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>

We understand that some of your customers need to have multiple recipients of an invoice for increased visibility amongst teams. We are excited to announce that you now have the ability to specify additional recipients when sending invoices from the Admin UI. 

Prior to this update, clicking the 'Send Invoice' button would automatically send the invoice to the primary contact on the account. Now, the UI will prompt the user with a modal which will be pre-populated with the primary contact, and additional contacts can be added on the To:, CC:, and BCC: fields. 

For more information on invoices in Chargify, see our documentation here>

Subscription businesses are prone to failed customer payments from time to time. Having an effective dunning strategy can help prevent churn and is important in resolving customer's failed payments swiftly. Within Chargify, you have the flexibility in tailoring your communication approach, in addition to the pre-built templates, for your customers entering the dunning process.  

Today we are excited to announce a new feature added to our dunning functionality. Introducing mid-period component dunning! This new feature allows for failed mid-period component allocations payment to move a subscription into dunning. This allows your customer and team to be alerted to any issues with a mid-period allocation payment. 

For more information on dunning strategies, see our documentation here>

Without a bulletproof subscription renewal process, your customers can experience unexpected charges, questionable renewal tactics, and ultimately churn. To better delight your customers, Chargify's renewal emails keep your customers in the know of upcoming subscription renewals, as well as the added option to update/change their payment profile and plan(s).  

We are happy to introduce new customizable upcoming renewal options for these email communications. This new feature allows you to customize renewal email timing, in addition to specifying which product price points an email should be triggered on. 

For more information on upcoming renewal email settings, see our documentation here>

Chargify's billing portal provides a convenient interface for your customers to update their credit card and billing details, change plans and number of addons, as well as cancel their subscription. Best of all, modifying what actions are available for your customers can be done through the Chargify UI, all without having to write any code. 

To further enable your customers ability to manage their own accounts, we are excited to announce new Service Credit and Prepayment balances to the billing portal view. Your customers will know exactly what balance already exists before an invoice is issued. 

For more information about the billing portal, 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>

Sometimes customer subscriptions need to be reinstated after being cancelled. Instead of creating a brand new subscription, our reactivation functionality allows you to reinstate a subscription with the following options: 

• Start a New Billing Period
• Resume Billing Period
• Collect Any Outstanding Balances 
• Include Trialing Period 

In addition to those listed above, we are excited to announce that our Product Team has added new options for you to adjust how this reactivation gets paid by allowing for Service Credits and Prepayments to be selected. 

When this option is selected, any Service Credits and Prepayments on the subscription will be applied to the reactivation charge before attempting to use the customers' payment profile. 

For more information on reactivating a subscription, see our documentation here>