We Are Maxio

The Maxio user interface in your account has launched! The features and functionality you know and trust are still there—now with an elevated look and feel. 

We know change can be confusing, so let’s break this down:

What will stay the same?

  • Your login experience, including the URL will remain unchanged 
  • The features and functionality you rely on to manage your billing and subscription management
  • Your experience with our Customer Support Team
  • Our dedication to your success

What’s Changing? 

  • Chargify will be rebranded as Maxio Advanced Billing
  • Branding in our user interface including logos, fonts, and iconography
  • Branding in our help articles, emails, website, and more 
  • The “Chat” icon will move from the top right to the bottom right corner of your screen
  • “Security and Users” along with “System Alerts” on your seller view will be conveniently relocated to the side navigation menu

[Get to know Maxio]

https://www.maxio.com/?utm_source=customerloginad&utm_medium=website&utm_campaign=https://maxio.lightning.force.com/lightning/r/7013r000002h7bqaas/view&utm_content=chproductalert


Chargify & SaaSOptics are Becoming Maxio!

It is a new day for Chargify as we merge with SaaSOptics to become Maxio!! 

As we transition to our new combined brand over the coming months, you will notice updates to the look and feel of the Chargify application but rest assured - your overall experience will stay the same.

This is a momentous day for our team and it wouldn’t have been possible without the continued support of you, our customers. Thank you for trusting us with your subscription needs through the years and for joining us on the next leg of our journey. 

To learn more about the future of Chargify & SaaSOptics, see our press release >

Invoice Customizations Enhancements

Invoices are one of the only recurring contact points you have with your customer, so they should be as clear and easy to follow, as possible. To support this, Chargify has added 3 enhancements to our customizable invoices. These updates are:

  • Ability to hide invoice history: it is now possible to hide the invoice history on all Invoice PDFs and Invoice Public URLs
  • Page Numbers: page numbers can be added to invoice for customers who have multi-page invoices
  • Invoice Memo presented on a separate page: For customers who use the invoice memo functionality, it is now possible to place that content on a separate page at the end of the invoice

For additional information on Chargify Invoice Settings and Presentation, see our documentation >

Additional Invoice Currencies Supported

It is now possible to invoice customers in 8 additional currencies in Chargify. these currencies include:

  • EGP - Egyptian Pound
  • NGN - Nigerian Naira
  • PKR - Pakistani Rupee
  • QAR - Qatar Rial
  • TRY - Turkish Lira
  • TZS - Tanzanian Shilling
  • HRK - Croatian Kuna
  • KRW - South Korean Won

For more information on supported currencies within Chargify, see our documentation >

Apply Coupons Directly in Hubspot

It is now possible to apply customer coupons directly in the Hubspot UI, allowing customer-facing teams greater flexibility and management options. This update to the Chargify Hubspot integration allows customer-facing teams to easily add or remove coupons and service credits without requiring access to Chargify, or leaving the interface they manage the rest of their customer activities in - Hubspot!

To learn more about the Chargify Hubspot two-way integration, see our documentation

Enhancement to Coupon Application

Customer churn happens to the best companies. To help close out churned or canceled customers quickly, it is now possible to apply coupons to subscriptions and have them be applied when the subscription is canceled. This new capability will allow you to clear any usage-based outstanding balances on subscriptions that are scheduled to cancel, removing the need to process a service credit after cancelation. 

For more information on applying coupons, see our documentation >

Invoice in Advance of the Next Billing Date

It is now possible to generate a payable invoice in advance of your customers' next billing date. This is perfect for companies who would like to collect payment prior to the service period starting or have specific contractual payment obligations for their customers. 

With advanced invoicing, you can generate the invoice anytime between the last billing date and the next upcoming billing date.

For more information on how to use Chargifys advanced invoicing functionality, see our documentation >

Simplify Events-Based Billing Product Catalog Management with the New API Capabilities

In 2020, we launched Events-Based Billing, an out-of-the-box rating engine that makes it easy to offer multi-attribute pricing like the industry titans (Think: AWS, Twilio, Datadog). Now, we’re excited to announce API enhancements that simplify product catalog management for Events-Based Billing models!

The API updates enable you to programmatically:

This new capability enables you to quickly and easily implement multi-attribute, pay-as-you-go pricing models like the example below, resulting in lower customer acquisition costs and higher net dollar retention

Cloud Data Storage - GB of Data Transferred

For more information on Events-Based Billing, head to our documentation here >

Subscriptions Index Column Editor

Over the past several months our Product Design Team has released enhancements to the Subscription Index UI so that your customer-facing teams can navigate and search for subscriptions with ease. These have included new filtering options that includes subscription groups in addition to enhanced search capabilities. 

Today we are excited to announce we have added the ability to customize columns! We understand workflows can vary from department to department or even between sites within your Chargify environment. This customization feature allows you to quickly see the information you need with pick and choose columns such as 'Signup Date', 'Period Start', 'Collection Method' and more!  

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

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>


Show Previous EntriesShow Previous Entries