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 >

It is now possible to hide service dates from line item presentment on Chargify invoices. This update does not charge the billing functionality in any way, but simply impacts what is displayed on your customers invoice. With this update, invoices become easier to understand if you are running an offset billing cycle for your customer base.

Also, It is now possible to label your API keys directly in the Chargify UI allowing admins to know exactly what that API key is being used for.

For more information on invoice dates, see our service date documentation here and for additional information on API key labeling, see our API documentation here.

MRR data is now available via the Chargify API. This rich MRR data, driven by subscription creation, changes, or cancellations, is already surfaced in Chargify’s out-of-the-box MRR report. With the MRR API endpoints, you can now pull this data directly out of Chargify for inclusion in external reporting tools or integrations into other back office systems.

Learn more in our documentation >

It is now easier to know when your customers are about to churn with the introduction of the Pending Cancellation Webhook within our API. This additional webhook will trigger when a customers’ subscription is updated to cancel in the future (ie. at the end of the period). This update will allow you a better understanding of your upcoming customer cancellations. With this you are now able to:

• Drive customer retention campaigns via your Customer Success tea, Support team or marketing software
• Better integrate into external provisioning systems

For more information on how to structure your Pending Cancellation Webhook, see our documentation >