Product Details in the MRR Movements Export

The MRR Movements Export is a great way to get a detailed view of all MRR changes for a period of time. These movements include new sales (new_business), upgrades (expansion), customers coming out of hold status' (reactivation), customers shrinking (contraction), and customers leaving all together (churn). The Product ID (product_id) and Name (product_name) have now been added to this export to provide more detail around where the MRR movement is occurring.

For morning information on our MRR Movements Export, see our documentation here >

Invoice Clarity in Salesforce

Having a complete view of your customers in a single location is a necessity for B2B SaaS companies. For those companies who hold Salesforce as that single source of truth, we are continually enhancing our Chargify to Salesforce integration. The most recent update allows administrators to see and action on their customers invoices directly in Salesforce. These actions include: 

  • Process a payment
  • Void the invoice
  • View and distribute the invoices' public URL
  • Refund the invoice

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

Service Credits for Subscription Groups

The Subscription Group functionality within Chargify is evolving to make it easier for you to take action for all Subscriptions within a Subscription Group. The latest enhancement that helps you manage across subscriptions is the ability evenly apply a customer credit evenly across all subscriptions within a group.

To learn more about Subscription Groups, see our documentation >

Cancel and Reactivate Subscription Groups

The Subscription Group functionality within Chargify is evolving to make it easier for you to process changes for all Subscriptions within a group. The first update which has been released is the ability to cancel and / or reactivate all Subscriptions within a specific group. 

To learn more about Subscription Groups, see our documentation

New A/R Aging Report

Tracking your A/R aging can be difficult without the right tools. To cut down the time you spend tracking and increase your ability to understand and take action, Chargify has introduced a new A/R Aging Report as an extension of the A/R Dashboard. This report, formatted as a .csv export, provides a complete list of customers, subscriptions, and invoices in an aging view so you can easily understand your days sales outstanding and repeat offenders. To round out your A/R view, this report also include all outstanding service credits and prepayments providing you with all obligations data in a single location.

If you are already using the A/R Dashboard, this report is already available to you. If not, gain access to the A/R Dashboard by contacting your Customer Success Manager or Chargify Support.

To understand more about the new A/R Aging Report, see our documentation >

Multi-Currency Support For Events-Based Billing

In a global economy it is more important than ever to price and sell your products and services in ways your customers want to buy. To support you in this effort, we have introduced enhanced multi-currency support for our Events-Based Billing. This means you can now define your multi-attribute pricing in any currency. An example of this for a Marketing SMS Company is charging $0.10 for a US based customer sending messages to the UK and £0.046 for a UK based company sending the same messages.

To learn more about Multi-Currency support, see our documentation >

Updates to Renewal Email Timings

Making sure your customers know when their trials are ending and paid subscriptions are going renew is now easier with some updates we have made to our renewal email notifications. With these updates, it is now possible to configure the timing and email content for you trial subscription notification. It is also now possible to configure the timing of subscription renewal emails based on the product your customer is subscribed to. This updated timing functionality is especially useful for companies who must follow state mandated renewal standards.

To learn more about the Chargify Renewal Emails, see our documentation >

Improved Subscription Management in SalesForce

We understand a swivel chair integration between your billing and CRM systems is less than ideal. Because of this we are continually investing in our new (v3) Chargify to SFDC integration and are making it easier than ever to manage your subscriptions directly in SalesForce. Recent updates allow administrators to complete the following directly in Salesforce:

  • Initiate Cancellations
  • Reactivate Subscriptions
  • Clear Pending Cancellations
  • Put Subscriptions on Hold and Resume them
  • Give / Deduct Service Credits

If you are interested in learning how the Chargify to Salesforce integration can make your life easier, please reach out to your Customer Success Manager or Chargify support.
For more information about these subscription actions or our Salesforce integration, see our documentation >

Enhanced Flexibility on Invoice Presentment

It is now possible to hide the quantity column on your invoices - giving you more flexibility when deciding what information to present to your customers. This enhancement is especially useful for companies who provide 'all you can use' pricing or who wish to only display product, price and line item amount on their invoice.

For information on how to hide the quantity column on your invoices, see our documentation >


Manage Multiple Merchant Accounts per Gateway

It is now possible to connect multiple merchant accounts to the same gateway within Chargify. This enhancement makes it easier to:

  • Manage merchant accounts across geographies while leveraging the same gateway
  • Manage specific transaction types to specific merchant accounts within the same gateway
  • Stay within transaction limits on specific merchant accounts
  • Manage multiple currencies with gateways who require a merchant account per currency

A customizable gateway handle has also been added to make merchant accounts easy to distinguish between.

If you would like additional information on Chargify’s multiple merchant per gateway support, please see our documentation



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