Knowledge center

Online Documentation and Integration Guide 18

• 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 18 articles

Chargebee Account related queries 44

• 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 44 articles

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 38

• Is it possible to override quantity and price of tiered/Volume/Stairstep plan in PC2.0?
• 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
• Is it not possible to go back to PC1.0 post migration? Can new 2.0 subscriptions can co-exist with old 1.0 ones?

See all 38 articles

Coupons 11

• How to add a coupon for a specific currency or items on 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?
• How to apply coupons on a recurring basis?

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?

Subscriptions API 36

• 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 36 articles

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

End Customer 15

• 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"?
• Once PII is deleted for a customer, can a new subscription be created for them?

See all 15 articles

Cancellation & Reactivation 19

• Can I reactivate a subscription by keeping the original term dates of the subscription in place?
• What happens when I schedule a cancellation?
• How do I cancel a subscription in Chargebee?
• What's the difference between the subscription created, subscription activated and subscription started events?
• How do I configure refunds during cancellations?

See all 19 articles

Subscription Management 96

• 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 96 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 6

• 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?
• Euro currency display on invoice PDF - Symbol is displayed in the incorrect order.

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 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 18

• 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?
• How to create a Coupon in PC 2.0?
• Error - coupon Id is 'already exists' while creating coupon
• What are coupons sets?

See all 18 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 2

• 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

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 39

• 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 39 articles

Configurations 33

• 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 33 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 1

• 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

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 10

• 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?
• How languages are set for customers in Chargebee?
• How to set localized payment instructions for bank transfer?

See all 10 articles

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 reported revenue higher than the amount received in my bank?
• Does Chargebee support MoR?

See all 25 articles

General Configuration 19

• How to let my customer update their payment method during transaction failures?
• 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?

See all 19 articles

Cards 12

• Can I use multiple currencies with my Chargebee account?
• 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?
• How can customers add or update their payment information in Chargebee?
• I want to edit specific card details for a customer such as the date of expiry. Is this possible?
• Where is the credit card stored for recurring transactions? Is it safe?

See all 12 articles

Stripe 40

• 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?
• Which API keys do I need to set up stripe.js? Where can I find them?
• What is stripe.js? What are my implementation options with stripe.js?
• What is the Chargebee + stripe.js flow of information?

See all 40 articles

Payment Gateways 61

• 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 61 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 18

• 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 18 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 2

• [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?

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

Checkout V3 (Pop up) 55

• 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 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 customers apply addons to their subscription when they signup via the checkout pages (V3)?
• How to mark some fields as mandatory in Checkout?

See all 55 articles

API 17

• 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
• How to make the billing address mandatory in the self-serve portal when my customer reactivates his subscription?

See all 17 articles

Checkout V2 (Full page) 16

• What is the difference between Tracking Pixels and Google Analytics in Chargebee?
• How can I show plan description on checkout pages?
• How can customers apply an addon to their subscription when signing up via the checkout pages (V2)?
• How to remove/edit the sidebar content on the checkout page?
• I am collecting the name and email on the checkout page but they don't appear on the subscriptions page. Why?

See all 16 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

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 19

• Does Chargebee offer offline dunning management?
• When does dunning not work?
• How to enable dunning in subscriptions?
• What is dunning in Chargebee?
• When does dunning take place?

See all 19 articles

Billing Configurations 22

• 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 22 articles

Credit Notes 17

• 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 17 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 13

• How to download a report of transactions with errors?
• 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)?
• I need to download a report for ‘Not Paid’ invoices within a specific period.

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

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

VAT 15

• 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 15 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 1

• Netsuite Integration: Tax Basis Incorrect, Net Amount Incorrect and Unit Price Incorrect

Taxjar 0

Tax not Applied 0

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 5

• Accepted SSL certificates
• My test webhooks events are not getting delivered. What should I do?
• Unable to find log for adding email to a customer
• Where to find subscription event logs in Chargebee?
• How to differentiate payment succeeded events for offline payment from that for online payment?

SSL/TLS/HTTPS 3

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

Webhooks 14

• 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?
• 301 or 302 Redirection error for Webhooks URL

See all 14 articles

Time Machine 2

• Limitations of time machine
• I am not able to receive OTPs when I test the site using Time machine

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 & Privacy 22

• 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?
• Will there be a reduction in fraud after implementing 3DS?

See all 22 articles

MailChimp 2

• How to integrate Chargebee with MailChimp to synchronize your subscriber contact information?
• What data is synchronized from Chargebee to MailChimp?

Refersion 6

• Integrating Refersion with Chargebee
• What is SKU Level Commission?
• Can I reward customer referrals with this integration?
• Are refunds passed back to Refersion when they take place in Chargebee?
• Setting up the integration in Refersion

See all 6 articles

Zapier 5

• 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
• Can I override tiered price points using Zapier 2.0?

Moxtra 1

• What does Chargebee + Moxtra do?

Referral Candy 2

• How should I (as a merchant) share referral links with my existing customers?
• Referral Candy network privacy issue

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?

ShipStation 3

• 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?

Xero 27

• How to install the Google Chrome Extension for Xero/Quickbooks Reconciliation?
• What report should I run to get the details for Discount Reversal?
• Where can I see the details for bad debt?
• How to calculate Tax Reversal for a month?
• How to match invoices report to a line item report?

See all 27 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.

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Pipedrive 3

• What is Pipedrive? How does it work?
• Steps to integrate Pipedrive with Chargebee
• Allow Chargebee to manage 'Organization' in Pipedrive

Salesforce 32

• 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 --
• 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
• New user login for Salesforce - Chargebee integration
• What are the prerequisites for Salesforce integration?

See all 32 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

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Reporting 19

• 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?
• Can the Chargebee dashboard be customized?

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Revenuestory 115

• 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?
• My Dashboard values are not getting updated in Chargebee
• How to calculate the MRR value for the customers whose subscription change is in the Future?

See all 115 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 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

API hacks 12

• Setting up your own Referral Program
• How to view the details of changes to the unbilled charges via the API ?
• Error: You have configured chargebee with test site. Please configure it with live site
• What is the use of mandatoryAddonsToRemove()?
• How to get Plan listing via UI & API - PC 2.0?

See all 12 articles

General API queries 10

• Applying filters when retrieving data through API
• What is API Changelog?
• JS API Rate limit - Chargebee
• How to add billing/shipping address using one-time charge API?
• How to retrieve the value of coupon applied to subscriptions using API?

See all 10 articles

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

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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 Apps 2

• How to integrate Chargebee natively in your Android and iOS apps?(BETA)
• Is there any customer information shared while using App Stores?

RevRec - Examples 0

RevRec - Analytics 0

RevRec - Security 0

Retention-Internal 108

• What are the core billing features of Chargebee Retention?
• How to setup Chargebee Retention for the Chargebee Billing self-serve portal?
• How to setup Chargebee Billing with Chargebee Retention for live site?
• How does the Repurchase Revenue Impact Reporting?
• Define the Chargebee Retention testing methodology

See all 108 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