Price Override 

Small and medium business customers operate in regular volume and hence do not demand custom pricing. When large enterprise customers generate high volume of transactions, they demand a separate price based on their predicted volume of sales/revenue - this negotiation happens between provider and customer and the agreed upon price will be stored against the customer subscription.

These overrides are generally provided to acquire large enterprise customers and each customer will have their own pricing requirements. The details of the deal will not be shared with other customers and is bound by contract terms covering legal & privacy requirements. The Sales teams can utilise the Price Override feature to handle customer specific pricing for their customers.

Where can I override the prices of products? 

You can override the prices of the products via the web-interface and via the API.

Web-interface 

Subscriptions: Chargebee supports overriding the price of products when creating a new subscription for a new customer or a new subscription for an existing customer. The price of a plan/addon for a new subscription can be overridden on the Create Subscription page and for existing subscriptions on the Change Subscription page. More on overriding the price for a subscription in the web-interface here.

Plans/Addons Price Points: Chargebee also supports overriding the price of your plans and non-recurring addons price points for new or existing subscriptions. Check out the plans section and the non-recurring addons or charges section for more information.

API 

Subscriptions: If you would like to override the price of a plan/addon for a new subscription via the API, you can make use of the Create a Subscription   API call for new item. You can override the price of a plan/addon in existing subscriptions using the Update a Subscription   API call.

Non-recurring Addons: Apart from the Create Invoice   API call which can be used to create an invoice for charge-items and non-recurring addons, you can append addons to pending invoices using the Add One-time Charges to invoice   API call. The price of the addon(s) being applied can be overridden while passing either of these API calls.

Enable Price override 

Remember to enable Price Override in your Chargebee site (Settings > Configure Chargebee > Billing LogIQ) in order to allow the override of prices while creating/editing subscriptions.

How to Override Prices 

You can override the price of new subscriptions, existing subscription, plan and addon price points by following these steps.

New subscriptions 

If you would like to alter the price of a plan/addon for a new customer or subscription you can do so when creating a subscription. The Create a New Subscription page captures all customer and billing related information that Chargebee requires to create a subscription against one of the plan price points. Here's a gist on how to override the price of a plan/addon price point while creating a subscription:

1. Navigate to Subscriptions > +Create a New Subscription.
2. Select customer record for which you are creating this subscription.
3. In the Create a Subscription page, click + Add Plan and select the plan. Select the Currency and the Billing frequency of the plan, and click Add.
4. The plan prices will be loaded by default and will be editable. Based on the prices negotiated with the customer, you can enter the new price in the Unit Price field.
5. The modified prices will be displayed in the invoices going forward.

Existing Subscriptions 

You can update the price of an existing subscription if a negotiation process happened after the subscription was created or if the negotiation process took longer than expected.

Here's how you can update the price in an existing subscription:

1. Navigate to the subscription's details page and click Edit Subscription.
2. In the Edit Subscription page, enter the new price in the Unit Price field.
3. Click Update.

All subsequent invoices for this subscription gets generated with reference to the modified price.

Plans 

If you would like to change the price of a plan for a particular subscription or set of subscriptions without modifying other facets of the plan or making a new one, Chargebee allows you to override the price of a plan.

Here's how you can customize the price of a plan to a particular subscription:

1. Navigate to the customer's' subscription details page and click the Edit Subscription option listed under Actions.
2. On the Edit Subscription page, enter the new price in the Unit Price field and the quantity for which you'd like the new price to apply. All invoices for this subscription will be made with reference to this new price.

To override or edit the price of or set a custom price for a plan that has subscriptions attached to it, check out the Plans page.

Note that once you override the price of a plan for a subscription, all subsequent instances of the plan as a part of the subscription will quote the new price.

Charges 

You can override the price of non-recurring addons that are applicable to the subscription as well.

Override the price of a non-recurring addon by following these steps:

1. Navigate to the subscription's details page and click Edit Subscription.
2. In the Edit Subscription page, click Add Charge option.
3. Select the Charge you would like to apply.
4. Enter a new price for the Charge in the Unit Price field.
5. Click Update.

Note that once you override the price of a charge for a subscription, all subsequent instances of the charge as a part of the subscription will quote the new price.

Users and Roles 

Users with the following roles in Chargebee can override prices:

• Support Agent
• Sales Manager
• Admin

Users with other roles will not be able to edit the prices while managing subscriptions.

FAQs 

1. What is the difference between price override and creating customer specific plans or addons?

Customer specific plans will require you to manage a bunch of plans for each customer you negotiate and override the price with - it is feasible but you should plan to manage a bunch of plans per customer.

Customer specific coupons will show up in the invoice along with the original price, so it is not a good option to show a discount when a discount is not actually applied. Additionally, managing multiple coupons per customer will also be a challenge as different coupon value discounts should be created and managed for customers.

Adding $1 Addons of ‘x' quantity is not a viable option either. Imagine a $399 plan is overridden to $349 for a customer, then 349 * $1 addons should be added to the subscription.

The Price Override feature allows you to enter a custom price - a clean approach to managing and displaying custom prices per customer in the invoices.

2. Will the prices overridden at Subscription level, get updated in the Product Catalog?

No, the plan will continue to have the original price, only a particular customer subscription will have the overridden price.

Additionally, if the same customer is subscribing for the same plan again (rare, but possible), the catalog prices will be applied, not the overridden prices.

3. Will the overridden prices get applied to other customers purchasing the same plan/addon?

No, prices will not be applied to other customers, it is specific to a customer subscription only.

4. Can I send the price update for approval to my Sales Manager?

No, approval process is not supported.

5. Can I upload agreement/contract documents?

Yes, agreements, contracts and other documents can be uploaded using Chargebee's File Attachment feature.

6. What will happen if a subscription with overridden prices is cancelled or deleted?

The subscription will be cancelled/ deleted, the overridden prices will not be available. It is important to note, however, that the overridden price will be applied to the subscription in case the same plan/addon is reactivated.