Our latest Salesforce integration (v3) is continually being enhanced to parody the functionality in Chargify that is used by your sales & support teams, preventing them to swivel between two systems to serve your customers' needs. The latest update to our Salesforce integration now utilizes Chargify’s Subscription Groups. When creating a subscription you can now select if the subscription should be billed individually or in a consolidated invoice with other subscriptions. 

For more information on our latest integration with Salesforce, see our documentation here>

You can now provide your customers with a new subscription type: Prepaid. Our latest core functionality allows you to create prepaid usage-based billing models providing a safety net for your recurring, predictable revenue. This new subscription type works with either metered or events-based components, giving you full flexibility on how you want to charge and how your customers want to use and pay for your product or service. Your customers can gain peace of mind with a true value-based pricing model where they pay in advance for usage they will decrement against as they use your product or service. 

With real-time visibility, both you and your customers benefit from always knowing the exact state of funded balances and usage against those balances. In addition, auto-replenishment is an option so that your customers can decide when to re-up their balance after hitting a specifically defined threshold, that is set at the customer level, not the product level. This added level of customization provides you the ability to provide a white-glove service approach to your customers. 

Prepaid Subscriptions also come with sophisticated notification workflows that can keep all or some of your customers in the know of where they stand with their prepaid usage. Customers always know what usage they have paid for with invoices generated at the end of each renewal period.

For more information on Prepaid Subscriptions, see our documentation here>  

Credit Cards numbers change all the time, regardless of the reason (ie. expiry dates), these updates impact your ability to successfully bill on time. Last month we announced the launch of BlueSnap, a payment gateway specializing in global payments. As this integration continues to expand to meet our customers' needs, we are excited to announce that the Account Updater feature has been added. 

The Account Updater from BlueSnap enables card information changes (such as expiration data changes, account number changes, account closures, and more) to be conveniently and automatically updated, reducing failed payments and the need to contact each customer directly. 

With Account Updater, you can maintain customer satisfaction of customer service due to non-payment while minimizing costs associated with collections and manual account updates. The BlueSnap Account Updater service is supported for American Express, Discover, Mastercard and Visa cards. 

For more information on the BlueSnap integration, 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 you continue to grow and expand, having access to the right payment gateways is key. To support your payment needs, Chargify has partnered with BlueSnap - a payment gateway specializing in global payments.  

The Chargify and BlueSnap integration allows you to process credit card and ACH transactions in the following initial currencies:

• USD 
• CAD 
• GBP 
• AUS 
• ILS 
• EUR

The next step in the integration is to include the BlueSnaps Account Updater functionality, which proactively keeps credit card number and expiration dates up to date.  

If you are interested in using BlueSnap as your payment gateway or you have a BlueSnap account that you would like to link with Chargify, contact Chargify Support or your Customer Success Manager. 

For more information on the BlueSnap integration, see our documentation here >

As your company continues to grow and expand into new regions, tax compliance can be a difficult sticking point. To support your growth, Chargify has added several new supported countries  to our AvaTax integration, including:

• Brazil
• Mexico
• South Korea
• Taiwan
• Vietnam
• Israel
• United Arab Emirates

For more information of Chargifys  AvaTax supported countries or our AvaTax integration in general, see our documentation here >

The multi-currency functionality originally announced in May is now generally available and available for all Chargify customers. As a reminder, this change greatly reduces the overhead you experience from selling internationally!

With Chargify’s multi-currency functionality you simply specify what currencies are available on each of your sites, configure your pricing, and allow your customers to sign up for products and services in those currencies. No more managing multiple sites or multiple product offerings (as required by some billing systems) just to achieve multiple currency support.

For more information on how multi-currency works, see our documentation >

Closely tracking and understanding your accounts receivables is top of mind for many B2B SaaS companies. To ensure you have the top A/R indicators at a glance, we have rolled out a new A/R Dashboard! This dashboard includes information on:

• Outstanding Invoices
• Average Days Outstanding
• Number of Outstanding Invoices
• A graphical representation of you aging by number of invoices and balances
• A sortable outstanding invoice list that can be viewed by Invoice Due Date, Product, and Dunning Status

If you are interested in leveraging the A/R Dashboard, please contact your Customer Success Manager or Chargify Support.

For more information on the Chargify A/R Dashboard, see our documentation >

It is now possible to configure your dunning communications based on the products you are selling - allowing you even more control and flexibility when communicating with your customers.

Product Level Dunning allows you to specify different dunning content and schedules depending on the product being sold. This enhancement also works well with the existing customer type dunning and dunning exemption functionality. With this you can now take into consideration different product specific risk profiles or engagement requirements - giving you the most flexible dunning yet. 

If you are interested in leveraging product level dunning, please reach out to your Customer Success Manager or Chargify Support.

For more information on product level dunning, see our documentation >