Customers & Subscriptions Subscription Management

How to configure self-serve calendar billing for SaaS business?

Modified on: Thu, 25 May, 2023 at 3:40 PM

Scope

How to configure self-serve calendar billing for digital products?

How to specify the self-serve calendar billing configuration only on subscription activation events?

Do I have the option to apply self-serve Calendar billing only for specific plans?

 

Summary

Chargebee's self-serve Calendar Billing feature, allows you to configure the settings from the Chargebee UI. First to enable self-serve Calendar Billing for your Chargebee site, contact support. Once the self-serve calendar billing is enabled on your site, follow the steps below.

  • Step 1: Click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.
  • Step 2: For the product shippable option select No.
  • Step 3: Under Enable Proration option if you want to adjust credits, toggle On or Off. Click here for more information.
  • Step 4: In the Set proration select 
  • Immediate Alignment
  • Delayed Alignment

          Refer to this link for more information. 

  • Step 5: Under Cut-off days specify the number of days during which a single invoice is generated 
  • Step 6: Configure site-wide billing or plan-specific billing based on your billing preferences and product offerings specifically.


Solution

There are 3 stages to enable self-serve Calendar billing for your site.


Stage 1

To enable self-serve Calendar Billing for your Chargebee site, contact support.

Once enabled click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.


Step 2: Is your product shippable setting by clicking the drop-down to select No.


Step 3: Enable the toggle On under Enable Proration option if you want to adjust credits when a subscription is created or changed outside of the billing date range, if not Off. Click here for more information.



Step 4: In the Set proration method, select any of the following options as per your business:

  • Immediate Alignment:  The subscription billing date will be changed immediately to the new date and charges/credits are raised accordingly.
  • Delayed Alignment: The subscriptions will be aligned to the new billing date on the first renewal i.e., the customer's subscription will go through one full billing cycle before it is aligned with the billing date. Learn more about proration alignment.

Step 5: Under Cut-off days specify the number of days during which a single invoice is generated between two billing periods for Weekly, Monthly, and Yearly billing frequency. 




Stage 2

Site-wide Billing
Configure billing logic to change your site's default billing date. This overrides your current billing settings for all customers and plans.

To configure site-wide billing that applies to all plans and addons in your Chargebee site, follow these steps:

  1. On the self-serve Calendar Billing configuration page, click Set up Calendar Billing for your site > Add a site-wide billing frequency.

  2. On the Configure site-wide settings pop-up, specify the following details:


Select billing trigger type: Select from the following billing trigger types from the drop-down list:

  • Standard: Select this option to configure the site-wide settings and have them applied to subscription creation, activation, change, and renewal.
  • Advanced: Select this option to configure the site-wide settings and have them applied to specific subscription events.


Site-wide BillingStandardAdvanced
NameEnter a name to the calendar billing site-wide setting that will be used internally within the Chargebee siteEnter a name to the calendar billing site-wide setting that will be used internally within the Chargebee site
Select billing frequencySelect from the applicable billing frequency that is configured on your Chargebee site.
>Weekly
>Monthly
>Yearly		Select from the applicable billing frequency that is configured on your Chargebee site.
>Weekly
>Monthly
>Yearly
Select the billing trigger typeStandardAdvanced
Set a recurring billing day>Select a day/date
>Not set
>Auto set		>Select a day/date
>Not set
>Auto set
Apply these Calendar Billing settings whenNA>A subscription is created
>A subscription is activated
>A change is made to an existing subscription
>An existing subscription is renewed
Set billing date rangeNASet a range of days on which your customers will be billed for the selected events.



Set a recurring billing day
1. Select a day/date: Select a recurring billing day or date from the drop-down list to determine when the customer must be billed every subsequent week or month/year.
2. Not set: Select this option to set the billing day by calling an API.
3. Auto set: Select this option to align with the corresponding subscription's first purchase, applicable for only the associated customer.



Sample 1: Standard Site-wide monthly billing on the 6th of every month





Sample 2: Advanced site-wide weekly billing configured for Subscription created, Subscription-activated events occur between (Wednesday to Saturday)




Stage 3

Plan-specific Billing

Set up custom billing logic for specific plans. Plan-specific billing settings will override any other billing configurations on your site.

To configure self-serve calendar billing settings to specific plans on your Chargebee site, follow these steps:

  1. On the Calendar Billing configuration page, click Set up Calendar Billing for specific plans > Add a plan-specific billing frequency.

  2. On the Configure site-wide settings pop-up, specify the following details:


Plan-specific BillingStandardAdvanced
NameEnter a name to the calendar billing site-wide setting that will be used internally within the Chargebee siteEnter a name to the calendar billing site-wide setting that will be used internally within the Chargebee site
Select Plan frequencySelect from the applicable billing frequency that is configured on your Chargebee site.
>Weekly
>Monthly
>Yearly		Select from the applicable billing frequency that is configured on your Chargebee site.
>Weekly
>Monthly
>Yearly
Select the billing trigger typeStandardAdvanced
Set a recurring billing day>Select a day/date
>Not set
>Auto set		>Select a day/date
>Not set
>Auto set
Apply these Calendar Billing settings whenNA>A subscription is created
>A subscription is activated
>A change is made to an existing subscription
>An existing subscription is renewed
Set billing date rangeNASet a range of days on which your customers will be billed for these events.
Select PlansAdd at least one plan/price point for these billing settings to take effect.Add at least one plan/price point for these billing settings to take effect.



Set a recurring billing day
1. Select a day/date: Select a recurring billing day or date from the drop-down list to determine when the customer must be billed every subsequent week or month/year.
2. Not set: Select this option to set the billing day by calling an API.
3. Auto set: Select this option to align with the corresponding subscription's first purchase, applicable for only the associated customer.


Sample 1: Standard Monthly plan-specific alignment with the subscription's first purchase



Sample 2: Advanced Yearly plan-specific alignment - API Yearly billing configured for Existing Subscription Change, Existing Subscription renewed events occur between (15 to 30)




Selecting the Plans page on PC 1.0 


Selecting the Plans page on PC 2.0

You can select the plans by choosing specifically Family lists and Currency lists configured.




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