# Chargebee integration

> Subscription billing and recurring revenue management — customers, subscriptions, invoices, items, payment sources, and transactions.

- Authentication: apiKey

## Tools (196)

- **Accept Quote Page**: Hosted page to accept a quote.
- **Acknowledge Hosted Page**: Mark a hosted page acknowledged after processing.
- **Add Charge At Term End**: Queue an ad-hoc charge for term end.
- **Add Charge Item To Invoice**: Add a charge from a charge item price.
- **Add Charge To Invoice**: Add an ad-hoc charge to a pending invoice.
- **Add Contact**: Add a contact (email recipient).
- **Advance Invoice Estimate**: Preview advance-invoicing future terms.
- **Apply Credits To Invoice**: Apply available credit notes.
- **Apply Payments To Invoice**: Apply unused payments.
- **Archive Coupon Code**: Archive a coupon code so it can't be redeemed.
- **Assign Order Number**: Assign a sequential order number.
- **Assign Payment Role**: Assign primary/backup role to a payment source.
- **Cancel Gift**: Cancel a gift before it is claimed.
- **Cancel Order**: Cancel an order.
- **Cancel Subscription Estimate**: Preview cancelling a subscription.
- **Cancel Subscription For Items**: Cancel now or at term end.
- **Change Billing Date**: Change calendar-billing day/month.
- **Change Term End**: Move current term end.
- **Change Term End Estimate**: Preview a term-end change.
- **Charge Future Renewals**: Collect future renewals in advance.
- **Checkout Existing Subscription**: Hosted checkout to change an existing subscription.
- **Checkout Gift**: Hosted page to purchase a gift subscription.
- **Checkout New Subscription**: Hosted checkout to create a new subscription; returns a hosted_page with url.
- **Checkout One-Time Charges**: Hosted checkout for charge items/one-time charges.
- **Claim Gift**: Claim a gift, activating the subscription.
- **Claim Gift Page**: Hosted page for a recipient to claim a gift.
- **Clear Personal Data**: Scrub the customer's PII (GDPR).
- **Close Pending Invoice**: Finalize a pending invoice.
- **Collect Now Page**: Hosted page for the customer to pay outstanding dues.
- **Collect Payment**: Collect the customer's outstanding dues now.
- **Collect Payment For Invoice**: Attempt online collection.
- **Convert Quote**: Convert an accepted quote to subscription/invoice.
- **Copy Addon (Legacy)**: Copy an addon to another site (legacy PC 1.0).
- **Copy Coupon**: Copy a coupon to another site.
- **Copy Plan (Legacy)**: Copy a plan to another site (legacy PC 1.0).
- **Create Addon (Legacy)**: Create an addon (legacy PC 1.0).
- **Create Authorization**: Create an authorization-only payment.
- **Create Bank Account Payment Source**: Create a direct-debit/ACH source.
- **Create Card Payment Source**: Create from raw card details (needs PCI-enabled key).
- **Create Comment**: Add an internal note to an entity.
- **Create Coupon For Items**: Create a coupon with item constraints.
- **Create Credit Note**: Create a credit note against an invoice.
- **Create Customer**: Create a customer (addresses, contacts, custom fields).
- **Create Gift For Items**: Create a gift subscription a recipient later claims.
- **Create Invoice Estimate For Items**: Preview an ad-hoc invoice.
- **Create Invoice For Charge Items And Charges**: Ad-hoc invoice with charge items/charges.
- **Create Item**: Create an item (plan/addon/charge).
- **Create Item Family**: Create an item family.
- **Create Item Price**: Create a priced variant of an item.
- **Create Order**: Create an order (fulfillment) for an invoice.
- **Create Payment Source Using Permanent Token**: Create from a permanent gateway token.
- **Create Payment Source Using Temp Token**: Create from a client-side temp token.
- **Create Payment Source Using Token**: Create from a Chargebee token.
- **Create Plan (Legacy)**: Create a plan (legacy PC 1.0).
- **Create Quote For Charge Items And Charges**: Create a one-time-charge quote.
- **Create Refundable Credit Note**: Create a refundable credit note for the order.
- **Create Subscription Estimate (Existing Customer)**: Preview creating a subscription for an existing customer.
- **Create Subscription Estimate For Items**: Preview creating a customer + subscription.
- **Create Subscription For Items**: Create a PC2.0 subscription for a customer.
- **Create Subscription Quote For Items**: Create a quote for a new subscription.
- **Create Unbilled Charge**: Add a deferred charge to be invoiced later.
- **Delete Addon (Legacy)**: Delete an addon (legacy PC 1.0).
- **Delete Comment**: Delete a comment.
- **Delete Contact**: Remove a contact.
- **Delete Coupon**: Delete a coupon.
- **Delete Credit Note**: Delete a credit note.
- **Delete Customer**: Delete a customer.
- **Delete Invoice**: Delete a (pending) invoice.
- **Delete Invoice Line Items**: Remove line items from a pending invoice.
- **Delete Item**: Delete an item.
- **Delete Item Family**: Delete an item family.
- **Delete Item Price**: Delete an item price.
- **Delete Offline Transaction**: Delete an offline transaction.
- **Delete Order**: Delete an imported order.
- **Delete Payment Source**: Delete a payment source.
- **Delete Plan (Legacy)**: Delete a plan (legacy PC 1.0).
- **Delete Quote**: Delete a quote.
- **Delete Subscription**: Delete a subscription.
- **Delete Unbilled Charge**: Delete a pending unbilled charge.
- **Export Payment Source**: Export the source to another gateway.
- **Extend Quote Expiry Date**: Extend a quote's expiry.
- **Extend Subscription Page**: Hosted page to extend a subscription's term.
- **Find Applicable Item Prices**: List item prices attachable alongside this item price.
- **Find Applicable Items**: List items attachable alongside this item price.
- **Get Credit Note PDF**: Return a signed download URL for the PDF.
- **Get Invoice PDF**: Return a signed download URL for the PDF.
- **Get Quote PDF**: Return a signed download URL for the quote PDF.
- **Gift Subscription Estimate For Items**: Preview a gift subscription.
- **Import Credit Note**: Import a historical credit note.
- **Import Invoice**: Import a historical invoice.
- **Import Order**: Import an existing order.
- **Import Subscription For Items**: Import an existing subscription (migration).
- **Invoice Now Estimate**: Preview invoicing unbilled charges now.
- **Invoice Unbilled Charges**: Convert pending unbilled charges into invoices.
- **List Addons (Legacy)**: List addons (legacy PC 1.0).
- **List Comments**: List/filter comments.
- **List Contacts**: List a customer's contacts.
- **List Contract Terms**: List the subscription's contract terms.
- **List Coupon Codes**: List coupon codes.
- **List Coupons**: List/filter coupons.
- **List Credit Notes**: List/filter credit notes.
- **List Customers**: List/filter customers.
- **List Events**: List/filter events; poll as a webhook alternative.
- **List Gifts**: List gifts.
- **List Hosted Pages**: List hosted pages.
- **List Invoices**: List/filter invoices (no nested /customers path — use filters).
- **List Item Families**: List item families.
- **List Item Prices**: List/filter item prices.
- **List Items**: List/filter items.
- **List Orders**: List/filter orders.
- **List Payments For Invoice**: List transactions linked to an invoice.
- **List Payment Sources**: List a customer's payment sources.
- **List Plans (Legacy)**: List plans (legacy PC 1.0).
- **List Quotes**: List/filter quotes.
- **List Subscriptions**: List/filter subscriptions.
- **List Transactions**: List/filter transactions.
- **List Unbilled Charges**: List pending unbilled charges.
- **Local-Delete Payment Source**: Delete only Chargebee's copy, not at gateway.
- **Manage Payment Sources Page**: Hosted page to add/update payment methods.
- **Merge Customers**: Merge one customer into another.
- **Move Customer**: Move a customer to another business entity/site.
- **Pause Subscription**: Pause now/at term end/specific date.
- **Pause Subscription Estimate**: Preview pausing a subscription.
- **Reactivate Subscription**: Reactivate a cancelled subscription.
- **Reconcile Transaction**: Reconcile a transaction.
- **Record Excess Payment**: Record an offline payment as customer credit.
- **Record Offline Refund**: Record an offline refund transaction.
- **Record Payment For Invoice**: Record an offline payment.
- **Record Refund For Credit Note**: Record an offline refund.
- **Record Refund For Invoice**: Record an offline refund.
- **Refund Credit Note**: Refund a refundable credit note online.
- **Refund Invoice**: Refund a paid invoice online.
- **Refund Payment**: Refund a payment transaction.
- **Regenerate Invoice**: Regenerate the current-term invoice.
- **Regenerate Invoice Estimate**: Preview regenerating the current-term invoice.
- **Remove Coupons**: Remove applied coupons.
- **Remove Payment From Invoice**: Unlink a payment.
- **Remove Scheduled Cancellation**: Undo a scheduled cancellation.
- **Remove Scheduled Changes**: Discard scheduled end-of-term changes.
- **Remove Scheduled Pause**: Cancel a scheduled pause.
- **Remove Scheduled Resumption**: Cancel a scheduled resumption.
- **Renewal Estimate**: Preview the next renewal invoice.
- **Reopen Order**: Reopen a cancelled order.
- **Resend Order**: Resend an order.
- **Resume Subscription**: Resume a paused subscription.
- **Resume Subscription Estimate**: Preview resuming a subscription.
- **Retrieve Addon (Legacy)**: Retrieve an addon (legacy PC 1.0).
- **Retrieve Comment**: Retrieve a comment.
- **Retrieve Coupon**: Retrieve a coupon.
- **Retrieve Coupon Code**: Retrieve a coupon code.
- **Retrieve Credit Note**: Retrieve a credit note.
- **Retrieve Customer**: Retrieve a customer; response embeds primary card.
- **Retrieve Customer Hierarchy**: Retrieve parent/child hierarchy.
- **Retrieve Event**: Retrieve a domain event (mirrors webhook payloads).
- **Retrieve Gift**: Retrieve a gift.
- **Retrieve Hosted Page**: Retrieve a hosted page and its post-checkout content.
- **Retrieve Invoice**: Retrieve invoice with line_items, linked_payments, applied_credits.
- **Retrieve Item**: Retrieve an item.
- **Retrieve Item Family**: Retrieve an item family.
- **Retrieve Item Price**: Retrieve an item price.
- **Retrieve Order**: Retrieve an order.
- **Retrieve Payment Source**: Retrieve a payment source.
- **Retrieve Plan (Legacy)**: Retrieve a plan (legacy PC 1.0).
- **Retrieve Quote**: Retrieve a quote with line items.
- **Retrieve Subscription**: Retrieve a subscription; embeds customer, card, invoice.
- **Retrieve Transaction**: Retrieve a payment/refund transaction.
- **Retrieve With Scheduled Changes**: Retrieve with next-term scheduled changes applied.
- **Stop Dunning**: Stop the dunning cycle for an unpaid invoice.
- **Switch Gateway Account**: Move source to another gateway account.
- **Sync Usages For Invoice**: Pull latest usage onto a metered pending invoice.
- **Unarchive Coupon**: Restore an archived coupon.
- **Upcoming Invoices Estimate**: Preview the customer's upcoming invoices.
- **Update Addon (Legacy)**: Update an addon (legacy PC 1.0).
- **Update Bank Account Payment Source**: Update a bank-account source.
- **Update Billing Info**: Update billing address + VAT.
- **Update Card Payment Source**: Update expiry/billing on a card source.
- **Update Contact**: Update a contact.
- **Update Coupon For Items**: Update a coupon.
- **Update Customer**: Update top-level customer fields.
- **Update Gift**: Update gift details (scheduled date, message).
- **Update Invoice Details**: Update editable fields on a pending invoice.
- **Update Item**: Update an item.
- **Update Item Family**: Update an item family.
- **Update Item Price**: Update an item price.
- **Update Order**: Update an order's status/tracking/fulfillment.
- **Update Payment Method**: Attach/replace payment method from a gateway reference.
- **Update Plan (Legacy)**: Update a plan (legacy PC 1.0).
- **Update Quote Status**: Update a quote's status.
- **Update Subscription Estimate For Items**: Preview updating a subscription's items.
- **Update Subscription For Items**: Change items/quantities/terms.
- **Update Subscription Quote For Items**: Create a quote to update a subscription.
- **Verify Bank Account**: Verify via micro-deposit amounts.
- **Void Credit Note**: Void a credit note.
- **Void Invoice**: Void an invoice.
- **Void Transaction**: Void an authorization transaction.
- **Write Off Invoice**: Write off the outstanding amount.

## Related prompts

- [Recover failed subscription payments before they churn](https://www.generalinput.com/prompts/recover-failed-subscription-payments-before-they-churn.md)
- [Weekly subscription revenue and churn brief for leadership](https://www.generalinput.com/prompts/weekly-subscription-revenue-and-churn-brief-for-leadership.md)
- [Daily Chargebee collections worklist for your AR team](https://www.generalinput.com/prompts/daily-chargebee-collections-worklist-for-your-ar-team.md)
- [Sync new Chargebee subscriptions into Salesforce CRM](https://www.generalinput.com/prompts/sync-new-chargebee-subscriptions-into-salesforce-crm.md)

Connect Chargebee in General Input: https://www.generalinput.com/apps/chargebee