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.

Managing subscriptions requires you to keep a pulse on your customer base to quickly react to events, especially failed payments. We all know that payments can fail due to expired cards or even outdated billable contacts causing missed refunds or invoicing errors. 

For our customers who are currently integrating their HubSpot environment, we are excited to announce that Timeline Events can now be viewed in the Contact or Deal record. This added visibility will enable your customer-facing teams to stay in the know of customer events, which can also help mitigate failed revenue mishaps during the subscription lifecycle.

The following Events are now shown through our native HubSpot integration: 

• Invoice Issued
• Payment Success
• Payment Failure
• Subscription State Change
• Subscription Product Change
• Expiring Card
• Component Allocation Change
• Upgrade/Downgrade Success
• Upgrade/Downgrade Failure
• Refund Success
• Refund Failure

Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today!

For more information on Timeline Events in our HubSpot integration, see our documentation here>

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>

We know it's vital for your Support Teams to have information at their fingertips in order to quickly service your customers. Chargify's HubSpot integration lets you view subscription changes, payment and invoice history, usage and next billing dates, all within the Contact and Deal Record views. 

Adding to our native HubSpot integration, we are excited to announce an enhancement to viewing Invoice Details! Once the subscription is generated, the integration will provide a PCI compliant invoice link to collect payment from your contacts in addition to visibility for your customer-facing teams. 

The invoice details include: 

• Invoice ID 
• Status 
• Payment Collection Method
• Invoice Due Amount
• Invoice Paid Date
• Credits Used

These values will stay up-to-date in HubSpot's CRM extension and can help you streamline your revenue operations, support, and more. 

Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today! 

For more information on our HubSpot integration, 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>

The enhanced Transactions Report is now live and available for all Chargify users. The updated transactions page allows you to select a variety of filters and column selections, displaying the following items in a single page: 

• Invoices
• Payments
• Credits
• Refunds

This page has a user-friendly design offering the ability to customize your view, in addition to a separate tab for each transaction type, enabling you to segment and focus on specific transactions. In addition, the page offers an export of the transactional data with additional attributes if needed. 

For more information on the Transactions Report, see our documentation here>

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>

• Cancel & reactivate a subscription

• “Create deals in HubSpot when subscriptions are created”: The admin users can select whether the integration will auto-create deals in HubSpot when subscriptions are created inside Chargify using the Chargify public signup pages.
• “Create deals in HubSpot when existing subscriptions’ component allocations increase”: Select whether the integration will auto-create deals in HubSpot when existing subscriptions’ component allocations increases
• “The deal amount for component allocation change should be set to”: The user will select what values will construct the deal record “deal amount” property. Whether this is the prorated amount or the full amount for a mid period component allocation.

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

Thanks to feedback from our customers, we are very excited to announce an enhancement to invoicing with our native Xero integration! The invoices produced out of Xero are now updated to align with the Chargify invoice quantity per each specific component your customer is billed on. Previously, the quantity was set to 1 with the total amount of the component noted in the unit price attribute. The actual quantity was only available in the line item description. This added functionality improves the ability to view and track in Xero the components sold to your customers.

For more information on Xero invoicing, see our documentation here>

Mirroring as much of your customers' subscription information in Chargify to your Salesforce environment is vital to creating efficiencies amongst your Sales and Customer Success Teams. After hearing from many of our customers currently leveraging our native integration, we are excited to share an exciting new feature in Salesforce! 

You can now view historical and current allocation of all components and their respective usage for each customers' subscription. This added visibility in Salesforce gives your team faster response times to take action and assist customers, preventing the need to look up component allocations in Chargify.  

For more information on configuring the subscription layout object for your Salesforce integration, see our documentation here>