Managing your subscriptions in Chargify should be as easy and seamless as possible, from the sign-up to look-up of information on your customer base. As we look to continually enhance our UI look and feel, many of our customers recently sat down with our Product Design Team to provide feedback on how we can improve the Subscription Index UI. 

Today, we are excited to announce that we have made several enhancements that will delight our users through a more simplistic design. We have added new filtering options with an improved search capability in addition to a new 'Product' column. 

Head over to the Subscription Index UI and check it out! 

We understand that some of our customers are entering external payments into Chargify, and oftentimes the day it gets entered is not the same day it was received. In order to support downstream reporting and align the date you received these external payments (such as paper checks via mail), you can now specify a received_on date for external payments. 

In the UI, users can provide an effective date via Invoices > Invoice Show > Record Payment > Record External Payment. The received_on date will be set to the current day by default, but the user can backdate by changing the received_on field.

For historic reporting, this field has been backfilled with the created_date date in order to facilitate reporting from this field; however, the received_on date can only be different from the created_date going forward. 

In the UI, received_on will be exposed in the /payments and /transactions pages and exports. Please note that this is the /transactions page, not the new Transactions Report page. There are plans to add this field to the new Transactions Report page in the future.

The received_on date is also available via the following API endpoints: transactions, invoice, and invoice-events. 

For more information on backdating a received date for external payments, see our documentation here>

It’s easier than ever to send data from your application to Chargify Business Intelligence for custom analysis. With this information, you can hone in on how your users are consuming your product and identify key value metrics. Then, leverage this data to build complex, multi-attribute pricing models that charge your customers for the exact value they receive. 

Take a Data Ingestion Tool for example, with Events-Based Billing, they can charge different rates based on: Cloud Provider, Data Center Region, Cluster Type, and Availability.

Data Read Event Rate per GB:

To start streaming your data to Chargify, head to Business Intelligence and select ‘Manage Data Sources’. From there, you will be asked to define your new data source. You can follow this guide to start streaming your data in. 

For more information on Chargify Business Intelligence, see our documentation here>

The tax landscape for recurring revenue businesses can oftentimes be difficult to manage, leading to confusion on how to effectively apply taxes to your products and services. Adding to that complexity is determining a final price for your product that includes tax so that your customers are only advertised and charged one single price.

Within Chargify, your Avalara Managed Sales Tax account helps eliminate the ongoing headaches in managing sales tax for your recurring revenue business. Adding to Chargify's native Avalara functionality, our Product Team was recently working on a beta feature with some of our customers. We are happy to announce that this new feature is now in general availability!  

You can now utilize a 'tax included' option when setting your final prices in your Product Catalog within the UI. For example, if you want the final price (with taxes included) to be $20 for one of your subscription offerings, you can choose the "Tax included in price?" when building out your price point. Your customer will be billed $20, and in turn you will be collecting your subscription base price + tax. 

For more information on Avalara Managed Sales Tax, see our documentation for products here and for components here>

In a customer-centric world, selling add-ons, services, or products outside of your recurring subscriptions can become a common practice. Because of this, we love knowing that our customers can take advantage of ad-hoc (one-off) invoices, either within the UI or API. Our Billing Team has released several enhancements to one-off invoicing over the past several months, from backdating functionality, new filtering options (via API), and a date selector modal. 

Today, we are excited to announce that you now have the option to immediately collect payment on these ad-hoc invoices. Two options are available when creating an ad-hoc invoice in the UI: 

1. The invoice will be marked for remittance payment; or 
2. The invoice amount will be collected automatically from the payment method on file 

1. Roll back (not be created); or
2. The status can be set to 'Open' and Chargify will attempt collection at the next scheduled renewal 

The default behavior can be set in your Site Settings. However, behavior for individual and ad-hoc invoices can be overridden. Payment instructions can be sent via API with the payment_instrucions parameter. If payment instructions are not specified, the settings for the invoice will default to the site settings.

At times you may be selling additional services and add-ons to your customers that are outside of their recurring subscriptions. With Chargify's ad-hoc invoice feature, you can easily create those additional charges with the option of backdating the creation date. 

We are happy to announce that we have added an intuitive date selector modal for how the Issue Date, Due Date, and Net Terms interact within the UI. You can now: 

• Enter dates directly by keeping Net Terms equal to 'Calculate from Dates' 
• Set Net Terms first (changing either date will dynamically change the other)  

For more information on Invoices at Chargify, see our documentation here>

Dashboards that are easy to understand and consistent with your branding allow you to seamlessly convey the value you provide to your end users. We are thrilled to announce the release of advanced theming capabilities for your dashboards, allowing you to easily control the look and feel of your dashboards.Whether you are running business reviews with key clients or embedding metrics for a strategic partner, you can now provide a more cohesive experience for dashboards that are shared or embedded  outside of Chargify BI. 

Our Dashboard Theming feature has three main categories: General, Chart Elements and Visualization Types. You can access this functionality in Dashboard Edit mode from the top, right ‘Theming’ button. 

Dashboard Theming 

• The General tab  allows you to select the overall data color palette that you want to apply to your dashboard. Here, you are also  able to set the background color, fonts, and space between your chart elements.
• On the Chart Elements tab you can set the text font, color, and size for your chart titles, subtitles, legends, labels, grids, X- and Y-Axis, as well as tooltips. 
• The look and feel of each Visualization Type (Line & Aera, Pie & Donut, Funnel, Metric, Table) can be defined on the last Theming tab. This includes things like line thickness, values style, labels, and colors. 

Dashboard Theming - General

Dashboard Theming - Chart Elements

Dashboard Theming - Visualization Types

Business Intelligence is included on all 2021 public plans. To request access or discuss adding BI to your plan, please reach out to us at support@chargify.com 

For more information on Business Intelligence Dashboards, see our documentation here>

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>

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>

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>