# How to use a Righthand with Chargebee

Prepare a reviewed invoice-balance question register from approved Chargebee inputs, with a worked example, complete brief, access checks, and reconciliation.

By Righthand Team · 2026-10-10

Source: https://www.righthand.ai/blog/how-to-use-righthand-with-chargebee

## Quick answer

Use an approved Chargebee invoice slice to prepare a register of balance questions for billing review. Keep the invoice’s recorded state, amount information, and related adjustments visible rather than declaring a customer delinquent from one incomplete extract.

Start with a **invoice-balance question register** that the billing reviewer can check against the original records. Righthand prepares the review artifact; the source application remains the operational record.

## Establish the input route

Chargebee’s invoice reference documents invoice attributes and related billing information, including currency and tax or discount details. [Official Chargebee reference](https://apidocs.chargebee.com/docs/api/invoices), checked October 6, 2026.

The billing administrator should provide a scoped invoice extract and any approved adjustment references needed to explain it. Specify the site and extraction timestamp. Confirm available operations and permissions separately if the input comes through an assigned connection.

Check the current [integration directory](/integrations) and [Righthand setup documentation](https://docs.righthand.ai/introduction). A listed app does not establish every read or write action. For a connected route, verify the assigned account, available operation, object scope, and one permitted sample read. This guide also works from an explicitly supplied, approved extract; it does not require an unverified native operation. Keep credentials out of the article brief.

## Worked input and output

These three records are synthetic illustrations, not customer results or a hands-on integration test.

| Approved input | Proposed review output |
| --- | --- |
| CB81: invoice total differs from supplied amount due | Show both values and request payment/adjustment context |
| CB82: credit reference exists outside the supplied slice | List missing credit evidence; do not subtract an invented amount |
| CB83: same customer has USD and EUR invoices | Keep currency groups separate without a conversion assumption |

The register should identify what makes a balance uncertain and which record could resolve it. CB81 is not necessarily an error: its total and amount due may describe different stages of billing. CB83 requires currency-specific totals rather than one misleading combined number.

## A complete first-run brief

> Use an approved Chargebee invoice extract and adjustment register for October 12–16, 2026. Fields: site reference, invoice ID, customer reference, status, currency, invoice total, amount due, due date, adjustment reference. At Monday 9 AM America/Los_Angeles, prepare a invoice-balance question register as source-linked Markdown in my private review thread. Preserve record identities and the extract timestamp. Group unresolved items by next action and responsible owner. Reviewer: billing reviewer. Do not issue credits, collect payments, change invoices, classify legal delinquency, or send collection messages. Result check: Match invoice IDs and currency groups; trace each proposed balance explanation to its supplied adjustment source.

A permitted preparation step does not authorize a consequential write or an external send. Resolve proposed changes through the app's supported process after the responsible owner approves their exact scope.

## Reconcile before widening the task

A filter on invoice status can hide relevant credits or paid invoices. Preserve the filter definition and do not turn an incomplete selection into a complete account statement. Due dates also need the account’s interpretation and timezone before a real reminder is prepared.

Start with the finance team’s next invoice review. Ask the reviewer to resolve CB82’s missing credit and mark which questions remain open. Add recurring preparation only when the source owner can supply the same fields and a current timestamp reliably.

For the first acceptance review, keep the original input slice beside the result and mark which items were checked. If access or evidence is incomplete, return that gap with its record identity rather than a confident completion statement. Review [Pricing](/pricing) using the actual preparation workload and correction effort.