Scope
Where can I find this action panel on the Customer details page?
Where can I find this action panel on the Subscription details page?
Solution
In Chargebee, the Customer details page & Subscription details page has an Actions Panel with the important actions to perform actions at one stop.
| Customer Details Page |
Subscription Details Page |
| Create New Subscription |
Edit Subscription |
| Create Quote |
Create and Send a Quote |
| Edit Customer |
Add One-Time Charges and Quick Charges |
| Request Payment |
Charge for items within or outside of the product catalog. |
| Email this customer a link to pay all their unpaid invoices. |
Add Charge |
| Request Payment Method |
Charge this subscription for non-recurring products or services. |
| Send this customer a request to update their payment method. |
Create Quick Charge |
| Add Billing Info |
Charge this subscription for items outside of the catalog. |
| Add One-Time Charges and Quick Charges |
Add Coupon |
| Charge for items within or outside of your product catalog. |
Add Manual Discount |
| Add Charge |
Request Payment Method |
| Charge for products or services that are non-recurring. |
Send email to customer for updating payment method. |
| Create Quick Charge |
Bill Future Renewals |
| Charge customers for items outside of your catalog. |
Generate invoice for the next subscription renewal(s). |
| Update Promotional Credits |
Edit Next Billing Date |
| Apply bonuses, loyalty credits, rewards, and more to an invoice. |
Change the date or time of renewal and payment collection. |
| Record an offline payment |
Pause Subscription |
| Delete Customer |
Cancel Subscription |
|
Delete Subscription |
With the new UI enhancements, introducing improved sidebar actions with added descriptions and clearly boxed actions for better clarity in Leap UI. For now, we have only added descriptions on the Customer and Subscription detail pages.
Example: We have the descriptions for Add Charge and Create Quick Charge under the Actions Panel in the Customer and Subscription details pages.
Refer to this link to know more about other UI enhancements, refer to this link.
