Scope

What is the quick action in PC 2.0?

What is the use of the quick action button in PC 2.0?

Summary

With the new UI enhancements on Leap UI to make the navigation a lot simpler, Chargebee allows you to navigate to the list of associated options for a specific item with a single click. This option is available on the Customers, Subscriptions, Invoices, Transactions, Product Families, Plans, Addons, Charges, Coupons, and Coupon Codes index pages.

Click on the ellipsis on the right corner of the items from the items index page to open quick action to access options relevant to the items.

Solution

Index Page Quick Action

1. Subscription Index Page

Chargebee allows you to navigate to the specific Customers page, Invoice pages & Transaction pages associated with a subscription with a single click. To make the navigation a lot simpler, you can also edit Customer, Subscription details and update important details by navigating from the Subscription Index Page itself.

Click on the ellipsis on the right corner of the subscription from the subscription index page, and the options are listed below.

References

• Show associated Customer: This will redirect you to the associated Customer details page.
• Show associated Invoices: This will redirect you to the Invoice Index page associated with this subscription.
• Show associated Transactions: This will redirect you to the Transaction Index page associated with this subscription.

Quick Actions

• Edit Subscription
• Edit Customer
• Request Payment Method
• Add Credit Card
• Add shipping address
• Add Billing Info
• Cancel Subscription

2. Customer Index Page

Chargebee allows you to navigate to the specific Subscription details page, Invoice pages, Order pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also edit Customer, Subscription details and update important details from the Subscription Index Page itself.

Click on the ellipsis on the right corner of the Customer, and the options are listed below.

References

• Show associated Subscription: This will redirect you to the associated Subscription details page.
• Show associated Invoices: This will redirect you to the Invoice Index page associated with this Customer.
• Show associated Transactions: This will redirect you to the Transaction Index page associated with this Customer.
• Show associated Orders: This will redirect you to the Order Index page associated with this Customer.

Quick Actions

• Edit Customer
• Create New Subscription
• Request Payment Method
• Add Credit Card
• Add Billing Info
• Change auto collection
• Delete Customer

3. Invoice Index Page

Chargebee allows you to navigate to the specific Customer details page, Subscription pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also send an email and download the invoice as a pdf.

Click on the ellipsis on the right corner of the Customer, and the options are listed below.

References

• Show associated Customer: This will redirect you to the associated Customer details page.
• Show associated Subscription: This will redirect you to the associated Subscription details page.
• Show associated Transactions: This will redirect you to the Transaction Index page associated with this Customer.

Quick Actions

• Send Email
• PDF

4. Credit Notes Index Page

Chargebee allows you to navigate to the specific Customer details page, Subscription pages, Invoice pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also send an email and download the Credit Notes as a pdf.

References

• Show associated Customer: This will redirect you to the associated Customer details page.
• Show associated Subscription: This will redirect you to the associated Subscription details page.
• Show associated Invoices: This will redirect you to the Invoice Index page associated with this Customer.
• Show associated Transactions: This will redirect you to the Transaction Index page associated with this Customer.

Quick Actions

• Send Email
• PDF

5. Product Family Index Page

Chargebee allows you to navigate to the Plans, Addons & Charges list page associated with the Product family with a single click. 

References

• Show associated Plans: This will redirect you to the associated Plans list page.
• Show associated Addons: This will redirect you to the associated Addons list page.
• Show associated Charges: This will redirect you to the Charges list page associated with the respective Product family.

Quick Actions

• Edit Product Family
• Delete Product Family
• Create Plan
• Create Addon
• Create Charge

6. Plans Index Page

Chargebee allows you to navigate to the Subscription list page associated with the Product family with a single click. 

References

• Show associated Subscriptions: This will redirect you to the associated Subscription list page.

Quick Actions

• Edit

7. Addons Index Page

Chargebee allows you to edit Addons with a single click. 

Quick Actions

• Edit

8. Charges Index Page

Chargebee allows you to edit Charges with a single click. 

Quick Actions

• Edit

9. Coupons Index Page

Chargebee allows you to navigate to the Subscription list page associated with the Coupon with a single click. 

References

• Show associated Subscriptions: This will redirect you to the associated Subscription list page.

Quick Actions

• Edit
• Clone

9. Coupons Index Page

Chargebee allows you to perform the quick actions listed below.

Quick Actions

• Edit Coupon Set
• Delete Coupon Set
• Delete Coupon Set
• Edit Json Meta data

Refer to this link to know more about the other new UI enhancement of PC 2.0.