Chargebee Release Notes

Introducing Catalog Organizer in Chargebee Billing to restructure your product catalog by moving and consolidating item prices across items without re-creating them.

Why is this important?

The product catalog can get cluttered during migration or when you maintain multiple prices across regions, currencies, and billing frequencies. With Organizer enabled by default, your sites can immediately streamline and consolidate item prices as needed. You can now quickly:

• Merge item prices from one item to another without recreating them.
• Move multiple item prices in a single bulk operation.
• Preview changes before confirming, and retry failed moves.
• Clone an item to use as a destination, and maintain a clear catalog structure.

How can you use it?

Go to Product Catalog > Catalog Organizer in your Chargebee Billing site and move your items as required. Learn more.

You can now assign a dedicated Developer role in Chargebee that gives your team access to integration settings such as API Keys, Webhooks, Event Streams, Custom Fields, and AI Settings, without granting Admin role permissions. This role is available only on test sites and is designed specifically for developers who need to build and validate integrations.

Why is this important?

Previously, developers required Admin access to configure integrations, exposing sensitive areas such as user management, billing, and site-wide settings. This created unnecessary security risks and went against the principle of least privilege. With the Developer role, you can limit access to only what is required, reducing risk while maintaining productivity. It also helps you identify developer users across sites, enabling more relevant updates and alerts tailored to their needs.

How can you use it? …

You can now sync excess payments from NetSuite to Chargebee Billing using the Sync Excess Payments setting. When enabled, any unapplied amount on a NetSuite payment is recorded as an excess payment in Chargebee Billing and linked to the original NetSuite transaction.

Why is this important?

Previously, unapplied amounts in NetSuite were not reflected in Chargebee Billing, causing reconciliation gaps. This update provides a complete view of customer balances and helps avoid duplicate payment records during sync.

How can you use it?

1. Sign in to Chargebee Billing site.
2. Navigate to Apps > NetSuite > Advanced Sync Rules > Sync Excess Payments.
3. Turn on the Sync Excess Payments toggle. Record the offline payment in only one system and follow a consistent process to avoid reconciliation issues.

You can now backdate subscription changes beyond the current term with calendar billing proration disabled. When you make such corrections, Chargebee Billing reverts existing invoices as credits and applies them to a newly generated invoice that reflects the correct full amount for the period, without prorating the first term.

Why is this important?

In scenarios where billing dates change or pricing corrections are applied retrospectively, proration can lead to inaccurate charges for the initial period. This enhancement ensures that the first billing period reflects the full intended amount, helping you avoid undercharging and maintain consistency in fixed monthly pricing models.

How can you use it?

When you need to correct subscription pricing from an earlier date, backdate the change beyond the current term with calendar billing proration disabled. Chargebee Billing will automatically credit previous invoices and generate a revised invoice with the correct full-period charge, ensuring accurate billing without partial calculations.

You can now apply applicable addons and charges across [subscriptions with multiple plans](https://www.chargebee.com/docs/billing/2.0/subscriptions/multi-plans-subscriptions) during creation and updates.

Why is this important?

In multi-plan subscriptions, ensuring that mandatory addons are always included can be challenging, especially during updates. This enhancement helps you maintain pricing accuracy and avoid missed charges by automatically enforcing addon requirements, reducing the risk of incomplete billing.

How can you use it?

Configure mandatory addons at the plan level as needed. When creating or updating a [multi-plan subscription](https://www.chargebee.com/docs/billing/2.0/subscriptions/multi-plans-subscriptions#creating-a-multi-plan-subscription), Chargebee Billing will automatically include the required addons for each plan.

You can now use customer-related merge tags such as first name, last name, email address, and company name directly within the invoice template builder. These fields are available in the merge tag library and can be added to your invoice PDFs wherever needed, alongside the existing subscription and customer ID fields.

Why is this important?

When working with account hierarchies, relying only on IDs can make invoices harder to interpret. With access to customer attributes, you can present clearer and more meaningful information on invoices, making it easier to identify the associated customer at a glance and improving overall readability.

How can you use it?

Navigate to the template builder and select the required customer fields from the merge tag library under the subscription customer section. Insert these tags into your invoice template wherever needed, such as headers or billing sections, to display relevant customer details in the generated PDF.

You can now view an accurate subscription summary in contract renewal reminder emails for the upcoming contract term cycle. Earlier, renewal emails did not account for ramp actions applied on the renewal date, which led to discrepancies in TCV values, amounts, and subscription summaries.

Why accurate renewal visibility matters?

Without ramp support, renewal reminders could present outdated billing information, making it difficult to anticipate revenue changes and communicate expectations accurately. With this enhancement, you now get a clear and reliable view of upcoming contract values, helping you plan renewals and forecast revenue with confidence.

How can you use it?

No additional setup is required. If you have already enabled Send contract renewal reminders in the email notification settings of your Chargebee site, the emails will now display an accurate subscription summary when a ramp is scheduled on the contract renewal date.

In Chargebee Billing, revenue recovery reports have now moved from the Classic Reports index page to the Reports tab under Checkout settings. The report data and behavior remain unchanged.

Why is this important?

This keeps revenue recovery (abandoned and recovered cart) insights available from a more relevant location in your Chargebee Billing site.

How can you use it?

To access the reports:

1. Log in to Chargebee Billing.
2. Navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal.
3. Under the Advanced Settings section, enable the Track abandoned carts toggle.
4. Select the Reports tab that now appears.
5. Select the Abandoned Carts or Recovered Carts reports to view them.

You can now control access to the Quote Notes field in Chargebee CPQ by assigning read or write permissions to specific user groups, and the field now supports up to 10,000 characters across all quote types.

Why is this important?

Quote Notes often carry legal terms or standardized content that not every user should be able to edit. With access control, you can prevent unauthorized edits and reduce compliance risk.

How can you use it?

1. In Salesforce, navigate to Chargebee Settings > Advanced Actions > Access Control.
2. In the Access Control UI, locate the Quote Notes field.
3. Assign Read-Only or Write access to the relevant user groups.
4. Optionally, if users have Write access, use Prefill Field Values to pre-populate Quote Notes from an Opportunity field, allowing those users to modify the pre-populated content.

You can now control whether the Next Billing Amount synced from Chargebee Billing to Salesforce includes tax. By default, the Exclude Tax From Next Billing Estimate toggle is disabled, so the synced amount includes tax. Enable this toggle in Subscription Sync Rules to sync a tax-exclusive amount when it better fits your workflow.

Why is this important?

When tax is included in the Next Billing Amount, Chargebee calls your tax provider, such as Avalara, during every subscription sync to calculate the tax component. For high-volume sites, this can push you toward API rate limits and increase your tax provider costs. Excluding tax from the synced estimate removes those calls, reduces sync overhead, and keeps your billing data current in Salesforce without the added API usage.

How can you use it?

1. In Salesforce, navigate to Chargebee Settings > Sync Rules > Subscriptions.
2. Locate the Exclude Tax From Next Billing Estimate toggle.
3. Enable it to sync tax-exclusive amounts, or leave it off to continue syncing tax-inclusive estimates.

You can now enable full subscription ramp sync from Chargebee Billing to Salesforce using the new Enable Ramp Sync From CB to SF field on the CB Site and CB Business Entity objects. When enabled, ramps sync independently and deliver the complete ramp state at execution, including all line items, coupons, and discounts. This is supported for Flat Fee and Per Unit pricing models. Contract Type labels in Salesforce have also been updated for clearer terminology.

Why is this important?

Partial ramp syncs leave data gaps between Chargebee and Salesforce, making reporting unreliable and renewals harder to plan. With full ramp sync, your Salesforce records reflect the complete subscription state at each ramp execution, giving RevOps and Finance teams an accurate view of upcoming changes. Independent ramp sync also reduces the risk of sync failures, and a dedicated entry in Sync Health makes it easier to track and troubleshoot ramp sync events.

How can you use it?

• In Salesforce, navigate to Chargebee Settings and run the Picklist Migrations action. This is a required prerequisite before enabling ramp sync.
• Open the CB Site or CB Business Entity object. If either object isn't visible, create a tab for it in Salesforce first.
• Enable the Enable Ramp Sync From CB to SF field. …