We are excited to continually provide you new API endpoints that surface our core functionality outside of our UI, allowing for full flexibility of how you bill your customers. Our latest API endpoint is creating ad-hoc invoices for one-off services or products, separate from your recurring charges. With these one-off invoices you can directly feed in everything that will be charged including the price, description and item being sold and you can set these invoices to be paid either by remittance or automatic payment collections.  They can have multiple line items, a custom memo, and all other basic attributes you get when you create the one-time invoice in the UI.

For more information on how to create a one-off invoice via the API, see our documentation here>

As customers upgrade or change their subscriptions with you, providing a preview of their updated charges is a great way to mitigate surprises and keep customers happy! Chargify's latest API enhancement enables you to do just that. The 'Preview Migration' API call allows you to pull the prorated new charge amount based on a specified date (within the current billing period). Simply pass in the future date and get the corresponding prorated adjustment, charge, payment and credit applied values.

For more information on product migrations via the API, see our API documentation here>

The new version of the Finance Report is now live and is available for users. We have made several enhancements to the layout of the new report for added detail and clarity. The new report provides:

• Sales broken out by component type
• Credits broken out by credit type
• Net Payments by subtracting Refunds from Payments
• An ‘In Collections’ subcategory of Expected Payments for subscriptions that have failed Dunning but have open invoices
• Access to the old layout at the bottom of the page for easy comparison between versions

For more information on the Finance Report, see our documentation here>

The A/R aging report we announced two months ago is now available. 

You can now track customers' outstanding balances and credit balances using the Accounts Receivables report. This report tracks customer balances down into invoiced amounts, payments, refunds, prepayment balances, and unapplied credits. 

It is also possible to use the Accounts Receivable report to measure outstanding balances and make provisions for doubtful accounts. You can also use this report in tandem with the Revenue Retention report to manage overdue accounts and to identify unpaid invoices that can be paid by allocating existing balances. 

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

As Chargify continues to evolve the way you can manage subscription groups,  new API endpoints have been added that give you the option to easily navigate and view:

• Groups 
• Members of the groups
• Balances of group accounts

Cancellation and reactivation of the entire group can happen through a single API call. In addition, groups can now have their own service credits and prepayments, apart from individual member subscriptions. 

For more information on our API endpoints supporting subscription groups, see our documentation here >

As the Chargify product continues to evolve, additional data has also been added to our API Endpoints to ensure all data is accessible when and how you need. Several recent updates to our API include:

Components API

• product_family_name field added
• conditional pagination added
• query enhancements

Products API

• Products#index pagination added
• price_point_name field added
• query enhancements

Coupons API

• product_family_name field added
• query enhancements

Events API

• customer_id field added
• filtration by multiple types added
• query by datetime parameters

Offers API

• per_page settings enabled
• product_family_name, price_point_name, coupon_id, coupon_name fields added

For more information on our API, please see our documentation here >

It is now possible to filter based on invoice status within the Accounts Receivable Dashboard. This filter is especially useful when working with invoices that are past due or in a 'Collections' status. All filters have also been moved to the top of the dashboard and now filter the results across the entire dashboard.

Refunds and service credits are also now included in the Accounts Receivable Export, fully rounding out the content to include a wholistic view of open A/R.

For more information on the A/R Dashboard and Export, please see our documentation here >

The Subscription Group functionality within Chargify is evolving to make it easier for you to process changes for all Subscriptions within a group. The first update which has been released is the ability to cancel and / or reactivate all Subscriptions within a specific group. 

To learn more about Subscription Groups, see our documentation > 

Making sure your customers know when their trials are ending and paid subscriptions are going renew is now easier with some updates we have made to our renewal email notifications. With these updates, it is now possible to configure the timing and email content for you trial subscription notification. It is also now possible to configure the timing of subscription renewal emails based on the product your customer is subscribed to. This updated timing functionality is especially useful for companies who must follow state mandated renewal standards.

To learn more about the Chargify Renewal Emails, see our documentation >