Redesigned, Reengineered, And Reimagined Invoices Deliver Advanced Bill Presentment Capabilities

by Adam Feber

After working with thousands of businesses managing hundreds of thousands of pricing and billing permutations, we’ve learned that there is no one-size-fits-all strategy when it comes to invoicing needs. These growing needs require a new approach to invoicing configurability and flexibility that puts businesses in charge of defining their desired workflows, without writing and maintaining custom code.

Today we announce Relationship Invoicing™, a redesigned, reengineered, and reimagined set of invoicing capabilities in Chargify’s Elastic Billing™.

Redesigned for Beautiful Relationships

We understand that the look of your invoices reflects your brand and impacts customers’ perceptions. To strengthen that, we’ve redesigned the appearance and organizational structure of Chargify invoices.

Not only is the design aesthetic cleaner, but the line items (in terms of products, usage, discounts, and taxes) and amount due or paid summaries are easier for your customers to understand and digest.

Reengineered for Complete Relationships

The new invoice architecture reflects what we call “invoice-centric billing” where the concept of separate invoices, receipts, and statements are unified into a singular invoice view.

recurring invoices for complete relationships

This new concept addresses several requests from our customers:

  • Historically, “invoice billing” was exclusively used for remittance payment, not automatic payment.
  • In addition, automated payments could not include an itemized summary of the charge prior to the transaction.
  • Paid invoices and automated payments generated a receipt post-transaction and were recorded as a statement.

All these elements are now addressed in the new architecture. An invoice is now issued regardless of whether it’s for an automated card payment or remittance payment and can be presented prior to payment, after payment is received (marked as ‘paid’), or both.

Each invoice serves as a record for ‘what’ is being charged and, ultimately, ‘when’ and ‘how’ it is paid. One-time or custom charges can also now generate separate invoices.

Chargify recurring invoice capabilities

This approach to invoicing also provides the necessary metadata for revenue recognition through our API, so businesses can be ASC 606 compliant. We plan to make revenue recognition reporting available through our interface in the near future.

Reimagined for Flexible Relationships

This release is packed full of value-added enhancements that provide more control of invoicing workflows.

Customizable Invoice Email Templates For Invoice Delivery

Fully customizable invoice email templates, for both automatic and remittance payments, allow you to control the design and content sent to customers when invoice emails are enabled.

Hosted Invoice Pages For Online Bill Presentment & Payment

Link to our new hosted invoice pages where your customers can view their invoices online, pay invoices with a card and download their invoices.

Expanded Payment Options

For non-automated payments, we’ve improved the experience and expanded the manual payments options that make it easier for your team to process a payment or record an external payment.

Consolidated Invoicing For Multiple Subscriptions

Finally, this new invoice capability enables you to consolidate multiple subscriptions for an end customer into one invoice that can be charged as one transaction.

Consolidated Invoicing For Multiple Subscriptions

Gain Early Access To Relationship Invoicing™

The new invoice architecture is currently in open beta. If you would like early access, fill out this form. Once enabled, we’ll send you a follow-up email with notes and resources to make sure you get the most out of these improvements.

In the coming month, the new invoice architecture will be the default for all newly created Sites, and all existing customer will have the option to opt-in from within the Chargify interface.

Turn Business Blockers Into Business Accelerators

Revenue management for SaaS allows businesses to respond quicker to market needs, build long-lasting relationships and derive meanigful insights from the noise.