Updates to the Ad hoc Invoice Creator

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. 


Custom Pricing for Salesforce Integration

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. 

Chargify & SaaSOptics are Becoming Maxio!

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 >

Invoice Customizations Enhancements

Invoices are one of the only recurring contact points you have with your customer, so they should be as clear and easy to follow, as possible. To support this, Chargify has added 3 enhancements to our customizable invoices. These updates are:

  • Ability to hide invoice history: it is now possible to hide the invoice history on all Invoice PDFs and Invoice Public URLs
  • Page Numbers: page numbers can be added to invoice for customers who have multi-page invoices
  • Invoice Memo presented on a separate page: For customers who use the invoice memo functionality, it is now possible to place that content on a separate page at the end of the invoice

For additional information on Chargify Invoice Settings and Presentation, see our documentation >

Additional Invoice Currencies Supported

It is now possible to invoice customers in 8 additional currencies in Chargify. these currencies include:

  • EGP - Egyptian Pound
  • NGN - Nigerian Naira
  • PKR - Pakistani Rupee
  • QAR - Qatar Rial
  • TRY - Turkish Lira
  • TZS - Tanzanian Shilling
  • HRK - Croatian Kuna
  • KRW - South Korean Won

For more information on supported currencies within Chargify, see our documentation >

Apply Coupons Directly in Hubspot

It is now possible to apply customer coupons directly in the Hubspot UI, allowing customer-facing teams greater flexibility and management options. This update to the Chargify Hubspot integration allows customer-facing teams to easily add or remove coupons and service credits without requiring access to Chargify, or leaving the interface they manage the rest of their customer activities in - Hubspot!

To learn more about the Chargify Hubspot two-way integration, see our documentation

Enhancement to Coupon Application

Customer churn happens to the best companies. To help close out churned or canceled customers quickly, it is now possible to apply coupons to subscriptions and have them be applied when the subscription is canceled. This new capability will allow you to clear any usage-based outstanding balances on subscriptions that are scheduled to cancel, removing the need to process a service credit after cancelation. 

For more information on applying coupons, see our documentation >

Simplify Events-Based Billing Product Catalog Management with the New API Capabilities

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:

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 >

Subscriptions Index Column Editor

Over the past several months our Product Design Team has released enhancements to the Subscription Index UI so that your customer-facing teams can navigate and search for subscriptions with ease. These have included new filtering options that includes subscription groups in addition to enhanced search capabilities. 

Today we are excited to announce we have added the ability to customize columns! We understand workflows can vary from department to department or even between sites within your Chargify environment. This customization feature allows you to quickly see the information you need with pick and choose columns such as 'Signup Date', 'Period Start', 'Collection Method' and more!  

Head over to the Subscription Index UI and check it out! 

Show Previous EntriesShow Previous Entries