Season's greetings from the entire team at Chargify and SaaSOptics! As the holiday season is upon us, we would like to announce that Chargify and SaaSOptics will be observing a company-wide Winter Break from December 24th through December 31st. Standard hours of operation will resume on January 3, 2022. 

Our support team will be monitoring for urgent system availability issues only during this time. If you believe you will need to connect with a member of our customer success and support teams, please contact us before our winter break. 

We wish you a peaceful and prosperous New Year and look forward to serving you refreshed and renewed in 2022. 

Over the past several months our Product Design Team has released enhancements to the Subscription Index UI so that your customer-facing teams can navigate and search for subscriptions with ease. These have included new filtering options that includes subscription groups in addition to enhanced search capabilities. 

Today we are excited to announce we have added the ability to customize columns! We understand workflows can vary from department to department or even between sites within your Chargify environment. This customization feature allows you to quickly see the information you need with pick and choose columns such as 'Signup Date', 'Period Start', 'Collection Method' and more!  

Head over to the Subscription Index UI and check it out! 

Having access to stellar product documentation is key to how you and your teams gain the most out of using Chargify day-in and day-out. Finding answers quickly when questions arise enables autonomy to quickly troubleshoot, giving our users full control. 

Today, we are very excited to announce that we have given our Help Documentation a complete refresh! The new site was reorganized to display a cleaner look with updated content, allowing for a more intuitive browsing experience. 

This is the first step in making sweeping improvements to our self-service educational resources. In the coming months, you can expect further improvements to our content as well as easier and faster ways to find the answers to your questions.

You can find the new Chargify help site here>

We are very excited to announce that Chargify is now listed on the HubSpot App Marketplace! The listing provides another method for easily integrating HubSpot and Chargify. 

Updated in real-time, this bi-directional sync between Chargify and HubSpot is a game changer for those looking to gain efficiencies for their customer-facing teams while simultaneously breaking down data silos. Integrating your Chargify and HubSpot environment allows you to leverage all of your rich billing data in one application, bringing together sales, customer success, support and marketing teams. 

Many of our customers today are realizing the value of integrating their HubSpot and Chargify environments, as use cases span further than billing, finance, and accounting. Your sales team can easily sell, upgrade, downgrade and manage subscriptions through deals or quotes. Your customer success and support teams will have visibility to the wide array of billing data so they can seamlessly provide top-notice service to your customers quickly. Furthermore, your marketing team will reap benefits from having your billing data synced over to HubSpot where they can easily identify insightful growth churn trends that can drive data-based marketing campaigns.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com. 

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

Many of our customers today are leveraging the use of Subscription Groups to consolidate invoicing for their customers with multiple subscriptions. In using the Subscription Index within the UI, we are excited to announce an added filter for this subscription type!

Our Product Team has added the ability to filter between Subscription Type, now supporting three types under the 'More Filters' dropdown:

• All
• Individual Subscription
• Subscription Groups

This added filter will provide your customer-facing teams a quick glance on the health of your subscription groups leading to faster turnaround time on decisions and inquiries. 

Head over to the Subscription Index UI and check it out! 

Managing your subscriptions in Chargify should be as easy and seamless as possible, from the sign-up to look-up of information on your customer base. As we look to continually enhance our UI look and feel, many of our customers recently sat down with our Product Design Team to provide feedback on how we can improve the Subscription Index UI. 

Today, we are excited to announce that we have made several enhancements that will delight our users through a more simplistic design. We have added new filtering options with an improved search capability in addition to a new 'Product' column. 

Head over to the Subscription Index UI and check it out! 

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>

Subscription businesses are prone to failed customer payments from time to time. Having an effective dunning strategy can help prevent churn and is important in resolving customer's failed payments swiftly. Within Chargify, you have the flexibility in tailoring your communication approach, in addition to the pre-built templates, for your customers entering the dunning process.  

Today we are excited to announce a new feature added to our dunning functionality. Introducing mid-period component dunning! This new feature allows for failed mid-period component allocations payment to move a subscription into dunning. This allows your customer and team to be alerted to any issues with a mid-period allocation payment. 

For more information on dunning strategies, see our documentation here>

Without a bulletproof subscription renewal process, your customers can experience unexpected charges, questionable renewal tactics, and ultimately churn. To better delight your customers, Chargify's renewal emails keep your customers in the know of upcoming subscription renewals, as well as the added option to update/change their payment profile and plan(s).  

We are happy to introduce new customizable upcoming renewal options for these email communications. This new feature allows you to customize renewal email timing, in addition to specifying which product price points an email should be triggered on. 

For more information on upcoming renewal email settings, 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>