Salesforce: Creating and Downgrading Opportunities

Having a variety of flexible options when configuring your settings for your Salesforce integration is great and what's even better is being able to choose which ones you turn on/off. Because of this we are excited to announce our latest enhancement to the Salesforce integration, allowing you to enable an "Upgrade/Downgrade Oppty Amount Difference". 

Understanding not all of our customers manage their sales process the same, this new configuration setting will calculate the values on the opportunity based off the value of the original subscription to what it will be now (via upgrading or downgrading the subscription). There are 3 types of proration that will be available when upgrading/downgrading a subscription on an opportunity: 

  • If “Preserve Period” is selected,  the normal next billing date will be respected;
  • If “Include Trial” is selected, the new products trial will be included on the subscription;
  • If “Include Initial” is selected, the setup fee will be included at the time of Upgrade/Downgrade

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

Proforma Static Updates

Keeping in constant communication with your customers about their upcoming renewal is important to maintaining your recurring revenue. That is why we have continued to grow our proforma invoice feature set so you can share with your customers easily. 

We have added the ability to email your customers their proforma invoice(s) by:  

  • Utilizing the existing email capabilities in Chargify with customizable proforma email templates; OR 
  • Saving the proforma invoice as a PDF you can share; OR 
  • Creating a static customer facing URLs to the proforma invoice

In addition, there is a saved history for all of the previously generated proforma invoices.  

For more information on proforma invoices, see our documentation here>

Single Euro Payments Area (SEPA) Direct Debit Now Available with Stripe Integration

Single Euro Payments Area (SEPA) Direct Debit is now available on Chargify’s integration with Stripe! 

Direct Debit is a commonly used payment method in Europe and many businesses are seeing great success when implementing this payment method for subscriptions and business invoices. Adding an additional payment method adds flexibility to your customers. 

Once you are ready, SEPA will allow you to take payment for your subscriptions in three easy steps:

  1. Customer selects SEPA Direct Debit at checkout
  2. Customer provides full name, IBAN, and authorizes mandate 
  3. Customer gets notification that the payment is complete

Contact your Customer Success Manager or Chargify Support to enable this new payment method. You must have an active account to accept SEPA direct debit with Stripe. 

For more information on SEPA with Stripe, see our documentation here>

Salesforce: Activating All Subscriptions From Opportunity Record

Organizations whose customer-facing teams sell, manage, and upgrade subscriptions in a central hub like Salesforce have increased operational efficiency. And by having the ability to create many subscriptions under one opportunity record in Salesforce, sales teams save even more time.

The latest update to our Salesforce integration allows you to activate all subscriptions created under one opportunity record to flow over to Chargify. This prevents your sales team in closing-won multiple opportunities when more than 1 subscription is involved, saving them time so they can focus on what they do best: selling.

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

Schedule Future Date for Subscription Cancellation

We understand your business requires flexibility when serving your customers, and that sometimes customers leave. To make this process as painless as possible, you can now specify any future date as a Subscriptions cancellation date. This option and our previously supported cancellation choices ('Cancelling Immediately' and 'Cancel at End of Period') will now be within the 'Cancellation Timing' drop down on the Cancel Subscription page. To start using these cancellation options, simply select on the drop down menu when initiating a cancellation.  

For more information on cancelling a subscription, see our documentation here>

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>

HubSpot Integration Available in Beta

We are excited to announce that our nextgen Hubspot integration is now in beta! Integrating Chargify and Hubspot seamlessly connects your CRM and subscription billing operations to streamline your revenue generation processes.

The integration synchronizes date bi-directionally, so your catalog, customer, subscriptions, and deal management records are always in sync. Users are able to use Hubspot as they do today with the added benefit of automatically creating subscriptions in Chargify. The line items for building deals in Hubspot are synchronized from the Chargify product catalog for easy use in deals, quotes, and winning new customers.

If you are interested in the integration, please email us at support@chargify.com or contact your Chargify Customer Success Manager. 

Salesforce Integration Syncing Options on Trial Accounts

The Chargify to Salesforce integration is becoming even more flexible thanks to feedback from our customers over the last few months on data flow enhancements. There is now the option to not sync over trialing accounts from Chargify. If selected, this will allow your subscriptions to flow over to Salesforce after the trial period, when it is active and paid. 

Our goal is to build the Salesforce integration as flexible as possible to accommodate various business and operating models, so you can sync your data that best fits your needs. If you are currently not using the Salesforce integration and are interested, get in touch with your customer success manager today. 

For more information on the synchronization controls of the Salesforce Integration, see our documentation here>

New UNIPaaS Integration

Chargify has partnered with UNIPaaS to bring our merchants a unique gateway catered to Marketplaces & Digital Platforms. This new integration provides streamlined onboarding, global processing, and dynamic payout solutions to our merchants. 

Dynamic payouts are an exciting feature that is in high demand, now more than ever. Receive funds within minutes of clearing, rather than working to conventional banking timescales. Dynamically schedule funds and keep your customers happy.

Additionally, when you connect to UNIPaaS you are provided a Merchant Portal with real-time monitoring to more effectively manage transactions, financial reporting, and gain insights on users and statistics. 

Contact your Customer Success Manager or Chargify Support to enable this new gateway. For more information on our UNIPaaS integration, 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>

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