Legacy Actions and Their Invoicing Equivalents

When using the Invoicing architecture, actions are made against invoices. In the legacy Statement architecture, actions are against the subscription balance. As an example, rather than making a negative balance adjustment against a subscription, in Relationship Invoicing, you would apply a credit to an issued invoice.

Below we detail old subscription actions and how they can be accomplished in the new architecture.

  • Add a one-time charge
    • BEFORE: from the subscription, go to Subscription Actions > Add Charge
    • NOW: from the subscription, go to Invoices > Create New Invoice
compare_one_time_charge.png
Differences in performing a one-time charge.

  • Apply a positive balance adjustment
    • BEFORE: from the subscription, go to Subscription Actions > Adjust Balance > Increase the subscription’s balance by…
    • NOW: from the subscription, go to Invoices > Create New Invoice
compare_positive_adjustment.png
Differences in performing a positive balance adjustment.

  • Apply a negative balance adjustment
    • BEFORE: from the subscription, go to Subscription Actions > Adjust Balance > Decrease the subscription’s balance by…. The subscription would be left with a negative balance if the balance adjustment exceeds the current subscription balance.
    • NOW: from the subscription, go to Subscription Actions > Give/Deduct Service Credit > Give Credit. While this action won’t decrease the subscription balance, it will automatically apply the credit at the next applicable renewal.

compare_negative_adjustment.png

Differences in performing a negative balance adjustment.

  • Process a refund
    • BEFORE: from the subscription, go to Subscription Actions > Process Refund
    • NOW: from the subscription, go to Invoices > click on the paid or partially paid invoice with the charge that should be refunded > More Options > Refund Invoice > Refund Payment to Payment Profile
  • Process an external refund
    • BEFORE: from the subscription, go to Subscription Actions > Process External Refund
    • NOW: from the subscription, go to Invoices > click on the paid or partially paid invoice with the charge that should be refunded > More Options > Refund Invoice > Record External Refund
compare_process_refunds.png
Differences in performing refunds.

  • Record external payment on an automatic subscription
    • BEFORE: from the subscription, go to Subscription Actions > Process External Payment
    • NOW: from the subscription, go to Invoices > click on the open invoice that should be paid off > Record Payment > Record External Payment. Note that this will only be possible if the subscription is past due.
compare_external_payment_automatic.png
Differences in recording an external payment on an automatic subscription.

  • Recording an external payment on a remittance subscription
    • BEFORE: from the subscription, it was possible to record a payment both 1) from Subscription Actions and 2) by clicking Actions > Enter Payment on the invoice itself. Paying the subscription would affect the balance but not any invoice directly; the latter was accomplished by applying the payment to the invoice.
    • NOW: The payment must be applied directly to the invoice. Follow the steps from “Record external payment” above
before_external_payment_remittance.png
The old way to record an external payment on an invoiced subscription.

after_external_payment_remittance.png
The new way to record an external payment on a remittance subscription. Note that this menu also allows for credit card payments.

  • Apply a payment that will go towards the next billing. In both cases, the payment would be collected outside of Chargify, but they differ in how the payment is recorded on the subscription.
    • BEFORE: from the subscription, go to Subscription Actions > Process External Payment. If payment exceeds the current balance, it will leave a negative balance on the subscription to be paid forward at renewal.
    • NOW: from the subscription, go to Subscription Actions > Record Prepayment
compare_prepayments.png
Differences in recording prepayments.
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