New Default Payment Profiles

Maintaining great relationships with your end customers oftentimes starts out with the way you bill them. By utilizing online and public invoices through Chargify, you can provide a seamless experience for your end customer to pay you. As many of you already take advantage of this feature, your customers can access their invoice online from an automated email or from your team by copying the link from the Chargify interface under "More Options" when viewing the invoice. 

We are excited to announce a new feature to the UI of these public invoices! Your customers now have the option to save their Credit Card by making it their default payment moving forward. This will prevent your customer from providing their credit card information the next time they pay their invoice, by selecting the one that is already on file. 

For more information on online and public invoices, see our documentation here>


Improvements to Product Catalog Navigation

Our Product Team has made some exciting new changes to Chargify's User Interface (UI) after collecting some feedback from our customer base! Although these changes are minor, the enhancements we made to the Product Catalog layout will look different than what you have been used to. 

We have now added pagination to the top of the Product Catalog to make it easier for you to navigate your product catalog across multiple pages, allowing you to scroll to the right page in your catalog. We have also added a 'Back' link to the Product, Component, and Coupon Details views such that after working with a particular product item, you are taken back to the same page in the catalog. 

This will make it easier to make several edits to products, components, and coupons in the same product family. For more information on managing products in Chargify, see our documentation here>

Salesforce: Calendar Billing

The way you bill your customers is essential to running your business. Many of our customers today take advantage of Chargify's built-in Calendar Billing functionality, allowing them to choose the specific day of the month their subscribers should be billed on, not the day they signed up for your product and/or service. For example, you may want all of your customers' subscriptions to renew on the first of the month. 

The goal with our CRM integrations is to mirror your Chargify environment as much as possible to provide your teams a seamless experience to sell and manage subscriptions. Because of this, we are excited to announce that we have extended Calendar Billing to our native Salesforce integration. When creating a Subscription via the Subscription Wizard, you can configure the subscription to be Calendar Billed on the specific day of the month you choose. 

For more information on how Calendar Billing works, see our documentation here>

Importing of Cancelled Subscriptions

Having the continuity with your historical data for your customers in a single system makes your life easier by providing "the big picture" on your subscriber base. Because of this, we are excited to announce that we have hit another milestone on our product roadmap to import your historical data into Chargify. 

You now have the ability to import cancelled subscriptions. Importing cancelled subscriptions can be done either through the UI with a CSV or via the API. Once imported, you will be able to see all of the historic cancelled subscriptions on the Subscriptions Page (Billing > Subscriptions)

For more information on the minimum requirements for creating cancelled subscriptions, see our documentation here>

For our API documentation on importing cancelled subscription, please click here>

Applying Recurring Coupons to Mid-Period Allocations

Providing enticing offers and discounts to your customers can help build long-term relationships for your business. We are excited to launch new functionality around coupons and discounting that increases flexibility in how you manage your coupons, discounts, and promotions with Chargify!

You now have the option of whether recurring coupons should apply to mid-period invoices when an allocation changes for the following components:

  • On/Off Components
  • Quantity-Based Components

Previously, these "mid-period allocations" would automatically apply any recurring coupons. Merchants who use recurring flat dollar amount coupons will find this feature useful since they typically will not want the coupon to be applied more than a certain number of uses. Further, for use cases that are less common, merchants will also be able to have their percentage-based recurring coupons not apply to mid-period allocations.

For more information on applying recurring coupons, see our documentation here>

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>

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>

Links Available to Individual Segments on Consolidated Invoice

Many of our customers use consolidated invoices to simplify their customers’ bills when they have multiple subscriptions. The beauty of these consolidated invoices is that each subscription listed in the group generates an “invoice segment”. Previously, you had to go through a couple of steps to locate the individual segments that make up a consolidated invoice. 

Our UI now allows you to locate the individual segments on a consolidated invoice by directly linking to the member invoice for easy access. For example, if you have a customer with 10 subscriptions, the consolidated invoice would group this into 1. You are able to click into the “1 grouped subscription” to see the member invoices associated. 

For more information on Invoice Hierarchy, see our documentation here>

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