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>

Finance Report Enhancement

Tracking your monthly performance in terms of total sales provides you and your team a pulse on your revenue flow that can help identify growth opportunities and trends. Chargify's Finance Report provides monthly totals of your Total Billed, Payments, and Expected Payments. It breaks down Total Billed into Sales, Discounts, Taxes, and Credits.

To more closely align with the data presented, we are excited to announce a modification to the report terminology. In both the UI and exports, the Revenue fields have been updated to Total Billed less Tax as the report measures sales performance based on billed amount.

For more information on the Finance Report, 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>

Transactions Page Available in Beta

The transactions page for relationship invoicing sites is now available in beta! Viewing and exporting transactional data is easier than ever using the intuitive and simple design. Chargify users are now able to see all invoices, payments, credits, and refunds in a single page with a variety of filter and column selection options.

The robust filtering options include customer, subscription, amount, date range, product, last four of credit card, and status. The page has a user-friendly design and offers the ability to customize columns to fit your specific needs. It also includes a separate tab for each transaction type (e.g. invoices) enabling users to focus on a specific subset of data. The page offers export of your transactional data including additional data attributes giving you the power to slice-and-dice data any way you’d like.

Interested in getting beta access? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on the transactions page, see our documentation here>

New Default Payment Profiles

Maintaining great relationships with your end customers oftentimes starts out with the way you bill them. By utilizing online and public invoices through Chargify, you can provide a seamless experience for your end customer to pay you. As many of you already take advantage of this feature, your customers can access their invoice online from an automated email or from your team by copying the link from the Chargify interface under "More Options" when viewing the invoice.

We are excited to announce a new feature to the UI of these public invoices! Your customers now have the option to save their Credit Card by making it their default payment moving forward. This will prevent your customer from providing their credit card information the next time they pay their invoice, by selecting the one that is already on file.

For more information on online and public invoices, see our documentation here>

Salesforce: Calendar Billing

The way you bill your customers is essential to running your business. Many of our customers today take advantage of Chargify's built-in Calendar Billing functionality, allowing them to choose the specific day of the month their subscribers should be billed on, not the day they signed up for your product and/or service. For example, you may want all of your customers' subscriptions to renew on the first of the month.

The goal with our CRM integrations is to mirror your Chargify environment as much as possible to provide your teams a seamless experience to sell and manage subscriptions. Because of this, we are excited to announce that we have extended Calendar Billing to our native Salesforce integration. When creating a Subscription via the Subscription Wizard, you can configure the subscription to be Calendar Billed on the specific day of the month you choose.

For more information on how Calendar Billing works, see our documentation here>

Applying Recurring Coupons to Mid-Period Allocations

Providing enticing offers and discounts to your customers can help build long-term relationships for your business. We are excited to launch new functionality around coupons and discounting that increases flexibility in how you manage your coupons, discounts, and promotions with Chargify!

You now have the option of whether recurring coupons should apply to mid-period invoices when an allocation changes for the following components:

On/Off Components
Quantity-Based Components

Previously, these "mid-period allocations" would automatically apply any recurring coupons. Merchants who use recurring flat dollar amount coupons will find this feature useful since they typically will not want the coupon to be applied more than a certain number of uses. Further, for use cases that are less common, merchants will also be able to have their percentage-based recurring coupons not apply to mid-period allocations.

For more information on applying recurring coupons, see our documentation here>

Links Available to Individual Segments on Consolidated Invoice

Many of our customers use consolidated invoices to simplify their customers’ bills when they have multiple subscriptions. The beauty of these consolidated invoices is that each subscription listed in the group generates an “invoice segment”. Previously, you had to go through a couple of steps to locate the individual segments that make up a consolidated invoice.

Our UI now allows you to locate the individual segments on a consolidated invoice by directly linking to the member invoice for easy access. For example, if you have a customer with 10 subscriptions, the consolidated invoice would group this into 1. You are able to click into the “1 grouped subscription” to see the member invoices associated.

For more information on Invoice Hierarchy, see our documentation here>

Partial Payment on Consolidated Invoice

Invoice consolidation improves the experience of your customer by combining multiple subscriptions into one invoice to be paid in a single transaction. Historically, your customers had to pay for the full amount on the consolidated invoice. Now your customers have the option to make a partial payment against the different subscriptions.

For example, if your customer has 10 subscriptions that were $10 each, the consolidated invoice is $100. Previously, your customer would have to pay the $100 towards the invoice. You can now have the customer make a partial payment toward the invoice, for instance a $50 payment against it. It will spread the payment out over the different subscriptions and show a $50 balance due.

For more information on Invoice Consolidation, see our documentation here>

View ‘Other’ Open Invoices on New Invoices

Being able to customize your invoices by adding important information beyond the billed amount is value-add to your subscribers to keep them in the know of what they’re consuming. On top of being able to display unit price, quantities, date ranges, subtotals and $0 product line items, you now have the option to display an ‘Other’ balance.

This option will display the total due on any existing payable invoices for said subscription at the point the new invoice was issued. In addition, there will also be a list of all invoices which were outstanding and the individual amounts that were due at the time of issuance. So for instance, if your customer did not pay their January bill, and the February invoice has been issued, the February invoice will show the past January balance as past due.

For more information on line item elements for Chargify invoices, see our documentation here>

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