How to Navigate and Utilize the ChargeBee Interface Effectively

Welcome to ChargeBee. In this guide, we'll walk you through the key features and functionalities of the ChargeBee interface to help you manage your subscriptions and billing efficiently.

Dashboard Overview

Once you log in, you'll land on the home page. This is your dashboard for:

• MRR activations

• Payments

• Subscription health

The data displayed here is powered by Revenue Story for real-time insights.

Customers Tab

The Customers tab holds all your customer records. Here, you can:

• Search and filter customer records

• View customer details

• Perform actions on a particular customer record

Subscriptions

Under Subscriptions, you will find every customer's plan. You can perform subscription actions such as:

• Canceling

• Pausing

• Reactivating

Note: In ChargeBee, a customer is the entity you are billing, while a subscription is what and how often you are billing them. Every subscription is tied to a customer, but not all customers need to have an active subscription.

Invoices and Credit Notes

This is your billing command center. You can:

• View invoices

• Issue void or refund invoices

• Track credit notes

Quotes

From the Quotes tab, you can:

• Send draft quotes to customers

• Modify pricing

• Convert quotes to subscriptions

Product Catalog

Your product catalog houses all your plans, add-ons, charges, and coupons. This is where your pricing strategy comes to life. Use entitlements to define feature access based on the plans customers sign up for.

Logs

Logs provide a full audit trail of:

• Subscription updates

• Transactions

• Invoice actions

Everything is searchable and timestamped.

Revenue Story

For deeper insights, head to Revenue Story for its 150-plus reports on growth, churn, revenue, and more.

Apps

Manage your integrations with tools like Salesforce, Slack, or any other custom tools under the Apps section.

Settings

Under Settings, you will find Configure Chargebee, which is crucial for:

• Billing logic configuration for subscriptions and invoices

• Payment gateway integration

• Currency and tax configuration

Customer-facing essentials allow you to set up the appearance of your checkout page, subscription portal, and emails. Configure Dunning and manage team members by adding or inviting them to your Chargebee workspace.

Help Resources

Find your help resources under the Help section.

That's your Chargebee interface. It's simple, powerful, and built to scale with you.