Links Available to Individual Segments on Consolidated Invoice

Many of our customers use consolidated invoices to simplify their customers’ bills when they have multiple subscriptions. The beauty of these consolidated invoices is that each subscription listed in the group generates an “invoice segment”. Previously, you had to go through a couple of steps to locate the individual segments that make up a consolidated invoice. 

Our UI now allows you to locate the individual segments on a consolidated invoice by directly linking to the member invoice for easy access. For example, if you have a customer with 10 subscriptions, the consolidated invoice would group this into 1. You are able to click into the “1 grouped subscription” to see the member invoices associated. 

For more information on Invoice Hierarchy, see our documentation here>

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>

Partial Payment on Consolidated Invoice

Invoice consolidation improves the experience of your customer by combining multiple subscriptions into one invoice to be paid in a single transaction. Historically, your customers had to pay for the full amount on the consolidated invoice. Now your customers have the option to make a partial payment against the different subscriptions. 

For example, if your customer has 10 subscriptions that were $10 each, the consolidated invoice is $100. Previously, your customer would have to pay the $100 towards the invoice. You can now have the customer make a partial payment toward the invoice, for instance a $50 payment against it. It will spread the payment out over the different subscriptions and show a $50 balance due. 

For more information on Invoice Consolidation, see our documentation here

View ‘Other’ Open Invoices on New Invoices

Being able to customize your invoices by adding important information beyond the billed amount is value-add to your subscribers to keep them in the know of what they’re consuming. On top of being able to display unit price, quantities, date ranges, subtotals and $0 product line items, you now have the option to display an ‘Other’ balance. 

This option will display the total due on any existing payable invoices for said subscription at the point the new invoice was issued. In addition, there will also be a list of all invoices which were outstanding and the individual amounts that were due at the time of issuance. So for instance, if your customer did not pay their January bill, and the February invoice has been issued, the February invoice will show the past January balance as past due.

For more information on line item elements for Chargify invoices, see our documentation here>

New Dunning UI

Dunning is tough, its configuration and tracking shouldn't be! Today, we are happy to announce a  new user interface for Chargify's dunning functionality. This you provides you a view of all dunning features, in a single location so you can quickly and easily view, track and update your dunning settings. This update is to the dunning navigation only and will not change current functionality or your current settings. 

For more information on dunning in Chargify, see our documentation here>

New Online Invoice Payment Options for your Customers

Online invoices were created to make it easier for your customers to close their open invoices by paying directly online. We understand that Credit Cards are not always universal, and that’s why we have added new payment options to help streamline this process. Chargify now provides three new payment options for online invoices: Direct Debit, Apple Pay, and Paypal! Please keep in mind these new payment options are limited to the payment gateways that accept them. 

You can enable these payment methods on your Payment Gateway settings. In addition, you can also get in touch with your Customer Success Manager or Chargify Support team to help enable this in your account. For more information on our new online invoice payment options, see our documentation here>

Australia and New Zealand Invoice Options Added

As your business expands to new regions, it is important that you adapt your invoicing to local standards. We are excited to announce that for our merchants who bill with the New Zealand (NZ) Goods and Services Tax (GST), now have the option to display the NZD equivalent of the NZ GST on all invoices.

For more information on our invoice settings and customizations, 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>


Account Updater with BlueSnap

Credit Cards numbers change all the time, regardless of the reason (ie. expiry dates), these updates impact your ability to successfully bill on time. Last month we announced the launch of BlueSnap, a payment gateway specializing in global payments. As this integration continues to expand to meet our customers' needs, we are excited to announce that the Account Updater feature has been added. 

The Account Updater from BlueSnap enables card information changes (such as expiration data changes, account number changes, account closures, and more) to be conveniently and automatically updated, reducing failed payments and the need to contact each customer directly. 

With Account Updater, you can maintain customer satisfaction of customer service due to non-payment while minimizing costs associated with collections and manual account updates. The BlueSnap Account Updater service is supported for American Express, Discover, Mastercard and Visa cards. 

For more information on the BlueSnap integration, see our documentation here >


New Email-Only Dunning Capabilities

Creating a flexible dunning schedule is key to managing and retaining your customers. To support your retention efforts we have updated our dunning capabilities to introduce email notification only dunning, in conjunction with our existing payment collection dunning functionality. As you continue to evolve and iterate your dunning strategies, you now have the ability to specify your dunning schedule to: 

  • Retry Payment
  • Email Only
  • or both

With this new feature, you have the option to send an email to a customer without having to retry payment at that moment. This email-only capability is currently in early release. If you would like access to use this new dunning option, please reach out to your dedicated CSM. 

For more information on our dunning functionality, see our documentation > 

Show Previous EntriesShow Previous Entries