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>

Providing a convenient, fast, and safe method on collecting payment from your customers is key to building and maintaining that recurring revenue relationship. Chargify's core functionality on sending invoices provides an easy way to both send automatic and ad-hoc invoices via email. 

We are excited to announce that we have extended our functionality to include sending multiple invoices to a customer in one email. When managing a subscription’s invoices, you can apply filters to refine the invoice selections before selecting 'Email Customer' option. You can attach up to 24 invoices in one single email.

For more information on sending emailed invoices to customers, see our documentation here>

We understand that some of our customers are entering external payments into Chargify, and oftentimes the day it gets entered is not the same day it was received. In order to support downstream reporting and align the date you received these external payments (such as paper checks via mail), you can now specify a received_on date for external payments. 

In the UI, users can provide an effective date via Invoices > Invoice Show > Record Payment > Record External Payment. The received_on date will be set to the current day by default, but the user can backdate by changing the received_on field.

For historic reporting, this field has been backfilled with the created_date date in order to facilitate reporting from this field; however, the received_on date can only be different from the created_date going forward. 

In the UI, received_on will be exposed in the /payments and /transactions pages and exports. Please note that this is the /transactions page, not the new Transactions Report page. There are plans to add this field to the new Transactions Report page in the future.

The received_on date is also available via the following API endpoints: transactions, invoice, and invoice-events. 

For more information on backdating a received date for external payments, see our documentation here>

It’s easier than ever to send data from your application to Chargify Business Intelligence for custom analysis. With this information, you can hone in on how your users are consuming your product and identify key value metrics. Then, leverage this data to build complex, multi-attribute pricing models that charge your customers for the exact value they receive. 

Take a Data Ingestion Tool for example, with Events-Based Billing, they can charge different rates based on: Cloud Provider, Data Center Region, Cluster Type, and Availability.

Data Read Event Rate per GB:

To start streaming your data to Chargify, head to Business Intelligence and select ‘Manage Data Sources’. From there, you will be asked to define your new data source. You can follow this guide to start streaming your data in. 

For more information on Chargify Business Intelligence, see our documentation here>

The tax landscape for recurring revenue businesses can oftentimes be difficult to manage, leading to confusion on how to effectively apply taxes to your products and services. Adding to that complexity is determining a final price for your product that includes tax so that your customers are only advertised and charged one single price.

Within Chargify, your Avalara Managed Sales Tax account helps eliminate the ongoing headaches in managing sales tax for your recurring revenue business. Adding to Chargify's native Avalara functionality, our Product Team was recently working on a beta feature with some of our customers. We are happy to announce that this new feature is now in general availability!  

You can now utilize a 'tax included' option when setting your final prices in your Product Catalog within the UI. For example, if you want the final price (with taxes included) to be $20 for one of your subscription offerings, you can choose the "Tax included in price?" when building out your price point. Your customer will be billed $20, and in turn you will be collecting your subscription base price + tax. 

For more information on Avalara Managed Sales Tax, see our documentation for products here and for components here>

In a customer-centric world, selling add-ons, services, or products outside of your recurring subscriptions can become a common practice. Because of this, we love knowing that our customers can take advantage of ad-hoc (one-off) invoices, either within the UI or API. Our Billing Team has released several enhancements to one-off invoicing over the past several months, from backdating functionality, new filtering options (via API), and a date selector modal. 

Today, we are excited to announce that you now have the option to immediately collect payment on these ad-hoc invoices. Two options are available when creating an ad-hoc invoice in the UI: 

1. The invoice will be marked for remittance payment; or 
2. The invoice amount will be collected automatically from the payment method on file 

1. Roll back (not be created); or
2. The status can be set to 'Open' and Chargify will attempt collection at the next scheduled renewal 

The default behavior can be set in your Site Settings. However, behavior for individual and ad-hoc invoices can be overridden. Payment instructions can be sent via API with the payment_instrucions parameter. If payment instructions are not specified, the settings for the invoice will default to the site settings.

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>

At times you may be selling additional services and add-ons to your customers that are outside of their recurring subscriptions. With Chargify's ad-hoc invoice feature, you can easily create those additional charges with the option of backdating the creation date. 

We are happy to announce that we have added an intuitive date selector modal for how the Issue Date, Due Date, and Net Terms interact within the UI. You can now: 

• Enter dates directly by keeping Net Terms equal to 'Calculate from Dates' 
• Set Net Terms first (changing either date will dynamically change the other)  

For more information on Invoices at Chargify, 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>