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. 

We Are Maxio

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


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 in Advance of the Next Billing Date

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 >

New feature: Chargify + Airbyte: Connect Your Data for Billing and Analytics

Over the past 2 years, we released Events-Based Billing, an out-of-the-box rating engine for multi-attribute pricing, and Business Intelligence, a custom analytics suite for Chargify and third-party data. These products empower our customers to price like the industry titans (Think: Snowflake, Twilio, Datadog) and make data-driven business decisions.

Now, we’re thrilled to announce that streaming data to Chargify from your product database and favorite SaaS applications just got a whole lot easier! Airbyte.io, a no-code data integration platform, offers hundreds of source connectors that allow you to quickly and easily sync your data to Chargify. 

See this new capability in action by watching the 6-minute video below and learn how to easily deploy highly-tailored pricing models used by fast growing companies like Snowflake and AWS. 

For more information on the Airbyte integration, head to our documentation here >

Happy Holidays from Chargify and SaaSOptics!

Season's greetings from the entire team at Chargify and SaaSOptics! As the holiday season is upon us, we would like to announce that Chargify and SaaSOptics will be observing a company-wide Winter Break from December 24th through December 31st. Standard hours of operation will resume on January 3, 2022. 

Our support team will be monitoring for urgent system availability issues only during this time. If you believe you will need to connect with a member of our customer success and support teams, please contact us before our winter break. 

We wish you a peaceful and prosperous New Year and look forward to serving you refreshed and renewed in 2022. 

Introducing Chargify's Newest Help Documentation

Having access to stellar product documentation is key to how you and your teams gain the most out of using Chargify day-in and day-out. Finding answers quickly when questions arise enables autonomy to quickly troubleshoot, giving our users full control. 

Today, we are very excited to announce that we have given our Help Documentation a complete refresh! The new site was reorganized to display a cleaner look with updated content, allowing for a more intuitive browsing experience. 

This is the first step in making sweeping improvements to our self-service educational resources. In the coming months, you can expect further improvements to our content as well as easier and faster ways to find the answers to your questions.

You can find the new Chargify help site here>

View Automatically Applied Prepayments in Consolidated Invoice History

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>


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