Salesforce Coupon Creator

Your sales team now have the ability to create coupon / discounts directly in Salesforce!  This added functionality will give your sales team the ability to create coupons on the fly, without having to interface with the Chargify application. Any coupons created in Salesforce, will automatically be synced back to Chargify. 

Additionally, your Customer Success team can also benefit from this added feature, by creating discounts for your customers to help with potential churn. 

For more information on creating a coupon in Salesforce, 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>

New Email-Only Dunning Capabilities

Creating a flexible dunning schedule is key to managing and retaining your customers. To support your retention efforts we have updated our dunning capabilities to introduce email notification only dunning, in conjunction with our existing payment collection dunning functionality. As you continue to evolve and iterate your dunning strategies, you now have the ability to specify your dunning schedule to: 

  • Retry Payment
  • Email Only
  • or both

With this new feature, you have the option to send an email to a customer without having to retry payment at that moment. This email-only capability is currently in early release. If you would like access to use this new dunning option, please reach out to your dedicated CSM. 

For more information on our dunning functionality, see our documentation > 

NetSuite Integration Enhancements

To make sure you continue to have the data you need where you need it most, we continue to make investments in our NetSuite integration. These enhancements include moving onto the latest released NetSuite API (20.1), enabling several functionality enhancements to streamline your business processes. 

Our latest enhancements include the ability to use custom forms in addition to the out-of-the-box forms for creating sales orders. You can also now choose the specific bank account and specific AR accounts used by the integration when recording refunds. 

In addition, NetSuite Payment Instrument functionality is now available. These latest enhancements add specific granularity and control as you sync data back and forth between NetSuite and Chargify. 

For more information on our Chargify to NetSuite integration, see our documentation here >

Last Invoice Amount Available In Subscription Export

Gaining further insight into your subscription details is now possible via the Subscriptions CSV export with the optional addition of the Last Invoiced Amount field. This is the total amount on the most recent invoice that was not generated mid billing period. The amount will include renewals, product migrations, signups, and reactivations. It will also discount invoices that have been voided, and any invoices that are in a pending state.

For more information on how to include the last invoice amount on your CSV Subscription Exports, 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 >

Salesforce Integration - Data Validation Report

A new report has been added to our Salesforce integration allowing you to map out which records will be created or matched before you integrate your Chargify environment with your Salesforce environment. This new Data Validation Report can be run before the integration to avoid any hiccups prior to committing to a permanent change. The records included in the report for matching are the following:  

  • Customer
  • Products
  • Components
  • Coupons

For more information on this report see our Salesforce documentation here>

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