Catalog Templates
Name a template below, then toggle Include on the catalog file rows you want, and click Save. Use Restore to re-import those files into any account.
Product Catalog
Creates the product catalog from CSV files. Processed in the correct dependency order — Item Families first, then Price Variants, Items, and Item Prices — so references don't break.
Customers and subscriptions now live in the Test Data tab.
Export
Download any of the 6 record types (item families, price variants, items, item prices, customers, subscriptions) as a CSV. The filename includes the site name and date. Output is formatted for re-import into another Chargebee site.
Inspect
Look up a subscription ID, customer ID, or email to see full Chargebee state and HubSpot sync status.
Record Usage
Post metered usage against one or more subscriptions. Load subscriptions, select your targets, choose an item price, set a quantity and date, then submit. Used to bill metered add-ons during testing.
Unsaved draft
Unsaved changesCustomers
Fill in rows by hand, then import. Leave ID blank to let Chargebee auto-generate one.
| ID | First name | Last name | Company |
|---|
Subscriptions
Pick a customer from this set (add them in the Customers tab first).
| Customer ID | Subscription ID | Item price | Quantity | Status |
|---|
Translations
Fill in the translated text for anything in the pack — items, item prices, coupons, emails, hosted pages and more — then export it ready to re-upload to Chargebee.
Upload the ZIP from Chargebee's Settings > Configure Chargebee > Translations ("Download pack"), or select the unpacked folder directly. You can also drag the ZIP in here.
Turn Chargebee's default line-item table — for invoices or credit notes — into exactly the columns and rows you need, then copy the code straight into that template in Chargebee's editor.
Columns & Sections
Switch table columns and rows on or off. Everything starts on, matching Chargebee's default table.
Description is always first, Amount is always last. Drag to reorder the columns in between, and pick whether each one applies to recurring items, one-time items, or both.
Column & Row Labels
Leave a field blank to keep Chargebee's own translated label. Type something to hard-code that text instead (it won't change per customer language).
Dates
Controls the per-item billing period date range (only shown when the invoice doesn't have one overall billing period — see the one-time preview mode).
Appearance
Plain-language styling — no CSS knowledge needed.
Preview
Sample data, so you can see the effect of each toggle. Chargebee will fill in real invoice numbers.
Generated Code
Copy this into Chargebee's invoice template editor, in the line-item table section.
Reset Test Site
Run a sequenced reset. Enable the steps you want, pick a template for the catalog step, then start. Customer/subscription data is pulled from the Test Data tab. Progress streams to the log.
Time Travel
Advance the site's billing clock. Test accounts only. Cannot be reversed in the current session.
Subscription Actions
Cancel, reactivate, pause, or clear all usage records for selected subscriptions.
Nuke Catalog
Delete all item prices, items, and price variants in dependency order. Run before re-importing a catalog into a test site.
Close Pending Invoices
Fetch all pending invoices and close them. Standard cleanup after creating test subscriptions.
Delete Unused Transactions
Delete offline payment transactions with an unused balance at or above the threshold. Amounts are in minor currency units (e.g. 1000 = €10.00). Online transactions cannot be deleted and are skipped.
Set Billing Period
Bulk-update the billing period custom fields (cf_Billing_Period_Start, cf_Billing_Period_End) on all active subscriptions. Preview shows the count before you commit.
Download Invoices as ZIP
Download all invoices as PDFs packaged into a single ZIP file.
Site Diff
Compare item families, items, and item prices between two accounts. Shows what exists in one but not the other.
Archive Non-Metered Add-ons
Archive all active non-metered add-on items. Their item prices are archived automatically.
Set Add-ons to Metered
Switches all non-metered add-on items to metered billing (sets is_metered=true). Preview shows which add-ons will be affected before you apply.
Copy Add-ons as Metered
Create metered copies of all non-metered add-ons with a configurable suffix. Also copies item prices with per_unit pricing.
Copy Plans as Flat-Fee
Create flat-fee copies of all metered plans. Preserves pricing details and custom fields.
HubSpot Association Cleanup
Load customers or subscriptions that have a HubSpot integration meta field set (cf_integration_meta), select the ones you want to clean up, and clear the field in Chargebee.
Team
Everyone below shares access to all Chargebee accounts connected in this workspace.
The person you invite must have signed in to this app at least once already.
Audit Log
Every account change and destructive action taken in this workspace, most recent first.