# August 2024

Chargebee product updates released in August 2024.

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

<Update tags={["NEW FEATURE"]} topics={["Entitlements"]}>
  ## Customer entitlement retrieval available via API

  You can now retrieve entitlements at the customer level via our [API](https://apidocs.chargebee.com/docs/api/customer_entitlements?lang=curl). 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](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).
</Update>

<Update tags={["NEW FEATURE"]} topics={["Product Catalog"]}>
  ## Introducing Product Bundling (EAP)

  With [Product Bundling](https://www.chargebee.com/docs/2.0/product-bundling-overview.html) in Chargebee Billing, you can now combine multiple items such as [plans](https://www.chargebee.com/docs/2.0/plans.html), [addons](https://www.chargebee.com/docs/2.0/addons.html), and [charges](https://www.chargebee.com/docs/2.0/charges.html) from different [product families](https://www.chargebee.com/docs/2.0/product-families.html) - 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](https://apidocs.chargebee.com/docs/api/items#item_bundle_items) and [bundle_configuration](https://apidocs.chargebee.com/docs/api/items#item_bundle_configuration) as well.

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

<Update tags={["NEW FEATURE"]} topics={["Payments"]}>
  ## Dangling and Needs Attention Transactions

  We are excited to introduce the new [Dangling and Needs Attention Transactions](https://www.chargebee.com/docs/payments/2.0/transaction-sync-invoice-mapping.html) 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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce 1.62 Package: Set unique billing frequencies for line items

  Now, using [Salesforce](https://www.chargebee.com/docs/2.0/chargebee-salesforce.html) , 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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce 1.62 Package: Manage trials and cancellations more flexibly

  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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce 1.62 Package: Enhanced custom field mapping for smoother migrations

  When migrating from version 1.37 or lower to the latest version 1.62, [custom field mapping](https://www.chargebee.com/docs/2.0/salesforce-mapping.html#field-level-mapping-for-custom-objects) 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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce 1.62 Package: Improved discount accuracy with three-decimal precision

  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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Hosted Pages"]}>
  ## Pricing Table: Showcase multiple billing frequencies on a single pricing page

  You can now display [multiple billing frequencies](https://www.chargebee.com/docs/2.0/customize-pricing-table.html#customizing-pricing-page-for-new-users_customizing-currency) 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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Taxation"]}>
  ## Enhanced Credit Note Syncing and Tax Calculation with Third-Party Tools

  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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Subscriptions"]}>
  ## Retain customers with effortless plan update estimates

  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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Hosted Pages"]}>
  ## Manual discount for Full Page Checkout

  With this release, we have enabled support for the [Manual Discount](https://www.chargebee.com/docs/2.0/subscription-manual-discounts.html) feature for the [Full Page Checkout](https://www.chargebee.com/docs/2.0/subscription-manual-discounts.html). 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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Payment failure columns in Invoice list

  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.

  <Image src="/screenshots/august_2024/invoice-list.png" alt="" />
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Entitlements"]}>
  ## Feature type attribute now included in SDKs

  We've enhanced the Subscription Entitlements resource in our SDKs by including the [feature_type](https://apidocs.chargebee.com/docs/api/features?lang=curl) attribute. Now, when you retrieve customer entitlements, you'll receive more detailed data, helping you better manage and track subscription features.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscriptions"]}>
  ## Calendar billing for multi-frequency addons

  Chargebee now supports [calendar billing](https://www.chargebee.com/docs/2.0/calendar-billing.html) for [multi-frequency addons](https://www.chargebee.com/docs/2.0/subscriptions.html#subscription-billing-frequency_multi-frequency-billing), 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Include or exclude taxes in billing reports

  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
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Invoices"]}>
  ## Add custom headers and footers to invoices

  You can now [customize your invoices](https://www.chargebee.com/docs/2.0/customizing-invoices.html) 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Taxation"]}>
  ## Update to simple tax rates for India (GST)

  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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Taxation"]}>
  ## Change your tax model to non-configured for Canada

  You can now seamlessly switch your tax model to a non-configured model for Canada. This update offers you greater flexibility in managing your tax settings, ensuring your billing process aligns perfectly with your specific needs.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscriptions"]}>
  ## Enhanced control for scheduling draft ramps

  You can now easily move draft ramps to a scheduled state using the [update ramps API](https://apidocs.chargebee.com/docs/api/ramps?lang=curl). 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Accounting Integration"]}>
  ## Simplified credit handling with Xero and QuickBooks

  We're excited to announce that Chargebee now supports [standalone credits](https://www.chargebee.com/docs/2.0/credit-notes.html#types-of-credit-notes_promotional-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.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Improved accuracy for ramp billing amounts

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Fixed date display for prorated credits

  We've corrected the date format for bulgarian-language [invoices](https://www.chargebee.com/docs/2.0/invoice-overview.html) and [credit notes](https://www.chargebee.com/docs/2.0/credit-notes.html) 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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Smooth addition of invoice notes

  We've resolved an issue that was causing errors when adding invoice notes for certain customers. Now, you can easily add notes to any customer invoice without encountering any errors, allowing you to provide important details and maintain clear communication.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Fixed Account Hierarchy payment issue

  We've fixed an issue with the [Account Hierarchy](https://www.chargebee.com/docs/2.0/account-hierarchy.html) 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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Fixed API bug for imported credit notes

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Streamlined invoice format for shipping-based taxes

  Consolidated [pending invoices](https://www.chargebee.com/docs/2.0/net_d.html) 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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Resolved coupon currency mismatch on 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.
</Update>

<Update tags={["BUG FIX"]} topics={["Entitlements"]}>
  ## Improved API filter parameter processing

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## Fixed tax override issue for imported credit notes

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## Validation issue with TaxJar resolved

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## Resolved discrepancies between credit note amounts in Chargebee and third-party tax providers

  We've resolved an issue where credit note amounts differed between Chargebee and third-party tax providers when promotional credits were applied to invoices.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Salesforce 1.62 Package: Accurate billing cycles with contract term updates

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Taxation"]}>
  ## Improved VAT status validation

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Multi Business Entity"]}>
  ## Issue resolved - Invoice regeneration now available post-transfer

  We have resolved an issue where the option to regenerate the first invoice was missing after [transferring a customer](https://www.chargebee.com/docs/2.0/mbe-customer-transfer-overview.html) between business entities. With this fix, you can now seamlessly regenerate invoices post-transfer, ensuring accurate billing without disruptions.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Fixed subscription transfer issue in bulk operations

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Resolved unbilled charges error in Java SDK

  We've resolved a runtime exception issue in the Java SDK where the updatedAt field for unbilled charges was incorrectly marked as required. Now, the SDK has been updated to mark this field as optional, ensuring smoother API interactions without errors.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Fixed RevenueStory Search navigation

  We've fixed the issue with navigating the RevenueStory search feature, so you can now easily find and manage your revenue data. Enjoy a smoother and more intuitive experience as you track and analyze your financial information.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Fixed e-invoicing export issue

  We've fixed an issue where e-invoicing export requests were failing with a 'No action taken' error. Now, your e-invoicing exports will process smoothly, ensuring compliance and hassle-free financial reporting.
</Update>