View Automatically Applied Prepayments in Consolidated Invoice History

Consolidated invoices are a win-win for both you and your end-customer. For you, consolidated invoicing presents less processing fees when one customer pays for their multiple subscriptions all-in-one. For your end-customers, they get a single invoice for all subscriptions that they can pay for in one transaction. 

Adding to our consolidated invoicing functionality, we are excited to announce some additions to the invoice history you can call via the API. These consolidated invoices now include prepayments automatically applied to member subscriptions. When member subscriptions renew, any prepayments would apply directly to the child invoice. 

Please note that since this action was not directly on the parent subscription, the history/event for automatically applied prepayments was not previously shown on the consolidated invoice. This event can now be found for the consolidated invoice in the Read Invoice Events endpoint under the event name "link_child_payment".

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


Zapier Connector Enhancements Early Access

Integrating Chagify with thousands of the most popular applications is made possible through our Zapier Connector. Many of our customers today leverage Zapier to automate workflows with no code required, so your teams can focus on getting the most important work done. 

We are excited to announce that we have new supported actions that have similar behavior when updating a subscription using the Zapier Connector. Those new triggers are:

  • expires_at
  • next_billing_at
  • Quantity Based Components 

These additional attributes will allow for further customization with your Zaps to enable streamlined operational processes. This is in early access stages, so anyone interested should contact their CSM or our support team (support@chargify.com) for an invitation to our 1.0.4 Zapier Connector. It will become generally available In the coming weeks. 

For more information on our Zapier Connector, see Zapier's App Documentation>

HubSpot Custom Deal Pipelines

Last week we announced that our native HubSpot integration is now listed on the HubSpot App Marketplace. For your customer-facing teams (Sales, Customer Success, Marketing and Support), this integration creates a whirlwind of efficiencies by providing them the features and functionality to easily manage subscriptions and gain insights from your Chargify data all within the tool they know the most: HubSpot. 

For sales managers who are using more than the 'Sales' pipeline in HubSpot, we understand that Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Our Product Team continues to enhance this integration to better serve your use cases and today we are excited to announce that we have extended the functionality to your HubSpot Custom Deal Pipelines.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com

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

Salesforce CPQ Wizard

An integrated tech stack built with your Salesforce CRM can provide a customized experience to your clients and prospects. The Chargify + Salesforce integration is a flexible one-stop-shop for your customer-facing teams to effectively serve your current and future client base.

New to our native integration is the ability to use Chargify's product catalog to add line items to a Salesforce Quote. When creating a quote in Salesforce, you can now use Chargify's wizard to create subscriptions that will be added to the quote. 

This new functionality allows users to create multiple subscriptions on a quote with products, components, and coupons. Once the deal is won, the subscription(s) will be created in Chargify. 

For more information on how to setup the CPQ wizard, see our documentation here>

Chargify Now Available in HubSpot's App Marketplace

We are very excited to announce that Chargify is now listed on the HubSpot App MarketplaceThe listing provides another method for easily integrating HubSpot and Chargify. 

Updated in real-time, this bi-directional sync between Chargify and HubSpot is a game changer for those looking to gain efficiencies for their customer-facing teams while simultaneously breaking down data silos. Integrating your Chargify and HubSpot environment allows you to leverage all of your rich billing data in one application, bringing together sales, customer success, support and marketing teams. 

Many of our customers today are realizing the value of integrating their HubSpot and Chargify environments, as use cases span further than billing, finance, and accounting. Your sales team can easily sell, upgrade, downgrade and manage subscriptions through deals or quotes. Your customer success and support teams will have visibility to the wide array of billing data so they can seamlessly provide top-notice service to your customers quickly. Furthermore, your marketing team will reap benefits from having your billing data synced over to HubSpot where they can easily identify insightful growth churn trends that can drive data-based marketing campaigns.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com

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

UK VAT Breakdown

The UK requires merchants doing business in the UK and invoicing in currencies other than GBP to provide a breakdown of VAT in GBP on e-invoices.  The regulation (found here) states:

You can invoice in any currency for the goods and services that you supply. If UK VAT is due on the transaction your invoices must also show the following in sterling:
  • the total net value of goods and services at each VAT rate
  • the amount of VAT, if any, at each rate
Chargify merchants who fall into this category can now add this breakdown directly to their e-invoices. Enable this feature at your site level, under the invoice settings.

For more information on the UK VAT breakdown, see our documentation here>

Subscription Filtering by Groups

Many of our customers today are leveraging the use of Subscription Groups to consolidate invoicing for their customers with multiple subscriptions. In using the Subscription Index within the UI, we are excited to announce an added filter for this subscription type!

Our Product Team has added the ability to filter between Subscription Type, now supporting three types under the 'More Filters' dropdown:

  • All
  • Individual Subscription
  • Subscription Groups

This added filter will provide your customer-facing teams a quick glance on the health of your subscription groups leading to faster turnaround time on decisions and inquiries. 

Head over to the Subscription Index UI and check it out! 

Send Multiple Invoices to Customer in One Email

Providing a convenient, fast, and safe method on collecting payment from your customers is key to building and maintaining that recurring revenue relationship. Chargify's core functionality on sending invoices provides an easy way to both send automatic and ad-hoc invoices via email. 

We are excited to announce that we have extended our functionality to include sending multiple invoices to a customer in one email. When managing a subscription’s invoices, you can apply filters to refine the invoice selections before selecting 'Email Customer' option. You can attach up to 24 invoices in one single email.


For more information on sending emailed invoices to customers, see our documentation here>

Subscription Index UI Enhancements

Managing your subscriptions in Chargify should be as easy and seamless as possible, from the sign-up to look-up of information on your customer base. As we look to continually enhance our UI look and feel, many of our customers recently sat down with our Product Design Team to provide feedback on how we can improve the Subscription Index UI. 

Today, we are excited to announce that we have made several enhancements that will delight our users through a more simplistic design. We have added new filtering options with an improved search capability in addition to a new 'Product' column. 

Head over to the Subscription Index UI and check it out! 

Backdate a Received Date for External Payments

We understand that some of our customers are entering external payments into Chargify, and oftentimes the day it gets entered is not the same day it was received. In order to support downstream reporting and align the date you received these external payments (such as paper checks via mail), you can now specify a received_on date for external payments. 

In the UI, users can provide an effective date via Invoices > Invoice Show > Record Payment > Record External Payment. The received_on date will be set to the current day by default, but the user can backdate by changing the received_on field.

For historic reporting, this field has been backfilled with the created_date date in order to facilitate reporting from this field; however, the received_on date can only be different from the created_date going forward. 

In the UI, received_on will be exposed in the /payments and /transactions pages and exports. Please note that this is the /transactions page, not the new Transactions Report page. There are plans to add this field to the new Transactions Report page in the future.

The received_on date is also available via the following API endpoints: transactions, invoice, and invoice-events. 

For more information on backdating a received date for external payments, see our documentation here>

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