Easier Commissions Reporting with Sales Rep Information Added to the Subscription CSV Export

It is now easier to sort and filter your subscription exports for commission reporting! The Sales Rep Name and Sales Rep ID fields are now included in the Subscriptions CSV export, allowing you to better slice and dice your Subscriptions data for commissions reporting. This update is a continuation of the Sales Rep information on Subscriptions enhancement announced earlier this month.

For more information on the data included in the Subscriptions CSV export, see our documentation



Chargify + Quickbooks Integration - Class Controls

It is now possible to configure QuickBooks classes for your Chargify to Quickbooks integration, providing flexibility in if and which classes are used. To support this new configuration 4 options are available during your initial configuration. They are:

  • No Class Name - will not populate a class
  • Site name as Class Name - will use your subdomain name as the class
  • QBO class name as Class Name - This option will allow you to select from existing class names in Quickbooks Online.
  • Custom Class Name - Allows for a custom class to be created

For more information on the Chargify to Quickbooks integration, please see our documentation >


Easier Subscription Creation

It is now possible to create a Subscription directly from the Customer record within the Chargify UI. This update makes it easier to directly link a Subscription to an existing Customer and cuts down the clicks to do so. To leverage the new work flow:

  1. Navigate to the specific customer record
  2. Scroll down to the 'Subscriptions' section
  3. Click 'Create a subscription' and create a subscription as usual

For more information on creating Subscriptions, see our documentation >

Better Subscription Maintenance via Chargify’s SFDC v3 Integration

We are excited to announce the beta version of our updated SFDC to Chargify integration (Version 3). This initial update is part of an overall SFDC integration enhancement project, which is occurring over the next few months. In this release, we've decoupled the Salesforce Opportunity record from the Chargify Subscription record for more flexibility in managing each and to better support the way you do business. You can create new subscriptions and update existing subscriptions with new opportunities in SFDC. This release is also easy to configure while providing an array of data synchronization configuration options between Salesforce Account, Contact, and Opportunity Records and Chargify Customer, Product Catalog, Subscription, and Transaction records. 

Our goal is to provide you with a seamless billing experience by ensuring your teams have the right information, at the right time, in the right systems. As we continue to invest in our out of the box Salesforce integration, we would like to hear from you! If you have feedback or use cases that you would like to see supported, please contact your Customer Success Manager.

Learn more about our SFDC integration >


Simplify Period End Processes With New End of Period Balance Export

It is now easier to complete your period closing activities with the End of Period Balance csv export. This export provides your list of Subscriptions and their current balance (or month end balances for historical months), taking into account all transactions including Discount Amount, Taxes, Credits, Payments, and Refunds. The report can then be used to generate a view per subscription and customer, greatly reducing the amount of effort required to understand your end of period balances and close your books.

To learn more about the End of Period Balance Export see in our documentation >



Enhanced Commissions Reporting with Sales Rep Listed Directly on Your Subscriptions

Tracking sales representative commissions is important as your business and sales team grow. To help support your commission needs, we have added the Sales Rep to the Subscription record within the Summary tab. This information then flows through to the Sales Commission Report for easier commissions management.  

We have also added the Sales Rep to our API endpoints, so this information can be managed directly through your CRM (or any other system) and passed into Chargify as needed. To ensure continued security, a new authentication method has been introduced to all you to access this seller level data. Access to the Sales Commission API is available to users with financial access and Advanced Analytics.

Note: The Sales Rep listed at the time of running the report will be referenced for all revenue associated to that specific Subscription.

Your product feedback is always welcome as we continue to invest in our commissions functionality. If you have specific commissions requests or feedback, please reach out to your Customer Success Manager or Chargify Support.

For more information on managing you Sales Reps on your Subscriptions, see our documentation



Invoice List Improvements within the UI

Getting a solid understanding of your different invoices is now easier with the newly released pagination and URL parameters enhancement for the Invoice list page within the Chargify UI. With this, users can now sort their invoices based on the existing filters and receive back a paginated list for easier consumption and review. Users can then share the exact URL with a colleague so they are both looking at the same list. An example of this would be filtering based on invoices in a 'Collection' status and sharing that with a colleague for review and action.

For more information on our Invoice Lists, please see the documentation

Easier Bad Debt Management with New Collections Status

Managing past due Invoices is now easier with the Chargify collections status. This new invoice status allows you to better manage invoices who have passed through the dunning process without a successful payment being collected but are not ready to close the invoice. This invoice status is used when still attempting to collect payment after dunning concludes.

Note: Collection status for invoices is available regardless of your subscription status. 

To turn this on for your site, please contact your Customer Success Manager or the Chargify Support team.

For more information, please see our documentation >



Add More Payment Options with Adyen

As your business evolves, having access to the right payment gateways in the right locations is key. Chargify is now integrated with Adyen for credit card processing in the US, Canada, Europe and Australia. Many customers choose Adyen because of their large European coverage and presence. They also offer a risk management system and act as an acquirer as well. 

Part of the Chargify to Adyen integration is the out of the box support of 3D Secure 2, which ensures compliance with the latest authentication regulations in Europe. Our support of 3D Secure allows you to reduce your fraud risk and enables a customer-friendly authentication for public signup pages, self service pages,  and your Chargify-hosted page. 

Initial Adyen Support Coverage Includes:

Payment Methods

Geography

Currencies

Credit Cards

USA, Canada, Europe, Australia 

AUD, BRL, CAD, CHF, CNY, CZK, DKK, EUR, GBP, HKD, INR, JPY, MYR, NOK, NZD, PLN, RON, RUB, SEK, SGD, USD, ZAR

If you are interested in turning on Adyen in your site, please contact your Customer Success Manager or the Chargify Support Team.

For more information on all of our gateways that support 3D Secure see our documentation

Organization Now Included in Recent Activity Lists

It is now possible to see the Organization in addition to the account holders name within the Dashboard and ‘Recent Activity’ lists. This additional data point provides additional clarity around many activities including signups, invoices and payments. 

For more information on our Activity Track, see our documentation >

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