Chargebee Release Notes

Chargebee now supports Reach as the Merchant of Record (MoR) solution designed to simplify global selling. With Reach, you can delegate the complexities of global payments, tax collection, and regulatory compliance. It takes care of the operational heavy lifting, so you can focus on growing your business internationally with greater confidence and less friction.

Why is this important?

As the MoR, Reach efficiently handles local transactions, ensures compliance with international regulations, mitigates fraud risks and chargebacks, and reduces payment failures caused by currency and banking restrictions, helping you reduce operational overhead and financial risk.

How can you use it?

Contact Chargebee Support to enable Reach for your Chargebee site. Learn more about configuring Reach with Chargebee.

We're excited to launch Chargebee's latest Usage-Based Billing capabilities, reimagined for the age of AI. You can now send usage data real time, track consumption, price, and bill your products based on usage, right within Chargebee Billing.

Why is this important?

With Usage-Based Billing, you can now ingest your raw usage data of large scale into your Chargebee Billing site and turn it into actionable insights and revenue. This gives you the flexibility to uncover monetization opportunities, test new pricing strategies, and bill your customers accurately for what they use. - Chargebee's Usage-Based Billing is built on a schema-less ingestion engine and a modular architecture that allows for high-volume, flexible usage tracking. It supports rule-based filtering for greater precision and agility, so you can iterate your pricing and packaging without engineering overhead. - Bring Features, Entitlements, and Usage Consumption into a unified system, so you set usage limits, track allocated vs actual usage, and monetize additional consumption without the operational hassle. - And the benefits go beyond billing. Your usage data can now power downstream workflows like personalized lifecycle offers, credit triggers, and even churn prediction. Learn more.

How can you use it? …

Chargebee now allows you to customize customer-facing error messages at Chargebee Checkout using language packs.

Why is this important?

You can tailor error messages based on specific error_cause_id values to align with your brand voice, reduce confusion, and provide clearer guidance to your customers. This gives you greater control over the messaging experience and helps improve conversion by minimizing ambiguity during failed checkout attempts.

How can you use it?

Use Chargebee's Language Packs feature to override the default message shown for any error_cause_id. Simply update the relevant translation string in your language pack to reflect the message you want your customers to see on Checkout.

Chargebee's Full-Page Checkout now lets you add additional information above the order submission button in the Order Summary section. You can tailor a message for each checkout scenario—whether your customer is starting a subscription with a trial, subscribing without a trial, or making a one-time purchase.

Why is this important?

Adding clear, timely information right where your customers are about to complete their purchase helps set the right expectations, answer last-minute questions, and reduce potential confusion. This small addition can improve checkout completion rates.

How can you use it?

To enable these messages, head to Chargebee Billing, and in step 2 of adding labels, search for and enable any of the following:

• Trial subscription info message
• Non-trial subscription info message
• One-time info message

Whenever your Xero credentials expire, an automated email will be sent to all site admins and owners. Previously, you had to rely on manual communication from our support team to know when your Xero credentials expired, which could delay your response.

Why is this important?

Chargebee will automatically send an email notification to all site admins and owners when your Xero credentials expire. This will help you take immediate action and avoid any interruptions in your billing and accounting processes.

How can you use it?

This feature is enabled by default for all sites.

We have updated the descriptions for all data sources in the Report Builder. This will provide clear context and help you choose the right data while creating or modifying reports.

Why is this important?

Understanding your data is crucial for building accurate reports. Review the descriptions to better understand what each source contains and ensure you select the most relevant data for your reporting needs.

How can you use it?

Go to RevenueStory > Report Builder, you'll now find updated descriptions alongside each data source.

Previously, the accounting period always ended close to the month end, leaving your finance teams with limited time to review and finalize revenue data. You can now configure your RevRec accounting period to close before the end of the calendar month.

Why is this important?

This gives your finance teams more breathing room to finalize reports, perform reconciliations, and share accurate financial insights with senior management, without internal reporting deadlines racing against the clock at month's end.

How can you use it?

To enable early period closure for your RevRec site, reach out to Chargebee Support. You can configure the accounting period to close upto 5-6 days prior to the end. Any revenue or deferred revenue from invoices or credit notes generated during the remaining days of the current period will be automatically carried over as catch-up adjustments to the following period.

RevRec now lets you allocate deferred revenue balances using the same Standalone Selling Price (SSP) applied for revenue allocation at the contract level.

Why is this important?

This ensures consistency across your revenue recognition process. By aligning deferred revenue with the SSP-based allocation at the order item level, you can accurately match invoiced amounts to their corresponding revenue schedules. This leads to cleaner financials, minimizes manual adjustments, and ensures each item's deferred balance is fully reversed over the contract term.

How can you use it?

This update is available by default if you're using SSP-based allocation in RevRec. The system automatically adjusts invoiced amounts at the item level, so your deferred revenue balances stay in sync with recognized revenue over time.

RevRec now supports Price Variants in alignment with Chargebee Billing's Variant Pricing feature. This enhancement enables users to drill down into Price Variant ID and Price Variant Name within reports, allowing for detailed analysis of revenue recognized across different price variants of a given product.

Why is this important?

You can now analyze revenue performance across different pricing tiers of the same product, helping you understand how each price variant contributes to overall revenue.

How can you use it?

You'll find the Price Variant ID and Price Variant Name available in your revenue recognition reports and directly on the Product Page in RevRec. Use these fields to filter, group, and analyze revenue data by variant.

RevRec's Journal Exports now include custom fields used for journal account mapping and aggregation. This lets you exercise control over how journal entries are structured in your accounting system.

Why is this important?

By incorporating custom field values, you can align your exports with internal reporting standards, meet unique business requirements, and simplify reconciliation across systems.

How can you use it?

When setting up journal account mapping or aggregation rules, you can now use custom fields to drive how journal entries are categorized and exported. Once configured, these fields will automatically appear in the exported journal data, ready for ingestion into your accounting platform.

You can now search for General Ledger(GL) account mappings in RevRec using account numbers directly from the Journal Account Mapping page.

Why is this important?

This update saves you time when managing large sets of GL accounts. Instead of manually scanning through mappings, you can quickly locate specific entries by typing in the GL account number, helping reduce errors and speed up month-end workflows.

How can you use it?

Head to the Journal Account Mapping page in RevRec, and use the new search field to enter a GL account number. Matching results will instantly appear, making it easier to review or update the relevant mapping

RevRec now lets you recognize discounts as negative revenue over the contract term by treating them as separate line items with Ratable Revenue Recognition.

Why is this important?

This allows for the setup of discounts as separate line items with ratable revenue recognition. Instead of spreading a discount across other sales order items, you can track it independently, making your revenue reports more transparent and your journal entries more precise.

How can you use it?

Set up discounts as distinct line items in your sales orders and apply Ratable Revenue Recognition. RevRec will automatically track revenue and deferred revenue for the discount, and reflect the corresponding entries in your journal exports and revenue reports.

You can now pause revenue for all active orders tied to a specific customer using the new Pause Revenue feature in RevRec.

Why is this important?

This gives you better control over revenue recognition when a customer's billing or service status changes, such as during disputes, contract holds, or delivery delays. Instead of handling each order individually, you can pause revenue recognition across the board and resume it when appropriate, helping ensure your revenue reporting aligns with business reality.

How can you use it?

Navigate to the customer record in RevRec and enable the Pause Revenue option. This will halt revenue recognition for all of the customer's active orders. You can resume recognition at any time as required.

RevRec now supports the release of deferred revenue at the item level when a bundled subscription is cancelled before all units have been delivered, specifically for products using delivery-based revenue recognition.

Why is this important?

This ensures that deferred revenue is released accurately for undelivered items when a subscription ends early, rather than relying on SSP-based credit note allocation. You get clearer revenue tracking at the product level and more precise handling of refunds, especially in mixed-method bundles that combine delivery-based and recurring revenue items.

How can you use it?

When a bundled subscription with delivery-based products is canceled, RevRec will automatically release the remaining deferred revenue on each applicable item. The refund will be calculated based on the undelivered portion, and reflected directly in your revenue and journal reports—no extra configuration needed.

While backdating a subscription with Multi-Frequency Billing, you can now ensure that addons are invoiced accurately for the entire backdated period, not just for the first term. This update brings the billing behavior in line with your expectations when handling backdated subscriptions.

Why is this important?

You no longer have to manually adjust charges when backdating subscriptions involving addons. This helps you maintain accurate invoices, reduces billing errors, and ensures that customers are charged fairly for the services used during the entire backdated period.

How can you use it?

Simply backdate a subscription as you normally would. With Multi-Frequency Billing enabled, Chargebee will now automatically invoice for all applicable addon terms during the backdated period.

The default type for Manual Discounts has now been updated to Forever. This ensures that any manual discounts you apply will automatically persist on the subscription indefinitely without the need for ongoing adjustments.

Why is this important?

This change reduces the need for repeated updates to discount settings, saving you time and effort. It also provides more consistency in managing your pricing and discounts.

How can you use it?

While creating or updating a subscription record, applying manual discounts will now default to Forever, until you decide to modify or remove them, offering you greater control over your pricing strategy.

We've updated the discount summary section in the credit note preview to improve clarity and accuracy. The line previously shown as '$xxx USD discount applied' has been changed to '$xxx USD total discount reduced' and is now displayed after the line '$xxx USD discount is reduced from the total credits issued'.

Why is this important?

This change provides better visibility and context when multiple discounts are involved. By reordering and rewording the discount lines, you get a more accurate and easier-to-read breakdown of how discounts impact the credit note total.

How can you use it?

When previewing credit notes that include multiple discounts, you'll now see a more logical sequence of discount information, helping you review and share accurate billing summaries with confidence.

If you're using account hierarchies, you can now filter subscriptions based on the override relationship setting. Previously, subscriptions where the override_relationship was not set didn't appear when filtering for False, even though they showed as false in the API. To fix this, we've introduced two new filters 'Is Present' and 'Is Not Present', so you can accurately segment subscriptions based on whether an override relationship exists.