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



Subscription Import Tool Updates

Importing data into Chargify can help cut down on overhead and simplify your activities. To optimize your import experience, payment collection method and currency have been added to our Subscription import tool templates.

For more information on importing data into Chargify, see our documentation >

MultiCurrency for our Xero Integration

As your company grows, additional currency support between your account and billing systems becomes top of mind. To support your evolving business we have enhanced our Xero integration to take advantage of the Multi-Currency functionality released earlier in the year. This update will now allow you to setup and link different currencies within Xero and Chargify.

Note: It is important to ensure your 'Chargify Currency' and 'Xero Based Currency' are the same. If this is not the case, a warning will appear containing a link that will allow you to make the appropriate changes.

For more information on you Xero integration, see our documentation >

Even More Currencies Supported with Our Stripe Integration

Ensuring you can collect payment wherever and however you want is a key goal of our payments team. With that, 4 new supported currencies have been added to our Stripe gateway. They are:

  1. AED (United Arab Emirates Dirham) 
  2. ILS(Israeli New Shekel)
  3. SAR (Saudi Riyal)
  4. ARS (Argentine Peso)

This expansion in currency support is driven by our customers who are seeing their business expand into these areas!

To learn more about Chargify supported currencies see our documentation



Easier Commissions Reporting with Sales Rep Information Added to the Subscription CSV Export

It is now easier to sort and filter your subscription exports for commission reporting! The Sales Rep Name and Sales Rep ID fields are now included in the Subscriptions CSV export, allowing you to better slice and dice your Subscriptions data for commissions reporting. This update is a continuation of the Sales Rep information on Subscriptions enhancement announced earlier this month.

For more information on the data included in the Subscriptions CSV export, see our documentation



Chargify + Quickbooks Integration - Class Controls

It is now possible to configure QuickBooks classes for your Chargify to Quickbooks integration, providing flexibility in if and which classes are used. To support this new configuration 4 options are available during your initial configuration. They are:

  • No Class Name - will not populate a class
  • Site name as Class Name - will use your subdomain name as the class
  • QBO class name as Class Name - This option will allow you to select from existing class names in Quickbooks Online.
  • Custom Class Name - Allows for a custom class to be created

For more information on the Chargify to Quickbooks integration, please see our documentation >


Better Subscription Maintenance via Chargify’s SFDC v3 Integration

We are excited to announce the beta version of our updated SFDC to Chargify integration (Version 3). This initial update is part of an overall SFDC integration enhancement project, which is occurring over the next few months. In this release, we've decoupled the Salesforce Opportunity record from the Chargify Subscription record for more flexibility in managing each and to better support the way you do business. You can create new subscriptions and update existing subscriptions with new opportunities in SFDC. This release is also easy to configure while providing an array of data synchronization configuration options between Salesforce Account, Contact, and Opportunity Records and Chargify Customer, Product Catalog, Subscription, and Transaction records. 

Our goal is to provide you with a seamless billing experience by ensuring your teams have the right information, at the right time, in the right systems. As we continue to invest in our out of the box Salesforce integration, we would like to hear from you! If you have feedback or use cases that you would like to see supported, please contact your Customer Success Manager.

Learn more about our SFDC integration >


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