Chargebee Release Notes

You can now accept Pix, Brazil’s most popular instant payment method, directly within Chargebee Billing via the dLocal gateway.

Why is this important for your growth in Brazil?

• Bypass Credit Card Declines: Cross-border credit cards in Brazil suffer from high failure rates due to aggressive anti-fraud blocks. Pix runs directly through bank accounts, offering higher authorization rates and drastically reducing involuntary churn.
• Zero Local Friction: Via dLocal, you can accept local Brazilian payments seamlessly without the legal, operational, and tax overhead of establishing a local regional entity.
• Automated Subscription Workflows: Built-in webhooks automatically track payment status, verify transactions asynchronously

How can you use it?

Follow these steps to configure Pix as a payment method for dLocal in your Chargebee Billing site:

1. Go to Settings > Configure Chargebee > Payment Gateways > dLocal.
2. Enable Pix on the Configure dLocal page.
3. Click Apply to save your changes.

Once enabled, you can start accepting Pix payments. To learn more, refer to the documentation.

You can now configure a site-level redirect URL for subscription Checkout sessions that is distinct from the URL configured for one-time Checkout. If your site is migrated from the legacy Checkout suite, your existing site-level redirect URL is copied to the new configuration.

Why is this important?

You can use this URL as a fallback destination after a subscription checkout is completed, while continuing to set separate redirect URLs at the API session and plan levels. This gives you more control over where customers are sent after completing subscription checkout. Chargebee applies redirect URLs in the following order of precedence: API or session-level URL first, plan-level URL next, and site-level URL last.

How can you use it?

1. Sign in to Chargebee Billing.
2. Navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal > Configuration tab.
3. In the Checkout section, scroll down to Redirect URL and select the downward chevron (˅) next to it.
4. In the text box, enter a valid HTTP or HTTPS URL to redirect to, then select APPLY.

You can now leverage location-based customer segments to target subscription renewal reminders to specific geographies, ensuring seamless adherence to local regulations.

Why is this important for your global compliance and revenue operations?

Strict consumer regulations, such as those in the UK and EU, require advance notice before a subscription auto-renews. With this update, you can isolate these notifications to a location or country, ensuring local compliance without over-notifying global subscribers.

How can you use it?

1. Sign in to Chargebee Billing site.
2. Navigate to the Subscriptions or Customers list page.
3. Use the filter to define a segment with billing country as a condition. Save this segment and apply it when configuring renewal reminder notifications.

You can attach different segments to notification workflows and schedule reminders at required intervals, ensuring that only customers in the selected locations receive the communication at the right time.

Introducing Catalog Organizer in Chargebee Billing to restructure your product catalog by moving and consolidating item prices across items without re-creating them.

Why is this important?

The product catalog can get cluttered during migration or when you maintain multiple prices across regions, currencies, and billing frequencies. With Organizer enabled by default, your sites can immediately streamline and consolidate item prices as needed. You can now quickly:

• Merge item prices from one item to another without recreating them.
• Move multiple item prices in a single bulk operation.
• Preview changes before confirming, and retry failed moves.
• Clone an item to use as a destination, and maintain a clear catalog structure.

How can you use it?

Go to Product Catalog > Catalog Organizer in your Chargebee Billing site and move your items as required. Learn more.

You can now assign a dedicated Developer role in Chargebee that gives your team access to integration settings such as API Keys, Webhooks, Event Streams, Custom Fields, and AI Settings, without granting Admin role permissions. This role is available only on test sites and is designed specifically for developers who need to build and validate integrations.

Why is this important?

Previously, developers required Admin access to configure integrations, exposing sensitive areas such as user management, billing, and site-wide settings. This created unnecessary security risks and went against the principle of least privilege. With the Developer role, you can limit access to only what is required, reducing risk while maintaining productivity. It also helps you identify developer users across sites, enabling more relevant updates and alerts tailored to their needs.

How can you use it?

To get started, log in as an Admin on a test site and invite a user by selecting the Developer role under Settings > Team Members > Invite a Team Member/Edit team member to add or modify users in your Chargebee account.

Once the invitee accepts and logs in, they can access integration-related settings, while restricted areas such as user management, site-level configurations, and reports remain unavailable. Learn more.

You can now sync excess payments from NetSuite to Chargebee Billing using the Sync Excess Payments setting. When enabled, any unapplied amount on a NetSuite payment is recorded as an excess payment in Chargebee Billing and linked to the original NetSuite transaction.

Why is this important?

Previously, unapplied amounts in NetSuite were not reflected in Chargebee Billing, causing reconciliation gaps. This update provides a complete view of customer balances and helps avoid duplicate payment records during sync.

How can you use it?

1. Sign in to Chargebee Billing site.
2. Navigate to Apps > NetSuite > Advanced Sync Rules > Sync Excess Payments.
3. Turn on the Sync Excess Payments toggle.

Record the offline payment in only one system and follow a consistent process to avoid reconciliation issues.

You can now backdate subscription changes beyond the current term with calendar billing proration disabled. When you make such corrections, Chargebee Billing reverts existing invoices as credits and applies them to a newly generated invoice that reflects the correct full amount for the period, without prorating the first term.

Why is this important?

In scenarios where billing dates change or pricing corrections are applied retrospectively, proration can lead to inaccurate charges for the initial period. This enhancement ensures that the first billing period reflects the full intended amount, helping you avoid undercharging and maintain consistency in fixed monthly pricing models.

How can you use it?

When you need to correct subscription pricing from an earlier date, backdate the change beyond the current term with calendar billing proration disabled. Chargebee Billing will automatically credit previous invoices and generate a revised invoice with the correct full-period charge, ensuring accurate billing without partial calculations.

You can now apply applicable addons and charges across subscriptions with multiple plans during creation and updates.

Why is this important?

In multi-plan subscriptions, ensuring that mandatory addons are always included can be challenging, especially during updates. This enhancement helps you maintain pricing accuracy and avoid missed charges by automatically enforcing addon requirements, reducing the risk of incomplete billing.

How can you use it?

Configure mandatory addons at the plan level as needed. When creating or updating a multi-plan subscription, Chargebee Billing will automatically include the required addons for each plan.

You can now use customer-related merge tags such as first name, last name, email address, and company name directly within the invoice template builder. These fields are available in the merge tag library and can be added to your invoice PDFs wherever needed, alongside the existing subscription and customer ID fields.

Why is this important?

When working with account hierarchies, relying only on IDs can make invoices harder to interpret. With access to customer attributes, you can present clearer and more meaningful information on invoices, making it easier to identify the associated customer at a glance and improving overall readability.

How can you use it?

Navigate to the template builder and select the required customer fields from the merge tag library under the subscription customer section. Insert these tags into your invoice template wherever needed, such as headers or billing sections, to display relevant customer details in the generated PDF.

You can now view an accurate subscription summary in contract renewal reminder emails for the upcoming contract term cycle. Earlier, renewal emails did not account for ramp actions applied on the renewal date, which led to discrepancies in TCV values, amounts, and subscription summaries.

Why accurate renewal visibility matters?

Without ramp support, renewal reminders could present outdated billing information, making it difficult to anticipate revenue changes and communicate expectations accurately. With this enhancement, you now get a clear and reliable view of upcoming contract values, helping you plan renewals and forecast revenue with confidence.

How can you use it?

No additional setup is required. If you have already enabled Send contract renewal reminders in the email notification settings of your Chargebee site, the emails will now display an accurate subscription summary when a ramp is scheduled on the contract renewal date.

In Chargebee Billing, revenue recovery reports have now moved from the Classic Reports index page to the Reports tab under Checkout settings. The report data and behavior remain unchanged.

Why is this important?

This keeps revenue recovery (abandoned and recovered cart) insights available from a more relevant location in your Chargebee Billing site.

How can you use it?

To access the reports:

1. Log in to Chargebee Billing.
2. Navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal.
3. Under the Advanced Settings section, enable the Track abandoned carts toggle.
4. Select the Reports tab that now appears.
5. Select the Abandoned Carts or Recovered Carts reports to view them.