# April 2024

Chargebee product updates released in April 2024.

Source: https://release-notes.chargebee.com/april-2024

<Update tags={["NEW FEATURE"]} topics={["Retention"]}>
  ## Introducing Retention AI for offer generation

  We are excited to announce [Retention AI](https://www.chargebee.com/docs/retention/creating-offers-with-Retention-AI.html) designed to help you easily generate high-performing offers using artificial intelligence. Crafting the perfect offer content can be time-consuming, but with Retention AI, you can create compelling offer copy in under a minute. This feature is now available as a beta release for all Chargebee Retention customers, except those on trial accounts or using the multi-brand feature. Experience the benefits of streamlined offer creation and boost your customer retention effortlessly.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Retention"]}>
  ## New multi-brand enhancements

  We've enhanced the multi-brand cancel experience feature to support setting up brands based on entities configured in your Chargebee Billing system. Now, you can provide your subscribers with entity-specific cancellation experiences, driving loyalty and retention for each of your entities. This feature is available exclusively on multi-brand enabled retention applications integrated with multi-entity enabled billing sites. Enjoy a tailored approach that keeps your subscribers connected and satisfied.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: enhanced integration with subscription ramps (EAP)

  1. Subscription ramps created in Chargebee are now visible directly within Salesforce on the [CB Subscription](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#cb-subscription-actions) object, allowing for better visibility and control.
  2. You can easily remove ramps right from the **CB Subscription** page in Salesforce.
  3. We've also improved the synchronization of the **Status** field on the **CB Ramp** object, ensuring it always reflects the current status in Chargebee, including updates to **DELETED** when a ramp is removed in Chargebee.

  **Note**: Subscriptions Ramps is in early access. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Payments"]}>
  ## Automated Bank Transfer via Stripe

  We are thrilled to announce that Chargebee now supports [Automated Bank Transfer](https://www.chargebee.com/docs/2.0/stripe-automated-bank-transfer.html) as a new payment method, seamlessly integrated through Stripe. Offline payment methods like bank transfers often pose challenges in reconciling transactions accurately. With this new solution, available in key regions such as the US, EU, UK, JP, and MX, Chargebee automates and streamlines the offline payment process.

  By leveraging Automated Bank Transfer via Stripe, businesses can eliminate manual reconciliation efforts, ensuring a seamless and efficient payment management experience for both you and your customers.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Payments"]}>
  ## Improved Chargeback Handling with Adyen Integration

  We're happy to introduce an enhancement to our [Adyen integration](https://www.chargebee.com/docs/2.0/adyen.html) that enhances [chargeback management](https://www.chargebee.com/docs/2.0/chargeback.html). Now, Chargebee actively listens to webhook notifications from Adyen, particularly in cases where a **chargeback is lost**. To ensure seamless integration, please ensure that you have enabled the **CHARGEBACK** event under Webhooks settings in your Adyen account.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Introduced Next billing amount field to Leap UI

  <Image src="/screenshots/april_2024/next_billing_amount.png" alt="" />
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Product Catalog"]}>
  ## Add Support for Auto generate Coupon set

  We are excited to introduce a new feature where you can [generate coupon sets automatically](https://www.chargebee.com/docs/2.0/coupon_codes.html#bulk-coupon-code-generator "https://www.chargebee.com/docs/2.0/coupon_codes.html#bulk-coupon-code-generator") within the product, eliminating the need for manual creation via Google Sheets. This enhancement streamlines the coupon creation process, offering greater convenience and efficiency for users.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Centralize Mobile Subscription Revenue Tracking

  Unlock streamlined revenue management for your mobile apps with RevRec! Now, you can effortlessly oversee multiple apps from both the [Apple App Store](https://www.chargebee.com/docs/revrec/apple.html) and [Google Play Store](https://www.chargebee.com/docs/revrec/google-playstore.html), all from one convenient RevRec site. Gain a centralized view of your mobile subscription revenue, empowering you to configure and synchronize each app efficiently. With the ability to track revenue and subscriptions based on the **App Name** attribute, you'll have unparalleled insights into your app ecosystem's financial performance.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Enhanced forex gain and loss tracking

  We're excited to announce a new feature in Chargebee RevRec that enhances your financial reporting capabilities! You can now configure RevRec to record foreign exchange gains and losses in a dedicated General Ledger (GL) account, separate from your revenue accounts. This update gives you greater flexibility and precision in tracking the impact of [currency exchange rate](https://www.chargebee.com/docs/revrec/multi-currency.html#exchange-of-foreign-currency-for-home-currency) fluctuations on your financials.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Handling deleted invoices in CB billing

  We've made an important update to how Chargebee Billing handles deleted invoices. While we still recommend voiding rather than deleting invoices to maintain a clear financial trail, we recognize that deletions can happen. Now, Chargebee RevRec will automatically reverse any deleted invoices and [credit notes](https://www.chargebee.com/docs/revrec/recognizing-chargebee-credit-notes.html) to maintain seamless integration and accuracy in your financial records. Please note that "deleted" invoices are still excluded from day-one onboarding as they would have no revenue impact.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Exclude specific CB billing customers for Revenue Recognition

  RevRec now allows you to exclude specific customers from revenue recognition, perfect for when you are testing new features with prototype accounts. Simply create custom fields for these customers in CB Billing, and their subscriptions will automatically be excluded from calculations. This update ensures your revenue data remains precise and relevant, focused solely on your active business transactions.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Enhanced exports: Backlog reports and named queries

  Chargebee now enhances your export capabilities, allowing you to include the [Revenue Backlog report](https://www.chargebee.com/docs/revrec/standard-reports.html#revrec-reports_revenue-reports) and any custom reports (named queries) you've created in both continuous and closed period exports. This update lets you tailor your financial exports more precisely to your needs, facilitating better informed strategic decisions and a deeper understanding of your financial landscape.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscriptions"]}>
  ## Enhanced subscription estimate accuracy with specific date support

  We're thrilled to introduce support for specific dates when estimating updates to a subscription, especially for backdating scenarios, in our latest Chargebee update. Now, you can provide estimates for users planning to upgrade or downgrade their plan mid-term, calculated from the start of the subscription period. This ensures accuracy in the financial estimates, even if the actual purchase occurs a few days later. With this update, you can seamlessly offer estimates on specific dates via the [Estimate for updating a subscription](https://apidocs.chargebee.com/docs/api/estimates#estimate_for_updating_a_subscription) API, enhancing user experience, and empowering your customers to make informed decisions with transparent pricing before finalizing their subscription changes.
</Update>

<Update tags={["UI ENHANCEMENT"]} topics={["Taxation"]}>
  ## TIN Validation provider setup & configuration page

  Leap UI will now support the following:

  Selection of TRN validation provider for a country

  Removal of TRN validation provider for a country

  Configuration of TRN validation provider for a country
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: enhanced user access controls

  Enhance the security and specificity of your team's roles with the latest updates to [user access controls](https://www.chargebee.com/docs/2.0/salesforce-integration-guide.html#prerequisites_assigning-permission-sets). Now, you can tailor permissions with greater precision: restrict the ability to add coupons, charges, or addons. Additionally, you have the option to specify whether invoices should be generated immediately or at the next renewal. You can also designate specific pages where these permissions apply.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: email alerts for sync failures

  Now, you can configure alerts to be sent directly to your inbox whenever a [sync job](https://www.chargebee.com/docs/2.0/salesforce-integration-guide.html#managing-preferences_sync-logs) fails. This proactive notification allows you to address and resolve issues swiftly, ensuring that your data remains consistent and up-to-date.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: immediate alerts for non-refundable invoices

  Now, if a [refund](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#cb-invoice-actions_issue-refunds-within-salesforce) cannot be processed for an invoice, you'll be promptly informed by an upfront notification in the user interface. This new feature saves you valuable time and effort by eliminating the need to go through the entire workflow only to discover that a refund isn't possible.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Setup & Site Management"]}>
  ## Added AZN as Chargebee's supported currency

  We're excited to announce that Chargebee now [supports](https://www.chargebee.com/docs/2.0/supported-currencies.html) the Azerbaijani Manat (AZN), expanding our supported currency options. With this update, you can seamlessly process payments and manage subscriptions in AZN, enabling you to cater to customers in Azerbaijan without the hassle of currency conversion.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscriptions"]}>
  ## Flexibility to switch back from subscription ramps (EAP)

  If you've enabled [subscription ramps](https://www.chargebee.com/docs/2.0/ramps.html) but find that a single schedule per subscription better suits your business needs, you can now easily switch back. Contact [Chargebee Support](https://www.chargebee.com/docs/billing/2.0/kb/getting-started/how-to-contact-chargebees-support-team?utm_source=docs_rn&utm_medium=content&utm_campaign=support) to disable the subscription ramps functionality.

  **Note**: Subscriptions Ramps is in early access. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Customize your cancellation workflow with portal contract term

  With this update, you gain control over the **Cancel Subscription** button based on your contract cut-off period. By enabling or disabling this feature, you can adjust whether the button appears when the cut-off period exceeds.
  \- When **disabled**, the **Cancel Subscription** button will be hidden, simplifying the user experience.
  \- When **enabled**, your current cancellation flow remains intact. Users can cancel while also having the opportunity to renew for one more term.
  This feature empowers you to tailor your cancellation process to better suit your business requirements, ensuring a seamless and efficient experience for both you and your customers.
</Update>

<Update tags={["BUG FIX"]} topics={["Payments"]}>
  ## Improved Payment Accuracy in Checkout.com Integration

  We're happy to share that we've fixed a bug in our [Checkout.com integration](https://www.chargebee.com/docs/2.0/checkout-gateway.html) related to [ACH payments](https://www.chargebee.com/docs/2.0/checkout-ach.html). Previously, invoices were wrongly marked as paid even when payments failed. Now, we've made sure to listen for the payments_returned webhook event to accurately check the final payment status. This means your invoices will show the correct payment status, giving you confidence in your financial records.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Improved Next Billing Date Accuracy

  We have tackled a UI glitch that caused confusion around future renewals in Chargebee Billing. Previously, even after billing future renewals for remaining billing cycles by adding them as unbilled charges and invoicing, the next subscription billing date would persistently show up. With this fix, we have revamped the system to accurately check and assign the next billing date in such scenarios, ensuring a seamless and clear billing experience for you. Say goodbye to discrepancies and hello to smoother invoice management!
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Improved Invoice Accuracy with Non-Recurring Add-Ons

  Get ready for hassle-free billing with our latest enhancement! We've tackled an issue where non-recurring add-ons combined with one-time coupons weren't correctly tallied in consolidated invoices. By directly accessing subscription IDs from the subscription coupon map data, we ensure precise coupon exhaustion.
</Update>

<Update tags={["BUG FIX"]} topics={["Retention"]}>
  ## Retention Fixes

  The following issues were fixed with this release:

  **Loss aversion card layouts on mobile**, resolved issue with display order of loss aversion cards on mobile when 3 or more loss aversion cards are configured.

  **Billing interval value in Customers report**, resolved issue where incorrect value is displayed in the billing interval column of the Customers report.

  **Enrichment using custom fields**, resolved issue where custom field value did not appear in Retention due to failed validation in Chargebee Retention.JS.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Fixed metered billing for scheduled changes

  We have enhanced your experience in handling subscriptions with metered add-ons. Previously, when you created a flat fee plan and added a metered add-on, then adjusted the price and scheduled these changes for renewal, the invoice would incorrectly display double line items for the metered charge. Now, we have fixed this issue to ensure that your invoice calculations are accurate and reflect only the correct charges at renewal. Plus, any changes you make to add-ons or plans are now flawlessly processed, ensuring that future renewals show the right amounts without any discrepancies.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Fixed next billing date editing issue in Leap UI

  We have enhanced the Leap UI experience by fixing an issue that previously occurred when setting the **Next Billing Date** with today's date by selecting the Now option in the timestamp. You no longer face the error 'The date should not be prior to today'. This problem wasn't present in the Classic UI but appeared in the Leap UI. We have fixed the issue.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Fixed date validation in subscription updates

  \>We have enhanced the [Update subscription for items](https://apidocs.chargebee.com/docs/api/subscriptions?lang=curl#update_subscription_for_items) API in Chargebee to improve your experience significantly. Previously, you might have encountered a `CBAssertException` error. These improvements ensure that `trial_end` is never set before `trial_start` and that `current_term_end` cannot precede `current_term_start`. This update addresses a critical issue where setting incorrect dates could lead to a `CBAssertException`. This enhancement prevents errors caused by incorrect date settings, allowing you to manage subscription terms more effectively and with greater confidence.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## Configuring non-digital product for a secondary profile results in an error

  We have resolved an issue where configuring non-digital products for a secondary profile without setting up taxes for the primary profile led to errors. With this fix, you can effortlessly manage your billing profiles, ensuring accurate taxation and smoother operations for your business.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## Language pack upload and download failing

  We have fixed a pesky bug that was causing language pack upload and download failures due to a new **BE id** column in Tax Validation Options. With this fix, you can seamlessly upload and download language packs without any hiccups, ensuring smooth operations.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: reliable display of mandatory cancellation reasons

  Previously, when cancellation reason codes were mandatory, they did not appear on the user interface, which could hinder your workflow. With this update, these reason codes now display correctly, ensuring you can complete [cancellations](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#cb-subscription-actions_cancel-subscription) efficiently and in compliance with your company's policies.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: fix applied for “Next Billing Amount” updates

  If you've experienced issues with the **Next Billing Amount** not updating due to API errors, we've addressed and resolved these problems. This fix ensures that your billing information is accurate and up-to-date, allowing you to manage your financial forecasts and billing cycles more effectively.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: improved stability with multiple price books

  When utilizing multiple price books, you may have encountered an issue where the [Manage CB Product](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#opportunity-actions_manage-cb-products) button erased any previously added products. We've successfully resolved this issue, ensuring that your product entries remain intact.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: view greater than 100 custom fields

  We have enhanced the [field mapping](https://www.chargebee.com/docs/2.0/salesforce-integration-guide.html#sync-rules-for-accounts-self-serve-model_fields-supported-in-salesforce) capabilities to support more than 100 custom fields. Previously, visibility was limited, restricting your ability to fully customize data synchronization between Salesforce and Chargebee. With this update, you can now access and map an extended range of custom fields, ensuring comprehensive data alignment and improved functionality in your workflows
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: improved renewal management for updated subscriptions

  If you've transitioned subscriptions from indefinite to finite billing cycles, you might have noticed that [renewal opportunities](https://www.chargebee.com/docs/2.0/salesforce-integration-guide.html#sync-rules-for-opportunities_renewal-opportunities) were not being automatically generated. We've addressed this issue to ensure that renewal opportunities are now created seamlessly for all applicable subscriptions.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.60: accurate discount field sync in CB Quotes object

  Previously, when you added a discount amount or percentage to a plan line item, these changes were not properly reflected in the [CB Quote](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#cb-quote-actions) object's discount field. We've fixed this issue to ensure that any discounts you apply are accurately synced and displayed, making it easier for you to manage financial adjustments and provide clear, precise quotes to your customers.
</Update>

<Update tags={["BUG FIX"]} topics={["Product Catalog"]}>
  ## Resolved issues with identical custom field API names across items

  Previously, when custom fields shared the same API name across different items (plans, addons, and charges), importing your CSV file for bulk creation resulted in errors due to duplicate names or missing mandatory fields. Our new solution simplifies this process: now, when you include a custom field with the same name in your CSV, Chargebee intelligently assigns it based on the item type specified. This means no more duplicate errors or missing mandatory fields.
</Update>

<Update tags={["BUG FIX"]} topics={["Product Catalog"]}>
  ## Fixed coupon custom field persistence issues

  Previously, when you deleted data from a custom field in a coupon and saved the changes, the old data persisted in the coupon details page, despite the system confirming a successful update. This issue has now been fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Enhanced Customer Entity Classification

  We have added `business_entity_id` to the `unbilled_charge` [resource](https://apidocs.chargebee.com/docs/api/unbilled_charges?lang=curl#unbilled_charge_business_entity_id) to address and resolve the issue where customers were being listed under incorrect entities in reports. This update ensures accurate association of customers with their respective business entities, improving the reliability of reporting data.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Fixed: Quote creation for yearly plans with extended cycles

  Previously, an error occurred when [creating a quote](https://www.chargebee.com/docs/2.0/quotes.html#create-quote) for a yearly plan with 15 billing cycles. Our latest update resolves this issue, ensuring an error-free experience when setting up longer-term subscriptions.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Enhanced reliability in subscription ramp execution (EAP)

  Previously, if an item price was [archived](https://www.chargebee.com/docs/2.0/plans.html#plan-actions_archive-plan) before a scheduled [ramp](https://www.chargebee.com/docs/2.0/ramps.html) could execute, the ramp would fail. With our latest update, ramps will now successfully execute as planned, even if the involved item prices are archived beforehand. This enhancement guarantees that your pricing strategies are implemented without disruption.

  **Note**: Subscriptions Ramps is in early access. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## Tax provider fields not passed for prorated addons

  We have fine-tuned our system to ensure that tax provider fields are seamlessly passed for prorated add-ons, guaranteeing accurate taxation in every billing cycle.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Error-free backdating in subscription reactivation

  Previously, if you had [calendar billing](https://www.chargebee.com/docs/2.0/calendar-billing.html) enabled and tried to modify a trial subscription with [contract terms](https://www.chargebee.com/docs/2.0/contract-terms.html) after activation, you might have encountered an error. Now, we've fixed this issue, ensuring a smoother and more reliable process when editing subscriptions.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Total Contract Value (TCV) fix

  Previously, when you added a charge through the [add charge](https://www.chargebee.com/docs/2.0/subscriptions.html#editing-a-subscription_add-charge) action or used the [create invoice](https://apidocs.chargebee.com/docs/api/invoices#create_invoice_for_items_and_one-time_charges) API, it did not update the [Total Contract Value](https://www.chargebee.com/resources/glossaries/total-contract-value/) (TCV) as expected. With this update, the TCV will now accurately reflect all your charges, ensuring that your financial data remains consistent and reliable.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## List Customer and Subscription API queries

  We have squashed a bug affecting the [List Customers API](https://apidocs.chargebee.com/docs/api/customers?lang=curl#list_customers) that was causing unnecessary strain on our system. With this fix, you can expect smoother performance and reduced latency when retrieving customer data.
</Update>