The following options are seen only when Metered Billing has been enabled for the Chargebee site:.Invoicing Options: the options below govern how invoices are generated for the subscription. Set the Auto-Collection Status for the subscription. When not provided, the number of billing cycles set for the plan price point is used. If set to a value in the past then that date/time should not be more than the duration worth a plan billing period, into the past.Įnter the number of Billing Cycles that the subscription should run before canceling automatically. If not provided, the subscription starts immediately. The date/time at which the subscription is to start or has started. When not entered, it is auto-generated by Chargebee.Įnter a Start Date for the subscription. It can be a string up to 50 characters long. Multiple coupons can be applied.Įnter a unique id for the subscription in the Subscription ID text box. Also, select the Number of days of service provided.Ĭlick the Add Coupon dropdown and apply any of the coupons available. Under Charge customers on, select the event at the occurrence of which, the charge should be added to the subscription. Repeat this step to add more addons.Ĭlick Add Charge to select a charge for the subscription. Select the billing frequency for the addon and click Add. Select the appropriate currency and billing frequency combination for the plan and click Add.Ĭlick Add Recurring Addon to select an addon for the subscription. Select a Product Family from the dropdown.Ĭlick Add plan to select a plan for the subscription. Click Create, and a customer is created in Chargebee.Select if you want tax exemption for the customer and if auto-collection should be enabled.The same checkbox is also available when creating the subscription, and takes precedence over this. Only applicable when the "auto-closing invoices" feature has been enabled for the Chargebee site. Do not auto-close invoices checkbox: This overrides for the customer, the site-level setting for auto-closing invoices.Select the Preferred currency for the customer from the list of currencies enabled in Chargebee.Select the Language used in customer-facing pages such as Checkout, Self-Serve Portal, invoices, and emails.The value must be a string up to 50 characters long. Customer ID: Enter a unique ID for the customer.Contact support to make such a correction.): Follow these additional steps to create a new customer (Once you are done with this step, you cannot go back to step a and change the Chargebee site for the contact yourself. Alternatively, click Create new customer to create a new customer record. Click on the dropdown and select the Chargebee site for which you want to create the subscription.Ĭustomer in Chargebee: Select the customer from the list and click Link and Proceed. If you have multiple Chargebee sites connected to the HubSpot account, then instead of the Create Subscription button, you may see the Action dropdown. On the right panel, locate the object section for Subscription and click Create Subscription. The deal must be associated with a contact before the next steps can be performed. As you work through deals and close them, you can easily create Chargebee subscriptions from a deal in HubSpot.įollow the steps below to create a subscription from HubSpot: If you have a business model which is primarily sales-driven, instead of prospects directly purchasing plans without assistance, the cycle starts in HubSpot. When you perform a Chargebee action via HubSpot, the action is authorized using the privileges of the admin user who configured the integration between Chargebee and HubSpot. Chargebee's Solution on Google API Change.Google Play Store Sandbox Configuration.Configurations & Historic Data Processing.Objects and fields mapped between Chargebee and NetSuite.Tax handling in Chargebee - NetSuite Integration.Setting up Token-based Authentication in NetSuite.Accounts Receivable Invoice object mapping.Pre-implementation Settings in Sage Intacct.Reconciling Chargebee Invoices with Xero.Objects and Fields Mapped between Chargebee and QuickBooks.Reconciling Chargebee Invoices with QuickBooks.PSD2 and Strong Customer Authentication.
Worldline Online Payments ePayments via Spreedly.Worldline Online Payments (formerly Ingenico) Direct Integration.Worldline Online Payments(formerly Ingenico).dLocal support for Latin America (LATAM) cards.
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