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





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





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.






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.




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.

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

