Chargebee

Description
Actions
Workflows

Chargebee Guide

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Developer	Invopop
Category	Integrations

Chargebee is a subscription management and billing platform designed for businesses that rely on recurring revenue. It automates tasks like subscription billing, invoicing, payment processing, and revenue recognition.Invopop’s Chargebee app lets you issue locally compliant electronic invoices and credit notes from Chargebee. The app subscribes to new incoming invoices and credit notes from Chargebee. When a new document is received, it’ll be converted into GOBL and stored in your Invopop workspace. Once an invoice or credit note is stored, the app will create a job on the configured workflow.Any updates and, importantly, error messages will be posted to Chargebee automatically, in the comment section of the invoice or credit note (or of the transaction, for imported payments). We also recommend configuring workflows to send notifications via Slack or email to ensure any issues can be addressed quickly.Key features

Automatic import: New invoices and credit notes from Chargebee are automatically imported into Invopop and converted to GOBL format.
Workflow automation: Process imported invoices through your configured workflows to generate compliant invoices, PDFs, and submit to tax authorities.
Real-time processing: Track invoice status directly in Chargebee with automatic status updates posted as comments.
Multi-format support: Convert Chargebee invoices to any e-invoice format supported by Invopop, including country-specific formats like ZUGFeRD (Germany), XRechnung (Germany), and more.
Payment import: Optionally import Chargebee payments and refunds as GOBL payments, for countries that require payments to be reported. See Importing payments.
Custom data mapping: Support for custom fields and metadata to map country-specific tax requirements and extensions.
Error handling: Automatic error reporting back to Chargebee with detailed messages in invoice and credit note comments, or transaction comments for payments.

Make sure to check out our Chargebee Guide for instructions on how to connect the app, configure workflows, and set up webhooks.

The following workflows are available to make your integration easier. Use them as templates to build upon.

Chargebee PDF invoice workflow

This workflow syncs with Chargebee and generates a basic PDF.

Chargebee PDF invoice workflow

{
    "name": "Chargebee PDF invoice",
    "description": "Sync from Chargebee and generate a PDF",
    "schema": "bill/invoice",
    "steps": [
        {
            "id": "1b23a850-ff46-11ef-bc8b-49a3f98ea471",
            "name": "Import document from Chargebee",
            "provider": "chargebee.import"
        },
        {
            "id": "c9d569f0-ab1e-11ef-a0aa-f554af0a2b6c",
            "name": "Set state",
            "config": {
                "state": "processing"
            },
            "summary": "Set state to `processing`{.state .processing}",
            "provider": "silo.state"
        },
        {
            "id": "c7a347b0-ab1e-11ef-a0aa-f554af0a2b6c",
            "name": "Sign envelope",
            "provider": "silo.close"
        },
        {
            "id": "d1f2e5e0-ab1e-11ef-a0aa-f554af0a2b6c",
            "name": "Generate PDF",
            "config": {
                "logo_height": 40,
                "locale": "en",
                "date_format": "%Y-%m-%d"
            },
            "summary": "English · A4",
            "provider": "pdf"
        },
        {
            "id": "6277f270-abd0-11ef-a013-91c68ca9f44b",
            "name": "Set state",
            "config": {
                "state": "sent"
            },
            "summary": "Set state to `sent`{.state .sent}",
            "provider": "silo.state"
        },
        {
            "id": "02487016-0959-475c-9bc4-aa237313fefa",
            "name": "Update Chargebee",
            "provider": "chargebee"
        }
    ],
    "rescue": [
        {
            "id": "5504a610-abd0-11ef-a013-91c68ca9f44b",
            "name": "Set state",
            "config": {
                "state": "error"
            },
            "summary": "Set state to `error`{.state .error}",
            "provider": "silo.state"
        },
        {
            "id": "d8166690-ab1e-11ef-a0aa-f554af0a2b6c",
            "name": "Update Chargebee",
            "provider": "chargebee"
        }
    ]
}

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Chargebee ZUGFeRD workflow

This workflow syncs with Chargebee and generates a ZUGFeRD XML and PDF for Germany.

For a full walkthrough including required apps, email delivery setup, and custom fields, see the Chargebee Germany guide.

Chargebee ZUGFeRD invoice workflow

{
    "name": "Chargebee ZUGFeRD invoice",
    "description": "Sync from Chargebee and issue a ZUGFeRD invoice",
    "schema": "bill/invoice",
    "steps": [
        {
            "id": "ff581030-1943-11f0-b031-c71066181289",
            "name": "Import document from Chargebee",
            "provider": "chargebee.import"
        },
        {
            "id": "bd7eb640-abd0-11ef-a013-91c68ca9f44b",
            "name": "Set state",
            "provider": "silo.state",
            "summary": "Set state to `processing`{.state .processing}",
            "config": {
                "state": "processing"
            }
        },
        {
            "id": "b913e860-1d43-11f1-a00f-9bd9990c5dfa",
            "name": "Download PDF from Chargebee",
            "provider": "chargebee.pdf.download"
        },
        {
            "id": "7dad54c0-154a-11f0-8028-c1ed648b57b5",
            "name": "Add bank details",
            "provider": "silo.modify",
            "notes": "Normalizes the payment key to SEPA credit transfer format",
            "summary": "Add bank details",
            "config": {
                "allow_invalid_json": false,
                "data": {
                    "doc": {
                        "payment": {
                            "instructions": {
                                "credit_transfer": [
                                    {
                                        "bic": "",
                                        "iban": ""
                                    }
                                ],
                                "key": "credit-transfer"
                            }
                        }
                    }
                },
                "expr": "(doc?.payment?.instructions == nil || doc?.payment?.instructions?.key == \"credit-transfer\")\n&& doc?.payment?.terms?.due_dates != nil",
                "merge_type": "application/merge-patch+json",
                "sign": false
            }
        },
        {
            "id": "18910b60-6624-11f0-9087-c716f49f1585",
            "name": "Modify silo entry",
            "provider": "silo.modify",
            "summary": "Add `de-zugferd-v2` addon",
            "config": {
                "addons": [
                    "de-zugferd-v2"
                ],
                "sign": false
            }
        },
        {
            "id": "c37c3860-abd0-11ef-a013-91c68ca9f44b",
            "name": "Sign envelope",
            "provider": "silo.close"
        },
        {
            "id": "3548d720-6623-11f0-b3db-e7255a5da07c",
            "name": "Generate CII document",
            "provider": "cii.generate",
            "summary": "ZUGFeRD v2",
            "config": {
                "attach_invoice_pdf": false,
                "doc_type": "zugferd-v2",
                "validate_cii": true
            }
        },
        {
            "id": "8e665990-81a3-11f0-82cb-9160968ac068",
            "name": "Embed FacturX/ZUGFeRD",
            "provider": "cii.pdf.embed"
        },
        {
            "id": "c6192a60-abd0-11ef-a013-91c68ca9f44b",
            "name": "Set state",
            "provider": "silo.state",
            "summary": "Set state to `sent`{.state .sent}",
            "config": {
                "state": "sent"
            }
        },
        {
            "id": "553f8c03-c0ff-4de5-9a66-33685b8f9c65",
            "name": "Update Chargebee",
            "provider": "chargebee"
        }
    ],
    "rescue": [
        {
            "id": "c94982c0-abd0-11ef-a013-91c68ca9f44b",
            "name": "Set state",
            "provider": "silo.state",
            "summary": "Set state to `error`{.state .error}",
            "config": {
                "state": "error"
            }
        },
        {
            "id": "c35d34c0-b7af-11ef-86a5-99a247862412",
            "name": "Update Chargebee",
            "provider": "chargebee"
        }
    ]
}

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