What are the Sidebar improvements (Action Panel) on PC 2.0?

Modified on: Wed, 26 Apr, 2023 at 1:17 PM


Where can I find this action panel on the Customer details page?

Where can I find this action panel on the Subscription details page?


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 PageSubscription Details Page
Create New SubscriptionEdit Subscription
Create QuoteCreate and Send a Quote
Edit CustomerAdd One-Time Charges and Quick Charges
Request PaymentCharge for items within or outside of the product catalog.
Email this customer a link to pay all their unpaid invoices.Add Charge
Request Payment MethodCharge this subscription for non-recurring products or services.
Send this customer a request to update their payment method.Create Quick Charge
Add Billing InfoCharge this subscription for items outside of the catalog.
Add One-Time Charges and Quick ChargesAdd Coupon
Charge for items within or outside of your product catalog.Add Manual Discount
Add ChargeRequest Payment Method
Charge for products or services that are non-recurring.Send email to customer for updating payment method.
Create Quick ChargeBill Future Renewals
Charge customers for items outside of your catalog.Generate invoice for the next subscription renewal(s).
Update Promotional CreditsEdit 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 paymentPause Subscription
Delete CustomerCancel 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.

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