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Manage your Chargebee Account
Online Documentation and Integration Guide
19
Chargebee API's Documentation
How to find updates in Chargebee?
What are the different methods to integrate with Chargebee?
How to contact Chargebee's support team?
What gateways does Chargebee support?
See all 19 articles
Chargebee Account related queries
43
What is an SPF Record and how do I add it?
Chargebee Signup, Email Verification & Account Claim Process.
How are invoice/credit note numbers set in Chargebee?
I am a Chargebee customer. How can I update my information (billing/account/payment) with Chargebee?
How can I change my Chargebee account password?
See all 43 articles
Product Configuration
Process
14
How to enable Product Catalog 2.0? What are some key changes to note?
Will the plan ID be linked to the subscriptions in PC 1.0 be changed after the site is migrated to PC 2.0?
Can I move only selected plans and addons to PC 2.0?
Error: "This API operation is not enabled for this site. Please contact support@chargebee.com to get this enabled"
How to migrate existing 1.0 quotes/subscriptions to 2.0?
See all 14 articles
Plans, Addons and Charges
41
Is it possible to override quantity and price of tiered/Volume/Stairstep plan in PC2.0?
What is the difference between Charges and Quick Charges in PC 2.0?
What is the difference between price override and differential pricing for addons/charges?
How to override or set different price for an Addon/Charges in PC2.0?
Unable to delete an addon/charge in PC 2.0
See all 41 articles
Coupons
12
How to add a coupon for a specific currency or items on PC 2.0?
How to clone a coupon in PC 2.0?
Coupon not reflecting in the unbilled charges
How to add coupon to an existing subscription in PC2.0?
What are coupon codes/ coupon sets in PC 2.0?
See all 12 articles
Others
4
Is metadata supported for both items and item price points? How it is affected during the migration?
How can I check if my site is on PC 1.0 or PC 2.0?
Can I update the currency of an existing subscription in PC2.0?
How to add notes to a customer record that is visible only for the business's reference?
Customers & Subscriptions
Trial and Plans
32
How to extend the trial period for a subscription?
What is the maximum duration of a trial period that I can offer using Chargebee?
Editing a Plan's Pricing & Billing Frequency
Is it possible to limit the coupons only to certain plans via the UI?
Can I change the trial end date for an existing trial subscription?
See all 32 articles
Subscriptions API
40
How to view & export subscription status?
How to retrieve a coupon Id from the subscription_created webhook event?
How do I remove/change/add an addon to a subscription that already has one or more addon via APIs (PC 1.0)?
How can I cancel a subscription using the APIs?
Retrieve Subscription details on custom thank you page.
See all 40 articles
End Customer
16
Unauthorized Charges on your card.
How can I create a customer in Chargebee?
How to delete the personal data of my customers?
How to give my customers the credits for the unused period when there is a subscription change?
How is "Clear Personal Data" different from "Delete Customer"?
See all 16 articles
Cancellation & Reactivation
22
Can I reactivate a cancelled subscription?
Can I reactivate a subscription by keeping the original term dates of the subscription in place?
What happens when I schedule a cancellation?
Will customers get notified of a manually scheduled cancellation?
How do I cancel a subscription in Chargebee?
See all 22 articles
Subscription Management
106
How to change next billing for multiple subscriptions?
Can I change the plan of an existing subscription on behalf of the customer ?
How do I collect the setup fee upfront for a trial subscription?
Can I construct the admin console URL for direct access to Chargebee page from your application?
How to get a list of all subscriptions in the customer details page for Reseller type business- (above 20 subscriptions)?
See all 106 articles
UI - Issues (Leap+Classic)
1
Can we apply the setup cost while changing a subscription in PC 1.0 sites?
Contract Terms
4
How to set termination fee for Contract terms?
How to configure Contract Terms?
Error “Subscription is in contract so you cannot pause” while pausing the subscription
Unable to backdate subscription cancellation when a contract term is applied
Gift Subscription
2
Is it possible to merge customers that have gift subscriptions?
Possible to Change billing date of gift subscription?
Currencies
7
How can I change the base currency of my Chargebee site?
Can I update the currency of an existing subscription?
What is multi-decimal support in Chargebee? How does it work?
How to configure multi-decimal support in Chargebee?
What are Zero decimal currencies?
See all 7 articles
Migration
5
How do I migrate subscriptions from Stripe to Chargebee while continuing to use Stripe as my payment gateway?
How do I migrate subscriptions from a different billing system to Chargebee while using Stripe as my payment gateway?
How to raise a migration request with Chargebee?
Self Migration of data
What are the prerequisites for self migration?
Entitlement
11
What is entitlement in Chargebee? How to configure it in Chargebee?
Creating features - Entitlement Management
Adding product entitlement for a feature - Entitlement Management
Activating Features - entitlement management
I am unable to access some feature in Entitlement.
See all 11 articles
Orders
8
How to automate orders in Chargebee?
Retrieving order information from Chargebee.
We only ship products to our customers during a certain time of the month (or particular day of the month). How can this be setup?
I'm cancelling a subscription, how can I ensure that the unfulfilled orders alone are refunded?
How to resend Orders in Chargebee?
See all 8 articles
Bulk Operations
25
What bulk operations can I perform in Chargebee?
How can I import multiple coupons into Chargebee using Bulk operations?
File size limit exceeded. Allowed size is ‘20000000’ bytes.
Bulk upload subscriptions for an existing customer: Parallel processing of data
How to export subscriptions specific to a recurring addon?
See all 25 articles
Custom Fields
11
Pre-filling/Passing custom fields to hosted pages (via Plan URL)
Can custom fields be displayed in the customer portal and checkout pages?
Is it possible to filter set custom fields as filters via the APIs?
How to delete a Custom Field?
How to display custom fields to customers?
See all 11 articles
Coupons and Coupon Sets
20
How can I pass coupon directly to the checkout page, without the users having to enter it manually?
How do I apply Coupons to subscriptions?
Is it possible to reuse the ID of an archived coupon?
How to create a Coupon in PC 2.0?
Error - coupon Id is 'already exists' while creating coupon
See all 20 articles
Pause Subscription
1
Why do I see “Advance charges will be issued as credits to this customer at the time Subscription pause” message while pausing a subscription?
Account Hierarchy
0
Calendar Billing
0
Proration
0
Backdating
0
Configuration
1
Updating the backend chargebee-typescript lib to version 2.22.0
Addons
0
Manual Discount
1
Difference between coupons and manual discounts
Reason codes
3
View/ Export cancellation reasons - reason codes.
My custom reason codes are not showing up during the subscription cancellation process.
Export reasons chosen by my customers when canceling their subscriptions - RS
PC 2.0
0
PC 1.0
0
Scheduled Changes
0
Tax
0
Transaction
0
Unbilled charges
0
Differntial Pricing
0
Net D- Payment Terms
0
One time Charges
0
Email Notifications
V1 Email Notifications
8
How can I use a custom SMTP for our email notifications from Chargebee?
Is there a way to include a link to update the payment details in the email notifications (V1)?
Can I customize the email templates available in Chargebee?
Is it possible for me to send different email templates for dunning retries with the V1 emails?
I want email notifications to be sent to additional contacts other than my customer. Is this possible?
See all 8 articles
Other
42
Is it possible for me to send different email templates for invoice due reminders with the V2 emails?
How do I perform an operation in Chargebee without triggering the corresponding email notification to the customer?
Is there an option to copy the V2 email notifications from the TEST to LIVE site?
How can I change the from address of the V2 email notifications on my Chargebee site?
How can I change the signature of my V2 email notifications?
See all 42 articles
Configurations
34
How can we configure reminder emails when a subscription renews?
How to personalize the emails being sent to the customers?
How to configure multiple customer emails on the Chargebee site?
Can I add two email address in the master template?
How to configure emails for churning?
See all 34 articles
SMTP
5
When would I use my own SMTP Server instead of Chargebee's?
Error while configuring SMTP server settings
How to configure my own SMTP server?
Authentication Failure. Please check your SMTP credentials.
“Unhandled Error has occurred when trying to communicate with the mail server” while configuring the SMTP of AWS
Mergevar
4
How to use Merge(variable) Fields in Email notifications?
How to create the Merge(variable) fields in Chargebee?
How to change the date format of the mail merge fields in emails?
Renewal reminders mergevar-"Estimated charge on renewal"
Quote
2
How to include the payment link in quote email as a hyperlink?
How do I email a “Quote”?
Dunning
0
Email Not Sent
1
How to check a bounced emails status on my Chargebee site?
Email Not Received
0
Localization
Language Pack Updates
3
How to allow end-user/ customer to choose a language in checkout/self service portal?
What is Localized in Chargebee?
How to translate the Save this payment method text on pay now link?
Chargebee Translation
6
Language pack - upload error
After language translation, a few words on invoice are still in English. Why?
"Extra key :" error in the Language pack. How to resolve this?
I can't find a CSV file where I have all the key buttons' names and descriptions for checkout and customer portal?
Language Pack Error: Unwanted folder (Folder other than language folder)
See all 6 articles
Configuration
12
How to translate the terms 'Invoice' and 'Paid' on an invoice?
How to download the language pack for Chargebee?
How to edit the default languages translations given in Chargebee?
I'm a merchant who wants to use ‘Spanish' for my customers, what should I do?
I'm a merchant who wants to communicate in ‘Japanese' with my customers, what should I do?
See all 12 articles
Payment Gateways
Others
25
Refund - Chargeback - fraud - What is the best way to manage chargebacks, fraud and refunds when working with ChargeBee?
How do I enable address requirements specific to my payment gateway to process credit card?
Is Chargebee a gateway?
Why is my revenue figures are higher than what I receive in my bank
Does Chargebee support MoR?
See all 25 articles
General Configuration
18
Can my customers update their payment method information through the Chargebee customer portal?
How do I use Apple Pay as a payment method via API?
How to setup Apple Pay Sandbox?
How to add payment methods in a subscription?
Whom can I contact for Gateway related queries?
See all 18 articles
Cards
15
Can I use multiple currencies with my Chargebee account?
Can I notify customers if their card has expired, or is about to expire?
Overview of Chargebee's features
Can Chargebee help protect against fraud?
My customers are not able to sign up using their American Express, Discover, JCB or Diners Club cards even though these card types are enabled in Chargebee. How can I fix this?
See all 15 articles
Stripe
43
I'm getting card declined or processor declined error. What's going on?
Error: "Payment collection failed. Customer does not have a linked card with ID card". What’s going on?
Error: "Payment Collection failed. Amount must convert to at least 50 cents". What’s going on?
Error: "Payment Collection failed. No such customer". What’s going on?
Transaction Descriptor - I want my company’s name to appear on my customer’s bank statements. How do I set this up on Stripe?
See all 43 articles
Payment Gateways
60
Testing with Braintree sandbox.
Testing with Stripe sandbox
Minimum transaction amount to test with PIN (PIN.NET.AU) payments.
Can PayPal be added as a payment method?
How do I connect my payment gateway to Chargebee?
See all 60 articles
Authorize.Net
21
Can I receive international payments with Authorize.Net?
Can I configure when payment batches are submitted for settlement? If yes, how can I do it?
My customers have received payment notification emails but I have not enabled email settings on Chargebee. What’s going on?
Error: Charge failed E00027 Bill to Zip/Postal Code is Required. What's going on?
Error: E00007 User authentication failed due to invalid authentication values. What’s going on?
See all 21 articles
PayPal
14
I received a ‘PayPal Instant Notification Warning’ email from PayPal. What should I do now?
I have a PayPal recurring profile tokens for my customers. Can I use this with Chargebee?
I cancelled my Chargebee account and I still receive notification messages from PayPal. What do I do?
What is the billing agreement for PayPal Express Checkout?
What is Paypal Express Checkout?
See all 14 articles
PayPal Pro
12
I have just gone live on PayPal Pro and none of my payments are going through. What’s going on?
Error: 10216 Confirmed address required. What’s going on?
Error: 10417 Transaction cannot complete. What’s going on?
Error: 10422 Customer must choose new funding sources. What’s going on?
Error: 15005 Processor Decline. What’s going on?
See all 12 articles
Offline Payments
6
How can I handle check/cash/wire transfer payments with Chargebee?
Payment Failed but not updated in Chargebee
How do I enable offline payment methods?
How Offline Payments work ( Xero, Netsuite, Quickbooks)
Direct Debit Payments in the United States
See all 6 articles
Braintree
17
Can I view Processor Responses in my Braintree account?
AVS/CVV: Configuration and error codes
Error: 2046/2038 Declined/Processor Declined. What’s going on?
Error: 2005 Invalid credit card number. What’s going on?
Error: 2047/2053 Call Issuer. Pick up card/Card reported lost or stolen. What’s going on?
See all 17 articles
Pin payments
1
I get "Error Message(invalid_resource) One or more parameters were missing or invalid" when trying to process a payment through Pin payments. What do I do?
Amazon Payments
3
[Amazon Payments] I am getting the error “400 Bad Request” -The domain on which you are using the JavaScript SDK has not been whitelisted for your application.
Does Chargebee Support Amazon Pay?
How to integrate Amazon Payments with Chargebee?
GoCardless
9
Why is GoCardless not appearing as a payment method on the hosted pages?
My customer status is “Active” in GoCardless but “Pending verification” with Chargebee. What’s causing this?
What is the transaction limit in GoCardless? Will payments fails after that?
How can I allow my customers to enter their local bank account details while making payment by Direct Debit via GoCardless within the Chargebee Checkout page?
[Chargebee] ACTION Required: Direct Debit mandate is cancelled in GoCardless
See all 9 articles
Adyen
15
What is Adyen?
What are the prerequisites that needs to be set in Adyen before connecting it with Chargebee?
Operation not supported for Adyen Gateway
How to configure Adyen iDeal with Chargebee?
Configuring Adyen Sofort in Chargebee
See all 15 articles
PayPal Express Checkout
4
Is it mandatory to provide Chargebee's URL for IPN notifications while configuring PayPal?
[Chargebee] ACTION Required: Customer cancelled Billing Agreement in PayPal
How do I send the customer data from PayPal to Chargebee's API endpoint to create a subscription? I have PayPal Express Checkout with Reference Transactions enabled for my PayPal business account.
Why does the email ID entered on hosted page change during checkout using PayPal Express Checkout?
Exact
1
How can E-xact gateway be integrated with Chargebee?
Chargebee Payments
1
Chargebee Payments - Chargebacks raised by customer
Chargeback Automation
2
SEPA Chargeback not automatically reflecting in Chargebee
How does Chargebee take care of Chargeback fees?
Razorpay
1
Razorpay - UPI AutoPay supported applications and their handles
ACH Credit Transfer
0
Direct Debit
0
Google Pay
0
Stripe Radar
0
Global Payments
0
Worldpay
0
Wirecard
0
Sagepay
0
Quickbook Payments (Intuit)
0
Paymill
0
Orbital Chase
0
NMI
0
Moneris
0
Mollie
0
Ingenico
0
Eway Rapid
0
Elavon
0
Cybersource
0
Commerece
0
Checkout.com
0
Bluesnap
0
Bluepay
0
Bambora BeanStream
0
API
0
Apple Pay
0
GiroPay
0
Hosted Pages
Checkout V3 (Pop up)
68
With the V3 hosted pages, is it possible to attach a link to our legal terms and privacy policy pages on the checkout page?
How can I change the Pay [Amount] & subscribe button text on the V3 checkout page?
How can I collect the coupon codes on the V3 checkout pages during signup?
Setting up Facebook Pixel Tracking if I’m using Chargebee Checkout (V3)
How can I hide a particular address section (Shipping/Billing/Card) on the V3 checkout pages?
See all 68 articles
API
21
[API Users] How to generate hosted page URL and embed via iFrame
How to set up 'Thank You' page goals in Google Analytics?
I would like to re-direct my customer to the Edit Subscription (Customer Portal) page directly from my website. What API call can I use?
How to allow trial users to sign up without entering their credit card details?
Tracking code / Pixel tracking
See all 21 articles
Checkout V2 (Full page)
19
What is the difference between Tracking Pixels and Google Analytics in Chargebee?
How to change “Subscribe” button text on the V2 checkout page?
How can I show plan description on checkout pages?
Can I hide the Shipping/Billing/Card address fields on the V2 checkout page ?
How can customers apply an addon to their subscription when signing up via the checkout pages (V2)?
See all 19 articles
Portal Sessions - API
1
Error while using Hosted Pages for Checkout API in case of tier-based pricing
Google Analytics
6
Can I pass Google Analytics parameters along with Chargebee's hosted page URL?
Google Analytics: track_info_error on Checkout V3
Limitations of Google Tag Manager - GTM
Enable GTM Integration in Chargebee.js
How to track portal logs?
See all 6 articles
Chargebee JS
4
How can I pass prefilled Custom Fields through checkout via Drop-in Script?
What payment methods are an option if you are using Hosted pages and components?
Unable to receive events on cbportal while using ChargebeeJS
“Blocked autofocusing on a element in a cross-origin subframe” due to CSP headers
Components & Fields
11
How to set the consent field mandatory in the Checkout?
How to restrict the customer from editing the email address from Portal?
Can the shipping and billing addresses be displayed on the invoice?
How can I handle shipping charges using Chargebee ?
Can I edit the units or quantity labels in Chargebee?
See all 11 articles
Facebook Meta Pixel
0
Portal - V2 (Pop Up)
21
Can I have “Chargebee Login” and “SSO on API” both at the same time to manage the access to the Self Serve Portal?
What if I want more features in the Customer Portal?
How to edit the fields that appear on the hosted customer portal? Will it appear only in English?
Why users are not able to change their email addresses from portal and how many users can login?
Can my users edit their subscriptions or add addons using the customer portal?
See all 21 articles
Portal - V1 (Full Page)
0
GA/GTM
0
Google Recaptcha
0
Configuration
7
When I try to configure PayPal Express Checkout, the page to enter the credentials doesn't show up. What's happening?
How do I remove the Chargebee branding from the hosted pages and invoices?
Setup my Logo to Chargebee
How to change the Chargebee branding?
How to request for the Custom Domain feature?
See all 7 articles
Custom Codes
0
Open Source Portal
0
Offline Checkout
0
Invoicing
Invoices
123
What is the difference between deleting and voiding an invoice?
Can I include an additional charge after the invoice has been generated?
Can I manually email an invoice?
Creating an invoice for one-time charges for customers without a subscription via admin console
Pro-ration logic in subscriptions
See all 123 articles
Tax
23
When an invoice is generated and paid via account credits, the tax is not added. Why?
What is consistent pricing in Chargebee?
How to configure Inclusive or Exclusive taxes in Chargebee?
I want to shift from an exclusive tax to inclusive tax, is that possible?
The tax value is different or incorrect
See all 23 articles
Dunning
21
Does Chargebee offer offline dunning management?
Is it possible to stop dunning for an invoice?
When does dunning not work?
A customer has updated their card after a failed dunning attempt, what happens now?
How to enable dunning in subscriptions?
See all 21 articles
Billing Configurations
25
Does the subscription billing cycle override the plan’s billing cycle?
What happens when the number of billing cycle is 0?
Is it possible to have a single plan with different options for contract length?(such as 3 months, 6 months or forever).
Changing the billing date to a different date
Changing the billing date to a different date when calendar billing is enabled
See all 25 articles
Credit Notes
19
Why am I unable to refund the refundable credits present on a credit note?
How to create a credit note?
How to import credit notes?
Can one credit note be applied to two invoices?
I want to remove some of the reason codes.
See all 19 articles
Consolidated Invoicing
0
Quotes
4
Tax component missing from quote
Quick Charge limit of 10 while adding it to a quote?
Would it be possible to create a quote with multiple plans at once, not only one?
How does total payable cycle section appears in quotes?
Bulk Operations
14
How to download a report of transactions with errors?
How do I delete/repopulate sample test site data?
What are all the bulk operations for Payment Method?
How to create a report for invoices that have promotional credits applied?
Is it possible to build a report to show all the customers and the total amount of usage (units)?
See all 14 articles
Custom Fields
3
How can I display the custom fields on an invoice?
Custom field does not display on the invoice.
Custom fields in invoice customisation not configured
Coupons
3
Coupons are not added to the pending Invoice
How to hide the discount prompt from displaying?
Coupon not included in proration calculation
Advance Invoice
1
Error: “There is no recurring item to generate advance invoice”.
Invoices - Backdating
0
E-invoicing
0
PC 2.0
0
API invoices
0
Metered Billing v1
0
Metered Billing v2
3
How to obtain the Usage ID of a usage that is added to a subscription?
Add Usage with New Price of Addon
Pending Invoice closed via Admin Console shows as a Scheduled Job
Account Hierarchy
0
Charges
0
Discounts
0
Generation / Regeneration
0
Invoice calculations / Proration
0
Invoice Customizations
1
Why preview Invoices/Credit notes/quotes not displaying all the fields?
Transactions
0
Taxes
VAT
16
Is 0% a valid tax rate of VAT ?
My company is incorporated in a Non-EU country, do I have to charge EU VAT for customers from the European Union?
Can I exempt selected customers from paying taxes?
Can I configure taxes for both B2B and B2C?
[Message] This customer's location couldn't be validated as required for compliance with the new EU VAT 2015 rules. Subscriptions for this customer will cancel upon renewal if the required information isn't updated.
See all 16 articles
Configuration
12
Can I collect tax from customers outside my country?
Uploading customized tax settings (CSV)
Apply taxes without collecting address in the checkout
Tax configuration for zip codes in US and tax jurisdiction on tax reports
Why is the HSN number not displayed in Invoices?
See all 12 articles
Avalara
8
Avalara sync error: Company not found
Avalara error: Unable to calculate the tax rate as the shipping/billing address is either invalid or incomplete
Subscription cancelled due to Tax calculation failure reason
What are the prerequisites for address validation in Avalara integration?
Why sales tax is still being charged in spite of Customer Tax Exemption using Avalara integration?
See all 8 articles
API
1
How to configure Tax API in Chargebee?
Calculations
0
Taxjar
0
Tax not Applied
0
Framework
Custom Roles
9
Changing Ownership of the Chargebee account if the owner is not present
Can the Chargebee account ownership/email id attached be changed?
Can I add additional users to my account?
Creating custom user roles/privileges in Chargebee
Access levels of different user roles in Chargebee
See all 9 articles
Events
9
Accepted SSL certificates
How to create events for subscriptions?
My test webhooks events are not getting delivered. What should I do?
Can I filter events for a specific customer using API?
How can I be notified of only certain events using webhooks?
See all 9 articles
SSL/TLS/HTTPS
3
Webhooks - SSL Communication Error
TLS 1.2 Handshake - Testing Code
My SSL certificate is not supported?
Webhooks
15
How do I get the subscription id from web-hooks during cancel subscription.
How would I know if the configured webhook URL in my Chargebee site is failing?
I received a webhook failure email from Chargebee. How to fix this?
How do I find failed webhooks and resend them?
How to get notified of my customer’s subscription renewal events in Chargebee?
See all 15 articles
Time Machine
2
Limitations of time machine
I am not able to receive OTPs when I test the site using Time machine
Transfer Configuration
Configuration
5
Transfer Configurations from test to live site - Language Pack
How to transfer email configurations from Test to Live site?
Transfer configuration between sites (test and live)
How to copy Coupon configurations from live site to test site?
Can I use transfer configuration to update the plan prices?
Transfer Failed
2
Unable to transfer Hosted pages configuration from test to live - Message to upgrade account
I cannot transfer configurations from the Test site to Live site
Security & Compliance
Security & Privacy
23
What is the GDPR in Chargebee?
How is data security handled in Chargebee?
What is 3D Secure?
Will SEPA transactions require SCA?
Will there be any latency in transactions because of 3DS?
See all 23 articles
General Integration
MailChimp
3
How to integrate Chargebee with MailChimp to synchronize your subscriber contact information?
What data is synchronized from Chargebee to MailChimp?
What does MailChimp + Chargebee integration do?
Refersion
7
Integrating Refersion with Chargebee
What is SKU Level Commission?
What does Chargebee + Refersion do?
Can I reward customer referrals with this integration?
Are refunds passed back to Refersion when they take place in Chargebee?
See all 7 articles
Zapier
6
What does Zapier + Chargebee do?
Is there anything pre-built tech from Chargebee to facilitate another app integration (like panda docs,commision, azure market place)?
How to add custom actions that are missing in the listed actions of Chargebee in Zapier?
How to add price points based actions in Zapier 2.0?
Unable to update unit price item in Chargebee as an action flow in Zapier
See all 6 articles
Moxtra
1
What does Chargebee + Moxtra do?
Referral Candy
7
If a plan includes Trial period, will the Referrer/advocate receive the reward on Trial sign-up?
How should I (as a merchant) share referral links with my existing customers?
When will the referrer/advocate receive the discount or credit?
I'm using multiple Chargebee sites. How can I manage the referral campaign across accounts?
I see that my referral purchases are getting tracked in ReferralCandy, but it takes a lot of time for the referrals to be attributed to a referrer. Why?
See all 7 articles
Quickbooks
15
Quickbooks (QBO) sync errors
Quickbooks - Error code:6000;Business validation error
Quickbooks - Error code: 6200/6210;Account period closed
Quickbooks Online error: Sync has failed to complete, you can try again after some time or contact Chargebee Support.
Quickbooks - Error code: 620;TxnID cannot be linked
See all 15 articles
Wordpress
11
Why can’t I checkout without logging in to the Wordpress site?
Wordpress - Chargebee plugin webhook errors list.
How to integrate a shortcode in a button in WordPress?
How do I lock premium content while using Chargebee’s plugin for WordPress?
What is Wordpress plugin? What are the prerequisites for integration?
See all 11 articles
Squarespace
1
Squarespace basic setup guide
Intercom
2
Will Chargebee create duplicate records in Intercom?
Data Validation Step - Intercom
Zendesk
1
How to integrate Zendesk with Chargebee?
ActiveCampaign
2
What is ActiveCampaign?
How to integrate ActiveCampaign with Chargebee?
Other collaborations
6
How to integrate Twilio with Chargebee?
What are the prerequisites and sync rules for Zoho CRM integration
I can't find Friendbuy integration in the list of available apps.
Prerequisite for configuring Softrax
Integrating Chargebee with Tapfiliate
See all 6 articles
LeadDyno
0
App Store
1
Is it possible to receive Apple App Store notifications on my server first and then pass them to Chargebee?
E-Commerce Integration
ShipStation
4
What does Chargebee + ShipStation do?
Exploring Subscriptions from Trial into Shipstation
ShipStation sync Error - JSONObject ["orderId"] not found
Addon SKU on my Chargebee site has not been synced to Shipstation. Why?
BigCommerce
2
How does Chargebee and BigCommerce interact?
How to setup Chargebee checkout with BigCommerce store?
Accounting Integration
Xero
31
How to install the Google Chrome Extension for Xero/Quickbooks Reconciliation?
How to sign in with Xero account?
Unable to map the chart of account when configuring Xero/QuickBooks
How to determine the time period of payments and adjustments for a specific invoice?
Account summary report abstract
See all 31 articles
Accounting Integrations
19
Netsuite error: You do not have permissions to edit this transaction
What are the integrations available within my account?
How to change sync rules in Intacct integration?
How to download gateway statements in Quickbooks/Xero?
How does the revenue recognition tool handle multiple currencies?
See all 19 articles
Netsuite
7
What happens to an invoice in Netsuite after it gets voided in Chargebee?
Netsuite error -NetSuite request failed [Invalid createdFrom reference key xxxx] on syncing credit note.
What is Suite Tax? What are it's uses?
Netsuite error: You cannot make changes to this period without the Allow Non-G/L Changes Permission
Netsuite SuiteTax - The record you are attempting to load has a different type: XXXX from the type specified: noninventorysaleitem.
See all 7 articles
Pipedrive
3
What is Pipedrive? How does it work?
Steps to integrate Pipedrive with Chargebee
Allow Chargebee to manage 'Organization' in Pipedrive
CRM Integration
Salesforce
35
Sync Errors: Contact:There's a problem with this country, even though it may appear correct. Please select a country/territory from the list of valid countries.: Mailing Country:MailingCountry --
Salesforce Sync Error: There's a problem with this state, even though it may appear correct
Sync errors in Chargebee Salesforce integration due to duplication rules
Salesforce sync error due to Process workflow - Unable to convert lead that is in use by workflow
Salesforce Sync Error - Matched account is already linked with another customer
See all 35 articles
Hubspot
27
What are the prerequisites for Hubspot integration?
Hubspot - Pipeline or stage errors
Hubspot -Authentication error
Hubspot - Internal error
Hubspot - PII data cleared error
See all 27 articles
Chargebee Reporting
Reporting
21
What kind of reports does Chargebee offer?
Can I filter my reports? Also, how to export data and lists in CSV format?
What time zone does Chargebee follow for updating reports?
How can I see the retention rate of my subscriptions or LTV of customers?
What is an Abandoned Cart?
See all 21 articles
RevenueStory
Revenuestory
118
How to obtain the sales reversal report?
How is the Lifetime value metric calculated in Revenuestory?
Can custom fields from Chargebee be mapped to Revenuestory?
Can I have separate dashboards for each of my products in Revenuestory?
What are some of the key differences between Chargebee and Revenuestory numbers?
See all 118 articles
Metrics Definition
4
Total Signups - RevenueStory metric
When looking at weekly metrics in chargebee - what are the days that are included for the week?
How can we collect a report related to Refunds and Credit Notes?
I want to create a report for tax rates applied on invoices, with tax jurisdiction names, tax rates, and tax amounts. How can I achieve this?
Reports - Reconciliation
2
What is Involuntary Cancellation MRR metric report?
What is Voluntary Cancellation MRR metric report?
Timezone / Currency Mismatch
0
Site Consolidation
0
Report Builder
2
How to get Account Statement Report By Customer/Subscription?
Can I build a report for MRR based on Customer monthly trends?
Filters and Segments
0
Data Source issues
0
Visual Reports
0
Custom Fields
0
Scheduling
0
RevRec
RevRec
61
What is the difference between default and advanced accounting treatment on the credit notes in RevRec?
How to invite other users to RevRec after signing up?
I do not see an option to configure 4-4-5 accounting period in Revrec.
What are the revenue recognition methods in RevRec and their associated rules?
How are the revenue and commission recognized in RevRec Journal entries?
See all 61 articles
Chargebee APIs & Webhooks
API hacks
15
How to list more than 10 items when listing information via API?
Setting up your own Referral Program
How do I setup Prepaid Credit Packs that customers can purchase and use for their subscription?
How to track Abandoned Carts
How to view the details of changes to the unbilled charges via the API ?
See all 15 articles
General API queries
12
Applying filters when retrieving data through API
What is API Changelog?
I’m getting an error ‘card[billing_zip] : cannot be blank’ while creating a new customer via API. What should I do?
Does Chargebee provide APIs to automatically convert the price into selected currency_code?
JS API Rate limit - Chargebee
See all 12 articles
Multi-Entity
Multiple Sites
7
Can I create multiple sites under one Chargebee account?
How to enable Multiple Entities in Chargebee?
How do I switch between multiple entities?
Can segments be created across entities in Chargebee?
Manual emails are not sent in multi entity setup
See all 7 articles
Other Features
21
Is it possible to divide customers into categories based on conditions such as their payment method(Gocardless, Stripe or Offline)?
How can I go LIVE with Chargebee?
LeadDyno: How to send the affiliate_token value via API when I create a subscription
How do I receive a notification when a customer signs up for a trial?
How can I merge two customer records in Chargebee?
See all 21 articles
Mobile Subscriptions
Mobile Apps
3
How to integrate Chargebee natively in your Android and iOS apps?(BETA)
How to connect multiple apps to a site? - Mobile subscriptions
Is there any customer information shared while using App Stores?
Internal Repo
RevRec - Examples
0
RevRec - Analytics
0
RevRec - Security
0
Retention-Internal
116
What are the core billing features of Chargebee Retention?
What is Chargebee Retention?
How to integrate Chargebee Retention and Chargebee Billing?
How to setup Chargebee Retention for the Chargebee Billing self-serve portal?
How to setup Chargebee Retention in Chargebee Billing via the Retention API?
See all 116 articles
RevRec- Setup
1
Quick Start Guide for RevRec integration
RevRec-The Basic
0
RevRec - Revenue Arrangements
0
RevRec - Journal and Ledger
0
RevRec - Standalone Selling Price
0
RevRec - Sales Orders
0
RevRec - Sync your Data
0
RevRec - Multi-Currency Feature
0
RevRec - Expense
0
RevRec - Service Delivery Planning
0
RevRec - Reports
0
RevRec - Integrations
0
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