ChargeDesk for Recurly Feature Matrix

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

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

Subscription Features	Recurly 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	Yes
Edit Subscription Plans	Yes
Prorate Subscription Changes
Apply Multiple Plans to Subscription
Invoice Subscription Changes Immediately	Yes
Edit Schedule
Set Subscriptions Start Date
Change Product Price	Yes
Apply Multiple Coupons at Once	Yes
Suspend Cycles	Yes
Edit Subscription Billing Period	Yes

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

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

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