Proforma Invoice Preview

Knowing exactly what you will be charging your customers is vital to running your business and maintaining client relationships. Proforma invoices has been a feature request asked by many of our customers, so we are excited to announce the completion of its first roadmap milestone. The new proforma preview feature will allow you to view the next billing invoice amount for a subscription. 

This previewing function is the first milestone in our Proforma roadmap feature request. This can be used in your formal review processes when upgrading your customers on an annual basis, for example.  

For more information on Proforma Invoices, see our documentation here>

Subscription Groups in Salesforce

Our latest Salesforce integration (v3) is continually being enhanced to parody the functionality in Chargify that is used by your sales & support teams, preventing them to swivel between two systems to serve your customers' needs. The latest update to our Salesforce integration now utilizes Chargify’s Subscription Groups. When creating a subscription you can now select if the subscription should be billed individually or in a consolidated invoice with other subscriptions. 

For more information on our latest integration with Salesforce, see our documentation here>

Create One-Off Invoice via the API

We are excited to continually provide you new API endpoints that surface our core functionality outside of our UI, allowing for full flexibility of how you bill your customers. Our latest API endpoint is creating ad-hoc invoices for one-off services or products, separate from your recurring charges. With these one-off invoices you can directly feed in everything that will be charged including the price, description and item being sold and you can set these invoices to be paid either by remittance or automatic payment collections.  They can have multiple line items, a custom memo, and all other basic attributes you get when you create the one-time invoice in the UI.

For more information on how to create a one-off invoice via the API, see our documentation here>

Subscription Migration Preview Available via the API

As customers upgrade or change their subscriptions with you, providing a preview of their updated charges is a great way to mitigate surprises and keep customers happy! Chargify's latest API enhancement enables you to do just that. The 'Preview Migration' API call allows you to pull the prorated new charge amount based on a specified date (within the current billing period). Simply pass in the future date and get the corresponding prorated adjustment, charge, payment and credit applied values.

For more information on product migrations via the API, see our API documentation here>

Gain Predictable Recurring Revenue with Prepaid Subscriptions

You can now provide your customers with a new subscription type: Prepaid. Our latest core functionality allows you to create prepaid usage-based billing models providing a safety net for your recurring, predictable revenue. This new subscription type works with either metered or events-based components, giving you full flexibility on how you want to charge and how your customers want to use and pay for your product or service. Your customers can gain peace of mind with a true value-based pricing model where they pay in advance for usage they will decrement against as they use your product or service. 

With real-time visibility, both you and your customers benefit from always knowing the exact state of funded balances and usage against those balances. In addition, auto-replenishment is an option so that your customers can decide when to re-up their balance after hitting a specifically defined threshold, that is set at the customer level, not the product level. This added level of customization provides you the ability to provide a white-glove service approach to your customers. 

Prepaid Subscriptions also come with sophisticated notification workflows that can keep all or some of your customers in the know of where they stand with their prepaid usage. Customers always know what usage they have paid for with invoices generated at the end of each renewal period.

For more information on Prepaid Subscriptions, see our documentation here>  

Enhanced Finance Report Now in General Availability

The new version of the Finance Report is now live and is available for users. We have made several enhancements to the layout of the new report for added detail and clarity. The new report provides:

  • Sales broken out by component type
  • Credits broken out by credit type
  • Net Payments by subtracting Refunds from Payments
  • An ‘In Collections’ subcategory of Expected Payments for subscriptions that have failed Dunning but have open invoices
  • Access to the old layout at the bottom of the page for easy comparison between versions

For more information on the Finance Report, see our documentation here>


Account Updater with BlueSnap

Credit Cards numbers change all the time, regardless of the reason (ie. expiry dates), these updates impact your ability to successfully bill on time. Last month we announced the launch of BlueSnap, a payment gateway specializing in global payments. As this integration continues to expand to meet our customers' needs, we are excited to announce that the Account Updater feature has been added. 

The Account Updater from BlueSnap enables card information changes (such as expiration data changes, account number changes, account closures, and more) to be conveniently and automatically updated, reducing failed payments and the need to contact each customer directly. 

With Account Updater, you can maintain customer satisfaction of customer service due to non-payment while minimizing costs associated with collections and manual account updates. The BlueSnap Account Updater service is supported for American Express, Discover, Mastercard and Visa cards. 

For more information on the BlueSnap integration, see our documentation here >


Accounts Receivable Report Now In General Availability

The A/R aging report we announced two months ago is now available. 

You can now track customers' outstanding balances and credit balances using the Accounts Receivables report. This report tracks customer balances down into invoiced amounts, payments, refunds, prepayment balances, and unapplied credits. 

It is also possible to use the Accounts Receivable report to measure outstanding balances and make provisions for doubtful accounts. You can also use this report in tandem with the Revenue Retention report to manage overdue accounts and to identify unpaid invoices that can be paid by allocating existing balances. 

For more information on the Accounts Receivable report, see our documentation here>

Avalara Integration Accounting Updates

You can now choose how to sync over invoices to your Avalara account using the Chargify to Avalara integration. When configuring your Avalara account in Chargify, you have the option of posting documents to Avalara, as well as choosing how those documents are sent. The two options available are:
  • Set open invoices as 'Uncommitted' in Avalara, supporting Cash Based Accounting practices
  • Set open invoices as 'Committed' in Avalara, supporting Accrual Based Accounting practices

This flexibility allows you to follow either Cash Basis or Accrual Basis accounting principals through our Chargify to Avalara integration. To turn this on for your environment, reach out to your Customer Success Manager or the Chargify Support team.

For more information on linking your Avalara account, see our documentation here >


API Endpoints Supporting Subscription Groups

As Chargify continues to evolve the way you can manage subscription groups,  new API endpoints have been added that give you the option to easily navigate and view:

  • Groups 
  • Members of the groups
  • Balances of group accounts

Cancellation and reactivation of the entire group can happen through a single API call. In addition, groups can now have their own service credits and prepayments, apart from individual member subscriptions. 

For more information on our API endpoints supporting subscription groups, see our documentation here >

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