The enhanced Transactions Report is now live and available for all Chargify users. The updated transactions page allows you to select a variety of filters and column selections, displaying the following items in a single page: 

• Invoices
• Payments
• Credits
• Refunds

This page has a user-friendly design offering the ability to customize your view, in addition to a separate tab for each transaction type, enabling you to segment and focus on specific transactions. In addition, the page offers an export of the transactional data with additional attributes if needed. 

For more information on the Transactions Report, 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>

As your company scales, having the ability to effectively reconcile your invoices becomes critical in servicing your customers, detecting fraud, and saving time and money on costly errors. Chargify's Accounts Receivable report breaks down outstanding balances into invoiced amounts, payments, and refunds. To provide more intricate detail for your finance and accounting teams, we are excited to announce a new export option to the A/R report!  

For more information on the Accounts Receivable report, 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:

• 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>

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 >