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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
Programatically 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 Charges
Send Payment Requests Reminders
Manually Email Receipts & Notifications
Stop Collection on Unpaid Invoices
Charge Transactions
Subscription Features Custom Support
Cancel Subscriptions Yes
Terminate Subscriptions Immediately 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
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
Edit Customer's Details
Sync Edits with Payment Gateway
Edit Customer's Card On File
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
Create New Products with Recurring Charges
Create Recurring Setup Amount
Create Charge with a Product
Create Recurring Charge with a Product
Charge Recurring Coupon
Charge Recurring Setup 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!