Managing subscriptions requires you to keep a pulse on your customer base to quickly react to events, especially failed payments. We all know that payments can fail due to expired cards or even outdated billable contacts causing missed refunds or invoicing errors. 

For our customers who are currently integrating their HubSpot environment, we are excited to announce that Timeline Events can now be viewed in the Contact or Deal record. This added visibility will enable your customer-facing teams to stay in the know of customer events, which can also help mitigate failed revenue mishaps during the subscription lifecycle.

The following Events are now shown through our native HubSpot integration: 

• Invoice Issued
• Payment Success
• Payment Failure
• Subscription State Change
• Subscription Product Change
• Expiring Card
• Component Allocation Change
• Upgrade/Downgrade Success
• Upgrade/Downgrade Failure
• Refund Success
• Refund Failure

Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today!

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

We know it's vital for your Support Teams to have information at their fingertips in order to quickly service your customers. Chargify's HubSpot integration lets you view subscription changes, payment and invoice history, usage and next billing dates, all within the Contact and Deal Record views. 

Adding to our native HubSpot integration, we are excited to announce an enhancement to viewing Invoice Details! Once the subscription is generated, the integration will provide a PCI compliant invoice link to collect payment from your contacts in addition to visibility for your customer-facing teams. 

The invoice details include: 

• Invoice ID 
• Status 
• Payment Collection Method
• Invoice Due Amount
• Invoice Paid Date
• Credits Used

These values will stay up-to-date in HubSpot's CRM extension and can help you streamline your revenue operations, support, and more. 

Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today! 

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

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>

• Cancel & reactivate a subscription

• “Create deals in HubSpot when subscriptions are created”: The admin users can select whether the integration will auto-create deals in HubSpot when subscriptions are created inside Chargify using the Chargify public signup pages.
• “Create deals in HubSpot when existing subscriptions’ component allocations increase”: Select whether the integration will auto-create deals in HubSpot when existing subscriptions’ component allocations increases
• “The deal amount for component allocation change should be set to”: The user will select what values will construct the deal record “deal amount” property. Whether this is the prorated amount or the full amount for a mid period component allocation.

For more information on our HubSpot integration, 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>

Mirroring as much of your customers' subscription information in Chargify to your Salesforce environment is vital to creating efficiencies amongst your Sales and Customer Success Teams. After hearing from many of our customers currently leveraging our native integration, we are excited to share an exciting new feature in Salesforce! 

You can now view historical and current allocation of all components and their respective usage for each customers' subscription. This added visibility in Salesforce gives your team faster response times to take action and assist customers, preventing the need to look up component allocations in Chargify.  

For more information on configuring the subscription layout object for your Salesforce integration, see our documentation here>

Providing a consistent customer experience starts with having the right applications talking to each other, such as syncing your HubSpot environment with Chargify, leading to less friction between your sales & support teams. For our customers who are currently utilizing the NextGen HubSpot integration, or are planning to integrate soon, we have some very exciting news! 

Our Product Team dedicated to our native integration with HubSpot has been hard at work developing new Multi-site support so you can connect more than one Chargify site to one single HubSpot account! If you are using multiple sites to segment entities, revenue streams, products or customers, you can now leverage this within your HubSpot environment.

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

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!  

For more information on the Accounts Receivable report, see our documentation here>

As many of our customers continue to globalize, we want to provide strategic payment gateway partnerships that will help you scale. Because of this, we are excited to announce our continual partnership with Stripe by offering BECS Direct Debit!

Stripe BECS Direct Debit is a payment method available in the Stripe platform that allows Chargify merchants to easily collect Direct Debit payments in the Australian Dollar currency. Your subscriber may add existing banking information to seamlessly pay for products and services. This payment method allows you to take payments from customer bank accounts in Australia in 3 easy steps: 

1. Customer selects BECS Direct Debit at checkout
2. Customer completes the Direct Debit Request
3. Customer gets notification that the payment is complete

Interested in enabling BECS payments with your Stripe account? Contact your Customer Success manager today or support@chargify.com.  

For more information on BECS Direct Debit, see our documentation here>

Our API documentation can be found here>