Chargebee

Enable multi-currency in settings for EUR, GBP, and JPY.

Activate TaxJar/Avalara integration within the Chargebee dashboard.

Configure 'Smart Routing' to use Adyen for European transactions and Stripe for US transactions.

Set up localized hosted checkout pages in 5 different languages.

Create a base plan for $50/month.

Create a 'Metered' addon for the API charges.

Push usage data to the Chargebee API at the end of each billing cycle.

Chargebee automatically aggregates usage and generates a single consolidated invoice.

Configure a 21-day dunning period with 4 retry attempts.

Set up automated email notifications for 'Payment Failed' and 'Card Expiring Soon'.

Enable the 'Self-Service Portal' so customers can update card details via a secure link.

Review the 'Recovered Revenue' report to track performance.

Enable the Chargebee RevRec module.

Map product catalog items to specific revenue categories.

Sync invoices and credit notes to the RevRec sub-ledger.

Export monthly journal entries for integration into NetSuite or QuickBooks.

Define features (e.g., 'Export-PDF') in the Chargebee Entitlements dashboard.

Link features to specific plans (e.g., 'Business Plan').

The application queries Chargebee's /entitlements API on login.

The app UI renders features based on the API response.

Install the Chargebee-Salesforce managed package.

Sales rep creates a 'Quote' in Salesforce.

Upon signature, the 'Quote' is converted into a 'Subscription' in Chargebee via sync.

The first invoice is automatically sent to the customer.

Route the 'Cancel' button to the Chargebee Retention page.

The customer is asked why they are leaving via a dynamic survey.

If they select 'Too Expensive,' present a 20% discount for 3 months.

If they accept, the subscription is automatically updated in Chargebee.