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 >
The multi-currency functionality originally announced in May is now generally available and available for all Chargify customers. As a reminder, this change greatly reduces the overhead you experience from selling internationally!
With Chargify’s multi-currency functionality you simply specify what currencies are available on each of your sites, configure your pricing, and allow your customers to sign up for products and services in those currencies. No more managing multiple sites or multiple product offerings (as required by some billing systems) just to achieve multiple currency support.
For more information on how multi-currency works, see our documentation >
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
Products API
Coupons API
Events API
Offers API
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 >
The Subscription Group functionality within Chargify is evolving to make it easier for you to process changes for all Subscriptions within a group. The first update which has been released is the ability to cancel and / or reactivate all Subscriptions within a specific group.
To learn more about Subscription Groups, see our documentation >
Tracking your A/R aging can be difficult without the right tools. To cut down the time you spend tracking and increase your ability to understand and take action, Chargify has introduced a new A/R Aging Report as an extension of the A/R Dashboard. This report, formatted as a .csv export, provides a complete list of customers, subscriptions, and invoices in an aging view so you can easily understand your days sales outstanding and repeat offenders. To round out your A/R view, this report also include all outstanding service credits and prepayments providing you with all obligations data in a single location.
If you are already using the A/R Dashboard, this report is already available to you. If not, gain access to the A/R Dashboard by contacting your Customer Success Manager or Chargify Support.
To understand more about the new A/R Aging Report, see our documentation >
