Updates to the Ad hoc Invoice Creator

Ad hoc invoicing allows you to generate an invoice at any time. You can now create one-off invoices with your Product Catalog items and enjoy streamlined classifications across platforms.

What we've added:

  • Pick items from the Advanced Billing product catalog
  • Use price points from the catalog to suggest proper pricing
  • Enhanced tax functionality (settings are inherited from the item's tax settings in the catalog)
  • Coupons

For more information on the ad-hoc invoicing creator, check out the documentation here. 


Custom Pricing for Salesforce Integration

Generate subscriptions from Salesforce opportunities using Custom Pricing in Advanced Billing.

For more information on custom pricing through the Salesforce integration, contact your Customer Success Manager. 

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 >

Hubspot Integration Requirement Update

The Chargify and HubSpot two-way integration is now running on the latest Hubspot requirements of granular scopes. This has no impact on the functionality or how you will use the integration and is simply an update to adhere to Hubspots' latest requirements. 

For more information on the Chargify and Hubspot two-way integration, 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 >

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