at org and entity levels, and share relevant data across entities easily.
spent managing multiple tools, data entry, site customization, workflow configuration, and report generation.
by customizing payment methods, checkout experience, invoices, and credit notes at the entity level.
without worrying about maintenance and non-compliance with taxation and local laws.
Multi-entity businesses often use multiple tools for different processes. Switching between these tools and databases makes everyday operations inefficient. Improve efficiency and get a consolidated view of your business health by managing subscription data and automating workflows for all your business entities in a single platform.
Mergers and acquisitions can be complex, especially when unifying customer data and billing processes. Move customers and associated subscriptions across entities and bill them from the entity of your choice or the one that best aligns with your customers’ needs. Schedule transfers proactively for billing workflows to kick in from a target entity at a specific date or billing cycle.
Don’t let bad customer experiences hinder your growth. Make your brands across geographies and individual products stand out with entity-specific branding. Customize invoices, email notifications, checkout, and self-serve portals with entity-specific logos, favicons, color themes, and more to retain the look and feel of each entity.
Create workflows at the site level and apply them to all entities to avoid duplication of effort. While some rules are best suited across the board, fields like local tax ID and billing address are unique to an entity. Override the site-level configurations to make them entity-specific, and modify them at any time without affecting the workflows of other entities.
Create and maintain entity-specific tax profiles through the mode that’s most convenient for you - manually, by importing a CSV, or by integrating with tax providers like Avalara and Taxjar. Customize invoices and credit notes to reflect the entity-specific address, tax registration number, and payment instructions to ensure compliance with regulations.
Ensure strict access controls to keep data secure and comply with data protection laws. Chargebee’s Attribute-Based Access Controls (ABAC) let you set up access controls and grant permissions based on a user’s role and entity. You can either give them access to all entities or only to specific ones and also define the actions they will be able to perform in each of them.
Waste no time exporting data to different tools and generating reports. Switch between customer and subscription insights at site and entity levels with a single click using the Global Switcher to get 360-degree visibility into subscriptions, invoices, plans, churn, collections, MRR, and so much more.