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 With Chargify, you never have to send an invoice with outdated customer information due to our latest enhancements to invoices in the UI!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>

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>

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>

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>

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>

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>

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.

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

We understand your business requires flexibility when serving your customers, and that sometimes customers leave. To make this process as painless as possible, you can now specify any future date as a Subscriptions cancellation date. This option and our previously supported cancellation choices ('Cancelling Immediately' and 'Cancel at End of Period') will now be within the 'Cancellation Timing' drop down on the Cancel Subscription page. To start using these cancellation options, simply select on the drop down menu when initiating a cancellation.  

For more information on cancelling a subscription, see our documentation here>

Knowing exactly what you will be charging your customers is vital to running your business and maintaining client relationships. Proforma invoices has been a feature request asked by many of our customers, so we are excited to announce the completion of its first roadmap milestone. The new proforma preview feature will allow you to view the next billing invoice amount for a subscription. 

This previewing function is the first milestone in our Proforma roadmap feature request. This can be used in your formal review processes when upgrading your customers on an annual basis, for example.  

For more information on Proforma Invoices, see our documentation here>