Chargebee Updates

Chargebee update · June 27, 2019

New for Our Chargebee Integration: Updated Integration with New Triggers and Actions

Chargebee helps you customize your subscription billing workflows, and with its Zapier integration, you can automate those workflows even further. Chargebee has recently updated their Zapier integration, and now offers 16 triggers and 8 actions. That means you can trigger workflows in 1,500+ other apps whenever almost anything more
Chargebee update · November 7, 2016

New for Chargebee: Automatically Update Existing Contacts

A mismatch in customer information could lead to a lot of manual work in reconciling to make things right. The newest update to Chargebee can automatically update customer details with a Zap. That way, you can rest easy knowing your contact information remains uniform across billing, finance, and accounting. more
Chargebee update · September 3, 2015

New Instant Triggers for Chargebee

If your business runs on subscription fees, you know how important it is that they be charged in a timely manner. Keeping your revenue stream up and reliable is the name of the game. Chargebee gives you that subscription management power, plus automated billing and the data you need more
Matthew Guay
Written by Matthew GuayLast updated July 18, 2016

Payments sound simple, until you start thinking of all the small things you'll need to worry about. How will you offer custom discounts to some customers, or extend their trials, or charge different tax rates depending on where your customers live? What if people want to change their plan, or print out a copy of their invoice?

Chargebee is a subscriptions management tool that's focused on making those smaller parts of subscription payments simple. It'll keep you and your customers happy—at least about the payment side of things—so you can focus on building the things you love.

Chargebee doesn't directly process your payments—you'll still need a payment gateway for that—but it will automatically figure out how much each customer needs to pay, and let them pay with the payment system they like. You can accept direct ACH transfer payments—or even log cash and check payments—right alongside standard PayPal, Amazon Payments, credit card, and other payment options. And if you're not sure which system to use to process your payments, Chargebee's payment gateway evaluator will help you decide.

Then, you'll need to list your products and get them ready for sale. From your product catalog, you can add plans, add-ons, and coupons—and even can build a one-time-use coupon set, to create them in bulk from a spreadsheet and hand them out to customers for one-off discounts. Product plans can be as detailed as you want, with a flat or per-unit fee; billing cycles by week, month, or year; and optional setup cost and trial as long as you'd like. There's even a hosted checkout page, which you can share with customers and sale your products without building your own website, if you'd like.

If you'd like to use those hosted checkout pages by default, the Chargebee theme gallery will be just what you need. You can pick from a number of color-based themes, tweak fonts and wording, and make the checkout page feel like your own. Or, you can use its API to connect Chargebee to your own app, to process payments directly from your own site. Then, your customers can use it to choose their plan, add any add-ons, and even come back to change their plan in the future. And if you need to change pricing in the future, you can grandfather in existing subscribers while applying the new pricing to new subscriptions automatically.

You'll also need to send receipts and invoices to your customers—along with reminder emails when their subscription is about to renew, or when their credit card has died. Chargebee includes options for each of these. You can customize the info on your invoices, add notes, and setup a workflow for dunning emails that will be automatically sent out on a schedule after payments fail. And, you can tweak your email templates, adding variables and custom design to make them fit your brand and feel personalized.

There's more, too: dashboards that list your subscriptions, tools to dig in and see who's subscribed to what, and more. Chargebee includes everything you need to manage your subscriptions, make your customers feel at home, and figure out how you can save the most money with your payment processing.

Take your transactional emails even further by learning everything you need to learn about email marketing in Zapier's Ultimate Guide to Email Marketing ebook.

Have any feedback on this overview, or something we should change? Let us know!

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.

Learn More