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>

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>

Giving your stakeholders an easy way to interact with your dashboards empowers them to better understand the data and make impactful decisions across the organization. Our Product Team is continually working on enhancing charting functionality within Chargify Business Intelligence. 

We are excited to announce three new additions to dashboard settings, the ability to name your filters and date pickers, and an easy way for users to clear all dashboard filters. 

Naming Your Filters
We have added the option to name the filters on your dashboards. This will make it easier for users to know exactly how the filter will impact the connected charts.

Naming Your Date Pickers
We have added the option to name the date pickers on your dashboards. This will make it easier for users to know exactly how and where the selected date range will impact the connected charts.

Clearing All Filters on a Dashboard  
We have made it easier for users to clear all selected filters on a dashboard with a single click.

Clearing Filters on a Dashboard

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

Understanding your data and communicating it clearly to your key stakeholders is crucial in making impactful decisions across the organization. Our Product Team is continually working on enhancing charting functionality within Chargify Business Intelligence. We are excited to announce new chart settings, additional data handling, and some improvements to Heatmaps. 

Chart Settings
We have added additional settings options to our charts, so you can further customize how your data is presented. The settings available will depend on the visualization type that has been selected.

• Legend - You now have the ability to turn the legend on and off as well as deciding its placement on the chart.
• Grids - The vertical and horizontal grids can now be turned on and off.
• Metric Chart title - The metric chart now also has titles and subtitles in line with all the other visualization types.

Chart Settings - Legend and Grids

Choropleth Chart
Support for US postal codes: You will now be able to see your MRR data by US state when you select the Choropleth visualization type. Visualizing your MRR data by country on a world map is also supported.

Heatmap Improvements
Support for negative values: It is now a lot easier to visualize negative values on a heatmap. This enables you to identify patterns by month across the MRR movement types.

Negative Values (Churn) on a Heat Map

• 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>

Providing a consistent customer experience starts with having the right applications talking to each other, such as syncing your HubSpot environment with Chargify, leading to less friction between your sales & support teams. For our customers who are currently utilizing the NextGen HubSpot integration, or are planning to integrate soon, we have some very exciting news! 

Our Product Team dedicated to our native integration with HubSpot has been hard at work developing new Multi-site support so you can connect more than one Chargify site to one single HubSpot account! If you are using multiple sites to segment entities, revenue streams, products or customers, you can now leverage this within your HubSpot environment.

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

As your company scales, having the ability to effectively reconcile your invoices becomes critical in servicing your customers, detecting fraud, and saving time and money on costly errors. Chargify's Accounts Receivable report breaks down outstanding balances into invoiced amounts, payments, and refunds. To provide more intricate detail for your finance and accounting teams, we are excited to announce a new export option to the A/R report!  

For more information on the Accounts Receivable report, see our documentation here>