Our documentation has moved!

You are currently viewing a legacy version of our help articles.
For the most up-to-date version, please use the new Chargify Help & Support Site.
Follow

Create a Product

Let's build your products! Select a choice below.

A product can be used for many reasons. The most common ones are listed above.

In order to create a Product, you must first Create a Product Family. If you have already defined your Product Family(s), you can skip this step.

  

Create a Product

A product is what you sell. Your customers can subscribe to it.

  • Go to the Setup Tab
  • Click "Create New Product"
  • Click "Show Advanced Options" to show all fields

Okay, let's get started...

  1. Product/Plan Name - Name your product. This name will be what your customers see anytime your product is referenced (for example, on Public Hosted Payment Pages, Emails, Statements, Invoices, etc)

  2. Description - This shows on your Public Hosted Payment Pages should you choose to use them. Use this field to not only describe your product, but communicate any extra information with your customers if necessary. 

  3. Accounting Code - The accounting code is not used internally by Chargify - you can store it here to help with your integration.

  4. API Handle - This can be used to reference your products via the API. If you do not enter a value, one will automatically be created for you based on your product name. So for example, if your product is called "My Product" and you do not generate an API Handle, Chargify will automatically generate the handle "my-product". 

  5. Recurring Period and Price - Set the billing cycle (weekly, monthly, annually, or custom). You can define any billing cycle down to the day.

    • Set x to your desired price
    • Set y to your desired duration in months or days



  6. Trial Period - Define any type of trial (free or paid)

    Trial Type - This is used if you do not require a payment method in the Payment Method Settings (eg: a free trial where you do not require a credit card).

    No Obligation at End of Trial - If no card is on file at the end of the trial, the subscription will simply transition to "Trial Ended" state. Chargify will not send any emails or statements. This means that the trial is over. Period. If you wish to prevent multiple signups with the same email address, you can require a unique email (go to Settings Tab -> Fields -> Unique Email).
    Payment Expected at End of Trial - If no card is on file at the end of the trial, the subscription will transition to "Past Due" state. Chargify will send normal dunning emails and statements according to your other settings. Your Dunning settings are defined under Settings Tab -> Retries and Dunning and your Statements settings are defined under Settings Tab -> Statements.

  7. Initial/Setup Fee - Define a fixed price set up fee
    If you charge a setup fee AND have a trial period you can Charge Setup Fee Before Trial Period or Charge Setup Fee After Trial Period. If you require a dynamic setup fee (a different price per customer), you should create a Metered Component.

  8. Billing Expiration/Lifetime - By default, Chargify will recur billing continuously until canceled. Alternatively, you can choose to expire (stop the billing) after a given number of days or months. Expirations are most commonly used for fixed-length/contract billing.

  9. Tax Settings - Chargify handles taxes through 2 methods: Custom Taxes and Avalara. Check this box if your product is taxable.

    See step by step instructions on setting up taxes

    Custom Taxes - You define your own tax percentages based on a location. Learn more here.
    Avalara - This automatically calculates taxes for US, Canada, and EU (VAT) based on your customer's shipping address or billing address (whichever you define), and it automatically applies the proper tax rate. You can define which states/provinces/regions are taxable and which are not. Learn about setting up Avalara here.


  10. Tax Type - Choose from "Digital Service" or "Physical Service"
    Digital and Physical products are taxed differently when EU VAT taxes are applied.

  11. Payment Method Settings - Checkmark this box if you want to require a credit card in order for a customer to subscribe to this product. If you do not require a card (eg: free trial), uncheck this box.

  12. Billing Address Settings - Require a Billing Address
    Require Billing Address - Checkmark this box if you want to require the billing address to subscribe to this product. 
    Request on Self-Service Page - The SSP is a page where your customers can update their credit card (and their billing address if you require it in this setting). 

  13. Shipping Address Settings - Require a shipping address

  14. Return URL after successful account update - This is the URL your customer will be redirected to after submitting changes on the Self-Service Page (see #12).

  15. Return parameters after account update - These are the parameters appended to the Return URL (see #14). For more information, see the docs.

  16. Public Pages - Checkmark this box if you want to automatically create a Public Hosted Payment Page for this product. Checking this box also allows you to attach components to products when you create/edit a component.

    You are done! Click "Create Your Product"

  17. Extras
    Return URL after successful signup and Return Parameters - After your customer checks out on a Public Hosted Payment Page, you may want them to be redirected to a particular URL. Define this URL in Setup Tab -> Public Signup Pages -> Edit (on the product of your choice) -> Return URL after successful signup. Learn more here.

   

Create a $0 Product
Follow all the steps in the creating a product guide, but make the product cost $0.

A $0 product may seem a bit counterintuitive at first, but it is actually one of the most commonly used and most powerful set ups in Chargify. The $0 product acts as the foundation for your billing cycle. For example, in the image above, you would set y to your desired billing cycle.

Why use a $0 product?

  • When you only charge for components
  • When you have a free plan that does not require any billing whatsoever

Common Real Life Examples

  • A SaaS company who only bills based on the number of user licenses
  • A company who only charges based on usage
  • A company who only charges for line items
  • Chargify's free plan (this is a $0/mo product!)

Do my customers get a bill for $0?

If it is possible that your customer's bill is actually $0 at the end of the billing period, make sure to suppress $0 statements.

  • Go to the Settings Tab
  • Click "Statements"
  • If Statements are Enabled, checkmark "Suppress the statement email when there is zero due" 

 

Contract Billing (creating a product that expires)
Follow all the steps in the creating a product guide, but make the product Billing Expiration/Lifetime Expire.

This pricing model is best used when your customers agree to fixed term billing, but you still charge on a recurring basis during the contract.

Common Example

  • 1 Year Contract, Billed Monthly (see image below)

How to set up Contact Billing

  • Set "Recurring Period and Price" to your desired values
  • Set "Billing Expiration/Lifetime" to expire in (the length of your contract)

 

One Time Charge
Follow all the steps in the creating a product guide, but make the billing duration and billing expiration 1 day.

This type of one time charge is used when you want to charge a new customer once for a product. This charge will not recur.

  • Set "Recurring Period" to 1 day (don't let the word "Recurring" be misleading)
  • Set "Billing Expiration/Lifetime" to expire in 1 day

Here is an example screenshot in the Chargify UI showing a one time Product that was purchased on Nov 14. There is no next billing, therefore it is a one time charge.

 
Remove "this product expires in 1 day" Message on Public Signup Page



Copy/paste the following CSS.

  • Go to the Setup Tab
  • Click "Public Signup Pages"
  • Click "Edit" on your one time charge product
  • Paste the code in the CSS section and save changes

.tint { display: none; }



Bill on the Same Day Each Month (Calendar Billing)
Follow all the steps in the creating a product guide. When you are done, follow the steps below.

What does Calendar Billing do?
Calendar billing aligns all subscriptions to your product to be billed on the same day each month. For example, if you bill your customers on the 10th of the month, and John Smith subscribes to your product on the 7th of the month, John will be prorated for the cost of the 7th-10th upon signup, and then his normal bill resumes on the 10th.

How to set up Calendar Billing

  • Go to the Setup Tab
  • Click "Public Signup Pages"
  • Click Edit (on your desired product)
  • Choose your preferred day from the Calendar Billing dropdown
  • Save Changes

 


Adding Taxes

When defining your product, make the product subject to taxes and select a tax type.

Example - Enabling Taxes on a Product


Example - Enabling Taxes on a Component

Configure Tax Settings for Custom Taxes or Avalara

  • Go to Setup Tab -> Taxes
  • Enable Custom Taxes or Avalara (Custom Taxes is enabled by default)

 

Custom Taxes - Best used for a specific tax rate in a specific region of the world. Example: you need 8.3% tax for Arizona, but no taxes elsewhere. 
  • When Custom Taxes is enabled, Click "Create New Tax".
  • Enter a tax name (eg: Arizona Sales Tax)
  • Choose a Tax Type
  • Define the tax Rules
  • Save
Avalara - Best used to automatically calculate tax for any region within the United States, Canada, or Europe. 
  • If Avalara is not enabled, Click "Enable"
  • Enter your Tax Origin Address and Taxable Regions (you can edit this later as well). Choose the regions you would like to tax. If you do not checkmark a particular region, a customer from that region will not be taxed.
  • Click "Switch to Avalara Managed Sales Tax"
  • Edit Tax Origin Address and Taxable Regions as necessary

Configure your Tax Destination Address

This sets which of your customer's addresses (shipping or billing) is used when calculating taxes. 

    • Find "Tax Destination Address" and click "Edit".
    • Select your desired option. You must require a shipping or billing address in your Product configuration and it must match your Tax Destination Address logic. For example, if you do not require a Billing Address, and you select "Use Billing Address only", taxes will not work.
    • Save Tax Settings and you are done




Create a Product Family 

A product family is a "home" in which your products live. If you have a customer who subscribes to a product within a product family, they can upgrade/downgrade to any other product within that same family. A common example is a product family called "Plans" with three products called Bronze, Silver, Gold.

      • Click the Setup Tab
      • Click "Create New Product Family"
      • Give it a name, description (optional), and api-handle (optional)
      • Save

Now that you have created a Product Family, you can begin to Create Your Products.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk