ChargeDesk for Custom Feature Matrix

This page provide an overview of the features ChargeDesk supports for Custom Integration.

Common Agent Facing Features	Custom Support
Quickly view and manage your customer's entire billing history	Yes
Manage customers inside your helpdesk	Yes
Manage customers inside your backend admin system	Yes
Manage customers on any web page with our Chrome extension	Yes
Manage customers on your mobile device	Yes
Control access levels for support agents (e.g. set some agents to read-only)	Yes
Log every action performed for a support agent	Yes
Log reason codes for refunds and cancellations	Yes
View activity by other agents on a charge, subscription or customer	Yes

Common Customer Facing Features	Custom Support
Embed billing history on your site	Yes
Generate automatic billing support pages	Yes
Send customized email receipts	Yes
Attach PDF tax invoices to receipts	Yes
Show tax information based on your customer's country (VAT & GST compliant)	Yes
Allow customers to update their own invoice details (e.g. to add their Tax ID)	Yes
Notify customers for important events such as refunds or payment failures (dunning)	Yes

Common Admin Facing Features	Custom Support
Generate reports on agent activity, email delivery, tax summaries and more	Yes
Programmatically trigger actions or update data using the ChargeDesk API	Yes
Receive webhooks for events processed by ChargeDesk	Yes
Use our powerful admin system to configure almost every detail of your customer's and agent's experience using ChargeDesk	Yes

Charge Features	Custom Support
Refund Charges	Yes
Capture Charges	Yes
Edit Charge Record
Send Payment Requests Reminders
Manually Email Receipts & Notifications
Stop Collection on Unpaid Invoices
Retry Failed Charges
Change Product Price	Yes
Charge Transactions

Subscription Features	Custom Support
Cancel Subscriptions	Yes
Cancel Subscriptions (on Date)
Cancel Subscriptions Immediately (Terminate)	Yes
Refund Charges on Subscription Termination	Yes
Suspend/Pause Subscriptions	Yes
Reactivate Subscriptions	Yes
Automatically Reactivate Subscriptions
Apply Coupons to Subscription
Edit Subscription Plans	Yes
Prorate Subscription Changes
Apply Multiple Plans to Subscription
Invoice Subscription Changes Immediately
Edit Schedule
Set Subscriptions Start Date
Change Product Price	Yes
Apply Multiple Coupons at Once
Suspend Cycles
Edit Subscription Billing Period

Customer Features	Custom Support
Create a Charge on a Customer's Card
Authorize a Charge on a Customer's Card
Send Payment Requests	Yes
Edit Customer's Details
Sync Edits with Payment Gateway
Enter Card Details for Existing Customers
Apply Coupons to Customer
Add and Edit Customer Credit
Retry Customer's Failed Payments
Apply Multiple Coupons at Once

Product Features	Custom Support
Create New Products (Once-off)
Create New Products (Recurring)
Create Recurring Setup Amount
Charge Customer for a Product (Once-off)
Charge Customer for a Product (Recurring)
Charge Recurring Coupon
Charge Recurring Setup Amount
Charge One Off Edit Amount
Charge Recurring Edit Cycles
Charge Recurring Edit Amount

If you'd like any more information on how any of these features work, please contact us and we'd be happy to help!