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Use Baremetrics to find the billing history for Chargebee Customers

by Ana Gotter. Last updated on March 07, 2024

Are you feeling lost in the maze of Chargebee invoices? Finding your customers' billing history can be a tedious scavenger hunt. Manually sifting through reports and piecing together individual transactions just doesn't cut it. 

In addition, Chargebee’s analytics side can lack the needed depth for SaaS businesses that rely on recurring revenue. But there's a better way! 

In this article, we are going to go through how you can find your billing history for Chargebee customers as well as the easier way of letting Baremetrics do it all for you automatically. 

Baremetrics monitors subscription revenue for businesses that bring in revenue through subscription-based services. Baremetrics can integrate directly with your payment gateway, such as Chargebee, and pull information about your customers and their behavior into a crystal-clear dashboard.

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What is Chargebee?

Chargebee is a cloud-based subscription management system designed to streamline recurring billing, invoicing, and customer life cycle management for businesses. Ideal for organizations aiming to grow through subscription models, Chargebee simplifies Revenue Operations for a variety of companies, including SaaS and subscription-based enterprises.

The platform automates billing processes, allowing businesses to easily adjust pricing, offer coupons, and conduct marketing campaigns. Chargebee enhances customer interactions with features like self-service portals, customized pricing options, and the ability to pause subscriptions, providing a strategic alternative to cancellations. Its systems support a range of operational activities, such as invoice creation, payment collection, and customer relationship management, all through a plug-and-play interface.

How do you find your billing history for Chargebee customers on Chargebee?

There is no simple way to find the billing history for your customers on the Chargebee platform. The only way to get this information directly on Chargebee is by heading to the "Customers" section, selecting the desired customer, and opening the "Subscriptions" tab. You’ll need to click on each  specific subscription as well as each invoice, payment, adjustments, and relevant events to sort out a cohesive timeline. 

Additionally, you could view reports like "Subscriptions Report" for details on active and canceled subscriptions, "Invoices Report" for a listing of issued invoices with their status and financial activity, and "Transactions Report" for a comprehensive breakdown of all financial transactions within your account. You’d need to manually combine these reports by the customer to view them on a customer basis.

Developers can leverage the API to retrieve a specific customer's invoices, transactions, and subscription history in various formats. This is a tedious process and requires even more coding to get the billing history for specific groups of customers, or for specific periods. 

If you want to keep everything in one place and do not plan to segment customers, track the billing history of your customers closely (e.g., to see your expansion MRR or contraction MRR), or focus on involuntary churn, then any of these options might be enough for you. 

However, most people running SaaS businesses appreciate how valuable data can be and are interested in getting the most actionable information possible from the raw sales data provided by Chargebee. 

Luckily, there is a better way. 

The better way: Baremetrics 

Baremetrics is the better way. The process for finding the billing history for Chargebee customers works as follows. 

  • Step 1. Open up Baremetrics.

That’s it. Baremetrics connects to Chargebee and magically pulls your billing history to provide the information in an easy-to-understand format. From customer segmentation to customer insights, Baremetrics takes the guesswork out of interpreting your Chargebee customer billing history.

Let’s take a brief look at all of the other information that Chargebee does or does not provide and how Baremetrics fills in those gaps, too. 

What information can be found in Chargebee reports?

Chargebee provides two main reporting areas: Invoice and Payment Reports and Revenue Recognition and Deferred Revenue Reports. These reports ensure accurate financial reporting and accounting for your subscription business.

Invoice and Payment Report 

Chargebee's Invoice and Payment Reports offer comprehensive insights into your billing cycle. You can track all issued invoices, analyze payment methods and success rates, manually identify overdue payments for collections, and even understand customer preferences regarding different payment gateways. 

Revenue Recognition and Deferred Revenue Report 

These reports provide accounting for your subscription business. By defining your revenue recognition rules, you can properly track prepayments and upcoming subscription revenue, ensuring both current and future financial statements are accurate. This information simplifies reconciliations with your general ledger system.

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What metrics does Chargebee calculate for you?

While Chargebee focuses more on being a subscription management tool, it does provide a limited number of metrics to keep a pulse on your subscription business through a set of metric tools. For a broader understanding, let's explore both their RevenueStory and Legacy reports.


This tool focuses on insights, guiding you through customer acquisition channels, billing and tax intricacies, churn patterns, and potential revenue leaks. You'll also delve into customer behavior, order details, premium feature performance, and transaction breakdowns. While it’s a great tool out of the box,  you might find yourself overlooking crucial details or struggling to tailor the insights to your specific needs.

RevenueStory is included on the Starter, Performance, and Enterprise plans. Depending on your current tier, accessing its metrics might require an upgrade or additional fees. Legacy reports, thankfully, are available on all plans, though premium features within them might necessitate higher tiers. 

Legacy Reports

This classic offering provides detailed analyses of your subscriptions, invoices, and customer accounts. Dive into financial transactions, payment methods, tax calculations, dunning efforts, and even the intricacies of revenue recognition and deferred revenue. These reports offer granular detail, dissecting individual transactions, subscriptions, and invoices. It's like examining every movement under a microscope, great for spotting anomalies, but lacking the flavor of actionable insights. You might drown in data without a clear picture of what it all means.

What metrics does Chargebee not provide for you but Baremetrics does?

While Chargebee equips you with key subscription metrics, it might leave specific gaps in your knowledge, like understanding customer engagement or benchmarking your performance against the industry. This is where Baremetrics shines by illuminating these missing pieces, letting you paint a complete picture of your subscription business.

Dive Deeper into Customer Engagement

Instead of just knowing churn rates, Baremetrics lets you track customer activity through metrics like email opens, trial usage, and feature adoption. Identify potentially unhappy customers before they churn and personalize re-engagement strategies based on their individual actions. You can even see how your customers interact with different pricing tiers or features, helping you optimize future offerings.

Untangle Your Customer Base

Chargebee provides basic segmentation based on plan, location, or custom fields, and Baremetrics takes it a step further with its powerful segmentation tool. Baremetrics identifies your most valuable customer segments based on their behavior, revenue potential, and churn risk. This goes beyond simple demographics, allowing you to tailor marketing campaigns, optimize pricing strategies, and predict future behavior with greater accuracy. By combining Baremetrics' advanced segmentation with Chargebee's existing data, you gain a deeper understanding of your customer base, empowering you to deliver personalized experiences and drive targeted growth. 

Benchmark your Competitiveness

Chargebee tells you your own story, but Baremetrics helps you understand your position in the larger landscape. Gain valuable insights by comparing your MRR, churn rate, and other key metrics against similar companies. This reveals industry best practices, potential weaknesses you might not have noticed, and allows you to stay ahead of the curve in a competitive market. 

Foresee your Future with Scenario Planning 

Baremetrics goes beyond simple forecasting. Simulate different pricing changes, marketing campaigns, and churn scenarios to predict how your business might react. This data-driven foresight empowers you to make informed decisions about resource allocation, pricing strategies, and future growth plans.

Actionable Alerts for Timely Intervention

Data is powerful, but actionable insights are transformative. Baremetrics doesn't just show you the numbers, it tells you what they mean. Receive customized alerts for key events like sudden churn spikes or unusual revenue dips, allowing you to react quickly and prevent potential damage before it happens.

Combine Data Sources for a Unified View

Baremetrics doesn't limit itself to your Chargebee data. It seamlessly integrates with other subscription management tools like Stripe, allowing you to combine all your subscription data in one place. This unified view eliminates data silos, giving you a complete picture of your business across different platforms and tools.


While Chargebee provides a toolbox of metrics, locating an individual customer’s billing history can be difficult. Carefully evaluate your needs and budget before picking your ultimate source of truth in how your business is operating. 

Baremetrics provides an easy-to-read dashboard that gives you all the key metrics for your business, including MRR, ARR, LTV, total customers, and more directly in your Baremetrics dashboard. Just check out this demo account here.

Connect Baremetrics to your revenue sources, and start seeing all of your revenue in a crystal-clear dashboard. You can even see your customer segmentation, deeper insights about who your customers are, forecast into the future, and use automated tools to recover failed payments.

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Ana Gotter

Ana Gotter has been a devoted writer since primary school. She graduated from Florida State University with degrees in writing, business, and communications. Launching into freelancing in 2012 and shifting to full-time in 2014, Ana has since been an invaluable asset to businesses and nonprofits, blending her deep understanding of business and marketing strategies.