• Subscription Index
• Subscription Record
• Customer Index
• Customer Record

We are excited to continually provide you new API endpoints that surface our core functionality outside of our UI, allowing for full flexibility of how you bill your customers. Our latest API endpoint is creating ad-hoc invoices for one-off services or products, separate from your recurring charges. With these one-off invoices you can directly feed in everything that will be charged including the price, description and item being sold and you can set these invoices to be paid either by remittance or automatic payment collections.  They can have multiple line items, a custom memo, and all other basic attributes you get when you create the one-time invoice in the UI.

For more information on how to create a one-off invoice via the API, see our documentation here>

As customers upgrade or change their subscriptions with you, providing a preview of their updated charges is a great way to mitigate surprises and keep customers happy! Chargify's latest API enhancement enables you to do just that. The 'Preview Migration' API call allows you to pull the prorated new charge amount based on a specified date (within the current billing period). Simply pass in the future date and get the corresponding prorated adjustment, charge, payment and credit applied values.

For more information on product migrations via the API, see our API 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:

• 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>

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 Chargify continues to evolve the way you can manage subscription groups,  new API endpoints have been added that give you the option to easily navigate and view:

• Groups 
• Members of the groups
• Balances of group accounts

Cancellation and reactivation of the entire group can happen through a single API call. In addition, groups can now have their own service credits and prepayments, apart from individual member subscriptions. 

For more information on our API endpoints supporting subscription groups, 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:

• Brazil
• Mexico
• South Korea
• Taiwan
• Vietnam
• Israel
• United Arab Emirates

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:

Components API

• product_family_name field added
• conditional pagination added
• query enhancements

Products API

• Products#index pagination added
• price_point_name field added
• query enhancements

Coupons API

• product_family_name field added
• query enhancements

Events API

• customer_id field added
• filtration by multiple types added
• query by datetime parameters

Offers API

• per_page settings enabled
• product_family_name, price_point_name, coupon_id, coupon_name fields added

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 >