Chargify Now Available in HubSpot's App Marketplace

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>

Enhanced Transactions Report Now Available in General Availability

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>

New Filter Options via API for Invoicing

Last month we released a new endpoint to send invoices via API to mimic the behavior of the "Send Invoice" button within the UI. This endpoint enables you to programmatically deliver ad-hoc invoices as well as the re-send of auto-generated invoices, thus giving you control of when to send out an invoice.

As we continue adding new API endpoints, we are excited to announce new filter options on exposed event types on an invoice. You can now filter for multiple event types on an invoice (e.g. issue_invoice, apply_credit_note, refund_invoice) using a comma separated list. Previously, you were able to filter by only 1 invoice event.

For more information, see our documentation here>

Xero Integration: Component Quantities Shown on Invoice

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>

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>

Backdating Issue Date on Ad-hoc Invoices

We understand that charges can occur outside of a normal billing cycle and therefore provide the functionality for you to send ad-hoc or one-time invoices. Many customers utilize ad-hoc invoices to sell services or items on a non-recurring basis to their customer base. We are excited to announce that our Product Team has made some exciting developments to these types of invoices! You can now backdate ad-hoc invoices using both the UI and API.

If performing this in the UI, you go under Subscriptions > Invoices > Create an Invoice. There is a new input field for Issue Date in the top right of the ad-hoc invoice within the UI. The issue date will be set by default to the current date. In order to back date the issue date, you will use the date selector functionality by clicking into the Issue Date input field.

Alternatively, you can also backdate the issue date via the API with the "Create an Invoice Endpoint". If no issue date parameter is passed, then the issue date will default to the current date. If you desire to back date, you can simply pass an issue_date parameter of any date in the past.

The primary use case for backdating ad-hoc invoices is when you experience a delay in issuing an ad-hoc invoice but would still like for the invoice to be due at the same time it would have been had there been no delay. As an example, one-off usage is incurred but not charged until 7 days later and you want the due_date to reflect your standard net terms of 15 days. In this case, you could back date the ad-hoc invoice to the day the usage was incurred and set the due_date to Day 15.

For more information on backdating the issue date on ad-hoc invoices, 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>

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>

Chargify Business Intelligence coming May 4th | Register Today

The ability to make effective use of customer and application data will be the differentiator between businesses who win and those who are left behind.

Chargify's newest feature will transform your untapped data into actionable insights for business growth. This is the first self-service analytics suite powerful enough to support your entire business, but simple enough for anyone to use—no data science degree required.

On May 4th (or 5th-dependent on region), we will be unveiling our latest product offering: Chargify Business Intelligence (BI)! Chargify BI provides intuitive analytics tools that enable you to create and share custom dashboards using data from Chargify and relevant third party sources*.

Join us at our LIVE event where you will hear from Chargify's CEO, Paul Lynch, Chargify's CSO, Laith Dahiyat, and our special guest, Jenny Leman. Jenny is the President of CareerPlug, a power-user of Chargify, and an early adopter of Chargify BI.

To register for this event, please click here>

*For more information on the availability of Chargify BI, please reach out to your Customer Success Manager or contact our Support Team by emailing support@chargify.com

Battery Ventures Leads Growth Investment of More Than $150 Million in Growing Subscription Management Sector

We are excited to announce a new growth-investment of $150 million, led by Battery Ventures, bringing together SaaSOptics and Chargify! This investment is the ultimate validation of all the hard work and effort of both the SaaSOptics and Chargify teams. We want to thank our loyal customers and partners, and we can't wait to share more details with you in the coming weeks.

To read the full press release, please see here>

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