Chargebee Release Notes

You can now decommission a subscription directly from the Cancel Subscription flow in the Chargebee Billing interface. Previously, this was only possible through the API. Decommissioning keeps a cancelled subscription available for audit and history, but blocks every further action on it except deletion, including reactivation. You can also filter your subscription list to find subscriptions that have been decommissioned.

Why is this important?

Your team can now retire a subscription for good directly from the cancellation screen, without needing an engineer to call the API. You can also separate decommissioned subscriptions from the cancelled ones when you search, report, or clean up your subscription list, making it easier to find subscriptions you've permanently retired after cancellation while keeping their history for audit and reference. See Subscription Cancellation for how decommissioning works.

How can you use it?

To decommission a subscription:

1. In your Chargebee Billing site, open the subscription and click Cancel Subscription.
2. Choose when to cancel it.
3. Turn on Decommission this subscription.
4. Complete the cancellation.

To control whether this option shows up for your team, go to Settings > Configure Chargebee > Billing LogIQ > Customers & Subscriptions > Subscription cancellation and use the Show decommissioned toggle (on by default).

Renewal Optimization is now available in Chargebee Growth. It lets you update subscription pricing and packaging across large sets of subscriptions, without writing code. Migrate subscribers to a new plan, adjust plan or addon prices, align subscriptions to your current catalog pricing, and more through a guided wizard.

Why is this important?

Growth, monetization, and billing operations teams can now run price increases, catalog migrations, and plan consolidations directly, instead of relying on custom scripts or engineering time. Common use cases include aligning existing subscriptions to a new catalog price after a price increase, migrating customers from legacy per-unit pricing to tiered or volume pricing, applying annual or semiannual price increases, and migrating subscribers off a legacy plan.

How can you use it?

Renewal Optimization is currently in early access; contact Chargebee Growth support to have it enabled for your account.

• In your Chargebee Growth site, go to Renewal Optimization in the left navigation and click + Create Renewal Optimization.
• Define your audience: Build filter rules (property, operator, value) to select the subscriptions to target. Paused, cancelled, advance-invoiced, and contract-term subscriptions are excluded automatically.
• Choose an action: Plan Price Adjustment, Plan Change, Addon Price Adjustment, or Align to Catalog. Each optimization supports one action type; create separate optimizations for more than one.
• Configure how changes apply: Immediately or at the next renewal, with or without proration, and how to handle subscriptions that already have a scheduled change (skip, discard, or retain existing schedules alongside the new change).
• Preview then publish: Review a simulation of the exact changes for your audience, export the analysis as a CSV if you need stakeholder sign-off, then publish. The optimization runs in the background, and results show counts of subscriptions modified, skipped, and failed, with a per-subscription audit log.

A published optimization can't be reversed, so always review the Preview Changes tab before publishing.

RevenueStory now exposes some of its data source settings as user-configurable preferences, accessible from a new Preferences section.

Why is this important?

Settings like week formatting previously required you to contact Chargebee Support. These are now user-configurable at runtime and take effect immediately, without a deploy or manual intervention.

How can you use it?

In your Chargebee Billing site, go to RevenueStory > Preferences to view and update details such as Week Formatting, Exclude Currency Symbol in Exports, and so on.

You can now void an outstanding delayed-capture authorization and resolve its associated invoice simultaneously, either from the Chargebee UI or using the Void Authorization Before Capture API.

Why is this important?

You can now void or write off an invoice directly while an authorization is active. Chargebee automatically releases the payment hold and resolves the invoice in one step, via the app or API.

• Void or write off the invoice: Chargebee automatically releases the gateway hold first, then closes the invoice in the same step.
• Release the hold only: Cancels the payment authorization while leaving the invoice open.

How can you use it?

The invoice must have an outstanding scheduled-capture authorization.

1. Open the invoice while the transaction is authorized (not captured).
2. Use Void or Write off. Chargebee shows an authorization notice with the linked transaction IDs, voids the authorization, then voids or writes off the invoice. On the payment card, Void authorization voids the transaction only. From the API, call Void authorizations before capture with invoice_action set to void, write_off, or leave_open.
3. Confirm the authorization transaction is voided. leave_open voids the transaction only and leaves the invoice open.

For parameters and samples, see Void authorizations before capture.

You can now configure delayed capture for card payments processed through PayPal Commerce (Advanced Credit and Debit Cards). Instead of charging instantly at checkout, Chargebee allows you to authorize the payment first and capture the funds after a custom delay.

Why is this important?

Holding funds before final capture gives you greater operational control over order processing while lowering merchant costs:

• Flexible Fulfilment Windows: Hold authorized funds while completing stock checks, manual fraud reviews, or digital asset delivery.
• Reduced Refund and Chargeback Fees: Avoid unnecessary transaction fees and chargebacks caused by immediate captures on orders that are later canceled.
• Automated Payment Voiding: If an order is canceled or paid through another method before the capture window ends, Chargebee automatically releases the payment hold.
• Global Currency Support: Applies across all currencies supported by your PayPal Commerce integration.

How can you use it?

Prerequisite: Contact Chargebee Support to get Delayed Capture enabled for your site if Capture Settings is not visible on your PayPal configuration page.

1. In the Chargebee Billing app, go to Settings > Configure Chargebee > Payment Gateways and select PayPal.
2. Under Advanced Configurations, open Capture Settings and set Capture Type to Manual Capture.
3. Choose a Capture Delay of up to 7 days, then select Apply and Confirm.

Note: Delayed capture applies only to customer-initiated ACDC card payments. It is not for PayPal wallet or Venmo payments, and not for merchant-initiated charges such as renewals, retries, or Dunning. Those still capture immediately.

For delay options, invoice capture-or-void behavior, and limitations, see Capture settings for PayPal Commerce.

We've updated the Go-Live plan selection experience to support Chargebee's new Flow and Enterprise plans. The questionnaire-based recommendation step has been removed, so you now view and select plans directly.

Why is this important?

This replaces the earlier Performance, Enterprise, and Starter plan options with the new Flow and Enterprise plans. You can choose a Flow plan (Pay as you go or Commit monthly), compare estimated costs with the new cost calculator, and activate your chosen plan in a self-serve way - without going through a recommendation questionnaire. The Enterprise plan retains the existing Talk to Sales flow.

How can you use it?

1. Log in to your Chargebee Billing site.
2. From the trial, start the Go-Live flow. You'll land directly on the plan selection screen (no questionnaire).
3. For Flow plans, use the segmented toggle to compare Pay as you go and Commit monthly. Use the cost calculator to enter your expected monthly billing value and see the estimated monthly cost; the lower-cost option is highlighted as Recommended.
4. Select Buy Now on your chosen Flow plan to continue through currency selection and activation. For Enterprise, select Talk to Sales.

Links to subscriptions and customers on the omnichannel subscriptions overview page now open in a new browser tab. Previously these links behaved like buttons and navigated within the same tab, so you couldn't open multiple records side by side.

Why is this important?

When reviewing or comparing omnichannel subscriptions, you often want to keep the list page open while opening individual subscription or customer records. Opening links in a new tab lets you view several records at once without losing your place in the list --- useful during audits, troubleshooting, and bulk review.

How can you use it?

On the Omnichannel subscriptions list page in Chargebee Billing, click any subscription or customer link --- it now opens in a new browser tab. You can also right-click and use "Open link in new tab" as usual. No setup is required.

The Billing mode setting is now called Proration mode, to better reflect what it actually controls: whether prorated charges and credits for your customers' subscription changes are calculated in calendar days or to millisecond precision. You'll see a banner in Configure Chargebee > Billing LogIQ > Billing & Invoices > Proration mode confirming that your existing settings haven't changed.

The old name suggested this setting controlled how you bill customers overall. Proration mode makes it clear that it only affects proration.

You can now turn on a free-text input for any exit survey reason, not just the built-in "Other", and set a custom placeholder for it.

Why is this important?

This lets you collect detailed feedback on the specific reasons that matter to you, instead of only on "Other".

How can you use it?

In the funnel designer's reason editor, turn on Enable text input for a reason and set its placeholder text. The "Other" reason keeps its text input enabled by default and remains the only reason where text entry is mandatory to submit.

You can now override cancel timing for a specific cancel experience, instead of relying only on your global cancel-timing setting.

Why is this important?

If different cancel experiences need different cancellation policies, you no longer need to change your global default to accommodate one funnel.

How can you use it?

In a cancel experience's configuration, use the new Cancel Timing (Chargebee) section. It defaults to Use global default, and you can override it with the same options available at the global level. Clearing the override returns the experience to the global default.

You can now apply quantity discounts to per-unit items when creating or updating a Subscription Ramp. It works alongside the existing fixed-amount and percentage discount types, and you can set its duration to one-time, forever, or limited period.

Why is this important?

• Automate negotiated deal terms across ramp stages: Quantity discounts grant a set number of free units without altering the overall billed quantity, a common requirement in custom B2B contracts. You can now schedule these terms directly within your ramp workflows.
• No manual interventions: Schedule unit discounts to trigger automatically on future ramp dates without requiring manual updates when the term takes effect.

How can you use it?

From the Chargebee Billing app

1. Open the subscription you want to add the Quantity discount to.
2. Click Create Ramps.
3. On the Create Ramps modal, click Add manual discount. Select the Discount type, enter the quantity, and choose the duration.

From the API

Pass the new discounts_to_add[quantity] parameter on the Create a ramp and Update a subscription ramp endpoints. When you set a quantity, discounts_to_add[type] is automatically set to offer_quantity.

If you've configured taxes on your Chargebee Billing site, you can now update the address fields of an invoice, as long as the change doesn't affect the tax already calculated for it.

Why is this important?

You can now fix address typos on invoices taxed through AvaTax for Sales without voiding or regenerating the invoice, preserving its tax details.

How can you use it?

No additional setup is required.

For AvaTax for Sales, you can update Address Lines 1–3, City, State, and Zip when:

• The Avalara document is successful and uncommitted.
• A tax re-estimate for the new address matches the tax already calculated on the invoice.

Country and the VAT Number fields can't be edited, since they affect the calculated tax.

You can now turn off outbound customer record updates from Chargebee Billing to NetSuite using the new Sync Updates to Customer setting.

Why is this important?

When customer data is managed directly in NetSuite or imported into Chargebee via external middleware, syncing updates back to NetSuite can overwrite master records. This control ensures your primary customer system remains untouched.

How can you use it?

In your Chargebee Billing site:

1. Go to Apps > NetSuite > Configure Advanced Sync Rules.
2. Turn off Sync Updates to Customer.
3. Click Save to save your changes.

RevenueStory's data sync is now more agile and transparent. When individual records contain errors, RevenueStory skips those records and continues syncing the remaining valid data, rather than halting the entire sync.

Why is this important?

Previously, a single invalid record could stop the entire sync, leaving the dashboard showing outdated data for a longer duration without a clear explanation. Sync now continues uninterrupted, and administrators receive a clear, actionable view of which records were skipped and why.

How can you use it?

In your Chargebee Billing site, go to RevenueStory to view the following details:

• Sync status for the last 15 syncs, categorized as Healthy, Warning (some records skipped), or Error (sync stopped).
• Skipped Records details, including the specific reason each record was skipped and whether it requires action on the merchant's part.
• A status banner on the dashboard indicating when data is not fully up to date.

Skipped records are automatically retried every 15 minutes.

Currency values in RevenueStory are now displayed using South Asian digit grouping 3:2:2 (for example, 10,00,000) for supported currencies, aligning monetary figures with regional conventions.

Why is this important?

Chargebee Billing previously formatted all currency values using the international digit grouping convention 3:3 (for example, 1,000,000). For customers operating in South Asian markets, this format does not align with the local numbering convention, making large monetary values harder to read and reconcile.

This formatting is applied automatically to currencies configured through a backend setting. By default, this includes:

• Indian Rupee (INR)
• Bangladeshi Taka (BDT)
• Bhutanese Ngultrum (BTN)

How can you use it?

The updated format applies automatically across Chargebee Billing and RevenueStory Dashboards, Report Explorer, Report Builder, and covers both compact notations (K, L, Cr) and full comma-separated figures. Currencies not included in this configuration continue to use the existing international grouping.