Updating Invoices with Customer Record Changes

Sending an invoice with incorrect customer information causes pain for both your end-customer and your team through added confusion, delays in payment, and possible brand damage. With Chargify, you never have to send an invoice with outdated customer information due to our latest enhancements to invoices in the UI!

As you produce new invoices in-app, you will now see an indicator on every open invoice letting you know if the customer information has changed since the invoice was issued. If your customer information has been changed, there is a clickable link for you to select so you can review the changes we detected and apply them to the invoice.

For more information on updating invoices, see our documentation here>

A/R Export Enhancements

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!

The Invoice Application Detail export will allow you to select an Invoice Issue Date option. The date range will give you a snapshot of your invoices for a particular period of time and their exact status relative to a payment. In addition to including all invoices, regardless of paid status, it will also show their respective refunds, credits, and applied payments. The ability to reconcile invoices has never been easier!

For more information on the Accounts Receivable report, 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 Invoices for Subscription Groups

Proforma invoices are an easy way to provide your customers with a preview of the upcoming charges and/or renewal of their subscription(s). After receiving valuable feedback from our users of proforma, we are happy to announce the extension of this functionality to Subscription Groups.

You can now view and generate a proforma invoice prior to a group's next billing period, keeping you and the customer up-to-date on all of their consolidated subscriptions. If changes need to be made, just make the adjustments to the subscription and regenerate the proforma invoice with the new pricing.

For more information on Proforma Invoices for Subscription Groups, 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>

Subscription Group Enhancements

Simplifying your customers billing is a necessary step in providing a delightful experience with your product. At Chargify, we love knowing our Subscriptions Group functionality provides an easy way to bill your customers when they have multiple subscriptions by consolidating invoices. We are excited to share a few enhancements to Subscription Groups, all thanks to the valuable feedback we have received from our customers!

Chargify users will now be able to manage service credits and prepayments on the subscription group level, instead of the individual level. Additionally, users can now update the group payers payment profile and cancel an entire subscription group with one action. We hope this will save you time and energy in managing your customers' multiple subscriptions.

For more information on these Subscription Group enhancements, see our documentation here>

Importing of Cancelled Subscriptions

Having the continuity with your historical data for your customers in a single system makes your life easier by providing "the big picture" on your subscriber base. Because of this, we are excited to announce that we have hit another milestone on our product roadmap to import your historical data into Chargify.

You now have the ability to import cancelled subscriptions. Importing cancelled subscriptions can be done either through the UI with a CSV or via the API. Once imported, you will be able to see all of the historic cancelled subscriptions on the Subscriptions Page (Billing > Subscriptions).

For more information on the minimum requirements for creating cancelled subscriptions, see our documentation here>

For our API documentation on importing cancelled subscription, please click here>

Salesforce: Creating and Downgrading Opportunities

Having a variety of flexible options when configuring your settings for your Salesforce integration is great and what's even better is being able to choose which ones you turn on/off. Because of this we are excited to announce our latest enhancement to the Salesforce integration, allowing you to enable an "Upgrade/Downgrade Oppty Amount Difference".

Understanding not all of our customers manage their sales process the same, this new configuration setting will calculate the values on the opportunity based off the value of the original subscription to what it will be now (via upgrading or downgrading the subscription). There are 3 types of proration that will be available when upgrading/downgrading a subscription on an opportunity:

If “Preserve Period” is selected, the normal next billing date will be respected;
If “Include Trial” is selected, the new products trial will be included on the subscription;
If “Include Initial” is selected, the setup fee will be included at the time of Upgrade/Downgrade

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

Proforma Static Updates

Keeping in constant communication with your customers about their upcoming renewal is important to maintaining your recurring revenue. That is why we have continued to grow our proforma invoice feature set so you can share with your customers easily.

We have added the ability to email your customers their proforma invoice(s) by:

Utilizing the existing email capabilities in Chargify with customizable proforma email templates; OR
Saving the proforma invoice as a PDF you can share; OR
Creating a static customer facing URLs to the proforma invoice

In addition, there is a saved history for all of the previously generated proforma invoices.

For more information on proforma invoices, see our documentation here>

Salesforce: Activating All Subscriptions From Opportunity Record

Organizations whose customer-facing teams sell, manage, and upgrade subscriptions in a central hub like Salesforce have increased operational efficiency. And by having the ability to create many subscriptions under one opportunity record in Salesforce, sales teams save even more time.

The latest update to our Salesforce integration allows you to activate all subscriptions created under one opportunity record to flow over to Chargify. This prevents your sales team in closing-won multiple opportunities when more than 1 subscription is involved, saving them time so they can focus on what they do best: selling.