Knowledge center

Online Documentation and Integration Guide 12

• 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 12 articles

Manage your Chargebee Account 40

• 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 40 articles

SSL/TLS/HTTPS 3

• Webhooks - SSL Communication Error
• TLS 1.2 Handshake - Testing Code
• My SSL certificate is not supported?

Branding 3

• Setup my Logo to Chargebee
• How to change the Chargebee branding?
• How to request for the Custom Domain feature?

Billing Scenarios 8

• 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 8 articles

Currencies 4

• 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?

Coupons 16

• 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?
• What are the types of coupons supported in Chargebee?
• Error - coupon Id is 'already exists' while creating coupon

See all 16 articles

Trials and Plans 27

• 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 27 articles

Cancellation & Reactivation 13

• 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 13 articles

Subscription Management 69

• 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 69 articles

V1 Email Notifications 9

• 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)?
• I want to see all the emails that have been sent to a customer. Is that possible?
• 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?

See all 9 articles

End Customer 12

• 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 12 articles

Multiple Language Support 13

• 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?
• 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?

See all 13 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?

V2 Email notifications (Engage) 52

• 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 52 articles

Entitlement 0

Others 15

• 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 15 articles

General queries on Payment Method Information 11

• 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 11 articles

Cards 13

• 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 13 articles

Stripe 25

• 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 25 articles

Payment Gateways 39

• 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 39 articles

Authorize.Net 20

• 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 20 articles

PayPal 12

• 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 12 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 5

• 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

Braintree 14

• 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: 2015 Transaction not allowed. What’s going on?

See all 14 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 3

• 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?

Adyen 6

• 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 6 articles

PayPal Express Checkout 3

• Is it mandatory to provide Chargebee's URL for IPN notifications while configuring 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?

V3 checkout pages 45

• 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 45 articles

V2 Checkout pages 14

• 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)?
• I'd like to display the logos of specific card companies on the checkout pages. Is this possible?

See all 14 articles

Themes 4

• 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?

Customer portal 15

• 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 themselves on the customer portal?
• 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 15 articles

Full Page Checkout 0

EU VAT 11

• 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 11 articles

Invoices 87

• 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 87 articles

Inclusive & Exclusive Tax 15

• 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 15 articles

Dunning 12

• 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 12 articles

CSV Configured Tax 2

• Can I collect tax from customers outside my country?
• Uploading customized tax settings (CSV)

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 4

• 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?‌

Credits 5

• 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?

Salesforce 15

• 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 15 articles

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

Google Analytics 6

• 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 6 articles

Moxtra 1

• What does Chargebee + Moxtra do?

ShipStation 2

• What does Chargebee + ShipStation do?
• Exploring Subscriptions from Trial into Shipstation

Xero 13

• 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 13 articles

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 7

• 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 7 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

Accounting Integrations 9

• 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 9 articles

Avalara 4

• 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

Squarespace 1

• Squarespace basic setup guide

Hubspot 20

• What are the prerequisites for Hubspot integration?
• Configure Hubspot Chargebee integration
• Hubspot - Pipeline or stage errors
• Hubspot -Authentication error
• Hubspot - Internal error

See all 20 articles

Netsuite 3

• 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?

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?

Pipedrive 2

• What is Pipedrive? How does it work?
• Steps to integrate Pipedrive with Chargebee

BigCommerce 1

• How does Chargebee and BigCommerce interact?

Other collaborations 2

• How to integrate Twilio with Chargebee?
• What are the prerequisites and sync rules for Zoho CRM integration

Revenuestory 96

• 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 96 articles

Reporting 16

• 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 16 articles

Subscriptions 10

• How to get status of a subscription
• Passing custom fields to the Create a Subscription API and accessing them in the API response using .NET
• Retrieve Subscription details on custom thank you page.
• Limiting duplicate subscriptions via API
• How to customize my customer IDs in sequential order?

See all 10 articles

Addons 4

• How do I remove/change/add an addon to a subscription that already has one or more addon via APIs?
• 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?

Hosted Pages 9

• [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?
• Localizing the themes customized earlier
• Setting up Fixed increments on Checkout page.
• Google Recaptcha for custom domain

See all 9 articles

Coupons 1

• How to retrieve a coupon Id from the subscription_created webhook event?

Events & Webhooks 10

• How do I get the subscription id from web-hooks during cancel subscription.
• 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?

See all 10 articles

Webhooks 6

• 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?
• 301 or 302 Redirection error for Webhooks URL

See all 6 articles

Portal Sessions 4

• 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 make the billing address mandatory in the self-serve portal when my customer reactivates his subscription?
• How can I add or remove ‘Go to App’ from the self-service portal?
• Chargebee's site name was renamed but why does this still show a different name?

Thank You page 4

• How to set up 'Thank You' page goals in Google Analytics?
• Tracking code / Pixel tracking
• Managing the Payment Source Redirect URL
• Redirect URL not working

API hacks 11

• 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 11 articles

Subscription Management 10

• How can I cancel a subscription using the APIs?
• How can I reactivate a subscription using the APIs?
• How do I automate the offline payments management using Chargebee's 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?

See all 10 articles

General API queries 6

• 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 6 articles

Users & Roles 6

• 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 6 articles

Custom Fields 12

• How can I display the custom fields on an invoice?
• 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?

See all 12 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?

Multiple Sites 1

• Can I create multiple sites under one Chargebee account?

Other Features 16

• 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 16 articles

Orders 5

• How to automate orders in Chargebee?
• Updates in 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?

Mobile Apps 1

• How to integrate Chargebee natively in your Android and iOS apps?(BETA)

Bulk Operations 9

• What bulk operations can I perform in Chargebee?
• How can I import multiple coupons into Chargebee using Bulk operations?
• How do I delete/repopulate sample test site data?
• File size limit exceeded. Allowed size is ‘20000000’ bytes.
• What are all the bulk operations for Payment Method?

See all 9 articles

Security & Privacy 19

• What is the GDPR in Chargebee?
• What is 3D Secure?
• Will SEPA transactions require SCA?
• Will there be any latency in transactions because of 3DS?
• Will there be a reduction in fraud after implementing 3DS?

See all 19 articles

Process 12

• 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 12 articles

Plans, Addons and Charges 32

• 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 32 articles

Coupons 9

• How to add a coupon for a specific currency price points/plans? - 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 9 articles

Others 3

• 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?