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 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 > 

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 >

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 >

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! 

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>