Ad hoc invoicing allows you to generate an invoice at any time. You can now create one-off invoices with your Product Catalog items and enjoy streamlined classifications across platforms.

What we've added:

• Pick items from the Advanced Billing product catalog
• Use price points from the catalog to suggest proper pricing
• Enhanced tax functionality (settings are inherited from the item's tax settings in the catalog)
• Coupons

For more information on the ad-hoc invoicing creator, check out the documentation here. 

Generate subscriptions from Salesforce opportunities using Custom Pricing in Advanced Billing.

For more information on custom pricing through the Salesforce integration, contact your Customer Success Manager. 

Manage your sales-negotiated subscriptions alongside your self-signup subscriptions.

• Set unique prices for products and components
• Define prices on the fly
• Avoid bloating your product catalog

For additional information on Custom Pricing, see our documentation.

The Maxio user interface in your account has launched! The features and functionality you know and trust are still there—now with an elevated look and feel. 

We know change can be confusing, so let’s break this down:

What will stay the same?

• Your login experience, including the URL will remain unchanged 
• The features and functionality you rely on to manage your billing and subscription management
• Your experience with our Customer Support Team
• Our dedication to your success

What’s Changing? 

• Chargify will be rebranded as Maxio Advanced Billing
• Branding in our user interface including logos, fonts, and iconography
• Branding in our help articles, emails, website, and more 
• The “Chat” icon will move from the top right to the bottom right corner of your screen
• “Security and Users” along with “System Alerts” on your seller view will be conveniently relocated to the side navigation menu
  
  

[Get to know Maxio]

https://www.maxio.com/?utm_source=customerloginad&utm_medium=website&utm_campaign=https://maxio.lightning.force.com/lightning/r/7013r000002h7bqaas/view&utm_content=chproductalert

It is a new day for Chargify as we merge with SaaSOptics to become Maxio!! 

As we transition to our new combined brand over the coming months, you will notice updates to the look and feel of the Chargify application but rest assured - your overall experience will stay the same.

This is a momentous day for our team and it wouldn’t have been possible without the continued support of you, our customers. Thank you for trusting us with your subscription needs through the years and for joining us on the next leg of our journey. 

To learn more about the future of Chargify & SaaSOptics, see our press release >

It is now possible to generate a payable invoice in advance of your customers' next billing date. This is perfect for companies who would like to collect payment prior to the service period starting or have specific contractual payment obligations for their customers. 

With advanced invoicing, you can generate the invoice anytime between the last billing date and the next upcoming billing date.

For more information on how to use Chargifys advanced invoicing functionality, see our documentation >

In 2020, we launched Events-Based Billing, an out-of-the-box rating engine that makes it easy to offer multi-attribute pricing like the industry titans (Think: AWS, Twilio, Datadog). Now, we’re excited to announce API enhancements that simplify product catalog management for Events-Based Billing models!

The API updates enable you to programmatically:

• Create Events-Based components and price points
• Assign a billable metric to a component (e.g. sum of emails sent)
• Build your rating table with hundreds of rows using bulk segments (e.g. Data transferred from U.S. East to EU (London) using AWS is $30/GB)
• Fetch hundreds of segments, filter results by up to 4 attribute values, and apply bulk edits for a given price point.
• Delete a specified segment that is no longer needed or was created in error

This new capability enables you to quickly and easily implement multi-attribute, pay-as-you-go pricing models like the example below, resulting in lower customer acquisition costs and higher net dollar retention. 

Cloud Data Storage - GB of Data Transferred

For more information on Events-Based Billing, head to our documentation here >

Consolidated invoices are a win-win for both you and your end-customer. For you, consolidated invoicing presents less processing fees when one customer pays for their multiple subscriptions all-in-one. For your end-customers, they get a single invoice for all subscriptions that they can pay for in one transaction. 

Adding to our consolidated invoicing functionality, we are excited to announce some additions to the invoice history you can call via the API. These consolidated invoices now include prepayments automatically applied to member subscriptions. When member subscriptions renew, any prepayments would apply directly to the child invoice. 

Please note that since this action was not directly on the parent subscription, the history/event for automatically applied prepayments was not previously shown on the consolidated invoice. This event can now be found for the consolidated invoice in the Read Invoice Events endpoint under the event name "link_child_payment".

For more information on consolidated invoices, see our documentation here>

Integrating Chagify with thousands of the most popular applications is made possible through our Zapier Connector. Many of our customers today leverage Zapier to automate workflows with no code required, so your teams can focus on getting the most important work done. 

We are excited to announce that we have new supported actions that have similar behavior when updating a subscription using the Zapier Connector. Those new triggers are:

• expires_at
• next_billing_at
• Quantity Based Components 

These additional attributes will allow for further customization with your Zaps to enable streamlined operational processes. This is in early access stages, so anyone interested should contact their CSM or our support team (support@chargify.com) for an invitation to our 1.0.4 Zapier Connector. It will become generally available In the coming weeks. 

For more information on our Zapier Connector, see Zapier's App Documentation>

Last week we announced that our native HubSpot integration is now listed on the HubSpot App Marketplace. For your customer-facing teams (Sales, Customer Success, Marketing and Support), this integration creates a whirlwind of efficiencies by providing them the features and functionality to easily manage subscriptions and gain insights from your Chargify data all within the tool they know the most: HubSpot. 

For sales managers who are using more than the 'Sales' pipeline in HubSpot, we understand that Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Our Product Team continues to enhance this integration to better serve your use cases and today we are excited to announce that we have extended the functionality to your HubSpot Custom Deal Pipelines.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com. 

For more information on our HubSpot integration, see our documentation here>