- Subscription Index
- Subscription Record
- Customer Index
- Customer Record
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>
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 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 >
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 >
Having a complete view of your customers in a single location is a necessity for B2B SaaS companies. For those companies who hold Salesforce as that single source of truth, we are continually enhancing our Chargify to Salesforce integration. The most recent update allows administrators to see and action on their customers invoices directly in Salesforce. These actions include:
For more information on our Chargify to Salesforce integration, see our documentation here >
The Subscription Group functionality within Chargify is evolving to make it easier for you to take action for all Subscriptions within a Subscription Group. The latest enhancement that helps you manage across subscriptions is the ability evenly apply a customer credit evenly across all subscriptions within a group.
To learn more about Subscription Groups, see our documentation >