Release Notes
Updates, changes, and improvements at Chargebee
Release Notes
Updates, changes, and improvements at Chargebee
You can now access essential metrics for your pricing pages, including Visitor Count and Visitor-to-Customer conversion rates. This data empowers you to assess the performance of each pricing page and make data-driven decisions to boost conversions. The Analytics table makes it easy to compare metrics across multiple pricing pages, helping you identify the most effective layouts and strategies to engage visitors and increase customer acquisition.
Make your pricing page truly reflect your brand with the new Themes feature. Choose from over 20+ professionally designed themes. And if you need more control, you have the flexibility to adjust individual elements—like font style, colors, and borders—to match your exact vision.
We're introducing a dynamic new feature - the List Price policy for Standalone Selling Prices (SSP). Now, you can automatically use your product catalog's list price as the SSP, effortlessly adapting to market changes without manual updates. Especially handy for term-based products, RevRec prorates the list price based on the sold term in your sales orders. Plus, you've got the flexibility to specify a unique list price at the sales order level, overriding the list price in the product catalog. Say hello to streamlined pricing and goodbye to manual hassles!.
Move beyond point-in-time recognition for usage-based products! Chargebee RevRec now supports pro rata revenue recognition, spreading revenue over the service period instead of recognizing it upon usage. This perfectly aligns with how revenue accrues for products like ads that, upon activation, run for several days or weeks. You can define the service period at either the product or order level, empowering you to tailor revenue recognition for your specific needs. Simply configure this setting in the revenue recognition rules page.
Now, you can choose to view revenue and journal entryreports, along with export files, in either the transaction currency or your home/translated currency. This flexibility unlocks a richer understanding of your revenue streams across different currencies.
You can now automatically halt revenue recognition and reverse any previously recognized revenue when an invoice enters dunning status. What's more? This pause remains until the invoice's fate is decided: either paid or deemed uncollectible. If the payment succeeds, Chargebee RevRec cleverly performs a one-time cumulative revenue catch-up, bringing revenue recognition up to date, and then resumes normal revenue recognition. Conversely, if the payment fails and the invoice is written off, RevRec releases the deferred revenue. Keep in mind, this functionality is tailored for the invoice-as-contract approach, where each invoice is a distinct sale order for revenue purposes, and is not applicable to contract term-enabled subscriptions.
We've introduced a capability to precisely track the revenue impact of Prior Period Adjustments (PPA) in your current period. PPAs arise from activities recorded now but affecting past, closed accounting periods - think credit notes, sales order modifications, or late service delivery logs or sales orders. With this new feature, you can distinctly see and understand the revenue impact due to PPAs. RevRec not only showcases these adjustments in the deferred revenue rollforward report but also facilitates separate journal entries for them, enhancing clarity and accuracy.
The Chargebee RevRec Dashboard now features a new Deferred Revenue Rollforward graph, making it a breeze to track your deferred revenue balance. This graph shines a light on key activities influencing your deferred revenue across different accounting periods - from billing and revenue recognition, to foreign currency gains and losses, and prior period adjustments. Now, you can swiftly grasp the primary drivers of your deferred revenue and observe trends over time.
We recognize that changes in sales orders, such as price updates, product deletions, or service end date alterations, can complicate tracking the specific changes and their impact on revenue recognition. To simplify this, RevRec now easily allows you to select two versions of a sales order for a clear, side-by-side comparison of the sales order details, transaction price allocation at the order item level, and monthly revenue recognition, with differences automatically highlighted for convenience.
Chargebee RevRec introduces a new report feature designed for enhanced control and audit management. Now, you can effortlessly search for sales orders that have been manually updated via the UI. This powerful tool offers multiple filters for pinpoint accuracy: search by sale order date, the user who made the edit, or even the exact date and time of the edits. Plus, you can download the results for a comprehensive view of all changes made. Note that this feature is tailored for individual manual updates and does not include changes made via bulk data upload.
The Chargebee Receivables Sandbox allows you to explore every aspect of Receivables, offering a hands-on experience without the risk of affecting your live data. Imagine crafting customized templates and setting up intricate automations, all in a safe, simulated environment. Once you're confident, transition your configurations to the live environment.
Chargebee Receivables now provides admins the ability to customize Days Sales Outstanding (DSO) calculations. Dive into the settings page, and you'll find a new, dedicated DSO section. Here, you can specify the Number of Days in the Period with easy-to-select options of 30, 60, 90, or 120 days. Additionally, you can choose the reference date for DSO calculation, selecting between Due Date or Document Date.
We've introduced a sorting functionality for Days Sales Outstanding (DSO) in the customer view. Imagine being able to prioritize your follow-ups based on DSO, or quickly identifying trends in your receivables. Now, with a simple click on the DSO Days column or using the Advanced filter, you can effortlessly sort your data.
Chargebee Receivables now offers better visibility into your auto-engagements. Now, when you navigate to the reports section and select the Automations Executed Summary report, you can effortlessly view a comprehensive list of all automations executed within your chosen date range. But that's not all - you also have the ability to download detailed cohorts of customers and invoices involved in these automations, sent directly to your email. This feature not only allows you to track who executed each cycle, but also enables you to view the specific rules applied during these cycles. With data maintained for the past 60 days, you can now gain historic insights, ensuring better decisions and a clearer understanding of your auto-engagements.
Introducing the new drill-down functionality for Total Collected in our User Performance Report (UPR). This tool empowers you to click on the total collected amount and uncover a detailed view of each paid invoice that contributes to your total revenue. With this enhancement, you gain immediate access to essential data like user names, customer names, document numbers, amounts, and payment received dates, all with the added convenience of sorting capabilities. This update is designed to enrich your financial analysis, offering features like a search function, filters for the current month, and specific dates, and the ability to download reports.
Collector Queue just got a facelift with eye-catching icons, and reorganized case cards to spotlight issue types. Editing case details? It's now more visible. Plus, the Date Filtering Option stands out. Dive into customer details with just a click: their names now lead to informative flyout windows. The View Thread option is now more noticeable. Need to download a case report? It's just a click away for authorized users. And when you're done, a handy back button whisks you back to the Collector Queue. Welcome to a more streamlined, user-friendly Chargebee Receivables.
Wondering about the impact of your Auto Engagement emails? Now, with just a click, download a detailed cohort report. This report showcases critical data on the customers and invoices that will be affected by your email strategy, offering customer details such as total outstanding, total overdue, and last payment dates. Additionally, for each invoice, you'll get specifics like invoice numbers, due dates, and balances.
You can choose to generate this report without sending out emails. Select the Download Cohort Only option and a cohort report will be crafted and sent to your chosen internal email address.
If you're in a region where Chargebee's UI previously displayed time zone discrepancies, we have good news! We've upgraded the software library responsible for managing time zones from 2017b to 2022g, effectively resolving this issue. You should now see enhanced accuracy in the timestamps on your subscriptions and invoices, more closely aligning with your local time.
Leverage your customers' interactions with past offers. Now, when creating Audiences, you can use their offer engagement history as properties. Did they accept a previous offer, or simply view it? Present a specially curated cancel page or an irresistible offer, fine-tuned to your customers' engagement with previous offers.
We've improved the Lower Never Mind section. With the new Sticky Footer option, this crucial section stays in plain sight, consistently. This means your customers are always informed, and you're always in compliance.
Now, when subscribers choose None or Other from the Competitor dropdown, you can tailor the text in multiple languages. This adds a more personalized touch to your subscribers' cancellation journey and aids in your geographical growth.
You can now better manage your offers and pages by easily differentiating live pages from non-live ones. Unlike a non-live page, a live page is part of your targeting strategy and as a result, is expected to receive subscriber traffic. For each page, the corresponding offers & placement details are provided as additional information. Additionally, the definition of live offers has been updated to align with the definition of live pages for consistency purposes.
Crafting personalized cancellation experiences for different audiences just got easier. Recall the hassle of manually entering values for Chargebee Billing fields when creating Audiences? We've upgraded this process. Now, Chargebee Retention automatically retrieves the first 100 values for key Billing fields, including plan ID, coupon ID, coupon code, and plan interval, and more. This means more time focusing on what matters and less room for error!
While using the Avalara tax integration, when you voided an invoice linked with credit notes, these credit notes remained in a Committed status rather than switching to Voided. This mismatch could lead to inaccuracies in your tax liability declarations with US tax authorities. Now, we've fixed this! Whenever you void an invoice, the associated credit notes automatically update to Voided, ensuring your tax records are precise and compliant with tax regulations.
The invoice schema in the Tax SPI now includes the invoiceId attribute, to capture the ID of the invoice as recognized by the Tax Provider. This update means that every time Chargebee communicates with the SPI, invoiceId is sent along. No more guesswork or confusion! The Tax Provider will instantly know which invoice is being discussed, eliminating any ambiguity.
We've introduced a new feature that significantly eases your compliance with transitional taxation rules. Chargebee now automatically adjusts to any tax rate changes that occur during an invoice's service period, ensuring that your invoices and credit notes accurately reflect these updates. Plus, once you enable this feature, you can tailor the settings for each country where you've configured taxes. This means less manual intervention, reduced errors, and a more transparent billing process for your business and your customers.
The following are the enhancements
We've refined how filters interact. When the same filters are applied at both the global and report levels, global filters will now be prioritized. You'll also see clear notifications in the user interface about this priority, ensuring you're always in the know about which filters are active.
On the Reports Explorer main page, the variant reports are now just a click away, neatly tucked under the report selection button.
The search results on the main page now also include variant reports for quick access!
For a more intuitive experience, the Go to Report button in the report preview has been renamed to View Report, and the Group by dropdown on the report screens is now View variant reports.
We are pleased to inform you that the issue related to the absence of VUD (View Underlying Data) button for the months of April and May in the Total Paid Subscription Churn by Plan has been successfully resolved. With this update, you can now access the complete and accurate data for these months, ensuring analysis of subscription churn by plan.
Previously, popups in RevenueStory Dashboard would remain open when users navigated backward using the browser. With this update, such popups will now be automatically closed, ensuring a smoother and more intuitive user experience.
We are pleased to inform you that the issue related to the Segment Filter on the RevenueStory dashboard, which caused overflow when many values were selected, has been successfully resolved. With this update, you can now seamlessly work with multiple selected values in the Segment Filter without encountering overflow issues.
We've zapped a bug that used to greet you with a blank pop-up when you clicked on View Schedule for subscriptions with advance invoice schedules.
We've tackled a little hiccup in our system for those using GoCardless. If your customers made late payments that failed, you might have noticed overpayment in Xero. Our latest fix ensures that Xero integration works like a charm, even with late or failed payments.
Chargebee is excited to announce a significant update to our HubSpot integration, focusing on enhancing stability and precision. Our team has diligently resolved an issue causing 5xx errors during API requests for deal details. The solution includes added validations for US-based sites and improved error handling for other regions, ensuring a more reliable and efficient experience for our users.
Some of you noticed that when you set up subscriptions with contract terms it had a habit of jumping a day ahead of schedule on the UI. Not anymore! We've ironed out this glitch to ensure that your contract end dates are displayed exactly as you planned.
You might have found yourself scratching your head when the order of quantity-based addons mysteriously shuffled around each time you updated them in a subscription. Well, wave goodbye to the time spent double-checking! We've fine-tuned our system to keep your addons in a fixed order, both in the subscription view and on the invoices.
Previously, when customer records were merged, the Close pending invoice API operation encountered difficulties, especially if e-invoicing was enabled. Our latest update ensures that finalizing pending invoices for merged customer records is now hassle-free.
When configuring taxes via our Xero integration, changes made in tax configurations weren't always sticking in our backend database, leading to a bit of a tangle in tax handling within Xero. Well, we've rolled up our sleeves and resolved this issue! Now, when you set your tax preferences in Xero through Chargebee, you can trust that these changes will be accurately and consistently reflected in our system.
When importing taxes, some records would inexplicably fail when the overwrite field was set to no. We've tackled this quirky bug. Now, whether you choose to overwrite existing data or not, your tax records will import smoothly and without error.
We've enhanced the accuracy of your invoicing under specific tax settings. Let's paint a picture: You're using transitional taxation, consistent pricing is on, your catalog's price type for a currency is tax-inclusive, and the region's price type is tax-exclusive. In such cases, our system previously showed prices on invoices as tax-inclusive, defying the regional setting which should have made it tax-exclusive. But now, we've ironed out this wrinkle! With this update, the price on your invoices will accurately reflect the region's tax setting, ensuring a smoother and more trustworthy experience for you and your customers.
You rely on Chargebee's CSV data export feature to handle bulk operations efficiently. But, a snag - the process stalls, an error pops up, and your workflow hits a roadblock. We've tackled this pesky issue head-on!
When using third-party tax provider integrations, some of you faced errors while creating credit notes. We've fixed this issue and you can create credit notes smoothly and reliably.
Chargebee's integration with DSTax just got better! We understand the frustration that comes with encountering the dreaded "Sorry, something went wrong..." error message during crucial processes like customer address validation. This glitch in the DSTax integration has been successfully resolved.
For customers in Special Economic Zones (SEZ) in India, disabling Zero-Rated GST in your site settings might not have reflected correctly on the customers' profiles in Chargebee. We've attentively addressed this issue. Now, changes to the Zero-Rated GST settings are accurately and promptly updated in the customer profiles, allowing for more precise financial handling for SEZ clients.
Attention all app developers using our Flutter SDK for Google Play Store apps! You might have noticed a bit of a hiccup recently, where your apps were unexpectedly taking a nosedive on customer devices. The culprit? A bit of a clash happening under the hood between our Flutter SDK and its dependable partner, the Android SDK. We've ironed out these quirks. Your apps will now perform more reliably, providing your customers with the uninterrupted, high-quality experience they expect.
Have you ever tried to reorder options in a dropdown custom field, only to find yourself in a virtual tug-of-war with unresponsive elements? Well, those days are over! We've delved into our code and revamped the event-handling logic that powers our drag-and-drop functionality. The result? A fluid and hassle-free experience when customizing your dropdown fields.
We've tackled a tricky tiered-pricing issue head-on: the round-off errors in Xero when processing unit prices with decimal values from Chargebee. Our smart fix? A clever reverse calculation in Chargebee! This ensures that your figures in Xero are now as precise as they should be. No more pesky pennies slipping through the cracks.
In the Xero integration, syncing invoices with more than four decimal places in the per-unit amounts of line items failed, without clear communication. Now, you're immediately informed with a straightforward error message if this occurs, detailing the problem. No more guessing games - you'll know exactly what needs fixing.