Dunning is tough, its configuration and tracking shouldn't be! Today, we are happy to announce a new user interface for Chargify's dunning functionality. This you provides you a view of all dunning features, in a single location so you can quickly and easily view, track and update your dunning settings. This update is to the dunning navigation only and will not change current functionality or your current settings.
For more information on dunning in Chargify, see our documentation here>
Online invoices were created to make it easier for your customers to close their open invoices by paying directly online. We understand that Credit Cards are not always universal, and that’s why we have added new payment options to help streamline this process. Chargify now provides three new payment options for online invoices: Direct Debit, Apple Pay, and Paypal! Please keep in mind these new payment options are limited to the payment gateways that accept them.
You can enable these payment methods on your Payment Gateway settings. In addition, you can also get in touch with your Customer Success Manager or Chargify Support team to help enable this in your account. For more information on our new online invoice payment options, see our documentation here>
As your business expands to new regions, it is important that you adapt your invoicing to local standards. We are excited to announce that for our merchants who bill with the New Zealand (NZ) Goods and Services Tax (GST), now have the option to display the NZD equivalent of the NZ GST on all invoices.
For more information on our invoice settings and customizations, see our 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:
For more information on the Finance Report, 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>
Creating a flexible dunning schedule is key to managing and retaining your customers. To support your retention efforts we have updated our dunning capabilities to introduce email notification only dunning, in conjunction with our existing payment collection dunning functionality. As you continue to evolve and iterate your dunning strategies, you now have the ability to specify your dunning schedule to:
With this new feature, you have the option to send an email to a customer without having to retry payment at that moment. This email-only capability is currently in early release. If you would like access to use this new dunning option, please reach out to your dedicated CSM.
For more information on our dunning functionality, see our documentation >
This flexibility allows you to follow either Cash Basis or Accrual Basis accounting principals through our Chargify to Avalara integration. To turn this on for your environment, reach out to your Customer Success Manager or the Chargify Support team.
For more information on linking your Avalara account, 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:
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:
For more information of Chargifys AvaTax supported countries or our AvaTax integration in general, see our documentation here >
