Keeping in constant communication with your customers about their upcoming renewal is important to maintaining your recurring revenue. That is why we have continued to grow our proforma invoice feature set so you can share with your customers easily.
We have added the ability to email your customers their proforma invoice(s) by:
- Utilizing the existing email capabilities in Chargify with customizable proforma email templates; OR
- Saving the proforma invoice as a PDF you can share; OR
- Creating a static customer facing URLs to the proforma invoice
In addition, there is a saved history for all of the previously generated proforma invoices.
For more information on proforma invoices, see our documentation here>