Chargebee Release Notes

Chargebee Checkout now supports conditional shipping address collection based on whether the products in the cart require shipping. Previously, you could only choose to collect or skip shipping details for all purchases, regardless of the type of items. With this update, Checkout can be configured to ask for a shipping address only when the cart includes shippable products.

Why is this important?

This feature helps you reduce friction for customers who purchase digital or service-based products that do not need shipping. It creates a simpler checkout flow and improves conversion by ensuring customers only provide information that is relevant to their order.

How can you use it?

1. Log into Chargebee Billing.
2. Go to Settings > Configure Chargebee > Checkout and Self-Serve Portal > Configuration.
3. Enable the toggle Collect shipping address only for shippable products.
4. Select Publish. Checkout will now automatically determine whether to request a shipping address based on the presence of shippable items in the cart.

Two key improvements have been introduced to the Accept Quote page in CPQ. - You can now choose whether the quote PDF is displayed in a Consolidated View or Detailed View directly from the Accept Quote page. - You can now Edit billing and shipping addresses right on the checkout page before accepting a quote.

Why is this important?

- This enhancement ensures you always see quotes in a consistent, easy-to-understand format, improving clarity and cutting down on unnecessary back-and-forth. - The ability to edit billing and shipping details at the point of acceptance helps reduce friction, avoids outdated information, and prevents fulfillment or invoicing errors.

How can you use it?

PDF rendering preference

1. Go to Settings > Configure Chargebee > Checkout and Self-Serve Portal.
2. Under the Configuration tab, scroll down to Advanced Settings.
3. Toggle on Show quote preview on quote acceptance page and choose your preferred format of the PDF (Consolidated View/Detailed View). Click Publish. You can now head to any quote and click View as PDF to preview how it will be rendered on the Accept Quote page based on your chosen PDF type preference.

Editing billing and shipping address

1. Go to Quotes and select the required quote.
2. Click Copy Acceptance Link. …

You can now map the Billing Address Company field in Chargebee Billing to a custom field on the Salesforce Account object.

Why is this important?

Some business store billing company names in custom Salesforce fields rather than the default Account Name. This enhancement helps ensure data accuracy and better alignment with your internal Salesforce data model.

How can you use it?

1. Log in to your Salesforce account.
2. Go to Chargebee Settings > Additional Field Mappings.
3. Find the Billing Address Company field, map it to your preferred Salesforce field.
4. Save the configuration.

You now have the option to stop Chargebee Billing from automatically updating the Opportunity Stage and Close Date fields during renewals. Learn more.

Why is this important?

Sales teams often manage these fields manually to ensure accurate sales forecasting. This setting prevents Chargebee from overwriting that data.

How can you use it?

1. Go to the Chargebee Site object in your Salesforce account.
2. Locate the setting with label Skip Renewal Stage Update ().
3. Set its value to .

When creating or updating a subscription from a Salesforce Opportunity, you can now specify Terms to Charge to generate multiple invoices in a single step.

Why is this important?

This is useful when you want to bill for multiple periods simultaneously, whether to consolidate billing or facilitate bulk invoice generation.

How can you use it?

1. Log in to your Salesforce account.
2. From the Opportunity page, click Create/Change Subscription.
3. On the Payment & Shipping Info screen, enter the number of billing periods in the Terms to Charge field.
4. Complete the flow, and Chargebee will confirm the invoices created.

Salesforce users can now view Chargebee subscription entitlements directly using the Lightning Web Component.

Why is this important?

This provides your teams with clear visibility into what a customer is entitled to, right from within Salesforce, improving access to subscription details across your organization.

How can you use it?

Add the cbViewSubscriptionEntitlement component to your desired record page via the Lightning Web Component. Once added, users can click View to see a full list of subscription entitlements.

Package Pricing is now supported for metered items across key subscription and quoting workflows.

Why is this important?

Package Pricing lets you define pricing in terms of fixed-size unit blocks, where charges are based on the total units consumed and the applicable pricing tier. The unit consumption is evaluated against the tiered or volume pricing structure, and charges are applied based on how many packages of a defined size fall within that tier.

How can you use it?

You can now apply Package Pricing when creating or modifying subscriptions, generating or editing quotes, converting quotes to subscriptions, and generating checkout and quote acceptance links. This gives you more flexibility in offering usage-based plans. Learn more about Package Pricing