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 >

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 >

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

Invoice in Advance of the Next Billing Date

It is now possible to generate a payable invoice in advance of your customers' next billing date. This is perfect for companies who would like to collect payment prior to the service period starting or have specific contractual payment obligations for their customers. 

With advanced invoicing, you can generate the invoice anytime between the last billing date and the next upcoming billing date.

For more information on how to use Chargifys advanced invoicing functionality, see our documentation >

Prepaid Usage Components Now Available by Default


You may have noticed a new component in the Chargify UI - the Prepaid Usage component!

Prepaid usage allows you to maintain a recurring, predictable revenue stream while still allowing your customers to be charged based on consumption. This is achieved through an upfront fee that is based on a quantity (or prepayment) sometimes thought of as a commitment. Your customer then draws down against their commitment. Once their entire commitment amount is used up they are charged overage fees at a ‘burst over’ rate. Overage charges are then calculated and included in your customers' regular billing cycle and invoice, this allows you and your customer to maintain a single source of truth on what they are consuming and being billed for.

With prepaid usage, your customers' prepaid amounts can 're-up' every month (I commit to 50 server hours each month) or can extend out for longer periods of time (I commit to 550 server hours for the year).

Companies often move to prepaid usage models because they can incentivize their customers to increase upfront commitments or prepaid quantities, by offering a reduced price point for prepaid units or an increased rate for overage units. It is also possible to allow your customers' prepaid quantities to expire or rollover to a following period.

Our Chargify prepaid usage functionality also supports your revenue and accounting compliance needs. As your customer consumes their prepaid amounts, Chargify tracks their consumption for appropriate revenue reporting and recognition. This is all handled with a single component in the Chargify system, reducing the complexity of setup and maintenance for your team.

To learn more about the prepaid usage billing model, see our documentation >

New feature: Chargify + Airbyte: Connect Your Data for Billing and Analytics

Over the past 2 years, we released Events-Based Billing, an out-of-the-box rating engine for multi-attribute pricing, and Business Intelligence, a custom analytics suite for Chargify and third-party data. These products empower our customers to price like the industry titans (Think: Snowflake, Twilio, Datadog) and make data-driven business decisions.

Now, we’re thrilled to announce that streaming data to Chargify from your product database and favorite SaaS applications just got a whole lot easier! Airbyte.io, a no-code data integration platform, offers hundreds of source connectors that allow you to quickly and easily sync your data to Chargify. 

See this new capability in action by watching the 6-minute video below and learn how to easily deploy highly-tailored pricing models used by fast growing companies like Snowflake and AWS. 

For more information on the Airbyte integration, head to our documentation here >

View Automatically Applied Prepayments in Consolidated Invoice History

Consolidated invoices are a win-win for both you and your end-customer. For you, consolidated invoicing presents less processing fees when one customer pays for their multiple subscriptions all-in-one. For your end-customers, they get a single invoice for all subscriptions that they can pay for in one transaction. 

Adding to our consolidated invoicing functionality, we are excited to announce some additions to the invoice history you can call via the API. These consolidated invoices now include prepayments automatically applied to member subscriptions. When member subscriptions renew, any prepayments would apply directly to the child invoice. 

Please note that since this action was not directly on the parent subscription, the history/event for automatically applied prepayments was not previously shown on the consolidated invoice. This event can now be found for the consolidated invoice in the Read Invoice Events endpoint under the event name "link_child_payment".

For more information on consolidated invoices, see our documentation here>


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