Enhanced UI for Customer and Organization Field Displays

Having options for detailing your customer records enables you to align the information in Chargify with how you manage your business. We know from our own customers, that some manage their business relationships on an individual contact level, while others manage via the organization level. 

Chargify now differentiates your customers as an organization or an individual contact. If you have populated the organization field for any customer, this information is now prominently displayed in many locations, including: 
  • Subscription Index
  • Subscription Record
  • Customer Index
  • Customer Record
If you do not use the Organization field in Chargify, the contact on the customer record will continue to be displayed. For more information on these changes, see our documentation here>

Enhanced Finance Report Now in General Availability

The new version of the Finance Report is now live and is available for users. We have made several enhancements to the layout of the new report for added detail and clarity. The new report provides:

  • Sales broken out by component type
  • Credits broken out by credit type
  • Net Payments by subtracting Refunds from Payments
  • An ‘In Collections’ subcategory of Expected Payments for subscriptions that have failed Dunning but have open invoices
  • Access to the old layout at the bottom of the page for easy comparison between versions

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


Accounts Receivable Report Now In General Availability

The A/R aging report we announced two months ago is now available. 

You can now track customers' outstanding balances and credit balances using the Accounts Receivables report. This report tracks customer balances down into invoiced amounts, payments, refunds, prepayment balances, and unapplied credits. 

It is also possible to use the Accounts Receivable report to measure outstanding balances and make provisions for doubtful accounts. You can also use this report in tandem with the Revenue Retention report to manage overdue accounts and to identify unpaid invoices that can be paid by allocating existing balances. 

For more information on the Accounts Receivable report, see our documentation here>

NetSuite Integration Enhancements

To make sure you continue to have the data you need where you need it most, we continue to make investments in our NetSuite integration. These enhancements include moving onto the latest released NetSuite API (20.1), enabling several functionality enhancements to streamline your business processes. 

Our latest enhancements include the ability to use custom forms in addition to the out-of-the-box forms for creating sales orders. You can also now choose the specific bank account and specific AR accounts used by the integration when recording refunds. 

In addition, NetSuite Payment Instrument functionality is now available. These latest enhancements add specific granularity and control as you sync data back and forth between NetSuite and Chargify. 

For more information on our Chargify to NetSuite integration, see our documentation here >

Avalara Integration Accounting Updates

You can now choose how to sync over invoices to your Avalara account using the Chargify to Avalara integration. When configuring your Avalara account in Chargify, you have the option of posting documents to Avalara, as well as choosing how those documents are sent. The two options available are:
  • Set open invoices as 'Uncommitted' in Avalara, supporting Cash Based Accounting practices
  • Set open invoices as 'Committed' in Avalara, supporting Accrual Based Accounting practices

This flexibility allows you to follow either Cash Basis or Accrual Basis accounting principals through our Chargify to Avalara integration. To turn this on for your environment, reach out to your Customer Success Manager or the Chargify Support team.

For more information on linking your Avalara account, see our documentation here >


More Countries Supported with AvaTax

As your company continues to grow and expand into new regions, tax compliance can be a difficult sticking point. To support your growth, Chargify has added several new supported countries  to our AvaTax integration, including:

  • Brazil
  • Mexico
  • South Korea
  • Taiwan
  • Vietnam
  • Israel
  • United Arab Emirates

For more information of Chargifys  AvaTax supported countries or our AvaTax integration in general, see our documentation here >

Additional Information in our API Endpoint

As the Chargify product continues to evolve, additional data has also been added to our API Endpoints to ensure all data is accessible when and how you need. Several recent updates to our API include:

Components API

  • product_family_name field added
  • conditional pagination added
  • query enhancements

Products API

  • Products#index pagination added
  • price_point_name field added
  • query enhancements

Coupons API

  • product_family_name field added
  • query enhancements

Events API

  • customer_id field added
  • filtration by multiple types added
  • query by datetime parameters

Offers API

  • per_page settings enabled
  • product_family_name, price_point_name, coupon_id, coupon_name fields added

For more information on our API, please see our documentation here >

A/R Dashboard and Export Updates

It is now possible to filter based on invoice status within the Accounts Receivable Dashboard. This filter is especially useful when working with invoices that are past due or in a 'Collections' status. All filters have also been moved to the top of the dashboard and now filter the results across the entire dashboard.

Refunds and service credits are also now included in the Accounts Receivable Export, fully rounding out the content to include a wholistic view of open A/R.

For more information on the A/R Dashboard and Export, please see our documentation here >

Invoice Amount in Subscription Export

The most recent amount invoiced has now been added to the Subscription report to provide even more detail on the current state of the Subscription at the time of export. This field represents the total amount billed, in cents, of the most recent recurring invoice (does not include mid-period probation invoices). It does not include invoices in a pending status or invoices which have been voided. 

For more information on our Subscription Export, see our documentation here >

Product Details in the MRR Movements Export

The MRR Movements Export is a great way to get a detailed view of all MRR changes for a period of time. These movements include new sales (new_business), upgrades (expansion), customers coming out of hold status' (reactivation), customers shrinking (contraction), and customers leaving all together (churn). The Product ID (product_id) and Name (product_name) have now been added to this export to provide more detail around where the MRR movement is occurring.

For morning information on our MRR Movements Export, see our documentation here >

Show Previous EntriesShow Previous Entries