Invoice in Advance of the Next Billing Date

It is now possible to generate a payable invoice in advance of your customers' next billing date. This is perfect for companies who would like to collect payment prior to the service period starting or have specific contractual payment obligations for their customers. 

With advanced invoicing, you can generate the invoice anytime between the last billing date and the next upcoming billing date.

For more information on how to use Chargifys advanced invoicing functionality, see our documentation >

Simplify Events-Based Billing Product Catalog Management with the New API Capabilities

In 2020, we launched Events-Based Billing, an out-of-the-box rating engine that makes it easy to offer multi-attribute pricing like the industry titans (Think: AWS, Twilio, Datadog). Now, we’re excited to announce API enhancements that simplify product catalog management for Events-Based Billing models!

The API updates enable you to programmatically:

This new capability enables you to quickly and easily implement multi-attribute, pay-as-you-go pricing models like the example below, resulting in lower customer acquisition costs and higher net dollar retention

Cloud Data Storage - GB of Data Transferred

For more information on Events-Based Billing, head to our documentation here >

New feature: Chargify + Airbyte: Connect Your Data for Billing and Analytics

Over the past 2 years, we released Events-Based Billing, an out-of-the-box rating engine for multi-attribute pricing, and Business Intelligence, a custom analytics suite for Chargify and third-party data. These products empower our customers to price like the industry titans (Think: Snowflake, Twilio, Datadog) and make data-driven business decisions.

Now, we’re thrilled to announce that streaming data to Chargify from your product database and favorite SaaS applications just got a whole lot easier! Airbyte.io, a no-code data integration platform, offers hundreds of source connectors that allow you to quickly and easily sync your data to Chargify. 

See this new capability in action by watching the 6-minute video below and learn how to easily deploy highly-tailored pricing models used by fast growing companies like Snowflake and AWS. 

For more information on the Airbyte integration, head to our documentation here >

Happy Holidays from Chargify and SaaSOptics!

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. 

Subscriptions Index Column Editor

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! 

Introducing Chargify's Newest Help Documentation

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>

Zapier Connector Enhancements Early Access

Integrating Chagify with thousands of the most popular applications is made possible through our Zapier Connector. Many of our customers today leverage Zapier to automate workflows with no code required, so your teams can focus on getting the most important work done. 

We are excited to announce that we have new supported actions that have similar behavior when updating a subscription using the Zapier Connector. Those new triggers are:

  • expires_at
  • next_billing_at
  • Quantity Based Components 

These additional attributes will allow for further customization with your Zaps to enable streamlined operational processes. This is in early access stages, so anyone interested should contact their CSM or our support team (support@chargify.com) for an invitation to our 1.0.4 Zapier Connector. It will become generally available In the coming weeks. 

For more information on our Zapier Connector, see Zapier's App Documentation>

HubSpot Custom Deal Pipelines

Last week we announced that our native HubSpot integration is now listed on the HubSpot App Marketplace. For your customer-facing teams (Sales, Customer Success, Marketing and Support), this integration creates a whirlwind of efficiencies by providing them the features and functionality to easily manage subscriptions and gain insights from your Chargify data all within the tool they know the most: HubSpot. 

For sales managers who are using more than the 'Sales' pipeline in HubSpot, we understand that Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Our Product Team continues to enhance this integration to better serve your use cases and today we are excited to announce that we have extended the functionality to your HubSpot Custom Deal Pipelines.

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>

Salesforce CPQ Wizard

An integrated tech stack built with your Salesforce CRM can provide a customized experience to your clients and prospects. The Chargify + Salesforce integration is a flexible one-stop-shop for your customer-facing teams to effectively serve your current and future client base.

New to our native integration is the ability to use Chargify's product catalog to add line items to a Salesforce Quote. When creating a quote in Salesforce, you can now use Chargify's wizard to create subscriptions that will be added to the quote. 

This new functionality allows users to create multiple subscriptions on a quote with products, components, and coupons. Once the deal is won, the subscription(s) will be created in Chargify. 

For more information on how to setup the CPQ wizard, see our documentation here>

Chargify Now Available in HubSpot's App Marketplace

We are very excited to announce that Chargify is now listed on the HubSpot App MarketplaceThe 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>

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