This Summer, Drive Efficiency into Your Revenue Operations

Plug operational leaks and fuel the cruise to your revenue north star, with the biggest update yet to Chargebee.

Capitalize Every Revenue
Opportunity Across Your
Subscription Lifecycle
You’ve worked hard to earn that revenue. Don’t lose it to process inefficiencies. Chargebee’s Summer 2019 updates let you plug the operational gaps in your entire revenue cycle - from acquiring new subscribers and closing deals, to discovering upsell opportunities, streamlining finance and more.

Chargebee Moments

Completely customizable checkout and self-serve experience to capture that moment of truth in your customers’ buying journeys.

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Leap UI

Ground-up reimagination of the Chargebee interface to make it faster, snappier, and put You in the middle of UI.

Smarter Payment Retries

Smartest ever update to the Dunning logic, to help you recover more revenue, without putting you at risk with your payment provider.

Chargebee Summer 2019 - What’s Up!
Account Hierarchy

Set up who pays in complex customer organization models

Selling to a single customer account across multiple subsidiaries and geographies? Account hierarchies let you model customers into their logical org charts, so you can choose whom to invoice and who should pay.

Chargebee Moments

Embedded JS and Tokenization for your checkout page

Collect payment method details and A/B test the bejesus out of your checkout page. And we’ll take care of all the compliance and tokenization for you. Want to see if an animated cat rolling on your shopping cart boosts conversions? You can do that now!

New Chargebee + Salesforce Integration

It’s like a mini Chargebee right inside Salesforce

Connect a single Salesforce instance to multiple Chargebee sites. You know all those new pricing models in Chargebee? You can now map them right into Salesforce. And even let your sales team create subscriptions, add or update payment details directly from the CRM. Because any time Mike spends outside Salesforce is the time he isn’t closing a deal.

The Subscription Time Machine

To test how tomorrow pans out, today

How do your billing configurations actually impact your business? Months or even years from now? Chargebee’s Subscription Time Machine lets you visualize how your subscription settings would actually pan out - by literally letting you simulate the impact of your configurations through time.

Chargebee Moments

Embedded JS and Tokenization for your checkout page

Collect payment method details and A/B test the bejesus out of your checkout page. And we’ll take care of all the compliance and tokenization for you. Want to see if an animated cat rolling on your shopping cart boosts conversions? You can do that now!

New Pricing Models

The most expansive pricing model gallery in the market

Unique business, unique product, unique revenue model. Why should your pricing model be one-size-fits-all? In addition to charging a flat-fee and fixed amounts per unit, you can now offer a wider variety of dynamic volume-based, tiered, and stair-step pricing models. Add all the combinations there and throw addons to the mix - and you have a party right there.

Checkout Without Payment Method

Open the free-trial floodgates

You have an addictive product already - all you want is to get people in the door. Remove the credit card gate, and allow users to sign up without a payment method. Beat abandoned carts, and melt friction like butter on a hot pan.

Human-Triggered Action Emails

Manual intervention without breaking your automation

Automated emails are great. But from time to time, you need to get in and manually send out payment requests without disturbing your preset cadences. You can now send custom emails to a filtered list of customers.

New Chargebee + Salesforce Integration

It’s like a mini Chargebee right inside Salesforce

Connect a single Salesforce instance to multiple Chargebee sites. You know all those new pricing models in Chargebee? You can now map them right into Salesforce. And even let your sales team create subscriptions, add or update payment details directly from the CRM. Because any time Mike spends outside Salesforce is the time he isn’t closing a deal.

Intercom + Chargebee Integration

Context where it matters - within an Intercom conversation

Customer communication is all about context. It’s the difference between a five-star interaction and a firehose situation. With the Chargebee + Intercom integration, you now have all the subscription intelligence you need right within Intercom. Because when someone’s asking you how to put out a fire you don’t want to open with “Which plan are you on, sir?”.

Quotes and Proforma Invoices

Scale your sales-driven acquisition process with ease

Enable your prospects to know exactly what they will be paying for before they sign up with you, by sending them a quote or proforma invoice. Expedite their internal purchase-approval process. More deals won, and fewer invoices voided!

Leap UI

Just one more thing to save you 15 hours this month

We’re now live with the quicker, faster, prettier interface on your dashboard, index pages, detail pages, and billing rules. There’s still a bit more to go, but finally - it isn’t 2011 anymore!

The Subscription Time Machine

To test how tomorrow pans out, today

How do your billing configurations actually impact your business? Months or even years from now? Chargebee’s Subscription Time Machine lets you visualize how your subscription settings would actually pan out - by literally letting you simulate the impact of your configurations through time.

SAML Single Sign-On

“Yippie, another password!”, said no one ever

With the new SAML SSO update, you can now authenticate your users and manage access across multiple apps, with a single set of credentials.

Day-based Proration

When millisecond-level accuracy is just a pain in the books

So a customer signed up an hour ago and now chose to cancel. Do you really want to charge them 0.13% of your monthly charge? There are some businesses that need to prorate to the millisecond. But for most of us, that’s just being a meanie to the customer and more reconciliation work for finance. Now you can choose to prorate to the day instead - go ahead, use those milliseconds to smell the flowers.

Zapier Integration Update

More Triggers, more Actions, and now you can even Search

We've added additional triggers and actions to the Chargebee + Zapier integration. There’s also a new search capability that lets you find a particular customer in Chargebee through the zaps you build in Zapier. You can now find, pause, resume, and even change billing dates in Chargebee from any of your connected apps or trigger actions when these events occur.

Billing Frequency; Now in Days

5-day plans? Weekly payment schedules? You got it!

Subscription models are constantly evolving. From quarterly and annual contracts to monthly renewals, and now to weeks and days. And your subscription management platform should let you capitalize on that. If you’d like to schedule billing intervals as often as a day, you can do that now.

Stripe ACH

Map payments to a specific invoice

When you have a whole bunch of unpaid and due invoices, and then get a payment, which invoice got paid? We’d have said “the oldest one”. Your finance might want the latest. And your A/R reports might suggest “somewhere in the middle”. With this update, you can now manually map payments to their corresponding invoices.

Avalara Update

Communication Tax for Telecom

This one's for our telecom SaaS buddies in the US of A. You can now do away with manually uploading tax rates for the gazillion zip codes you support from time-to-time. Automate all the heavy lifting of your communication tax calculation and filing.

VAT Exemption Note

No VAT? No problem...

EU-VAT is a pain. Legit business without an EU-VAT number? Tough luck. Not anymore - mark exempt customers or those without VAT numbers as, well, "businesses", so that the Reverse Charge Mechanism can be applied to them. Mention the Reverse Charge note in the invoices.

Oracle NetSuite and Sage Intacct Integrations

Enterprise-grade accounting meets best-in-class subscriptions

As you scale, your accounting systems and process are bound to scale with you. Chargebee now integrates with NetSuite and Intacct to sync your books and recurring invoices. Enterprise-grade accounting, meet best-in-class subscription management.

ASC 606 & IFRS 15 Compliant Revenue Recognition

Get your revenue recognition reports compliant with GAAP standards

Set up, allocate and recognize revenue accurately, in compliance with ASC 606 and IFRS 15 with Chargebee + Softrax. Define revenue recognition rules and track performance obligations. And choose from an expansive gallery of revenue reporting templates.

Account Hierarchy

Set up who pays in complex customer organization models

Selling to a single customer account across multiple subsidiaries and geographies? Account hierarchies let you model customers into their logical org charts, so you can choose whom to invoice and who should pay.

Finance Reports - Transaction and Invoice Models

Tools to investigate and track leakage

Which payment gateway or method sports the most failed transactions? Where exactly are you making revenue? How much of it comes from your new plan, market, or customer? Coupons, cancellations, credit notes, coffee breaks - where and how is your money leaking? You can now put your analytical finger on exactly what you're looking for.

Deeper visibility into individual customer accounts

A customer signing up for multiple subscriptions is all joy and celebration. Until you have to grapple with all the disjointed data and figure out which customer is paying you how much for what. Well, not a bummer anymore, thanks to the new customer-level reporting.

Smarter Payment Retry

Not just about trying harder - it’s about trying smarter

Overzealous dunning can do more harm than good - drive your business to “at-risk” status, and make you look bad to your payment provider. We made it “smart” already - with a dunning logic that knew when to try. It’s now even “smarter”, knowing when to not! This one takes our Smart Dunning to a whole different level by understanding why each failed payment failed - because sometimes just perseverance isn’t sufficient.

Auto-recommended & Mandatory Addons

People who like this update also like...

Addons are like extra cream in the coffee bar. You didn’t go there just for that, but when you’re standing in line they just seem to complete the package. Find additional monetization avenues by linking specific addons to particular plans. Recommend addons contextually, or even make addons like “implementation charges” mandatory on a plan.

When you’d like to fulfill even if you haven’t received the payment

You’re a good Samaritan and would like to fulfill an order even if the invoice is unpaid - perhaps so you could process a shipment on credit. Nice of you, really, but used to be “no dice” in Chargebee unless you liked diving through CSVs and manual tinkering. Not anymore. You can now generate orders for unpaid invoices as well as for late payments, automatically.

Complete analytics into orders, shipment, and subscriptions

E-commerce subscriptions need a whole bunch of additional metrics. Like the orders returned, shipment summaries and total order value. You can now consolidate all this data between your subscriptions and order fulfillment platform, and generate reports in Chargebee to get a holistic view of your business.

ReferralCandy Integration Update

Pay commissions for Orders, not the Invoice Value

You gained a referral customer who bought an annual membership to your monthly subscription box. Would you rather share commissions on this sale for the next 3 years, or just for the first three shipments? Pay what is fair with this update. Not a penny more, not a penny less.