- Subscription Index
- Subscription Record
- Customer Index
- Customer Record
You can now provide your customers with a new subscription type: Prepaid. Our latest core functionality allows you to create prepaid usage-based billing models providing a safety net for your recurring, predictable revenue. This new subscription type works with either metered or events-based components, giving you full flexibility on how you want to charge and how your customers want to use and pay for your product or service. Your customers can gain peace of mind with a true value-based pricing model where they pay in advance for usage they will decrement against as they use your product or service.
With real-time visibility, both you and your customers benefit from always knowing the exact state of funded balances and usage against those balances. In addition, auto-replenishment is an option so that your customers can decide when to re-up their balance after hitting a specifically defined threshold, that is set at the customer level, not the product level. This added level of customization provides you the ability to provide a white-glove service approach to your customers.
Prepaid Subscriptions also come with sophisticated notification workflows that can keep all or some of your customers in the know of where they stand with their prepaid usage. Customers always know what usage they have paid for with invoices generated at the end of each renewal period.
For more information on Prepaid Subscriptions, see our documentation here>
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:
For more information on the Finance Report, see our documentation here>
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>
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 >
As you continue to grow and expand, having access to the right payment gateways is key. To support your payment needs, Chargify has partnered with BlueSnap - a payment gateway specializing in global payments.
The Chargify and BlueSnap integration allows you to process credit card and ACH transactions in the following initial currencies:
The next step in the integration is to include the BlueSnaps Account Updater functionality, which proactively keeps credit card number and expiration dates up to date.
If you are interested in using BlueSnap as your payment gateway or you have a BlueSnap account that you would like to link with Chargify, contact Chargify Support or your Customer Success Manager.
For more information on the BlueSnap integration, see our documentation here >
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:
For more information of Chargifys AvaTax supported countries or our AvaTax integration in general, see our documentation here >
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:
For more information on our API, please see our documentation here >
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 >
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 >