Do you have or think of having a website to sell products and not worry about payments and billings? If you answer yes, you should consider having Chargebee for your business.
Chargebee is a subscription billing and payment software system where companies can discover new ways to profit by reorganizing their subscription system.
This solution allows you to connect to the main payment gateways such as Stripe, Braintree and Paypal to offer your customer the best way of billing, such as annual, monthly, or even daily.
You should consider adding this platform to your business because 15% of online shoppers are signed up for one or more subscriptions to receive products regularly.
Now that you’ve been briefly introduced to the Chargebee, let’s cut to the chase. In this article, we will answer frequently asked questions people search on Google, such as:
- How Do I Use Chargebee?
- Is Chargebee Secure?
- Why Do I Need Chargebee?
- Is Chargebee a CRM?
- Does Chargebee Integrate With Quickbooks?
- How Do I Set up an Order on Chargebee?
- Is Chargebee B2B or B2C?
- Pros & Cons of Chargebee
Ready to have your questions answered?
How Do I Use Chargebee?
One of the best things about Chargebee is that it is easy to use. The first thing you need to do is create an account.
After that, the user-friendly dashboard will guide you through it, and you’ll see a section called Site. Here, you can specify how you want your customers to be billed, charged, and communicated with, along with all your customer’s information and your complete product catalogue.
There are two different sections to this area. Test Site and Live Site.
Test Site is where you will test everything, like your billing configurations and all the other features. We advise you to test everything you can here. You can even simulate a customer buying and lifecycle experience.
After you learn to use Chargebee and think you’re ready for the real deal, you can go to Live Site.
One important thing: your Test Site is still available, so if you’re unsure about something or don’t quite remember the functionalities, you can always go back and test again.
Now, all you need to do to start running everything is click on the Go Live button on your Chargebee dashboard’s top right. The next step is integrating Chargebee with your product and website using Chargebee’s web interface, API, or webhooks.
Is Chargebee Secure?
Everything that involves money needs to have security. When you create an online business, the security of the billing-payments system needs to be perfect and professional. And when it comes to a subscription management platform, Chargebee meets the requirements.
Their facilities, processes and systems are reliable, robust and third-party tested, offering the following:
- Payment Card Industry Data Security Standard (PCI DSS)
- SOC 1 and SOC 2 attestation
- ISO 27001 certification
- The General Data Protection Regulation (GDPR) – note: to meet GDPR requirements, you need to have Data minimisation, Data Storage, and Data retention
- Health Insurance Portability and Accountability Act (HIPAA)
- Governance, Risk and Compliance (GRC) and Privacy
- Internal audit
- Risk Assessment
- Physical and Network security
- Administrative Operations
- Host Security and many other advantages that you can check on the link we mentioned above
Not only that, but Chargebee is always implementing new measures to suit the market.
Why Do I Need Chargebee?
There are many reasons people use Chargebee. One of them is that you can integrate and transact via multiple gateways, along with the possibility of automating the invoices and payments with their API.
Chargebee also allows you to improve customer retention for companies, reduce customer drop-off rates via preemptive follow-ups for expiring cards, and reduce customer churn by identifying and retaining unhappy customers. All this is offered in four different plans.
If you want a well-organized business but above all, only care about your business strategies, having Chargebee integrated into your Payment Gateway is something to consider.
Is Chargebee a CRM?
As we mentioned early in this article, Chargebee is a subscription billing and payment software system that can help you handle all the aspects of the subscription made within your website, including recurring billing, invoicing and trial management for customers.
A Customer Relationship Management (CRM) is a sales system that records and organizes all consumer contact points with a company’s salesperson.
You can see that there is a correlation. That’s why Chargebee has the Chargebee + Salesforce integration, which gives sales teams the ability to manage subscription sales elegantly.
So, to answer your question, Chargebee is not a CRM, but you can integrate your CRM with Chargebee, giving your sales team more freedom to do what they are hired to do.
Does Chargebee Integrate With QuickBooks?
QuickBooks is world-renowned accounting software that works as a financial manager for companies.
This platform provides online and desktop accounting and cloud-based applications that can process business bills and payments.
QuickBooks can be an important tool for managing sales and expenses, especially for small and medium-sized businesses.
However, Chargebee does integrate with QuickBooks online edition only.
How Do I Set up an Order on Chargebee?
If you’re selling physical goods on your website, you will probably want shipping schedules linked to billing.
On Chargebee, setting up an Order allows you to automate a lot of sections to improve the experience in your business. You just need to:
- Click Settings
- Configure Chargebee
- Orders to enable Orders
Important: Chargebee Orders must be enabled and configured before the automated creation and processing of orders can begin. This situation involves two steps that you need to follow:
Setting up the site-wide configuration, which involves setting up some general site-wide rules on how orders should be generated, and Setting up shipping preferences for plans, addons, and charges: For each, you have to specify how frequently shipments are sent to the subscriber.
After doing the step above, you can configure every section any way you want.
Is Chargebee B2B or B2C?
Business to Business (B2B) companies are companies whose business model is to sell products/services to other companies.
While Business-to-consumer (B2C) sells solutions directly to the end customer (individuals). The main difference between B2B and B2C is in who buys the product.
Chargebee is a platform for subscription billing and management for every company that wants to connect to the main payment gateways and offer customers the best way of billing.
Chargebee brings top subscription management features to both B2C and B2B merchants.
Pros and Cons of Chargebee
- API is incredibly user-friendly
- Intuitive interface and reporting tools are simple to use
- Fantastic automation features: Billing operations, discount management and payment collection are fully automated
- Chargebee integrates with multiple payment gateways
- Some users complain that it’s not easy to use. However, it’s much more about the number of features that exist to make your life easier than it’s necessarily difficult to use
- Price: After the Free Trial plan, you have three not-so-cheap options to upgrade:
- Basic $99/month
- Standard $299/month
- Premium $599/month
Have we answered all your questions regarding Chargebee? It’s a great software that makes your life as an entrepreneur way easier because you will be able to focus only on what matters, sales.
Tell us in the comments which Payment Gateway you use within your website and if you’ll adhere to the use of Chargebee. Or, if you’re already using it, tell us your experience with this software.