Specify Invoice Recipients from the Admin UI

We understand that some of your customers need to have multiple recipients of an invoice for increased visibility amongst teams. We are excited to announce that you now have the ability to specify additional recipients when sending invoices from the Admin UI.

Prior to this update, clicking the 'Send Invoice' button would automatically send the invoice to the primary contact on the account. Now, the UI will prompt the user with a modal which will be pre-populated with the primary contact, and additional contacts can be added on the To:, CC:, and BCC: fields.

For more information on invoices in Chargify, see our documentation here>

Component Dunning

Subscription businesses are prone to failed customer payments from time to time. Having an effective dunning strategy can help prevent churn and is important in resolving customer's failed payments swiftly. Within Chargify, you have the flexibility in tailoring your communication approach, in addition to the pre-built templates, for your customers entering the dunning process.

Today we are excited to announce a new feature added to our dunning functionality. Introducing mid-period component dunning! This new feature allows for failed mid-period component allocations payment to move a subscription into dunning. This allows your customer and team to be alerted to any issues with a mid-period allocation payment.

For more information on dunning strategies, see our documentation here>

Customizable Emails for Upcoming Renewals

Without a bulletproof subscription renewal process, your customers can experience unexpected charges, questionable renewal tactics, and ultimately churn. To better delight your customers, Chargify's renewal emails keep your customers in the know of upcoming subscription renewals, as well as the added option to update/change their payment profile and plan(s).

We are happy to introduce new customizable upcoming renewal options for these email communications. This new feature allows you to customize renewal email timing, in addition to specifying which product price points an email should be triggered on.

For more information on upcoming renewal email settings, see our documentation here>

Service Credits in Billing Portal

Chargify's billing portal provides a convenient interface for your customers to update their credit card and billing details, change plans and number of addons, as well as cancel their subscription. Best of all, modifying what actions are available for your customers can be done through the Chargify UI, all without having to write any code.

To further enable your customers ability to manage their own accounts, we are excited to announce new Service Credit and Prepayment balances to the billing portal view. Your customers will know exactly what balance already exists before an invoice is issued.

For more information about the billing portal, see our documentation here>

New Filter Options via API for Invoicing

Last month we released a new endpoint to send invoices via API to mimic the behavior of the "Send Invoice" button within the UI. This endpoint enables you to programmatically deliver ad-hoc invoices as well as the re-send of auto-generated invoices, thus giving you control of when to send out an invoice.

As we continue adding new API endpoints, we are excited to announce new filter options on exposed event types on an invoice. You can now filter for multiple event types on an invoice (e.g. issue_invoice, apply_credit_note, refund_invoice) using a comma separated list. Previously, you were able to filter by only 1 invoice event.

For more information, see our documentation here>

Reactivate Subscriptions with Prepayments and Service Credits

Sometimes customer subscriptions need to be reinstated after being cancelled. Instead of creating a brand new subscription, our reactivation functionality allows you to reinstate a subscription with the following options:

Start a New Billing Period
Resume Billing Period
Collect Any Outstanding Balances
Include Trialing Period

In addition to those listed above, we are excited to announce that our Product Team has added new options for you to adjust how this reactivation gets paid by allowing for Service Credits and Prepayments to be selected.

When this option is selected, any Service Credits and Prepayments on the subscription will be applied to the reactivation charge before attempting to use the customers' payment profile.

For more information on reactivating a subscription, see our documentation here>

Updating Invoices with Customer Record Changes

Sending an invoice with incorrect customer information causes pain for both your end-customer and your team through added confusion, delays in payment, and possible brand damage. With Chargify, you never have to send an invoice with outdated customer information due to our latest enhancements to invoices in the UI!

As you produce new invoices in-app, you will now see an indicator on every open invoice letting you know if the customer information has changed since the invoice was issued. If your customer information has been changed, there is a clickable link for you to select so you can review the changes we detected and apply them to the invoice.

For more information on updating invoices, see our documentation here>

Backdating Issue Date on Ad-hoc Invoices

We understand that charges can occur outside of a normal billing cycle and therefore provide the functionality for you to send ad-hoc or one-time invoices. Many customers utilize ad-hoc invoices to sell services or items on a non-recurring basis to their customer base. We are excited to announce that our Product Team has made some exciting developments to these types of invoices! You can now backdate ad-hoc invoices using both the UI and API.

If performing this in the UI, you go under Subscriptions > Invoices > Create an Invoice. There is a new input field for Issue Date in the top right of the ad-hoc invoice within the UI. The issue date will be set by default to the current date. In order to back date the issue date, you will use the date selector functionality by clicking into the Issue Date input field.

Alternatively, you can also backdate the issue date via the API with the "Create an Invoice Endpoint". If no issue date parameter is passed, then the issue date will default to the current date. If you desire to back date, you can simply pass an issue_date parameter of any date in the past.

The primary use case for backdating ad-hoc invoices is when you experience a delay in issuing an ad-hoc invoice but would still like for the invoice to be due at the same time it would have been had there been no delay. As an example, one-off usage is incurred but not charged until 7 days later and you want the due_date to reflect your standard net terms of 15 days. In this case, you could back date the ad-hoc invoice to the day the usage was incurred and set the due_date to Day 15.

For more information on backdating the issue date on ad-hoc invoices, see our documentation here>

Proforma Triggers

Proforma invoices allows for proactive communication to your customers by providing a preview of their upcoming expected billing amounts, taking away any surprises once their subscription renews. Thanks to feedback from our existing customers taking advantage of proforma invoices, we have added some exciting functionality by announcing new proforma invoice triggers!

These triggers will allow for a proforma invoice to automatically be generated on set intervals of a subscription billing cycle. These triggers will allow you to select if you want the proforma invoice automatically sent to your customer at generation. For your annual subscribers, this will provide insight into what their invoice will look like 2, 4, 6 months (or whatever time interval you choose) out from their renewal.

For more information on proforma triggers, see our documentation here>

Proforma Invoices for Subscription Groups

Proforma invoices are an easy way to provide your customers with a preview of the upcoming charges and/or renewal of their subscription(s). After receiving valuable feedback from our users of proforma, we are happy to announce the extension of this functionality to Subscription Groups.

You can now view and generate a proforma invoice prior to a group's next billing period, keeping you and the customer up-to-date on all of their consolidated subscriptions. If changes need to be made, just make the adjustments to the subscription and regenerate the proforma invoice with the new pricing.

For more information on Proforma Invoices for Subscription Groups, see our documentation here>

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