> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Chargebee

> How Ari accesses and manages your Chargebee data

Ari integrates directly with Chargebee to access customer billing data and manage subscriptions. The connection is bidirectional, allowing Ari to read customer, subscription, and invoice data and write new invoices, subscription changes, and credit notes.

## What Ari Can Access

Ari has read and write access to the following Chargebee resources:

<Cards>
  <Card title="Invoices" icon="file-invoice">
    View all invoices, invoice status, amounts, payment dates, and line items
  </Card>

  <Card title="Subscriptions" icon="repeat">
    Access subscription details, billing cycles, plan pricing, renewal dates, and status
  </Card>

  <Card title="Customers" icon="user">
    Look up customer information, billing email, and payment history
  </Card>

  <Card title="Plans & Addons" icon="tag">
    Reference your product catalog, plans, addons, and price points for billing actions
  </Card>

  <Card title="Payments" icon="money-bill">
    View payment transactions and transaction history
  </Card>

  <Card title="Credit Notes" icon="receipt">
    Create and manage credit notes for refunds and adjustments
  </Card>
</Cards>

## How the Connection Works

When you connect Chargebee to Ari through LedgerUp, the following happens:

<Steps>
  <Step title="Chargebee connection established">
    You authenticate Ari with your Chargebee site through LedgerUp's integration settings.
  </Step>

  <Step title="Permissions granted">
    Ari is granted read and write access to billing resources. All write actions (creating invoices, changing subscriptions, issuing credit notes) still require your approval before execution.
  </Step>

  <Step title="Real-time sync">
    Ari can query your Chargebee data in real-time when you ask questions or need to take actions.
  </Step>

  <Step title="Audit trail maintained">
    Every action Ari takes in Chargebee is logged and auditable through LedgerUp's dashboard.
  </Step>
</Steps>

## What Actions Ari Can Take

<Note>
  All write actions require your approval. When Ari proposes a change, you'll see an approval button in Slack before anything is created or modified in Chargebee.
</Note>

### Read Actions (No approval needed)

* View customer billing history
* Check subscription details and renewal dates
* Look up invoice amounts and status
* Review payment and transaction history
* Search customer data

### Write Actions (Approval required)

| Action                         | Description                                           | Example                                                                          |
| ------------------------------ | ----------------------------------------------------- | -------------------------------------------------------------------------------- |
| Create Invoice                 | Generate a new invoice for a customer                 | "@Ari Create an invoice for \$5,000 to Acme Corp in Chargebee"                   |
| Create Credit Note             | Issue a refund or adjustment via credit note          | "@Ari Create a credit note for \$500 to TechCorp for overcharge"                 |
| Update Invoice                 | Modify draft invoices (amount, due date, line items)  | "@Ari Update the Acme invoice to change the due date"                            |
| Add Line Items                 | Add charges or addons to an invoice                   | "@Ari Add a service charge of \$250 to the invoice"                              |
| Update or Create Subscriptions | Change plans, quantities, or addons on a subscription | "@Ari Upgrade Acme Corp to the Enterprise plan at the next renewal"              |
| Update or Create Customers     | Update any information about a customer               | "@Ari update the billing email for Delta to [ap@delta.com](mailto:ap@delta.com)" |

## Common Patterns

### Look Up Customer Information

```
@Ari What's the billing email for Acme Corp in Chargebee?

→ Ari responds:
Customer: Acme Corp
Email: billing@acme.com
Chargebee ID: acme-corp
Subscription Status: Active
Plan: Enterprise (annual)
MRR: $5,000
```

### Change a Subscription

```
@Ari Upgrade Growth Labs from the Professional plan to Enterprise,
effective at the next renewal

→ Ari shows approval screen with the plan change, proration, and
  new renewal amount
```

### Issue a Credit Note

```
@Ari Issue a credit note to DataViz Solutions for $750
Reason: Overcharge on last invoice

→ Ari shows credit note for approval, then applies it in Chargebee
```

<Tip>
  Ari can reference your Chargebee plans and addons directly. Just ask: "@Ari Create an invoice for Acme with 1 year of our Premium plan" and Ari will pull the correct pricing from your Chargebee product catalog.
</Tip>

## Next Steps

Ready to use Chargebee with Ari? Start with these workflows:

1. **[Playbooks](/ari/playbooks/invoicing)** — See real-world examples of creating invoices and managing customers
2. **[HubSpot Integration](/ari/integrations/hubspot)** — Keep HubSpot data up to date with the changes happening in Chargebee
3. **[Salesforce Integration](/ari/integrations/salesforce)** — Keep Salesforce data up to date with the changes happening in Chargebee
4. **[Email Integration](/ari/integrations/email)** — Allow Ari to handle customer updates or AP team requests from email directly