to select the plan that you are selling as well as the quantity. The 2 fields are mandatory. You can append the plan with additional addons and coupons if applicable.
The Unit Price fields allow you to override the price of the plan and the addon that you have selected for this subscription. This is only allowed in applicable cases.
You can also specify the PO Number in this section. More on that here.
If you select a tiered/volume/stairstep priced plan or addon while creating/editing a subscription, you can see the price-breakup by clicking on the three dot sign on the right of the price:
When creating a new subscription in your Chargebee site, the plan selected should have at least 1 trial day. This is because 0 trial day plans would need credit card details to process the charge immediately.
The Billing section captures billing information as relating to the plan you have specified and the customer's billing and shipping information:
Start Date is when the subscription starts for the customer. Start date given has an impact on the statuses the subscription can have:
Active: The customer is using the subscription and is paying for it. An invoice will be generated on the date the subscription status changes to Active. You can also set the start date as a date in the past, i.e., the date can be a few days before the date you're creating the subscription, given the date falls within the current billing cycle. This will come in handy when you've started providing the service already but creating the subscription in Chargebee on a later date.
Future: The start date is in the future with respect to the date the subscription was created. The status will change to Active or Trial on the start date mentioned. An invoice will be generated on the date the subscription status changes to Active.
In Trial: On the start date, if the subscription has a trial period specified, then the status of the subscription will be In Trial.
This is used to set the number of times a customer will be charged. Here, you can specify a different value for the no. of billing cycles than what you have already configured in the plan. The value entered in the new subscription will override the value that was already configured in the plan. More information here.
If a customer has multiple payment methods available, Chargebee supports assigning a payment method exclusively to a particular subscription. If assigned, the payment method will be tried for all charges against the subscription. Find out how to assign a payment method to a subscription here.
Chargebee supports auto collection at the customer and the Subscription level.
The Auto Collection option decides whether the payments for the invoices generated for the subscription are charged automatically.
If Auto Collection is turned ON, then Chargebee will charge the customer's payment method (primary or the one assigned to the subscription) automatically when a payment for the subscription is due.
If Auto Collection is turned OFF, then Chargebee will not automatically charge the customer's payment method when a payment for the subscription is due.
If you haven't configured Auto Collection for the subscription, Chargebee will refer to the Auto Collection status at the Customer level to decide when the charge needs to be collected. More on Auto Collection for customers.
Configuring Auto Collection at the Subscription level overrides the Auto Collection setting you have configured at the Customer level.
For more on assigning a payment method to a subscription check out the payment methods page.
Yes. You can select recurring addons here. Non-recurring addons cannot be added to a plan that has trial days.
If your plan does not have a trial period, you can create the subscription by setting Auto Collection to OFF. The subscription will be created as an offline subscription. Once the subscription is created, you can add the card details using the Add Credit Card option within the subscription.
Another way of creating subscriptions using plans without a trial period is by using the plan's hosted page URL . This will allow you to enter the credit card details while creating the subscription.
When you open up an existing subscription, there are several details you can view and actions you can perform. The subscription provides you with all the details like customer info, CC info, due amount, trial days remaining (if in trial). You can also see subscription info, non-recurring items, address, current term charges/credits, invoices and transactions. (The address section will only appear if you add the buyer's address; non-recurring items will appear when a one time charge has been applied using Add Charge).
Changes can be made using the tool bar on the right.
Actions lets you perform the following changes:
Change Subscription allows you to change one or more of the following aspects of the subscription such as:
You can also choose to either apply the changes immediately (the charges may be prorated then) or on the next renewal.
Change Customer Details is used to edit the customer information. The subscription Id cannot be modified.
Request Card Details allows you to send an email with an auto-generated link that the subscriber can use to add/update their card details. Before sending a request to your subscribers, please make sure that you've configured the Update Payment Method Page redirect URL that users will be redirected to once they've successfully updated their payment method details. If you are using Hosted Pages V1, you will not be able to send the email without configuring the URL. To configure the URL, navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal > Hosted Update Payment Method. Click here to find out more.
Add/Update Credit Card allows you to add a new credit card number if it is not available or update it if there is a change.
Add Address is used to enter customer's shipping address. Once you have added this information, it will appear on the subscription as a new section. You can edit all the address fields except for the Label used. You can delete the address, and add a new one if needed.
Add/Update Billing Info If you've enabled any of the billing address fields, you will see this option, and you can use this to add/edit your customers' billing address.
Cancel/Reactivate Subscription can be used to cancel or re-activate a subscription. You can cancel a subscription immediately or at the next renewal. Only subscriptions with CC info can be reactivated once it is canceled. Learn more.
Add Charge lets you add an additional charge to the subscription. It is a onetime charge and does not recur. Learn more.
Add Addon can be used to include an additional non-recurring addon to the subscription. Learn more.
Coupon can be used to apply and redeem additional coupons on an existing subscription. Only coupons that are applicable to the plan in this subscription will be displayed.
Change Start Date appears only when the subscription is in "Future" state. You can change when the subscription should start using this option. If you need to start the subscription immediately, you can set date and time to the present.
If the subscription was created through the API and a trial period was specified, changing the start date will automatically remove that trial period. In this case, only the plan's trial period (if present) will be considered. Otherwise, the subscription will go into "Active" state.
The Change Next Billing Date option will appear on active subscriptions and is used to change the next renewal date. You can change the date to a later or an earlier date. The subscription will update on the specified date.
Change Trial End option will only appear on trial subscriptions. This can be used to extend the trial period if needed.
The subscription details also has a Timeline section that shows you subscription history.
Events such as sign up, cancellation and reactivation are shown here.
Use Comments to add information specific to a particular subscription or as a tag that can you use to find subscriptions using filters. The comments section appears at the bottom of the subscription and this option is available for subscriptions, invoices, transactions, plans, addons and coupons.
You can change the price for a new subscription while creating it or for an existing subscription by updating it.
To change the price for an existing subscription:
If proration is enbaled, a new invoice is generated for the subscription at the new price. Refundable credits are raised for the remaining period of the subscription at the old price and applied to the new invoice.
When an invoice is generated with incorrect details, such as an error in the line items, incorrect shipping and billing address etc, you can void that particular invoice and regenerate it using the Regenerate Invoice option.
Refer Regenerate Invoice to learn more about this.
If you wish to delete a Subscription in Chargebee, open the specific Subscription's details page and click the Delete Subscription option available on the Actions panel.
This operation is irreversible - all data related to the Subscription, such as Transactions and Invoices, will be deleted.
The numbers in the following reports will get modified when a Subscription is deleted:
The option to delete a Subscription is available only for the role Admin.
You can also delete a Subscription using the Delete a Subscription API .
You can search for subscriptions using name, id or also by sorting the list based on display name or date in the web interface.
There is an advanced filter option included as well to make your search a lot more easier.
The last section displayed under a subscription contains the details of the invoices and transactions related to the selected subscription. All payments related to the subscriptions are recorded here.
Yes, you can add coupons to the subscription in your Chargebee on customer's request.
There are three scenarios where you can add the coupon:
If you are adding a coupon/coupon code on behalf of your Customer while creating a new Subscription for them, navigate to Subscription Details in the ‘Create Subscription' page, and you will find the option to add Coupon/Coupon Code.
If you're applying the coupon on your Customer's behalf during a Subscription change, you will find the option in the Change Subscription page.
If you're adding the coupon/coupon code for the customer, at any point of time in the billing cycle, navigate to the respective Subscription, find the Apply Coupon/Coupon Code tab to add the Coupon/Coupon Code.
Yes, enable quotes in Chargebee to send pricing quotes or proforma invoices to your customers.