Product Editing

When creating and editing a product, you will have the ability to set certain number of options:

  • Price
  • Recurring period
  • Initial/setup fee
  • Trial type
  • Tax settings
  • Address requirement
  • many, more - please continue reading!

Some of these options are stored on the product level, and some are stored on the product price point level. See the Product Price Points documentation for more information.

Creating a new product
Editing an existing product

Product/Plan Name

Give your product a name. Be clear and specific in your naming conventions if you have multiple products of the same similar name structure.

Description

The description will be shown on the Public Signup Pages, if you chose to use them.

Accounting Code

The accounting code is not used internally by Chargify. You may enter a value here to correspond with the needs of your accounting platform.

API Handle

Used to specify a unique identifier for this product that you can use in API calls. This can help when moving between test and live environments, so that you do not have to change the product IDs in your code.

Tax Settings

This option allows you to charge a tax on the item. Be sure to configure your taxes from the taxes tab, after you configure this product.

Select the option to make the product taxable

You must select This Product is subject to taxes in conjunction with selecting a tax in order for your product to be taxable.

Tax Type

Unless specified at the component level, the tax type for the product is applied to all components in a customer’s order. Select or fill in the appropriate tax for the type of product offered. This is especially important when using the Avalara service to tax based on locale.

Select the type of tax to apply to the product

Avalara Tax Settings

If you’re not sure which Avalara tax code relates to your product, you can click the View List of Tax Codes link to view Avalara’s tax code search page.

If you are using Avalara tax codes, there occasionally will be situations where tax is only charged on a percentage of the total amount taxable. If you have questions about using a particular tax code in Chargify, and why the tax amount is not as expected -- please double check how much of the purchase qualifies for taxing.
There are special considerations when you are using Chargify's Avalara integration, and your own Avalara account. You must check the box for the product to be taxable in Chargify and select digital, physical taxes or enter a tax code. If none is selected, your product will not be taxed.

Payment Method Settings

This option displays whether or not the credit card must be present in order for any signup attempt to be valid. This option affects both the Public Pages and API. Hence, even if you are using the API for integration, if you want to be able to create a subscription without an associated credit card, then you will need to uncheck this box.

NOTE: Creating subscriptions without a credit card will only currently work if there is a zero amount due at signup. Chargify will not create a subscription with a positive balance.

Billing Address settings

Like the credit card settings described above, the “request” option controls the Public Page while the “require” option controls all subscription creations.

  • Require Billing Address: Marking this box will require a billing address to be provided when a subscriber attempts to purchase a product.
  • Request on “Self-Service Page”: Checking this box will require that a subscriber input their billing address when updating their credit card on the self-service page only. This is especially useful when you have AVS (Address Verification Service) controls enabled at your gateway.

Shipping Address settings

Marking this box will require that a subscriber provide a full shipping address when purchasing a product.

Return URL after successful account update

The subscriber will be redirected to this URL after successfully updating their card on file via the Self-Service Page. Please do not confuse this setting with the redirect after successful signup page.

Return parameters after account update

These fields apply specifically to the Self-Service Page which customers can use to update their payment information. They allow you to define a URL, optionally with dynamic parameters, to which the Self-Service Page will redirect after a successful credit card update.

For the corresponding fields relating to Public Signup Pages, please seeReturn URL and Parameters.

In addition, Public Pages Intro discusses the integration use-cases for these values concerning Public Signup Pages.

Configure return URL options after successful account update