Hierarchies & WhoPays Guide

Chargify has compiled the following workflows for merchants to use as the basis of working with Relationship Invoicing. We encourage all Chargify merchants that are new to these workflows to practice each of these setups in a sandbox environment.

If you’re new to WhoPays and hierarchies, we encourage you to refer to our documentation as a reference.

Add Subscriber to Hierarchy

This workflow will explain how to add an parent-child relationship structure to a subscription.

View the customer you'd like to add to the hierarchy

Confirm the addition of the parent to the hierarchy

Result: Child customer has been added to a hierarchy

Create Subscription Group

This workflow will walk you through how to create a subscription group that will be the basis of consolidating other invoices.

Select “Create Customer” and fill in all required information

Select “Consolidated Invoices” to ensure the subscription is created in a group

Complete subscription details & select "Create Subscription"

Add Existing Subscription to a Group

This workflow assumes you have followed the instructions on how to create a subscription group. We also assume that you have two subscriptions that share the same customer ID or is a parent in a hierarchy with child subscriptions.

Select "Manage Group" to add new subscriptions

View subscription group and members in subscription list

Add New Subscription to Existing Group

This workflow assumes you have an existing group.
How to create a new customer is omitted for brevity, but covered above.
How to edit / manage subscription groups is omitted for brevity.
Additionally, it assumes you have an understanding of how parent-child relationships work in Chargify.

Edit new customer and add a parent to the hierarchy

Create new subscription with existing customer

In the above image, we’re creating a new subscription in Chargify. We’re using the existing “New Group Member” customer. This customer has a parent that will be used in the next steps.

In the above image, we’re changing the default choice (red X) for WhoPays to the top-level parent for the customer. This step is imperative in associating the new subscription’s WhoPays to the right level.

Confirmation of subscription in a group with WhoPays assigned

Assign WhoPays to a subscription

This workflow assigns WhoPays to a new subscription
It assumes you have existing customers and hierarchies
To begin, create a new subscription
Select an existing customer that is in a hierarchy with an assigned parent
- or, create a new customer and select a parent on-the-fly