Having a variety of flexible options when configuring your settings for your Salesforce integration is great and what's even better is being able to choose which ones you turn on/off. Because of this we are excited to announce our latest enhancement to the Salesforce integration, allowing you to enable an "Upgrade/Downgrade Oppty Amount Difference". 

Understanding not all of our customers manage their sales process the same, this new configuration setting will calculate the values on the opportunity based off the value of the original subscription to what it will be now (via upgrading or downgrading the subscription). There are 3 types of proration that will be available when upgrading/downgrading a subscription on an opportunity: 

• If “Preserve Period” is selected,  the normal next billing date will be respected;
• If “Include Trial” is selected, the new products trial will be included on the subscription;
• If “Include Initial” is selected, the setup fee will be included at the time of Upgrade/Downgrade

For more information on our Salesforce integration, see our documentation here>

Single Euro Payments Area (SEPA) Direct Debit is now available on Chargify’s integration with Stripe! 

Direct Debit is a commonly used payment method in Europe and many businesses are seeing great success when implementing this payment method for subscriptions and business invoices. Adding an additional payment method adds flexibility to your customers. 

Once you are ready, SEPA will allow you to take payment for your subscriptions in three easy steps:

1. Customer selects SEPA Direct Debit at checkout
2. Customer provides full name, IBAN, and authorizes mandate 
3. Customer gets notification that the payment is complete

Contact your Customer Success Manager or Chargify Support to enable this new payment method. You must have an active account to accept SEPA direct debit with Stripe. 

• Introduced Multi-Attribute Rating
• Invoice Template Updates 

We are excited to announce that our nextgen Hubspot integration is now in beta! Integrating Chargify and Hubspot seamlessly connects your CRM and subscription billing operations to streamline your revenue generation processes.

The integration synchronizes date bi-directionally, so your catalog, customer, subscriptions, and deal management records are always in sync. Users are able to use Hubspot as they do today with the added benefit of automatically creating subscriptions in Chargify. The line items for building deals in Hubspot are synchronized from the Chargify product catalog for easy use in deals, quotes, and winning new customers.

If you are interested in the integration, please email us at support@chargify.com or contact your Chargify Customer Success Manager. 

The Chargify to Salesforce integration is becoming even more flexible thanks to feedback from our customers over the last few months on data flow enhancements. There is now the option to not sync over trialing accounts from Chargify. If selected, this will allow your subscriptions to flow over to Salesforce after the trial period, when it is active and paid. 

Our goal is to build the Salesforce integration as flexible as possible to accommodate various business and operating models, so you can sync your data that best fits your needs. If you are currently not using the Salesforce integration and are interested, get in touch with your customer success manager today. 

For more information on the synchronization controls of the Salesforce Integration, see our documentation here>

Chargify has partnered with UNIPaaS to bring our merchants a unique gateway catered to Marketplaces & Digital Platforms. This new integration provides streamlined onboarding, global processing, and dynamic payout solutions to our merchants. 

Dynamic payouts are an exciting feature that is in high demand, now more than ever. Receive funds within minutes of clearing, rather than working to conventional banking timescales. Dynamically schedule funds and keep your customers happy.

Additionally, when you connect to UNIPaaS you are provided a Merchant Portal with real-time monitoring to more effectively manage transactions, financial reporting, and gain insights on users and statistics. 

Contact your Customer Success Manager or Chargify Support to enable this new gateway. For more information on our UNIPaaS integration, see our documentation here>

Our latest Salesforce integration (v3) is continually being enhanced to parody the functionality in Chargify that is used by your sales & support teams, preventing them to swivel between two systems to serve your customers' needs. The latest update to our Salesforce integration now utilizes Chargify’s Subscription Groups. When creating a subscription you can now select if the subscription should be billed individually or in a consolidated invoice with other subscriptions. 

For more information on our latest integration with Salesforce, see our documentation here>

We are excited to continually provide you new API endpoints that surface our core functionality outside of our UI, allowing for full flexibility of how you bill your customers. Our latest API endpoint is creating ad-hoc invoices for one-off services or products, separate from your recurring charges. With these one-off invoices you can directly feed in everything that will be charged including the price, description and item being sold and you can set these invoices to be paid either by remittance or automatic payment collections.  They can have multiple line items, a custom memo, and all other basic attributes you get when you create the one-time invoice in the UI.

For more information on how to create a one-off invoice via the API, see our documentation here>

As customers upgrade or change their subscriptions with you, providing a preview of their updated charges is a great way to mitigate surprises and keep customers happy! Chargify's latest API enhancement enables you to do just that. The 'Preview Migration' API call allows you to pull the prorated new charge amount based on a specified date (within the current billing period). Simply pass in the future date and get the corresponding prorated adjustment, charge, payment and credit applied values.

For more information on product migrations via the API, see our API documentation here>

Sales processes often involve multiple rounds of back and forth with customers before agreeing on a final set of products, services, and prices. To make this process as quick and simple as possible for your prospect and sales team, the Chargify to Salesforce integration offers Subscription Previews. 

The subscription preview serves as just that - a preview of what is being purchased. This preview can act like a quote and be sent to your prospect or customer so they can directly see the products and services, quantities and prices being discussed. This preview can be updated as many times as needed as you move through negotiations. Once the opportunity is Closed Won in Salesforce, the subscription is automatically created in Chargify.

For more information on our Salesforce integration, see our documentation here>