Release Notes
Updates, changes, and improvements at Chargebee
Release Notes
Updates, changes, and improvements at Chargebee
You can now retrieve entitlements at the customer level via our API. Previously, entitlements were only available at the subscription level. This update simplifies provisioning for customers with multiple subscriptions, enabling you to manage and track entitlements more efficiently across all subscriptions tied to a customer. This is especially beneficial for companies managing multiple products. To use this feature contact Chargebee Support.
With Product Bundling in Chargebee Billing, you can now combine multiple items such as plans, addons, and charges from different product families - into a single, streamlined offering. This feature not only simplifies your invoicing and quoting process by displaying just the bundle line item to your customers but also helps you cross-sell products more effectively across various product families. By using bundles, you can boost sales, enhance revenue reporting accuracy, and optimize resource management, leading to more informed business decisions. Refer to product bundling API capabilities like bundle_items and bundle_configuration as well.
Note: Product Bundling is in early access. Submit a request to enable this feature.
We are excited to introduce the new Dangling and Needs Attention Transactions management feature in Chargebee. This offering streamlines the identification and resolution of transaction discrepancies, ensuring that payments processed by the gateway are accurately reflected in Chargebee. With automatic reconciliation and timely alerts for transactions needing attention, you can reduce manual intervention, improve billing accuracy, and enhance customer trust by providing a seamless payment experience. This feature helps ensure that your financial records are precise and up-to-date, benefiting both you and your customers.
Now, using Salesforce , you can set unique billing frequencies for each line item, allowing Chargebee to generate separate invoices based on these frequencies. This offers you greater flexibility in managing diverse billing schedules, ensuring that your invoicing aligns seamlessly with your customers' needs.
You can now backdate or schedule trials and cancellations for future dates in Salesforce, giving you greater control and precision in managing customer journeys. Additionally, the Apply Next Changes feature is now manageable through Access Controls, ensuring only authorized team members can make significant changes, improving your workflow efficiency and security.
When migrating from version 1.37 or lower to the latest version 1.62, custom field mapping is now handled more effectively, ensuring a smoother transition and minimizing potential data discrepancies. This simplifies the migration process, saving you time and reducing the likelihood of errors, so you can focus on what matters most—optimizing your Salesforce integration.
We're enhancing your billing precision with an update to the discount calculation logic in Salesforce. Now, you can apply discounts with up to three decimal places, just like in Chargebee's core platform. This change ensures that your discount calculations are more accurate and consistent across all your systems, helping you maintain precise billing and avoid discrepancies.
You can now display multiple billing frequencies on a single pricing page without a toggle, making it easy for customers to compare options at a glance. This setup encourages longer billing cycles, helping you boost retention and maximize revenue.
We've streamlined the process of syncing credit notes with third-party tax tools like Avalara and SPI. Now, you can skip the invoice code when using the credit note sync API, offering greater flexibility in managing your tax workflows. Additionally, tax calculations for credit notes are now supported with third-party tax integrations in Chargebee. This enhancement ensures that your credit notes reflect accurate tax amounts, improving both financial accuracy and compliance.
Now, you can easily provide plan update estimates to customers even if their subscription is in a non-renewing state. No need to alter the billing cycle or reactivate the subscription—simply offer the estimate and increase your chances of retaining customers right before their subscription ends.
With this release, we have enabled support for the Manual Discount feature for the Full Page Checkout. Manual discounts are promotions or offers that can be added to a subscription without pre-defining them. You can add manual discounts on the fly and have them applied to each line item of the subscription or the entire invoice amount at the time of negotiation.
With this release, you will be able to add payment-failure-related columns such as Last payment failure error, Last payment method, and more in the Invoice List placeholder in the email reminder configuration. This will enable merchants to give broader perspective of open invoice to their end customers.
We've enhanced the Subscription Entitlements resource in our SDKs by including the feature_type attribute. Now, when you retrieve customer entitlements, you'll receive more detailed data, helping you better manage and track subscription features.
Chargebee now supports calendar billing for multi-frequency addons, giving you the flexibility to align addon charges with your subscription billing cycles. This improvement simplifies billing management and ensures a consistent invoicing experience for your customers.
We have introduced a new data source setting that, when enabled, allows you to exclude taxes from billing reports. By default, this setting is turned off, so your report values will remain unchanged unless you choose to activate it. Contact support to enable this feature for your domain, which will give you greater control over how your financial data is displayed and enhance the clarity of your billing reports. This functionality is applicable only to the following reports:
Total Billing
Total Billing by Country
Total New Billing
Total New Billing by Sales Agent
Total New Billing by Country
Total Credit Notes Amount
Net Billing
Total Amount Voided
Dunning Status Summary
Total Write-Off Amount
Net Billing by Sales Agent
You can now customize your invoices with HTML headers and footers and easily add page numbers using merge tags. This new feature gives you more flexibility to personalize your invoices, helping you maintain consistent branding and provide clear, professional documentation to your customers.
We've made an update to the simple tax rates for India (GST) at the entity level. This change ensures that your billing processes stay compliant with the latest tax regulations, reducing the risk of errors and helping you maintain accurate financial records.
You can now easily move draft ramps to a scheduled state using the update ramps API. Whether you're making adjustments to the ramp's details or simply rescheduling it, this enhancement gives you greater flexibility and control over your subscription management.
We're excited to announce that Chargebee now supports standalone credits for Xero and QuickBooks, making it easier to manage and sync your credit transactions. This enhancement enables you to apply credits independently, leading to smoother financial operations and more precise accounting across your systems. This improvement is applied at the invoice level, and our accounting integration fully supports this capability.
We've enhanced the subscription details page to immediately refresh the next billing amount when creating or deleting ramps. Now, the upcoming invoice amount updates in real-time, giving you instant, accurate visibility into your customers' billing information and helping you manage subscriptions more effectively.
We've corrected the date format for bulgarian-language invoices and credit notes to consistently display as dd-mm-yyyy. This update ensures all dates, including those for prorated credits, are accurately formatted, providing clarity and professionalism in your billing documents.
We've fixed an issue with the Account Hierarchy feature where the invoice owner was incorrectly considered for payment instead of the payment owner. With this update, payments will now correctly reflect the payment owner when closing consolidated pending invoices, ensuring accurate billing and streamlined account management.
We've resolved an API bug where the import_credit_note request ignored the allocated_at field, causing incorrect paid_at timestamps on invoices. Now, your imported credit notes will correctly reflect the specified allocation date, ensuring accurate payment records and smoother financial reporting.
Consolidated pending invoices that apply taxes based on the shipping address will no longer include shipping address details at the invoice level. This update simplifies the invoice format while maintaining accurate tax calculations, making it easier to manage and review your invoices.
We've fixed an issue where coupons in a different currency were applied to invoices without converting the amount. With this update, your invoices will now accurately reflect the correct coupon value based on the invoice currency, ensuring precise billing and avoiding potential discrepancies.
We've improved how Chargebee handles filter parameters in API requests, specifically for entity_id[in]. Previously, when passing values like entity_id[in]=[plan-1,some1], the entire string was incorrectly processed as a single value. Now, with base64 encoding, values are accurately split by commas. This ensures that each value, such as plan-1 and some1, is treated as separate entities, making your API interactions more precise and reducing the chances of errors.
When importing a credit note for an imported invoice if the tax override reason was marked as Export, it was not being carried over to the credit note, even though it was present on the original invoice. We've fixed this issue. Now, if the Export tax override is applied to an imported invoice, the credit note will reflect this reason as well.
We've resolved an issue that occurred when address validation was performed with a customer having invalid shipping address. Previously, Chargebee triggered an HTTP 500 response and the address validation job failed because Chargebee did not handle the TaxJar's error response. Now, we've improved the handling the responses from TaxJar, ensuring smoother and uninterrupted address validation.
We've fixed an issue where API calls were sending billing cycles even when a contract term was set to cancel. This update ensures your billing processes are streamlined and accurate, eliminating unnecessary data transmission.
We've optimized the VAT validation process to enhance accuracy and reduce the number of undetermined VAT statuses. Previously, if the query for non-validated VAT numbers timed out, it caused the entire job to fail, resulting in many VAT numbers being marked as undetermined. With this update, even if a query times out, the process will continue, allowing more customer records to be validated successfully. Additionally, we've increased the batch size to handle larger volumes of records, ensuring smoother processing. This means you'll see fewer undetermined VAT numbers and faster validation, leading to more accurate billing and compliance.
We have resolved an issue where the option to regenerate the first invoice was missing after transferring a customer between business entities. With this fix, you can now seamlessly regenerate invoices post-transfer, ensuring accurate billing without disruptions.
We've fixed an issue where subscriptions weren't correctly transferring between customers during bulk operations. Now, when you move subscriptions in bulk, they'll seamlessly update to the new customer, saving you time and ensuring accurate account management.