December 2022

Merchant Level Language Settings

Locale preferences have been introduced on the Company profile page under Settings for managing merchant-level locale settings. This provision will help the merchant manage the multi-language settings for the portal.

Introducing Monthly Trend/Reasonableness Report

The Monthly Trend and Reasonableness report helps you better understand the monthly changes in key revenue metrics, and gives you the ability to identify and attribute the main changes to the specific sale orders for a period, listed under the 'Control and Validation' section. By default, the report shows monthly summary results for four key revenue metrics: revenue, unearned revenue balance, billing and new booking, along with the respective monthly change in dollar and percentage terms. You can open a detailed report that shows the sales order level information that also allows you to to filter the sales orders based on the change threshold to gain insight on the orders that have caused the most changes.

Download Credit Note

With this release, customers will be able to download the credit notes from the client portal same as invoices.

Auto-Close Cases

With this release, users can filter the report based on the 'Auto-Close' stage name using the 'Case-Stage' field in the 'Case Master' report. Also, the activity trail now captures all auto-close emails sent to the merchant users in the activity log.

Contract Term

We've added the following improvements:

For conversion population, RevRec ETL will now capture all invoices associated with the active subscriptions instead of just active invoices at the time of conversion.

Added support for discount recognition for one-time charge and ad hoc products added on day 2 to subscriptions.

Fixed the issue related to future service start dates in subscription that impacted revenue proration for those periods.

Redesigned Top Stats

We have modified the top stats on the landing page and the Receivables dashboard with the following changes:

Two new options - Overall Stats and Payment Stats have been added under Know Your Numbers to allow the customer to choose which set of data they want to view.

Added relevant tooltips for both the options available on hover.

The intent is to provide enough clarity in terms of the different sets of numbers we are displaying.

Dashboard Enhancement

Each metric now shows the changes from prior month both in dollar and percentage, to allow for quick understanding of your revenue results. The change metrics are also added in the monthly close email notifications.

Language Selector Toggle Button

The following change need to be done in the locale settings in the company profile.

Allow customers to change the locale: It is a toggle button that is disabled by default:

When disabled: The customer should see a language selector in the client portal with only two options - English and the customer locale.

• By default, the language selector value should be the customer's locale preference and the client portal should be displayed in the same language.
• If the customer locale is English, then the language selector will not appear.

When enabled: Customers will see a language selector in the client portal with English and all other merchant-preferred languages as the options. By default, the language selector value should be the customer's locale preference and the client portal should be displayed in the same language.

RevRec Improvements

We've added the following improvements:

Further performance and scalability enhancements for large volume data processing.

Fixed several issues related to the user export function related to multi-currency and adjustments.

Automated UI regression test for customer, product, and admin pages.

Minor bug and issue fixes.

Impacts of Language Selection on Client Portal Translations

If the customer locale is selected, all the labels and buttons in the client portal are translated into the customer's preferred language.

Multi-Site Integration

With this release, multiple Chargebee sites of the merchants can be integrated into a single Receivables account. For example, A Google merchant has 2 sites: Google India & Google US. With this integration, the data from both sites can be synced into a single Receivables account with Site Name or Business Unit (BU) as an identifier at the Customer and Invoice levels.

This release contains the following new changes:

Site name (custom field) column & filter has been added to the Customer View.

BU = Site Name column & filter has been added to the Invoice and Transactions View.

Pay Now and Update Payment Method in the client portal will redirect to the respective Chargebee site.

Invoice and Credit Note PDF download will download the pdf from the respective site.

A new rule for Site name has been added in the automation engine module for specific sites.

Contact the Chargebee Support team to know more about this integration.

Email or SMS Template - Admin Level Impact

With this release, all the existing or newly created (shared publicly) email or sms templates can be edited by a user with the admin role.

Duplicate Error Removal

Some error codes with decimals were creating duplicate errors. This has been fixed.

Payment Stats & Update Bar Mismatch Correction

Some of the stats from the Landing Page, Receivables page, and the Update bar such as Due for month, Payment Received, Payment Failed, and Card Based Failures had mismatches. This has been fixed.

Include Partial Payments in Stats

With this release, the Partial Payments, that were discounted, will also be counted in the payment stats calculations.

Eliminating Error Codes with Multiple Errors

Error codes have been replaced with error texts to uniquely identify an error thereby eliminating the use case of 1:X mapping of error codes and texts.

Reason Codes for Scheduled Subscription Cancellation

In addition to adding reason codes while cancelling subscriptions immediately, you can now manage reason codes for cancelling subscription at end of the term, or on a specific date.

Contract Term Fix

We identified and fixed the inability to edit a subscription record to change the contract term as contract renews without proration enabled.

Ignore and Retry Sync Button in Sync Dashboard were not Working

We have fixed this issue where the 'Ignore' and 'Retry' buttons on the sync log page were not clickable.

Entity-Level Notifications

As a part of the Multi-Business Entity offering, we have added some new features for the entity-level notifications for all the Multi-Business-Entity enabled sites:

Entity-level settings and templates for end-customer notifications

Internationalization and branding support at the entity level for the newly added notifications

Business-entity admin access to the notifications settings pages and actions

Business-entity admin access to the Email Logs and Events pages

NOTE: This is only applicable to the sites having Multi-Business-Entity enabled.

An Issue in Connecting to GetAccept

In the case of multiple sites connected to a single Chargebee account, the customer faced an issue in connecting to GetAccept. This issue is fixed!

Invoices Fix

The following issues were fixed with this release:

The dunning page was found to be blank on the UI.

The 'RefundCreditNote' job was failing even if one of the transactions in the credit note failed to refund.

Billing Address, Shipping Address, and Notes were not present as part of Credit note API Response. Fixed!

Advance Invoices Enhancement

Advance invoices containing line items for which service period is in future can now be imported via API and bulk operation.

RevenueStory Metric not Displayed in the Correct Format

When trying to create a custom MRR Retention cohort, the downloaded Summary Report was not in the cohort format.

One Cent Difference Fix in MRR

With this release, one cent difference in the MRR report between the Chargebee app and RevenueStory for a yearly plan subscription with the coupon is fixed.

RS Dashboard Export PDF Reports are Blank

The export of the dashboard and scheduled PDF reports that were empty were fixed with this release.

Subscriptions Fix

The following issues were fixed with this release:

The total contract value was found to be calculated wrongly when the contract was created with coupons.

While updating a subscription record to extend the trial period of the associated plan, the Subscription Updated email was being sent instead of the Trial Extension email.

With proration enabled, the invoice generated for decreasing the addon quantity was not prorated and credit note was not generated for the subscription change event via API.

Expand Line UI Behavior in Invoices and Credit Notes

The expandable arrow on the Invoices or Credit notes details page was appearing even when there was no additional content to expand. This arrow now only appears when there is additional content available to view.

Resolved CSS Conflict with Sidebar

We have fixed the issue caused by conflicting CSS styles event related to the sidebar that is being triggered multiple times.

Rearranged Sections on Customer and Subscription Details Page

The purpose of rearrangement of these sections on the customer and subscription details page is to improve the pages's usability for users to find and access the information. The customer details were often located at the top of the page in the Classic user interface. By moving these sections up in the Leap user interface, we aim to maintain consistency for users and help them navigate more efficiently.

Apple Pay Payments through Checkout.com

Chargebee now supports Apple pay payments through Checkout.com in hosted pages.

Filters in Report Builder are Showing up as Invalid

We have fixed the issues with the invalid filter reports in the Report Builder.

Chargebee JS Support for Apple Pay Payments through Checkout.com

Chargebee now supports Apple pay payments through Checkout.com via Chargebee JS.

Tax Issues

The following issues were fixed with this release:

The Avalara VAT exemption note for reverse tax was not displayed on the invoices.

For invoices with 100% discount and the tax amount being zero, the VAT exemption reason was not being displayed causing sync issues with the accounting systems. We've now added a tax exemption reason 'Product exempt' for such cases.

Error Status Fixed

Instead of throwing a 429 status, the rate limit errors from EMS were converted to 5XX. We have fixed this to return the relevant error status.

Possible Overflow of Long Values in RevRec

Long value overflow occurred for line_item_amount sent to RevenueStory as a part of data sync.

Mailchimp Sync Issue

The Mailchimp integration sync with Chargebee will now rightly load all the members.

Handling Duplication of Customer Records using a Custom Field in Netsuite

We have enabled customer duplicate handling in NetSuite.

NetSuite Technical Enhancement

We have implemented a backend toggle to switch and modify the existing code to use the new accounting sync service in NetSuite sync for items and customers.

Addon Fix

While creating a subscription by specifying that the associated addon should be applicable for one billing cycle only, the addon was found to be applied even after one billing cycle is over. This is fixed!

Support for Bank of America Direct Integration

Chargebee now supports direct integrations for Bank of America non-3DS cards via Chargebee JS.

Account Summary Report Discrepancy

With this release, the sales reversal amount is fixed in the Account Summary report by including voided credit notes and invoices as per voided date.

Account Summary Report not Tying to Detailed Report

The discrepancies between the Accounting Summary on UI vs the underlying data were fixed with this release.

GLN Support

For countries where e-invoicing is supported via the Peppol network, you can specify the Global Location Number(GLN) for the customer under the Entity Identifiers section. GLN is a unique routing identifier that is used to route the electronic document to the customer.

Invoices Fix

The following issues were fixed with this release:

While invoicing unbilled charges for a customer record, the associated refundable credits were not being applied.

The invoice was not getting paid for a payment due invoice, when payment method is added for a subscription upgrade.

Inability to cancel subscription via bulk operation/API/UI that displays a '500 Internal Server Error'.

The GLN number validation for e-invoicing was not working when done through the update billing info action.

An error was identified while creating a credit note for an advance invoice due to the line item start date being in future that falls after the credit note date.

While importing invoices using bulk operation, the billing address was not displayed for the invoices unless the address was manually updated by clicking the Update option.

Non-ASCII Email Support

Users logging in to EMS PC 2.0 site with a Non-ASCII email were faced with an "invalid request" error. This is now fixed!

Xero Sync Failure

This release included a resolution for the Xero sync failures that had been occurring.

Invoices and Credit Note Fix

The following issues were fixed with this release:

Saving the customer billing info without VAT details was throwing a '400 Bad Request Error'.

Character limit was found to be displayed while adding a note for a credit note.

Unable to Filter Entity-Specific Data in Report Builder

With this release, the sales reversal amount is fixed in the Account Summary report by including voided credit notes and invoices as per voided date.