Chargebee Release Notes

We fixed an issue where the Create a pre-cancel page API would fail with an HTTP response when your Chargebee Billing site had the Multi-Business Entity (MBE) feature enabled. With this fix, you can continue implementing in-app cancellation flows using Chargebee Retention when your operations require separate business entities in Chargebee Billing.

Pricing Table is now available within Chargebee.js, replacing the earlier version that was offered via the now-deprecated NPM package. Pricing table is a hosted, responsive pricing page you embed directly in your app or website. It gives you programmatic control over plan configuration and customer context before checkout, with optional session-based rendering via API for a secure, contextual experience.

Why is this important?

With a single integration, you gain access to Chargebee's full suite of hosted experiences without heavy lifting from engineering.

Chargebee.js minimizes developer work by handling updates and security fixes automatically, while giving you flexibility and speed to launch features on demand.

How can you use it?

Follow the Pricing Table integration guide to embed and configure Pricing Table in your app.

Introducing optimized trial sign-up in Checkout, a new experience that clearly surfaces key trial details for customers: free-trial length, no charge today, first charge date, and (if configured) the trial end reminder, across the order summary and thank-you pages.

Why is this important?

You reduce uncertainty at checkout, build trust, and increase trial starts and conversion to paid by making terms explicit.

How can you use it?

Optimized trial sign-up is enabled by default for new Chargebee Billing sites. You can customize the new trial labels in your Checkout settings as needed. If you don't see this feature in your site, you can enable it and then customize the trial labels.

Chargebee Retention—previously delivered via the older Brightback.js library—is now available through Chargebee.js. Retention intercepts your cancellation flows and delivers dynamic, hosted cancel‑deflection pages tailored with context‑aware offers such as discounts, plan changes, or surveys.

Why is this important?

You gain access to all of Chargebee's hosted experiences through a single Chargebee.js integration, letting you roll out cancel-deflection flows and other features quickly, without a heavy lift from developers.

Chargebee.js also handles updates and security fixes automatically, reducing engineering overhead.

How can you use it? …

Chargebee CPQ for Salesforce now offers a fully redesigned quoting experience within your Salesforce organization. With support for advanced quoting use cases like:

• Ramp Pricing
• Real-Time Quote Estimates
• Multi-Plan and Multi-Frequency Selling
• Payment Terms
• Manual Discounting
• Cross-Product Family Selling

You can configure and manage complex quotes across New Business, Amendments, Renewals, and One-Time Charges all in one place. The updated UX includes new quote fields like Total Contract Value and Payment Terms to help you manage and track high-value deals effectively.

Why is this important?

This upgrade equips your sales team to handle complex enterprise quoting scenarios directly in Salesforce, helping you accelerate deal cycles and reduce manual quoting errors.

How can you use it?

Use Salesforce's new Create Quote lightning action to access the enhanced quoting features. Contact Chargebee Support to get this enabled in your Chargebee site.

Chargebee Growth Solutions is an experimentation and monetization platform that helps your teams accelerate revenue across their subscriber lifecycle. At its core, Chargebee Growth empowers you to deploy targeted offers and optimisation workflows including free to paid trial conversion, upsell or expansion offers, and retention workflows without heavy engineering effort. Offers can be tailored using billing attributes such as MRR, entitlements, tenure, and plan, along with custom attributes, while performance dashboards help you monitor results in real time.

Why is this important?

You gain the ability to present personalized in-app experiences and offers based on real-time context. You can identify churn risk early, experiment with what works for your subscribers, and deploy tactics that improve conversions and customer lifetime value.

With Chargebee.js, you also reduce engineering effort, ensure automatic updates and security fixes, and access all hosted experiences in one integration, giving you both flexibility and speed.

How can you use it? …

You can now view data sync details within Usage-Based Billing reports to better understand how recent your data is. Whether the report uses real-time updates or periodic sync, you will now see indicators that show the timing of the latest data refresh. Depending on the report type, you'll see different sync indicators such as:

• Usage Analytics Reports - A note highlights that data updates occur in near real-time.
• Revenue Reports - The last successful sync is now available on the Revenue reports.

Why is this important?

Understanding how up-to-date your data is allows you to make more informed decisions. Visibility into the last sync time ensures you're not relying on outdated metrics.

How can you use it?

In your Chargebee Billing site,

• Navigate to Usages > Metered Features.
• Select a Metered Feature name to view the UBB reports.

With this update, the Delete all Data action in Chargebee now extends to RevenueStory. Earlier, when you cleared your test site in Chargebee, the data remained in RevenueStory, leading to inconsistencies in testing. Now, when you perform a Delete Test Site Data, the corresponding RevenueStory data is also wiped, keeping both environments aligned.

Why is this important?

This ensures your Test site remains consistent across Chargebee and RevenueStory. You can now confidently test reporting and analytics in RevenueStory without residual data affecting your results.

How can you use it?

In your Chargebee Billing site, go to Settings > Configure Chargebee > Delete or Repopulate Test Site data > click Delete all Data. This action will now automatically clear RevenueStory data.

You can now use Chargebee's Time Machine feature with UBB reports in RevenueStory to simulate how changes in billing data affect your usage metrics over time. If you're analyzing historical data, set a specific date in Time Machine and instantly view the corresponding usage insights in your UBB reports.

Why is this important?

This helps you evaluate and control when validating billing scenarios or planning changes, evaluating potential outcomes before they impact your actual billing.

How can you use it?

In your Chargebee Billing Test site,- Click Settings > Configure Chargebee > Time Machine

• Use Time Machine in Chargebee to set a past date. Your UBB reports in RevenueStory will automatically adjust to show usage data as it would appear on that date.

Chargebee's Salesforce integration now displays the last four digits and expiration date of a customer's primary payment method directly on the Chargebee Subscription object.

Why is this important?

Having payment details visible within Salesforce helps your support team resolve billing and subscription-related queries faster, with less back-and-forth or system switching.

How can you use it?

Navigate to the Chargebee Subscription record in Salesforce to view the newly added fields for the last four digits and expiration date of the customer's primary payment method.

You can now create renewal quotes directly from the Chargebee Salesforce App by selecting the Existing Subscription option and applying changes at the contract end.

Why is this important?

This change offers a flexible way to manage subscription renewals without relying solely on the Contract Term feature. It enables you to present accurate pricing and terms ahead of time, improving visibility and helping build customer trust.

How can you use it?

When generating a Chargebee Quote in Salesforce, select Existing Subscription and select Apply Changes at the contract end. This allows you to quote for the upcoming renewal cycle, ensuring changes are scheduled to take effect at the right time.

You can now use detailed logs to accurately detect and diagnose subscription sync failures between Salesforce and Chargebee.

Why is this important?

Diagnosing sync failures was often time-consuming and opaque. With this update, RevOps managers and admins can quickly pinpoint the cause of a failed sync by reviewing the Opportunity ID, record link, and error messages. This accelerates issue resolution and helps prevent data inconsistencies, enabling reliable quoting and subscription workflow.

How can you use it?

Check the Sync Logs in Chargebee when a subscription fails to sync from Salesforce. The logs now include the Opportunity ID, a direct link to the relevant Salesforce record, and a clear error message to help you troubleshoot and correct the issue efficiently.

You can now sell subscriptions with multiple plans directly from Salesforce using the Chargebee UI and the Update Chargebee automation. You can also include plans with ramps, making it easier to present phased pricing strategies.

Why is this important?

This enables flexible deal structuring by allowing you to add or remove multiple plans, including those with ramps, within a single subscription.

How can you use it?

In Salesforce, select a Product Family > click Add Plan multiple times to include several plans in one subscription. Use the Update Chargebee checkbox to automate syncing these changes with Chargebee.

Introducing a new webhook event - . It is triggered when dunning paused for an invoice in Chargebee Billing either manually or via API.

Why is this important?

Until now, paused dunning states weren't captured as events, making it harder to coordinate updates across systems. This webhook lets you detect changes in real time, reduce manual intervention, and keep records accurate.

How can you use it?

Configure webhooks in Chargebee Billing, and select Dunning Updated under the Events to Send dropdown.

You can now use additional data sources in RevenueStory Report Builder to create richer, more detailed reports. - Invoice Transactions: Analyze invoice-level payment activity, such as successful payments, failures, and outstanding amounts, to gain deeper financial clarity. - Subscription Shipping Address: Include shipping details in your reports to track delivery trends and combine order fulfillment insights with revenue data.

Why is this important?

With these new data sources, you can build richer reports that analyze invoice-level transactions for financial clarity and include shipping details for a complete view of customer orders, adding more flexibility to your subscription and revenue reporting. A company wants to see how much money it makes from subscriptions and how customer orders are billed and shipped. With these new data sources, they can: - Check invoices in detail : See which invoices are paid, unpaid, or failed. - Track shipping : Find out if orders are delivered on time or delayed. - Combine insights : Build one report that shows revenue, payment issues, and shipping delays together.

How can you use it? …

You can now assign guest approvers (non-Chargebee Billing app users) to both new and existing approval workflows in Chargebee Billing. These approvers receive email notifications with a pre-authenticated link and can approve or reject requests without logging in.

Why is this important? Previously, approval workflows were limited to Chargebee Billing app users with specific roles. This created friction when team structures changed or when external stakeholders needed to be involved. With guest approvers, you can route approvals to any email address, reducing administrative overhead and increasing flexibility in how approvals are managed.

How can you use it? To assign and process approvals with guest approvers:

1. 1. Log in to the Chargebee Billing site.
2. 2. Go to Settings > Configure Chargebee > Approval Rules.
3. 3. Add a new approval rule or edit an existing one.
4. 4. Enter the guest approver's email address in the approvers list. When the approval request is triggered, the guest approver receives an email with a secure link.
5. 5. The guest approver clicks the link to open a responsive approval page; no login required.
6. 6. They review the request details and choose to approve or reject it. Chargebee records the action, including the IP address and browser details, and updates the approval history. …