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Manage your Chargebee Account
Online Documentation and Integration Guide
20
Chargebee API's Documentation
What are the new 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 20 articles
Chargebee Account related queries
41
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 41 articles
Product Configuration
Process
13
How to enable Product Catalog 2.0? What are some limitations?
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?
I want to create new product Catalog by myself. What happens to current products in subscription?
Error: "This API operation is not enabled for this site. Please contact support@chargebee.com to get this enabled"
See all 13 articles
Plans, Addons and Charges
38
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 38 articles
Coupons
11
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 11 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
Subscriptions API
39
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?
Passing custom fields to the Create a Subscription API and accessing them in the API response using .NET
See all 39 articles
Trials and Plans
31
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 31 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
25
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 25 articles
Subscription Management
101
How to change next billing for multiple subscriptions?
Can I change the plan of an existing subscription on behalf of the customer ?
How can I handle one-time purchases with Chargebee?
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?
See all 101 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
1
Is it possible to merge customers that have gift subscriptions?
Currencies
6
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 6 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
10
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 10 articles
Orders
7
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 7 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
19
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 19 articles
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
V2 Email notifications (Engage)
79
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 79 articles
Localization
Language Pack Updates
4
What are the default languages supported by Chargebee and how to configure them? How to add custom or additional languages?
How to allow end-user/ customer to choose a language in checkout/self service portal?
List of languages supported in Chargebee
What is Localized in Chargebee?
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
24
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 24 articles
General queries on Payment Method Information
15
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 15 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
32
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 32 articles
Payment Gateways
60
Testing with Braintree sandbox.
Testing with Stripe sandbox
Minimum transaction amount to test with PIN (PIN.NET.AU) payments.
Integrating with WorldPay
Can PayPal be added as a payment method?
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
13
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?
Use/copy PayPal customer information to Chargebee
What is the billing agreement for PayPal Express Checkout?
See all 13 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
16
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 16 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
8
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 8 articles
Adyen
11
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 11 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
1
SEPA Chargeback not automatically reflecting in Chargebee
Hosted Pages
V3 checkout pages
66
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 Google Analytics if I’m using Chargebee Checkout (V3)
Setting up Facebook Pixel Tracking if I’m using Chargebee Checkout (V3)
See all 66 articles
API
19
[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 19 articles
V2 Checkout pages
18
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 18 articles
Portal Sessions - API
1
Error while using Hosted Pages for Checkout API in case of tier-based pricing
Themes
5
How to import a Google font which has two words in the name?
How to set a landing page URL for the logo added to the theme?
When I try to configure PayPal Express Checkout, the page to enter the credentials doesn't show up. What's happening?
How can I copy the customized theme from my Test to Live site?
How to edit font in checkout and self serve portal?
Branding
6
Setup my Logo to Chargebee
How to change the Chargebee branding?
How to request for the Custom Domain feature?
Error: Uploaded image is scrambled
How to customize the V3 (In-app) checkout - hosted pages?
See all 6 articles
Google Analytics
7
Can I pass Google Analytics parameters along with Chargebee's hosted page URL?
What does Chargebee + Google Analytics do?
Google Analytics: track_info_error
Limitations of Google Tag Manager - GTM
Enable GTM Integration in Chargebee.js
See all 7 articles
Customer portal
19
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?
Where do I see the feedback provided by the customer when cancelling a subscription from the customer portal?
See all 19 articles
Shipping Address and Labels
4
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?
How to add shipping address?
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
1
How to set the consent field mandatory in the Checkout?
Facebook Meta Pixel
0
Invoicing
Invoices
120
What is the difference between deleting and voiding an invoice?
Will invoices be generated for $0 subscriptions?
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
See all 120 articles
Inclusive & Exclusive Tax
24
When an invoice is generated and paid via account credits, the tax is not added. Why?
Can I charge the same price for all customers irrespective of the tax rate that has to be charged?
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?
See all 24 articles
Dunning
19
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 19 articles
Billing Cycle
14
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 14 articles
Credit Notes
9
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 9 articles
Credits
6
How can I refund the refundable credits available for a customer?
How can I add or deduct promotional credits for customers?
Why isn’t the promotional credits applying to my customer’s invoice?
Prorated credits are not getting applied to imported subscriptions. What’s causing this?
If I change the next billing date/time, on what basis is the charge/credit per time-unit calculated?
See all 6 articles
Billing Scenarios
11
My customer has already wired the amount for their subscription, however, the card on file also got charged. What should I do?
My customer issued a check for their subscription and it bounced. What should I do?
How to enable metered billing on PC 1.0?
Configuring metered billing - PC 2.0
Collect first payment at a later date for a new subscription
See all 11 articles
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
13
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 13 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
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
11
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 11 articles
Avalara
7
Avalara sync error: Company not found
Avalara error: Unable to calculate the tax rate as the shipping/billing address is either invalid or incomplete
Enabling Avalara as your Mode of Tax Calculation for EU region
Subscription cancelled due to Tax calculation failure reason
What are the prerequisites for address validation in Avalara integration?
See all 7 articles
API
1
How to configure Tax API in Chargebee?
Calculations
0
Taxjar
0
Framework
Custom Roles
7
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 7 articles
Events
8
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 8 articles
SSL/TLS/HTTPS
3
Webhooks - SSL Communication Error
TLS 1.2 Handshake - Testing Code
My SSL certificate is not supported?
Webhooks
16
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?
How to configure webhooks for Chargebee?
I received a webhook failure email from Chargebee. How to fix this?
How do I find failed webhooks and resend them?
See all 16 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
Can I transfer my settings between the TEST and LIVE sites?
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?
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
9
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 9 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
13
Quickbooks (QBO) sync errors
Quickbooks - Error code:6000;Business validation error
Quickbooks - Error code: 6200/6210;Account period closed
Quickbook 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 13 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
4
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
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
3
What does Chargebee + ShipStation do?
Exploring Subscriptions from Trial into Shipstation
ShipStation sync Error - JSONObject ["orderId"] not found
BigCommerce
2
How does Chargebee and BigCommerce interact?
How to setup Chargebee checkout with BigCommerce store?
Accounting Integration
Xero
27
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 27 articles
Accounting Integrations
17
Netsuite error: You do not have permissions to edit this transaction
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?
How to change the date format for Payment Gateway statements?
See all 17 articles
Netsuite
6
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 6 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
23
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 23 articles
Hubspot
22
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 22 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
115
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 115 articles
Metrics Definition
0
Reports - Reconciliation
0
Timezone / Currency Mismatch
0
Site Consolidation
0
Report Builder
0
Filters and Segments
0
Data Source issues
0
Visual Reports
0
Custom Fields
0
Scheduling
0
RevRec
RevRec
56
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 56 articles
Chargebee APIs & Webhooks
API hacks
14
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 14 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
5
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
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
Internal Repo
RevRec - Examples
0
RevRec - Analytics
0
RevRec - Security
0
Retention-Internal
109
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 109 articles
RevRec - Internal
2
How are subscription modifications handled in RevRec?
How to use test environment in RevRec?
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
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?
en Freshchat category
SSL/TLS/HTTPS
3
My SSL certificate is not supported?
TLS 1.2 Handshake - Testing Code
Webhooks - SSL Communication Error
Inclusive & Exclusive Tax
5
When an invoice is generated and paid via account credits, the tax is not added. Why?
I want to shift from an exclusive tax to inclusive tax, is that possible?
What is consistent pricing in Chargebee?
How to configure Inclusive or Exclusive taxes in Chargebee?
Can I charge the same price for all customers irrespective of the tax rate that has to be charged?
CSV Configured Tax
2
Uploading customized tax settings (CSV)
How can I collect tax from customers outside my country?
Offline Payments
1
How can I handle check/cash/wire transfer payments with Chargebee?
Addons
4
Can I sync addons in Chargebee to Intercom?
How to replace or remove addons on a subscription via API?
How to display additional addons on the checkout page?
How do I remove/change/add an addon to a subscription that already has one or more addon via APIs?
Adyen
3
What is Adyen?
What are the prerequisites that needs to be set in Adyen before connecting it with Chargebee?
How to integrate Chargebee API with Adyen's Hosted Payment Pages?
Amazon Payments
3
Does Chargebee Support Amazon Pay?
[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.
How to integrate Amazon Payments with Chargebee?
Subscription Management #2
5
How can I reactivate a subscription using the APIs?
Error- Non-recurring add-on cannot be added now as invoice is not raised immediately
Is It Possible To Backdate A Subscription In Chargebee?
How can I cancel a subscription using the APIs?
How do I automate the offline payments management using Chargebee's APIs?
Referral Candy
0
Customer portal
9
How to edit the fields that appear on the hosted customer portal? Will it appear only in English?
Can I purchase one time add-on from the customer portal?
Where do I see the feedback provided by the customer when cancelling a subscription from the customer portal?
Can I group plans and display them in the customer portal?
Can I let my customers set the Auto collection status at the self-serve portal?
See all 9 articles
Trials and Plans
12
Can I change the trial end date for an existing trial subscription?
Can I change the plan of an existing subscription on behalf of the customer ?
Is there any option to add a trial period for a subscription/plan?
How can I make customized prices for some of my plans?
How do I setup paid trial for my plans, in Chargebee?
See all 12 articles
Reporting
11
Can I filter my reports? Also, how to export data and lists in CSV format?
ARPU report discrepancy
What is an Abandoned Cart?
How does consolidated invoicing affect my new sales report?
Why is the display name inconsistent in the renewal report?
See all 11 articles
Cards
9
Can I use multiple currencies with my Chargebee account?
Can I notify customers if their card has expired, or is about to expire?
Is Chargebee a payment gateway?
Can Chargebee help protect against fraud?
I want to edit specific card details for a customer such as the date of expiry. Is this possible?
See all 9 articles
Hosted Pages
7
Setting up Fixed increments on Checkout page.
Localizing the themes customized earlier
Google Recaptcha for custom domain
[API Users] How to generate hosted page URL and embed via iFrame
How to allow trial users to sign up without entering their credit card details?
See all 7 articles
Quickbooks
0
General queries on Payment Method Information
6
Can my customers update their payment method information through the Chargebee customer portal?
How to setup Apple Pay Sandbox?
What can I do if the apple pay domain verification fails?
How to add payment methods in a subscription?
How do I use Apple Pay as a payment method via API?
See all 6 articles
Braintree
12
Error: 3000 Processor Network unavailable. What’s going on?
Error: 2047/2053 Call Issuer. Pick up card/Card reported lost or stolen. What’s going on?
How do I setup Multi Currency Pricing feature with Braintree and Chargebee?
Can I view Processor Responses in my Braintree account?
AVS/CVV: Configuration and error codes
See all 12 articles
Salesforce
0
Subscription Management
20
How can I handle one-time purchases with Chargebee?
How to restrict certain addons for specific plans?
Can I add multiple subscriptions to a single invoice?
Can we have multiple subscriptions in Chargebee?
Enable Day Base Proration
See all 20 articles
Stripe
14
Transaction Descriptor - I want my company’s name to appear on my customer’s bank statements. How do I set this up on Stripe?
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?
What is the Chargebee + stripe.js flow of information?
Transaction amount limit in Stripe
See all 14 articles
Refersion
5
What does Chargebee + Refersion do?
What is SKU Level Commission?
Integrating Refersion with Chargebee
Can I reward customer referrals with this integration?
Are refunds passed back to Refersion when they take place in Chargebee?
Events & Webhooks
3
How to create events for subscriptions?
How do I get the subscription id from web-hooks during cancel subscription.
Accepted SSL certificates
Users & Roles
5
Changing Ownership of the Chargebee account if the owner is not present
Can I add additional users to my account?
Custom user roles
Access levels of different user roles in Chargebee
Can the Chargebee account ownership be changed?
Credit Notes
0
API hacks
5
How to track Abandoned Carts
Setting up your own Referral Program
How do I setup Prepaid Credit Packs that customers can purchase and use for their subscription?
How to list more than 10 items when listing information via API?
How to view the details of changes to the unbilled charges via the API ?
PayPal
9
Why do I need Reference Transactions?
I cancelled my Chargebee account and I still receive notification messages from PayPal. What do I do?
How to embed Paypal on the checkout page?
How to use Paypal as a payment method with API based integration?
I received a ‘PayPal Instant Notification Warning’ email from PayPal. What should I do now?
See all 9 articles
GoCardless
1
Why is GoCardless not appearing as a payment method on the hosted pages?
Manage your Chargebee Account
19
Can we change the organization address?
How do I cancel my Chargebee account?
How do I change my Chargebee domain name?
Chargebee Signup, Email Verification & Account Claim Process.
I am a Chargebee customer. How can I update my information (billing/account/payment) with Chargebee?
See all 19 articles
Themes
4
How to import a Google font which has two words in the name?
When I try to configure PayPal Express Checkout, the page to enter the credentials doesn't show up. What's happening?
How can I copy the customized theme from my Test to Live site?
How to set a landing page URL for the logo added to the theme?
EU VAT
9
Can I exempt selected customers from paying taxes?
My company is incorporated in a Non-EU country, do I have to charge EU VAT for customers from the European Union?
Can I configure taxes for both B2B and B2C?
I haven't registered for VAT MOSS. How can I display my company's VAT number on the invoices?
[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 9 articles
Branding
3
How to change the Chargebee branding?
Setup my Logo to Chargebee
How to request for the Custom Domain feature?
Bulk Operations
3
What bulk operations can I perform in Chargebee?
How do I delete/repopulate sample test site data?
How can I import multiple coupons into Chargebee using Bulk operations?
Thank You page
2
Tracking code / Pixel tracking
How to set up 'Thank You' page goals in Google Analytics?
V1 Email Notifications
11
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?
How can I use a custom SMTP for our email notifications from Chargebee?
What’s the difference between Payment Succeeded and Invoice Receipt email notifications? Should I have both enabled?
Can I send out email notifications from Chargebee in any language?
See all 11 articles
Subscriptions
8
How to edit the cancelled subscription message displayed on the customer portal?
How do I avoid unpaid invoices for active subscriptions?
How to customize my customer IDs in sequential order?
How to let my customer select a different plan during reactivation from the portal?
How to get status of a subscription
See all 8 articles
Custom Fields
8
How to display custom fields to customers?
How do I create a Custom Field in my Chargebee account?
Pre-filling/Passing custom fields to hosted pages (via Plan URL)
Is it possible to filter set custom fields as filters via the APIs?
What is Meta Data?
See all 8 articles
Others
3
Is Chargebee a gateway?
How do I enable address requirements specific to my payment gateway to process credit card.
Refund - Chargeback - fraud - What is the best way to manage chargebacks, fraud and refunds when working with ChargeBee?
Credits
2
How can I refund the refundable credits available for a customer?
How can I add or deduct promotional credits for customers?
General API queries
2
What is API Changelog?
Applying filters when retrieving data through API
Migration
2
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?
V3 checkout pages
33
How do I integrate Chargebee's modal checkout with my website on WIX?
Content security policy for the Checkout page
Error- "No Applicable gateways found" during Checkout
How can I setup Gift subscriptions using Checkout V3?
Why am I getting the error “You need to have atleast one plan to preview the checkout/portal” while using the PreviewCheckout button on the live site?
See all 33 articles
V2 Checkout pages
12
I am collecting the name and email on the checkout page but they don't appear on the subscriptions page. Why?
How to remove/edit the sidebar content on the checkout page?
How do I edit the "Thank You for subscribing" text on the checkout page?
Can I hide the Shipping/Billing/Card address fields on the V2 checkout page ?
How can I attach a link to our legal terms and privacy policy pages on the checkout page?
See all 12 articles
Moxtra
1
What does Chargebee + Moxtra do?
MailChimp
3
What data is synchronized from Chargebee to MailChimp?
What does MailChimp + Chargebee integration do?
How to integrate Chargebee with MailChimp to synchronize your subscriber contact information?
Credit Repair Cloud
3
What does CRC + Chargebee do?
Where do I get a merchant account from?
My customer’s subscription is in a cancelled state though they have not cancelled it. Why is that?
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?
Coupons
9
How do I apply Coupons to subscriptions?
How can I pass coupon directly to the checkout page, without the users having to enter it manually?
What are the types of coupons supported in Chargebee?
How is coupon validity different from coupon duration?
What is the order type in which coupons are applied?
See all 9 articles
PayPal Pro
10
Error: 10752 Transaction cannot be processed. What’s going on?
Error: 15006/7 - Processor Decline. What’s going on?
Error: 10417 Transaction cannot complete. What’s going on?
Error: 15004 Gateway decline. What’s going on?
Error: 10422 Customer must choose new funding sources. What’s going on?
See all 10 articles
Security & Privacy
19
Will SEPA transactions require SCA?
Will there be a reduction in fraud after implementing 3DS?
What is the fallback mechanism? How is it used?
What are the implications of not complying with SCA/PSD2?
How are recurring payments affected because of SCA?
See all 19 articles
Zapier
3
What does Zapier + Chargebee do?
Where can I find documentation about Chargebee Zapier integration?
Where can I find documentation about Chargebee Zapier integration?
Multiple Sites
1
Can I create multiple sites under one Chargebee account?
Online Documentation and Integration Guide
12
What is Chargebee?
How to contact Chargebee's support team?
Chargebee API's Documentation
Where can I get the API docs for Chargebee?
API Tutorials
See all 12 articles
Coupons #2
1
How to retrieve a coupon Id from the subscription_created webhook event?
Cancellation & Reactivation
8
What's the difference between the subscription created, subscription activated and subscription started events?
Is it possible to create a subscription in the Canceled state?
Can I reactivate a cancelled subscription?
Can I reactivate a subscription by keeping the original term dates of the subscription in place?
How do I cancel a subscription in Chargebee?
See all 8 articles
Xero
3
How to download & install Chrome Plugins for Reconciliation - Xero & QBO
How to install the Google Chrome Extension for Xero/Quickbooks Reconciliation?
How to sign in with Xero account?
Webhooks
2
How would I know if the configured webhook URL in my Chargebee site is failing?
How to configure webhooks for Chargebee?
Invoices
25
Pro-ration logic in subscriptions
The customer has not received the refund when Record Refund was performed, how to retry the refund?
Where can we check events related to invoice?
How to customize invoices in Chargebee?
How to attach an invoice to an email notification?
See all 25 articles
Payment Gateways
11
Minimum transaction amount to test with PIN (PIN.NET.AU) payments.
How to move to a new Stripe account?
How is card address verification performed through Chargebee?
Can PayPal be added as a payment method?
Testing with Stripe sandbox.
See all 11 articles
V2 Email notifications (Engage)
15
Is there a way to include a link to update the payment details in the email notifications (V2)?
How to personalize the emails being sent to the customers?
How do I perform an operation in Chargebee without triggering the corresponding email notification to the customer?
How can we configure reminder emails when a subscription renews?
How to configure multiple customer emails on the Chargebee site?
See all 15 articles
Multiple Language Support
4
What are the default languages supported by Chargebee and how to configure them? How to add custom languages?
Default & non-default languages
How to download the language pack for Chargebee?
How to translate the terms 'Invoice' and 'Paid' on an invoice?
Authorize.Net
11
Can I receive international payments with Authorize.Net?
Error: E00007 User authentication failed due to invalid authentication values. What’s going on?
Error: street address and postal code do not match. What's going on?
Error: You do not have permissions to call the transaction details API/Transaction details not enabled. What’s going on?
How long will a payment done via ACH Direct Debit take to reach my account?
See all 11 articles
Google Analytics
2
What does Chargebee + Google Analytics do?
Can I pass Google Analytics parameters along with Chargebee's hosted page URL?
PayPal Express Checkout
3
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?
Is it mandatory to provide Chargebee's URL for IPN notifications while configuring PayPal?
Billing Cycle
3
Is it possible to have a single plan with different options for contract length?(such as 3 months, 6 months or forever).
Does the subscription billing cycle override the plan’s billing cycle?
What happens when the number of billing cycle is 0?
Portal Sessions
2
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 do I protect my pages using Chargebee's Customer Portal Login?(Paywall)
Dunning
8
What is Smart Dunning?
Does Chargebee offer offline dunning management?
Is it possible to stop dunning for an invoice?
When does dunning not work?
How to enable dunning in subscriptions?
See all 8 articles
ShipStation
2
What does Chargebee + ShipStation do?
Exploring Subscriptions from Trial into Shipstation
Currencies
2
Can I update the currency of an existing subscription?
How can I change the base currency of my Chargebee site?
Shipping Address and Labels
2
Can the shipping and billing addresses be displayed on the invoice?
How can I handle shipping charges using Chargebee ?
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