Stream Data from your Application to Chargify for Billing and Analysis

It’s easier than ever to send data from your application to Chargify Business Intelligence for custom analysis. With this information, you can hone in on how your users are consuming your product and identify key value metrics. Then, leverage this data to build complex, multi-attribute pricing models that charge your customers for the exact value they receive. 

Take a Data Ingestion Tool for example, with Events-Based Billing, they can charge different rates based on: Cloud Provider, Data Center Region, Cluster Type, and Availability.

Data Read Event Rate per GB:

Segment
Cloud Provider
Data Center Region
Cluster Type
Availability
Segment Rate
1AWSUS East N VirginiaBasicSingle Zone$0.0001/GB
2Microsoft AzureWest EuropeStandardMulti Zone$0.0009/GB
3Google CloudAPAC SydneyStandardMulti Zone$0.001/GB

To start streaming your data to Chargify, head to Business Intelligence and select ‘Manage Data Sources’. From there, you will be asked to define your new data source. You can follow this guide to start streaming your data in. 

For more information on Chargify Business Intelligence, see our documentation here>

Include Avalara Sales Tax When Creating Price Points

The tax landscape for recurring revenue businesses can oftentimes be difficult to manage, leading to confusion on how to effectively apply taxes to your products and services. Adding to that complexity is determining a final price for your product that includes tax so that your customers are only advertised and charged one single price.

Within Chargify, your Avalara Managed Sales Tax account helps eliminate the ongoing headaches in managing sales tax for your recurring revenue business. Adding to Chargify's native Avalara functionality, our Product Team was recently working on a beta feature with some of our customers. We are happy to announce that this new feature is now in general availability!  

You can now utilize a 'tax included' option when setting your final prices in your Product Catalog within the UI. For example, if you want the final price (with taxes included) to be $20 for one of your subscription offerings, you can choose the "Tax included in price?" when building out your price point. Your customer will be billed $20, and in turn you will be collecting your subscription base price + tax. 

For more information on Avalara Managed Sales Tax, see our documentation for products here and for components here>

Immediately Charge Existing Payment Method on Ad-Hoc Invoices

In a customer-centric world, selling add-ons, services, or products outside of your recurring subscriptions can become a common practice. Because of this, we love knowing that our customers can take advantage of ad-hoc (one-off) invoices, either within the UI or API. Our Billing Team has released several enhancements to one-off invoicing over the past several months, from backdating functionality, new filtering options (via API), and a date selector modal. 

Today, we are excited to announce that you now have the option to immediately collect payment on these ad-hoc invoices. Two options are available when creating an ad-hoc invoice in the UI: 

  1. The invoice will be marked for remittance payment; or 
  2. The invoice amount will be collected automatically from the payment method on file 


In addition, users can select the desired behavior if payment fails. The ad-hoc invoice can either: 

  1. Roll back (not be created); or
  2. The status can be set to 'Open' and Chargify will attempt collection at the next scheduled renewal 

The default behavior can be set in your Site Settings. However, behavior for individual and ad-hoc invoices can be overridden. Payment instructions can be sent via API with the payment_instrucions parameter. If payment instructions are not specified, the settings for the invoice will default to the site settings.

For more information, see our ad-hoc invoice documentation or API documentation here>

Product Catalog UI Enhancements

After receiving valuable feedback from our customers, we are excited to bring 3 efficiency-boosting Product Catalog UI enhancements that our Billing Team has been working on! The following enhancements provide a more intuitive way of managing your Product Families, Products, Components or Coupons. It also includes converted currency amounts shown during price updates and changes. 

First, the Product Families view are now listed from newest to oldest. We heard from our customers that your newer Product Families are the ones you work with the most, so this will cut back from having your team navigate to the bottom of the list or several pages in to get to what you're looking for. 

Second, after editing a Product, Component, or Coupon on the Products Page, this page will not return the user to the same place they left off. You will no longer be returned to the main Products Page after submitting an edit. 

Third, converted amounts are now provided when configuring definitive pricing. This will save the user from having to check fx rates outside of Chargify. 

For more information on our Products Catalog, see our documentation here>

Timeline Events on Contact and Deal Records in HubSpot

Managing subscriptions requires you to keep a pulse on your customer base to quickly react to events, especially failed payments. We all know that payments can fail due to expired cards or even outdated billable contacts causing missed refunds or invoicing errors. 

For our customers who are currently integrating their HubSpot environment, we are excited to announce that Timeline Events can now be viewed in the Contact or Deal record. This added visibility will enable your customer-facing teams to stay in the know of customer events, which can also help mitigate failed revenue mishaps during the subscription lifecycle.

The following Events are now shown through our native HubSpot integration: 

  • Invoice Issued
  • Payment Success
  • Payment Failure
  • Subscription State Change
  • Subscription Product Change
  • Expiring Card
  • Component Allocation Change
  • Upgrade/Downgrade Success
  • Upgrade/Downgrade Failure
  • Refund Success
  • Refund Failure
These events can be configured to streamline your revenue operations, support, and client services experience. 

Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today!

For more information on Timeline Events in our HubSpot integration, see our documentation here>

Ad-hoc Invoice Date Selector Modal

At times you may be selling additional services and add-ons to your customers that are outside of their recurring subscriptions. With Chargify's ad-hoc invoice feature, you can easily create those additional charges with the option of backdating the creation date. 

We are happy to announce that we have added an intuitive date selector modal for how the Issue Date, Due Date, and Net Terms interact within the UI. You can now: 

  • Enter dates directly by keeping Net Terms equal to 'Calculate from Dates' 
  • Set Net Terms first (changing either date will dynamically change the other)  

For more information on Invoices at Chargify, see our documentation here>

Invoice Details Visible Inside HubSpot

We know it's vital for your Support Teams to have information at their fingertips in order to quickly service your customers. Chargify's HubSpot integration lets you view subscription changes, payment and invoice history, usage and next billing dates, all within the Contact and Deal Record views. 

Adding to our native HubSpot integration, we are excited to announce an enhancement to viewing Invoice Details! Once the subscription is generated, the integration will provide a PCI compliant invoice link to collect payment from your contacts in addition to visibility for your customer-facing teams. 

The invoice details include: 

  • Invoice ID 
  • Status 
  • Payment Collection Method
  • Invoice Due Amount
  • Invoice Paid Date
  • Credits Used

These values will stay up-to-date in HubSpot's CRM extension and can help you streamline your revenue operations, support, and more. 


Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today! 

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

Introducing Dashboard Theming for Business Intelligence

Dashboards that are easy to understand and consistent with your branding allow you to seamlessly convey the value you provide to your end users. We are thrilled to announce the release of advanced theming capabilities for your dashboards, allowing you to easily control the look and feel of your dashboards.Whether you are running business reviews with key clients or embedding metrics for a strategic partner, you can now provide a more cohesive experience for dashboards that are shared or embedded  outside of Chargify BI. 

Our Dashboard Theming feature has three main categories: General, Chart Elements and Visualization Types. You can access this functionality in Dashboard Edit mode from the top, right ‘Theming’ button. 

Dashboard Theming 

  • The General tab  allows you to select the overall data color palette that you want to apply to your dashboard. Here, you are also  able to set the background color, fonts, and space between your chart elements.
  • On the Chart Elements tab you can set the text font, color, and size for your chart titles, subtitles, legends, labels, grids, X- and Y-Axis, as well as tooltips. 
  • The look and feel of each Visualization Type (Line & Aera, Pie & Donut, Funnel, Metric, Table) can be defined on the last Theming tab. This includes things like line thickness, values style, labels, and colors. 

Dashboard Theming - General

Dashboard Theming - Chart Elements

Dashboard Theming - Visualization Types

Business Intelligence is included on all 2021 public plans. To request access or discuss adding BI to your plan, please reach out to us at support@chargify.com 

For more information on Business Intelligence Dashboards, see our documentation here>

Specify Invoice Recipients from the Admin UI

We understand that some of your customers need to have multiple recipients of an invoice for increased visibility amongst teams. We are excited to announce that you now have the ability to specify additional recipients when sending invoices from the Admin UI. 

Prior to this update, clicking the 'Send Invoice' button would automatically send the invoice to the primary contact on the account. Now, the UI will prompt the user with a modal which will be pre-populated with the primary contact, and additional contacts can be added on the To:, CC:, and BCC: fields. 

For more information on invoices in Chargify, see our documentation here>

Enhanced Transactions Report Now Available in General Availability

The enhanced Transactions Report is now live and available for all Chargify users. The updated transactions page allows you to select a variety of filters and column selections, displaying the following items in a single page: 

  • Invoices
  • Payments
  • Credits
  • Refunds

This page has a user-friendly design offering the ability to customize your view, in addition to a separate tab for each transaction type, enabling you to segment and focus on specific transactions. In addition, the page offers an export of the transactional data with additional attributes if needed. 

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


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