The new version of the Finance Report is now live and is available for users. We have made several enhancements to the layout of the new report for added detail and clarity. The new report provides:

• Sales broken out by component type
• Credits broken out by credit type
• Net Payments by subtracting Refunds from Payments
• An ‘In Collections’ subcategory of Expected Payments for subscriptions that have failed Dunning but have open invoices
• Access to the old layout at the bottom of the page for easy comparison between versions

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

As Chargify continues to evolve the way you can manage subscription groups,  new API endpoints have been added that give you the option to easily navigate and view:

• Groups 
• Members of the groups
• Balances of group accounts

Cancellation and reactivation of the entire group can happen through a single API call. In addition, groups can now have their own service credits and prepayments, apart from individual member subscriptions. 

For more information on our API endpoints supporting subscription groups, see our documentation here >

As the Chargify product continues to evolve, additional data has also been added to our API Endpoints to ensure all data is accessible when and how you need. Several recent updates to our API include:

Components API

• product_family_name field added
• conditional pagination added
• query enhancements

Products API

• Products#index pagination added
• price_point_name field added
• query enhancements

Coupons API

• product_family_name field added
• query enhancements

Events API

• customer_id field added
• filtration by multiple types added
• query by datetime parameters

Offers API

• per_page settings enabled
• product_family_name, price_point_name, coupon_id, coupon_name fields added

For more information on our API, please see our documentation here >

The most recent amount invoiced has now been added to the Subscription report to provide even more detail on the current state of the Subscription at the time of export. This field represents the total amount billed, in cents, of the most recent recurring invoice (does not include mid-period probation invoices). It does not include invoices in a pending status or invoices which have been voided. 

For more information on our Subscription Export, see our documentation here >

The MRR Movements Export is a great way to get a detailed view of all MRR changes for a period of time. These movements include new sales (new_business), upgrades (expansion), customers coming out of hold status' (reactivation), customers shrinking (contraction), and customers leaving all together (churn). The Product ID (product_id) and Name (product_name) have now been added to this export to provide more detail around where the MRR movement is occurring.

For morning information on our MRR Movements Export, see our documentation here >

The Subscription Group functionality within Chargify is evolving to make it easier for you to process changes for all Subscriptions within a group. The first update which has been released is the ability to cancel and / or reactivate all Subscriptions within a specific group. 

To learn more about Subscription Groups, see our documentation > 

Tracking your A/R aging can be difficult without the right tools. To cut down the time you spend tracking and increase your ability to understand and take action, Chargify has introduced a new A/R Aging Report as an extension of the A/R Dashboard. This report, formatted as a .csv export, provides a complete list of customers, subscriptions, and invoices in an aging view so you can easily understand your days sales outstanding and repeat offenders. To round out your A/R view, this report also include all outstanding service credits and prepayments providing you with all obligations data in a single location.

If you are already using the A/R Dashboard, this report is already available to you. If not, gain access to the A/R Dashboard by contacting your Customer Success Manager or Chargify Support.

To understand more about the new A/R Aging Report, see our documentation >

Closely tracking and understanding your accounts receivables is top of mind for many B2B SaaS companies. To ensure you have the top A/R indicators at a glance, we have rolled out a new A/R Dashboard! This dashboard includes information on:

• Outstanding Invoices
• Average Days Outstanding
• Number of Outstanding Invoices
• A graphical representation of you aging by number of invoices and balances
• A sortable outstanding invoice list that can be viewed by Invoice Due Date, Product, and Dunning Status

If you are interested in leveraging the A/R Dashboard, please contact your Customer Success Manager or Chargify Support.

For more information on the Chargify A/R Dashboard, see our documentation >

Making sure your customers know when their trials are ending and paid subscriptions are going renew is now easier with some updates we have made to our renewal email notifications. With these updates, it is now possible to configure the timing and email content for you trial subscription notification. It is also now possible to configure the timing of subscription renewal emails based on the product your customer is subscribed to. This updated timing functionality is especially useful for companies who must follow state mandated renewal standards.

To learn more about the Chargify Renewal Emails, see our documentation >

We understand a swivel chair integration between your billing and CRM systems is less than ideal. Because of this we are continually investing in our new (v3) Chargify to SFDC integration and are making it easier than ever to manage your subscriptions directly in SalesForce. Recent updates allow administrators to complete the following directly in Salesforce:

• Initiate Cancellations
• Reactivate Subscriptions
• Clear Pending Cancellations
• Put Subscriptions on Hold and Resume them
• Give / Deduct Service Credits

If you are interested in learning how the Chargify to Salesforce integration can make your life easier, please reach out to your Customer Success Manager or Chargify support.
For more information about these subscription actions or our Salesforce integration, see our documentation >