Improvements to Product Catalog Navigation

Our Product Team has made some exciting new changes to Chargify's User Interface (UI) after collecting some feedback from our customer base! Although these changes are minor, the enhancements we made to the Product Catalog layout will look different than what you have been used to.

We have now added pagination to the top of the Product Catalog to make it easier for you to navigate your product catalog across multiple pages, allowing you to scroll to the right page in your catalog. We have also added a 'Back' link to the Product, Component, and Coupon Details views such that after working with a particular product item, you are taken back to the same page in the catalog.

This will make it easier to make several edits to products, components, and coupons in the same product family. For more information on managing products in Chargify, see our documentation here>

Happy 1 Year Anniversary! Events-Based Billing at Chargify

It’s time to celebrate! Events-Based Billing was launched one year ago, and we are thrilled to see the value it is bringing many of our customers. Events-Based Billing is the future of usage-based and metered billing, allowing for the most complex SaaS billing models to take form.Since its initial launch, we have received lots of feedback and have made enhancements:

Introduced Multi-Attribute Rating
Invoice Template Updates

Multi-Attribute Rating allows you to dynamically create segments from your events and define targeted pricing for each segment. This enables increased price flexibility and invoice clarity, which in turn, prevents catalog bloat.

The invoice template was updated to clearly outline how your customers are charged for the value they receive. A new “Usage Details” section is included at the bottom of the invoice detailing both the amount consumed and unique price for each applied rate.

With Events-Based Billing, your customers see exactly what they’re being billed for, even in the most complex pricing scenarios. Your applications’ usage data is ingested by Chargify in real time, allowing you to offer the ultimate customer-centric billing model. To learn how to start using Events-Based Billing today, please contact Chargify Support or your Customer Success Manager.

For more information on Events-Based Billing, see our documentation here>

New Way to Stream Data into Chargify for Events-Based Billing

Event-driven architectures are crucial for enabling real-time, personalized product experiences and we believe they are the future of modern B2B SaaS applications. For organizations that are already events-based, we’ve introduced a simpler method to send data to Chargify via our Kafka Inbound Cluster. From there, you can use this data to build complex, value-based pricing models which charge your customers for exactly what they use—linking the value you provide to the invoice they receive.

For more information on streaming data from Kafka-based event pipelines to Chargify for Events-Based Billing, see our documentation here>

Enhanced UI for Customer and Organization Field Displays

Having options for detailing your customer records enables you to align the information in Chargify with how you manage your business. We know from our own customers, that some manage their business relationships on an individual contact level, while others manage via the organization level.

Chargify now differentiates your customers as an organization or an individual contact. If you have populated the organization field for any customer, this information is now prominently displayed in many locations, including:

Subscription Index
Subscription Record
Customer Index
Customer Record

If you do not use the Organization field in Chargify, the contact on the customer record will continue to be displayed. For more information on these changes, see our documentation here>

Multi-Attribute Pricing on Events-Based Billing

Charging based on value is something we believe strongly in and are excited to announce that you can get even more granular with how you price and bill based on events. Previously, it was possible to bill on events and then vary the price based on 2 additional pieces of data (or attributes). This has now been updated to 4.

For example, if you were billing based on messages sent through your platform, you could track "origin", "destination", "message type", and "data size" in addition to configuring different rates for every permutation of those attributes.

Try Events-Based Billing today and see for yourself the sophisticated granularity you can achieve with it. For more information on Events-Based Billing, see our documentation here>

Events-Based Billing Pricing Tier Details On Invoices

Customers subscribing to plans with Events-Based Billing components can now see the details for each pricing tier on invoices. This enhancement gives your customers more granular information about how the final charges were calculated for each of the Events-Based Billing components on invoices. Below are the details included for each tier as an addendum on each invoice:

Quantity
Unit Price
Total Charges

For more information on our Events-Based Billing, see our documentation here>

Enhanced Finance Report Now in General Availability

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>

NetSuite Integration Enhancements

To make sure you continue to have the data you need where you need it most, we continue to make investments in our NetSuite integration. These enhancements include moving onto the latest released NetSuite API (20.1), enabling several functionality enhancements to streamline your business processes.

Our latest enhancements include the ability to use custom forms in addition to the out-of-the-box forms for creating sales orders. You can also now choose the specific bank account and specific AR accounts used by the integration when recording refunds.

In addition, NetSuite Payment Instrument functionality is now available. These latest enhancements add specific granularity and control as you sync data back and forth between NetSuite and Chargify.

For more information on our Chargify to NetSuite integration, see our documentation here >

More Countries Supported with AvaTax

As your company continues to grow and expand into new regions, tax compliance can be a difficult sticking point. To support your growth, Chargify has added several new supported countries to our AvaTax integration, including:

Brazil
Mexico
South Korea
Taiwan
Vietnam
Israel
United Arab Emirates

For more information of Chargifys AvaTax supported countries or our AvaTax integration in general, see our documentation here >

Additional Information in our API Endpoint

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 >

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