# Chargebee knowledge base

### Recommended

- [Auto\-Collections for Timely Payments](https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments.md): How to Set Auto\-Collections for Payments in ChargebeeAuto\-collection in Chargebee determines whether payments for invoices are collected automatically using the customer's saved payment method\. There are three settings that govern the automatic collection of payments, and we will cover each one step\.\.\.
- [How to Edit Active Subscriptions?](https://learn.chargebee.com/q6COrMahSFs-recommended-videos/XROTEd7GzO8-how-to-edit-active-subscriptions.md): How to Edit and Manage an Active SubscriptionIn this guide, we will explore how to effectively edit and manage an active subscription\. Follow these steps to make the necessary changes to your subscription\.Step 1: Open an Active SubscriptionBegin by opening the active subscription you wish to edit\. H\.\.\.
- [How to Create & Manage a Product Family](https://learn.chargebee.com/q6COrMahSFs-recommended-videos/D7dF33jfcA4-how-to-create-manage-a-product-family.md): How to Create and Edit a Product Family in the Product CatalogProduct families are essential for presenting your plans and add\-ons to customers in a contextual manner\. They allow customers to upgrade or downgrade between plans within the same product family\. Follow these steps to create and edit pro\.\.\.
- [How to Create, Edit and Delete a Plan?](https://learn.chargebee.com/q6COrMahSFs-recommended-videos/1d4nZ99O0hU-how-to-create-edit-and-delete-a-plan.md): How to Create a New Plan in ChargebeeYou can create plans in Chargebee with each plan corresponding to a specific set of features that your customers would subscribe to\. To create a new plan in your Chargebee site, follow these steps:Step\-by\-Step GuideAccess Product Catalog: Click on Product Catalog\.\.\.

### Categories

#### Chargebee Billing

- [Chargebee Site Configuration](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration): Set up your Chargebee site with ease: set up currencies, billing, taxes, branding, and emails to launch faster\.
- [Configure Organisation Address & Time Zone](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/NNTipOcOUDw-configure-organisation-address-time-zone.md): How to Configure Your Organization Address and Time Zone in ChargebeeIn this guide, we will walk you through the steps to configure your address and time zone in Chargebee\.Step 1: Access SettingsFrom the left main menu, click on Settings\.From the drop\-down, select Configure Chargebee\.Step 2: Configu\.\.\.
- [Configure Currencies for Billing](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/nCECzwahjrA-configure-currencies-for-billing.md): How to Add and Manage Currencies in Chargebee SettingsIn this guide, we will walk you through the steps to add and manage currencies in Chargebee settings\.Step 1: Access SettingsIn the navigation bar, click on Settings\.Step 2: Configure ChargebeeUnder Settings, select Configure Chargebee\.Step 3: Man\.\.\.
- [Configure Billing Frequencies for Subscriptions](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/o1GAPxiwynw-configure-billing-frequencies-for-subscriptions.md): How to Configure Billing Frequencies in ChargeBeeIn this guide, we will walk you through the steps to configure the required billing frequencies in ChargeBee\.Step\-by\-Step Guide            Access Settings:                    From the main menu on the left side, click on Settings\.            Select Co\.\.\.
- [Configure Brand Styles](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/Cm6nAo9iXRs-configure-brand-styles.md): How to Configure Brand Styles in ChargebeeYour brand is more than just a logo\. With brand styles, you can seamlessly bring your brand's personality into the subscription experience by adding your logo, icon, favicon, and brand colors that reflect your identity\. A branded experience is not just about\.\.\.
- [Configure Invoices and Credit Notes](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes.md): Configuring Invoice and Credit Note Settings in ChargebeeIn this guide, we will walk you through the steps to customize invoice and credit note settings in ChargeBee\.Step 1: Customize Invoice SettingsClick on Settings and configure ChargeBee\.Navigate to Invoices, Credit Notes, and Quotes\.To change t\.\.\.
- [Configure Language Settings](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/K4L4vRdHsJk-configure-language-settings.md): How to Configure Language Settings in ChargebeeIn this guide, we will learn how to configure language settings in Chargebee\. This includes activating customer\-facing languages, personalizing translations using a language pack, and setting a preferred language for each customer\.Step 1: Access Languag\.\.\.
- [Configure Dunning Rules & Email Notifications](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications.md): How to Configure Dunning Rules and Emails in ChargebeeIn this guide, we will walk you through the steps to configure Dunning rules and emails in Chargebee\. Follow the steps below to ensure a smooth setup process\.Accessing Dunning Settings  Go to Settings\.  Select Configure Chargebee\.  Navigate to Du\.\.\.
- [Customize Your Master Email Template](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/fR2Zadv3eXA-customize-your-master-email-template.md): How to Customize the Master Email Template in ChargebeeCreating a master template ensures that your branding remains consistent across all your emails\. Follow these steps to customize the master email template in Chargebee settings\.Step 1: Access SettingsFrom your Chargebee dashboard, go to Settings\.\.\.
- [Exploring Time Machine for Scenario Testing](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/L2M0fAEfIBY-exploring-time-machine-for-scenario-testing.md): Unlock the power of Chargebee’s Time Machine — a dynamic simulation tool designed to help teams confidently test and validate billing workflows before going live\.In this video, you'll learn how to:Dive back into your billing test environment with confidence — whether it's dunning, consolidated invoi\.\.\.
- [How to Create Custom Fields in Chargebee?](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/uYCz1jAUDy8-how-to-create-custom-fields-in-chargebee.md): How to Navigate and Configure Custom Fields in ChargebeeIn this guide, we will explore how to navigate and configure custom fields in Chargebee\. Custom fields are used to store data for fields that are not available by default\. Once created, these fields can be added to hosted checkout pages and inv\.\.\.
- [Transfer Configurations between Sites](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/XBlDiyhNtvI-transfer-configurations-between-sites.md): How to Transfer Configurations Between Chargebee Test SitesReady to launch or clone your Chargebee site? With ChargeBee's transfer configurations, you can move your tested setup to your live site in just a few clicks, avoiding manual copying and hassle\. This guide will show you how to transfer confi\.\.\.

- [Build Your Plans & Pricing](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing): These videos show you how to set up your catalog and connect it to your subscriptions with ease\.
- [How to Attach an Addon and a Charge to a Plan?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/17GcrovYTxk-how-to-attach-an-addon-and-a-charge-to-a-plan.md): How to Attach Add\-ons and Charges to a Plan in ChargebeeIn this guide, we will walk you through the steps to attach add\-ons and charges to a plan in Chargebee\.Step\-by\-Step GuideNavigate to Plans:Under the Product Catalog, click on Plans\.Select the desired plan you wish to attach the add\-on and the c\.\.\.
- [How to Create & Manage a Product Family](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/D7dF33jfcA4-how-to-create-manage-a-product-family.md): How to Create and Edit a Product Family in the Product CatalogProduct families are essential for presenting your plans and add\-ons to customers in a contextual manner\. They allow customers to upgrade or downgrade between plans within the same product family\. Follow these steps to create and edit pro\.\.\.
- [How to Create Coupons with Various Discount Types and Validity Rules?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/TBplfjiCjSY-how-to-create-coupons-with-various-discount-types-and-validity-rules.md): How to Create and Configure a CouponIn this guide, we will explore how to create and configure a coupon with various discount types and settings\. We'll also cover coupon validity and duration\.Steps to Create a Coupon    In the navigation bar, click on Product Catalog\.    Under Product Catalog, selec\.\.\.
- [Creating a Price Point: How to Define Trial?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/4e0C47zkoXA-creating-a-price-point-how-to-define-trial.md): How to Define a Price Point for a PlanAfter creating plans, you can start adding multiple price points for each plan\. This allows your customers to choose a relevant price point based on their needs\. In this guide, we will walk you through the steps to define a price point for a plan\.Steps to Define\.\.\.
- [How to Create, Edit, and Delete an Addon and a Charge?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/IYQVg8LSgZE-how-to-create-edit-and-delete-an-addon-and-a-charge.md): How to Create Add\-ons and Charges in ChargebeeIn this guide, we will learn how to create add\-ons and charges in Chargebee\. Let's get started\!Creating Add\-onsAdd\-ons help you define additional products or services that you want to sell to your customers on a recurring basis along with your plans\. Fol\.\.\.
- [How to Create, Edit and Delete a Plan?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/1d4nZ99O0hU-how-to-create-edit-and-delete-a-plan.md): How to Create a New Plan in ChargebeeYou can create plans in Chargebee with each plan corresponding to a specific set of features that your customers would subscribe to\. To create a new plan in your Chargebee site, follow these steps:Step\-by\-Step GuideAccess Product Catalog: Click on Product Catalog\.\.\.
- [How to Create and Manage Coupon Sets?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/S3CZEsajKBo-how-to-create-and-manage-coupon-sets.md): How to Create Coupon Sets in ChargebeeCoupon sets can be very useful if you're running campaigns and need a large number of promo codes\. Instead of creating hundreds of individual coupons in Chargebee, you can create a single coupon set and configure its behavior\. Follow these steps to create a coup\.\.\.
- [How to Add a Coupon to a Subscription on a Customer's Request?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/HWWn9rInjKY-how-to-add-a-coupon-to-a-subscription-on-a-customer-s-request.md): How to Add a Coupon to a Subscription on a Customer's Request?In this guide, we will explore how to add coupons for customers in three different scenarios\. Follow these steps to efficiently manage coupons for your customers\.Scenario 1: Adding Coupons While Creating a SubscriptionBegin by creating a \.\.\.
- [How to Update Coupons Already Used in Subscriptions?](https://learn.chargebee.com/0hDPz13sIlQ-build-your-plans-pricing/G3KV3nBIYMA-how-to-update-coupons-already-used-in-subscriptions.md): How to Update a CouponIn this guide, we will walk you through the steps to update a coupon\.Step 1: Navigate to the Coupon Page    Go to the Coupon page\.    Select the coupon you'd like to update\.Step 2: Edit the Coupon    Click on "Edit Coupon" to make changes\.    You can update the following detail\.\.\.

- [Manage Subscriptions](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions): Learn to create, update, and manage subscriptions with ease\.
- [How to Create a Subscription in Chargebee?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/aaC5b07LZtI-how-to-create-a-subscription-in-chargebee.md): How to Create a New Subscription in ChargebeeSubscriptions connect your customers to your products or services on a recurring payment basis\. In this guide, we'll walk you through the steps to create a new subscription in Chargebee\.Steps to Create a SubscriptionAccess Subscriptions:Click on Subscript\.\.\.
- [How to Pause and Resume Subscriptions?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/JZbjtnFUum4-how-to-pause-and-resume-subscriptions.md): How to Pause and Resume Subscriptions in ChargebeeIn this guide, you will learn how to manage subscription pauses and resumes in Chargebee through various methods\.Step 1: Enable Pause Subscription in ChargebeeNavigate to Settings and select Configure Chargebee from the drop\-down menu\.Once the modal \.\.\.
- [How to Cancel a Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/9dlCQxEa3Lw-how-to-cancel-a-subscription.md): Configuring Subscription Cancellation Settings in ChargebeeIn this guide, we will walk through the steps to configure Subscription Cancellation settings in Chargebee\.Step 1: Access SettingsClick on Settings in the navigation bar\.Select Configure Chargebee from the drop\-down menu\.Step 2: Configure Bi\.\.\.
- [How to Reactivate a Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/CZdZnKxvVNY-how-to-reactivate-a-subscription.md): How to Restart Billing for a Cancelled SubscriptionA subscription may enter a cancelled state for various reasons, such as non\-payment\. This guide will walk you through the steps to reactivate a cancelled subscription\.Steps to Reactivate a Cancelled SubscriptionNavigate to Subscriptions: Select a ca\.\.\.
- [How to Create a Quote for a Subscription Change?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change.md): How to Create and Send a Quote for an Existing Subscription ChangeIn this guide, we will walk through the process of creating and sending a quote when you need to change an existing subscription\. This can be useful if you want to propose changes to a subscription and send it as a quote to a customer\.\.\.
- [Understanding Various Subscription Statuses in Chargebee](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/UnK5hT192ws-understanding-various-subscription-statuses-in-chargebee.md): Understanding Subscription Statuses in ChargebeeIn this video, we will explore the various statuses of a subscription in Chargebee\. It is crucial to understand these statuses before making any edits to a subscription\.Steps to Check Subscription StatusNavigate to the Subscriptions tab\.As an admin, al\.\.\.
- [How to Edit Active Subscriptions?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/XROTEd7GzO8-how-to-edit-active-subscriptions.md): How to Edit and Manage an Active SubscriptionIn this guide, we will explore how to effectively edit and manage an active subscription\. Follow these steps to make the necessary changes to your subscription\.Step 1: Open an Active SubscriptionBegin by opening the active subscription you wish to edit\. H\.\.\.
- [How to Edit a Subscription in Trial?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/P7iaNmBgQxk-how-to-edit-a-subscription-in-trial.md): How to Edit and Manage a Subscription in Trial ModeIn this guide, we will explore how to edit and manage a subscription that is currently in trial mode\. This process is crucial for both service providers and customers who wish to modify their subscription details during the trial period\.Editing the \.\.\.
- [How to Edit a Future Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/la8lyEVeolM-how-to-edit-a-future-subscription.md): How to Edit and Manage Future Status SubscriptionsIn this guide, we will explore how to effectively edit and manage subscriptions that are in the "Future" status\. This status indicates that the trial period for the subscription has not yet started\.Editing Actions for Future Subscriptions1\. Edit Star\.\.\.
- [How to Edit a Non\-Renewing Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/OESe1XFHH98-how-to-edit-a-non-renewing-subscription.md): How to Manage and Edit a Non\-Renewing SubscriptionIn this guide, we will explore how to manage and edit a subscription that is in a non\-renewing status\. A non\-renewing subscription means it has been scheduled for cancellation at a future date\. However, there are several options available if a custom\.\.\.
- [How to Edit a Paused Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/F69Ceb9RtUQ-how-to-edit-a-paused-subscription.md): How to Manage and Resume a Paused SubscriptionIn this guide, we will explore how to manage and resume a subscription that has been paused temporarily\. Follow the steps below to effectively handle a paused subscription\.Step 1: Open the Paused SubscriptionBegin by accessing the subscription that has b\.\.\.
- [How to Edit a Cancelled Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/BoMGWgbNUho-how-to-edit-a-cancelled-subscription.md): How to Reactivate and Edit a Cancelled SubscriptionIn this guide, we will walk you through the steps to reactivate and edit a subscription that is in the cancelled status\.Step 1: Open a Cancelled SubscriptionA cancelled subscription means it is no longer active\. If a customer with a cancelled subscr\.\.\.

- [Work with Customer Records](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records): Understand how customer records work in Chargebee\.
- [Everything You Can Do on a Customer Record in Chargebee](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee.md): Managing Customer Records in ChargebeeIn this guide, we will explore how to manage customer records in Chargebee and the various actions you can perform on a customer record\.Accessing Customer RecordsNavigate to the Customers tab in Chargebee\. Once you are on a customer record, you will see several \.\.\.
- [Auto\-Collections for Timely Payments](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/yhDHW6QVS0I-auto-collections-for-timely-payments.md): How to Set Auto\-Collections for Payments in ChargebeeAuto\-collection in Chargebee determines whether payments for invoices are collected automatically using the customer's saved payment method\. There are three settings that govern the automatic collection of payments, and we will cover each one step\.\.\.
- [How to Add One\-Time Addons and Quick Charges?](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/y3ZiI3Kq0Vk-how-to-add-one-time-addons-and-quick-charges.md): How to Add One\-Time Add\-Ons and Charges in ChargebeeIn this guide, we'll walk you through the process of adding one\-time add\-ons and charges in Chargebee\. You have two options for doing this: at the customer level or at the subscription level\. We'll help you understand when to use each method\.Unders\.\.\.
- [How to Link Parent and Child Accounts for Easy Billing?](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing.md): How to Add a Parent to a Customer Record in ChargebeeIn this guide, we will learn how to add a parent to a customer record in Chargebee\. This is particularly useful for merchants with multiple customers belonging to the same organization\. Chargebee's Account Hierarchy feature allows you to establish\.\.\.

- [Handle Invoices Start to Finish](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish): Issue, refund, void, or export invoices without reaching out to support\.
- [Invoices Overview](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/GGPjVCnCjvI-invoices-overview.md): Understanding Invoices in ChargebeeAn invoice is issued by the business to its customer, detailing the services and products sold to them\. An invoice is generated each time:A new subscription is createdAn existing subscription is updatedA subscription is billed for future renewalsUnbilled charges ar\.\.\.
- [How to Edit an Existing Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice.md): How to Edit Invoices in ChargebeeIn this guide, we will explore how to edit invoices in Chargebee\. Chargebee offers a variety of actions that can be performed on invoices, including both common actions and status\-specific actions based on the invoice's status\.Common Invoice ActionsUpdate the PO Numb\.\.\.
- [How to Issue and Confirm a Refund on an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/IwASjOSly1o-how-to-issue-and-confirm-a-refund-on-an-invoice.md): How to Issue and Confirm a Refund on an InvoiceFollow these steps to issue and confirm a refund on an invoice:    Click on Invoices and Credit Notes in the navigation bar\.    Under Invoices and Credit Notes, select Invoices\.    Click on the desired invoice you want to refund a customer\.    On the In\.\.\.
- [How to Record an Offline Payment on an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice.md): How to Record an Offline Payment for a CustomerFollow these steps to successfully record an offline payment for a customer:    Access Customers: Click on Customers in the navigation bar\.    Find the Customer: Navigate to the customer who made an offline payment\. You can use the search bar to locate \.\.\.
- [How to Write Off an Invoice in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/cznzv5wtFSA-how-to-write-off-an-invoice-in-chargebee.md): How to Write Off an Invoice and Create a Credit NoteFollow these steps to write off an invoice and generate a credit note for it:Step 1: Access Invoices    In the navigation bar, click on Invoices under Invoices and Credit Notes\.Step 2: Locate the Unpaid Invoice    Find the desired unpaid invoice fr\.\.\.
- [How to Void an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/Tgmp4nQlAEs-how-to-void-an-invoice.md): How to Void an Invoice in the SystemFollow these steps to void an invoice in the system:    Click on Invoices and Credit Notes\.    Under Invoices and Credit Notes, select Invoices\.    Select the desired invoice you want to void\.    Click on Void this invoice in the Invoice Actions\.    Enter the reas\.\.\.
- [How to Record an Offline Refund in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/OH0Eccww3GE-how-to-record-an-offline-refund-in-chargebee.md): How to Record an Offline Refund in ChargebeeIn this guide, we will walk you through the steps to record an offline payment in Chargebee\.Steps to Record an Offline RefundAccess the Invoices Section:Navigate to the Invoices section in Chargebee\.Select the Paid Invoice:Click on the paid invoice for whi\.\.\.
- [How to Export Invoices?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/wS9RNH8EDJs-how-to-export-invoices.md): How to Export InvoicesIn this video, we will guide you through the process of exporting invoices\. Follow the steps below to efficiently export your required invoices:    Navigate to the Invoices and Credit Notes tab and click on Invoices\.    Selectively filter the invoice list to narrow down and exp\.\.\.
- [How to Regenerate an Invoice in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/JFSiXazbcJA-how-to-regenerate-an-invoice-in-chargebee.md): How to Regenerate an Invoice in ChargebeeIn this guide, we will learn how to regenerate an invoice in Chargebee\. This process is useful in the following scenarios:  A subscription has no current term invoices, either because invoices are voided or deleted\.  A subscription has no current term unbille\.\.\.
- [How to Delete an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/nhPpHS48ujA-how-to-delete-an-invoice.md): How to Delete an Invoice in ChargebeeIn this guide, we will walk you through the steps to delete an invoice in Chargebee\. Please ensure you have the necessary permissions to perform this action\.Steps to Delete an InvoiceEnsure you are logged in as an owner\.Click on Invoices and Credit Notes in the n\.\.\.
- [How to Collect Payment Immediately Using ‘Collect Now’?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/0aDJYJlinO8-how-to-collect-payment-immediately-using-collect-now.md): How to Collect an Invoice Payment in ChargebeeIn this guide, we will walk you through the steps to collect an invoice payment in Chargebee\.Steps to Collect an Invoice PaymentNavigate to the Invoices Section:Click on your desired invoice in the Invoices section\.Initiate Collection:In the Invoice Acti\.\.\.
- [Payment Terms](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/e2aTw1fo0cM-payment-terms.md): How to Include Net D as a Payment Term in Chargebee InvoicesThe Net D specifies that the seller expects to receive payment within a specified number of days after the service has been activated or the product has been dispatched\. To include Net D as a payment term in your invoices, follow these step\.\.\.

- [Send Accurate Quotes Fast](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast): Generate quotes for prospects and convert them into subscriptions\. Ideal for sales and support teams\.
- [How to Create Quotes in Chargeee?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee.md): How to Create Quotes in ChargebeeIn this guide, we will learn how to create quotes for new subscriptions, existing subscriptions, and one\-time charges using Chargebee\. As your company scales and moves upmarket, quotes become mission\-critical when selling to enterprise deals in your pipeline\. Chargeb\.\.\.
- [How to View Quotes in your Workspace?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace.md): How to Navigate and Manage Codes in Your WorkspaceIn this guide, we will explore how to efficiently navigate and manage codes within your workspace\. Follow these steps to get a comprehensive understanding of the process\.Viewing Codes in Your Workspace  To view all the codes in your workspace, naviga\.\.\.
- [How to Extend the Expiry Date of a Quote?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote.md): How to Extend the Expiry Date for Quotes in Your WorkspaceIn this guide, we will walk you through the process of extending the expiry date for quotes in your workspace\. Before we proceed with extending the expiry date, let's first understand how to set the validity period for all quotes\.Setting the \.\.\.
- [How to Email a Quote to Your Customer?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/i47BKNs3jpo-how-to-email-a-quote-to-your-customer.md): How to Email a Quote to Your CustomerIn this guide, we will walk you through the process of emailing a quote to your customer and adding a "Pay Now" button for easy payment\.Steps to Email a QuoteOpen the Quote: Begin by opening the quote that you wish to send as an email\.Access Quote Actions: On the\.\.\.

- [Enterprise\-Grade Invoicing](https://learn.chargebee.com/WEebKcqqeCg-enterprise-grade-invoicing): Easily automate and customize your invoicing process at scale\.
- [How to Setup Dunning in Chargebee?](https://learn.chargebee.com/WEebKcqqeCg-enterprise-grade-invoicing/ooINUDQmISY-how-to-setup-dunning-in-chargebee.md): How to Set Up Dunning in ChargebeeChargebee's Dunning feature is applicable for online, offline, direct debit, and one\-time payments\. Follow these steps to set up Dunning in Chargebee:Step\-by\-Step GuideClick on Settings in the navigation bar\.Select Configure Chargebee from the drop\-down menu\.On the \.\.\.
- [Consolidated Invoicing](https://learn.chargebee.com/WEebKcqqeCg-enterprise-grade-invoicing/1R7FfNnLlSA-consolidated-invoicing.md): How to Consolidate Invoices on Your Chargebee SiteIn this video, we will learn how to consolidate invoices on your Chargebee site\. Often, a single customer may subscribe to multiple products or services, resulting in separate invoices for each subscription\. This can lead to customers receiving multi\.\.\.

- [Set Up Branded Emails](https://learn.chargebee.com/X9ne5cO4r2w-set-up-branded-emails): Set up email templates and automations that match your brand\.
- [How to Customize the Look and Feel of Your Emails?](https://learn.chargebee.com/X9ne5cO4r2w-set-up-branded-emails/8BOQqRt4n2c-how-to-customize-the-look-and-feel-of-your-emails.md): Customizing Email Branding and Layouts with ChargebeeEvery email that your customer receives should look and feel like it's been sent by you\. Chargebee provides the option to customize the appearance of your emails\. In this guide, we will walk through the steps to configure Brand Styles and customiz\.\.\.
- [Customize Your Master Email Template](https://learn.chargebee.com/X9ne5cO4r2w-set-up-branded-emails/fR2Zadv3eXA-customize-your-master-email-template.md): How to Customize the Master Email Template in ChargebeeCreating a master template ensures that your branding remains consistent across all your emails\. Follow these steps to customize the master email template in Chargebee settings\.Step 1: Access SettingsFrom your Chargebee dashboard, go to Settings\.\.\.
- [How to Segment Emails in Chargebee?](https://learn.chargebee.com/X9ne5cO4r2w-set-up-branded-emails/CeTyvuAwCjM-how-to-segment-emails-in-chargebee.md): Setting Up Email Segments in ChargebeeWith Chargebee, you can easily segment your customers and send targeted emails that land with the right audience at the right time\. In this guide, we'll walk you through the process of setting up email segments to tailor your communication with precision\.Step\-by\.\.\.

- [Use Reports to Make Decisions](https://learn.chargebee.com/1mhniz9DdWk-use-reports-to-make-decisions): Learn how to track key metrics like MRR and ARR\.
- [How Is MRR Calculated in Chargebee?](https://learn.chargebee.com/1mhniz9DdWk-use-reports-to-make-decisions/7OQkj0b66zU-how-is-mrr-calculated-in-chargebee.md): Understanding MRR Calculation in ChargebeeIn this video, we will explore how Monthly Recurring Revenue \(MRR\) is calculated in Chargebee\. MRR represents the predictable revenue you expect to earn every month from your active subscriptions\. It is derived from recurring subscription components such as \.\.\.
- [How to Use Filters to Quickly Find Data in Chargebee?](https://learn.chargebee.com/1mhniz9DdWk-use-reports-to-make-decisions/8gOjY1z7bTg-how-to-use-filters-to-quickly-find-data-in-chargebee.md): How to Use Filters in ChargebeeIn this guide, we will learn how to use filters to quickly find data in Chargebee\. This is especially useful if you have a large number of customers, subscriptions, and products\. Chargebee offers both quick and advanced filters to help you locate the information you ne\.\.\.

#### Subscriptions

- [Subscriptions](https://learn.chargebee.com/dXNnHj63eBM-subscriptions)
- [How to Create a Subscription in Chargebee?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/aaC5b07LZtI-how-to-create-a-subscription-in-chargebee.md): How to Create a New Subscription in ChargebeeSubscriptions connect your customers to your products or services on a recurring payment basis\. In this guide, we'll walk you through the steps to create a new subscription in Chargebee\.Steps to Create a SubscriptionAccess Subscriptions:Click on Subscript\.\.\.
- [Understanding Various Subscription Statuses in Chargebee](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/UnK5hT192ws-understanding-various-subscription-statuses-in-chargebee.md): Understanding Subscription Statuses in ChargebeeIn this video, we will explore the various statuses of a subscription in Chargebee\. It is crucial to understand these statuses before making any edits to a subscription\.Steps to Check Subscription StatusNavigate to the Subscriptions tab\.As an admin, al\.\.\.
- [How to Pause and Resume Subscriptions?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/JZbjtnFUum4-how-to-pause-and-resume-subscriptions.md): How to Pause and Resume Subscriptions in ChargebeeIn this guide, you will learn how to manage subscription pauses and resumes in Chargebee through various methods\.Step 1: Enable Pause Subscription in ChargebeeNavigate to Settings and select Configure Chargebee from the drop\-down menu\.Once the modal \.\.\.
- [How to Edit Active Subscriptions?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/XROTEd7GzO8-how-to-edit-active-subscriptions.md): How to Edit and Manage an Active SubscriptionIn this guide, we will explore how to effectively edit and manage an active subscription\. Follow these steps to make the necessary changes to your subscription\.Step 1: Open an Active SubscriptionBegin by opening the active subscription you wish to edit\. H\.\.\.
- [How to Cancel a Subscription?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/9dlCQxEa3Lw-how-to-cancel-a-subscription.md): Configuring Subscription Cancellation Settings in ChargebeeIn this guide, we will walk through the steps to configure Subscription Cancellation settings in Chargebee\.Step 1: Access SettingsClick on Settings in the navigation bar\.Select Configure Chargebee from the drop\-down menu\.Step 2: Configure Bi\.\.\.
- [How to Edit a Paused Subscription?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/F69Ceb9RtUQ-how-to-edit-a-paused-subscription.md): How to Manage and Resume a Paused SubscriptionIn this guide, we will explore how to manage and resume a subscription that has been paused temporarily\. Follow the steps below to effectively handle a paused subscription\.Step 1: Open the Paused SubscriptionBegin by accessing the subscription that has b\.\.\.
- [How to Reactivate a Subscription?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/CZdZnKxvVNY-how-to-reactivate-a-subscription.md): How to Restart Billing for a Cancelled SubscriptionA subscription may enter a cancelled state for various reasons, such as non\-payment\. This guide will walk you through the steps to reactivate a cancelled subscription\.Steps to Reactivate a Cancelled SubscriptionNavigate to Subscriptions: Select a ca\.\.\.
- [How to Edit a Cancelled Subscription?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/BoMGWgbNUho-how-to-edit-a-cancelled-subscription.md): How to Reactivate and Edit a Cancelled SubscriptionIn this guide, we will walk you through the steps to reactivate and edit a subscription that is in the cancelled status\.Step 1: Open a Cancelled SubscriptionA cancelled subscription means it is no longer active\. If a customer with a cancelled subscr\.\.\.
- [How to Edit a Non\-Renewing Subscription?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/OESe1XFHH98-how-to-edit-a-non-renewing-subscription.md): How to Manage and Edit a Non\-Renewing SubscriptionIn this guide, we will explore how to manage and edit a subscription that is in a non\-renewing status\. A non\-renewing subscription means it has been scheduled for cancellation at a future date\. However, there are several options available if a custom\.\.\.
- [How to Add One\-Time Addons and Quick Charges?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/y3ZiI3Kq0Vk-how-to-add-one-time-addons-and-quick-charges.md): How to Add One\-Time Add\-Ons and Charges in ChargebeeIn this guide, we'll walk you through the process of adding one\-time add\-ons and charges in Chargebee\. You have two options for doing this: at the customer level or at the subscription level\. We'll help you understand when to use each method\.Unders\.\.\.
- [How to Edit a Future Subscription?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/la8lyEVeolM-how-to-edit-a-future-subscription.md): How to Edit and Manage Future Status SubscriptionsIn this guide, we will explore how to effectively edit and manage subscriptions that are in the "Future" status\. This status indicates that the trial period for the subscription has not yet started\.Editing Actions for Future Subscriptions1\. Edit Star\.\.\.
- [How to Add a Coupon to a Subscription on a Customer's Request?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/HWWn9rInjKY-how-to-add-a-coupon-to-a-subscription-on-a-customer-s-request.md): How to Add a Coupon to a Subscription on a Customer's Request?In this guide, we will explore how to add coupons for customers in three different scenarios\. Follow these steps to efficiently manage coupons for your customers\.Scenario 1: Adding Coupons While Creating a SubscriptionBegin by creating a \.\.\.
- [How to Edit a Subscription in Trial?](https://learn.chargebee.com/dXNnHj63eBM-subscriptions/P7iaNmBgQxk-how-to-edit-a-subscription-in-trial.md): How to Edit and Manage a Subscription in Trial ModeIn this guide, we will explore how to edit and manage a subscription that is currently in trial mode\. This process is crucial for both service providers and customers who wish to modify their subscription details during the trial period\.Editing the \.\.\.