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! 

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! 

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 We all know that payments can fail due to expired cards or even outdated billable contacts causing missed refunds or invoicing errors.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>

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>

Component Dunning

Subscription businesses are prone to failed customer payments from time to time. Having an effective dunning strategy can help prevent churn and is important in resolving customer's failed payments swiftly. Within Chargify, you have the flexibility in tailoring your communication approach, in addition to the pre-built templates, for your customers entering the dunning process.  

Today we are excited to announce a new feature added to our dunning functionality. Introducing mid-period component dunning! This new feature allows for failed mid-period component allocations payment to move a subscription into dunning. This allows your customer and team to be alerted to any issues with a mid-period allocation payment. 

For more information on dunning strategies, see our documentation here>

Customizable Emails for Upcoming Renewals

Without a bulletproof subscription renewal process, your customers can experience unexpected charges, questionable renewal tactics, and ultimately churn. To better delight your customers, Chargify's renewal emails keep your customers in the know of upcoming subscription renewals, as well as the added option to update/change their payment profile and plan(s).  

We are happy to introduce new customizable upcoming renewal options for these email communications. This new feature allows you to customize renewal email timing, in addition to specifying which product price points an email should be triggered on. 

For more information on upcoming renewal email settings, see our documentation here>

New Filter Options via API for Invoicing

Last month we released a new endpoint to send invoices via API to mimic the behavior of the "Send Invoice" button within the UI. This endpoint enables you to programmatically deliver ad-hoc invoices as well as the re-send of auto-generated invoices, thus giving you control of when to send out an invoice. 

As we continue adding new API endpoints, we are excited to announce new filter options on exposed event types on an invoice. You can now filter for multiple event types on an invoice (e.g. issue_invoice, apply_credit_note, refund_invoice) using a comma separated list. Previously, you were able to filter by only 1 invoice event. 

For more information, see our documentation here>



Enhanced Syncing Options & Action Triggers in HubSpot

Our native HubSpot integration gives you all the information needed to sell and manage your customers while simultaneously driving marketing activities. As we continue to invest in strengthening our integration, we are very excited to announce that our Product Team has released new syncing options around your product catalog and customer data! Additionally, new subscription action triggers are available through the HubSpot user like:
  • Cancel & reactivate a subscription
Admin users can now enable the Chargify Product Catalog sync for one or more Chargify sites which will provide full flexibility in segmenting your revenue streams.The added action triggers are listed below:
  • Create deals in HubSpot when subscriptions are created”: The admin users can select whether the integration will auto-create deals in HubSpot when subscriptions are created inside Chargify using the Chargify public signup pages.
  • Create deals in HubSpot when existing subscriptions’ component allocations increase”: Select whether the integration will auto-create deals in HubSpot when existing subscriptions’ component allocations increases
  • The deal amount for component allocation change should be set to”: The user will select what values will construct the deal record “deal amount” property. Whether this is the prorated amount or the full amount for a mid period component allocation.
Interested in integrating your Chargify and HubSpot environments? Reach out to your customer success manager or support@chargify.com to get started!

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

Xero Integration: Component Quantities Shown on Invoice

Thanks to feedback from our customers, we are very excited to announce an enhancement to invoicing with our native Xero integration! The invoices produced out of Xero are now updated to align with the Chargify invoice quantity per each specific component your customer is billed on. Previously, the quantity was set to 1 with the total amount of the component noted in the unit price attribute. The actual quantity was only available in the line item description. This added functionality improves the ability to view and track in Xero the components sold to your customers.

For more information on Xero invoicing, see our documentation here>

Reactivate Subscriptions with Prepayments and Service Credits

Sometimes customer subscriptions need to be reinstated after being cancelled. Instead of creating a brand new subscription, our reactivation functionality allows you to reinstate a subscription with the following options: 

  • Start a New Billing Period
  • Resume Billing Period
  • Collect Any Outstanding Balances 
  • Include Trialing Period 

In addition to those listed above, we are excited to announce that our Product Team has added new options for you to adjust how this reactivation gets paid by allowing for Service Credits and Prepayments to be selected. 

When this option is selected, any Service Credits and Prepayments on the subscription will be applied to the reactivation charge before attempting to use the customers' payment profile. 

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

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