# February 2023

Chargebee product updates released in February 2023.

Source: https://release-notes.chargebee.com/february-2023

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Quotes Fix

  While editing a quote, the form to update the quote was not retrieving the latest information in the notes section. This is now fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## HubSpot Quote-To-Cash: Populate Deal Amount For Self-Serve Sync

  With this release, the deal amount will be automatically updated when a subscription is synced from Chargebee to HubSpot.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## HubSpot Quote-To-Cash: Sync Subscriptions to Deals with Additional Fields Parameters

  With this enhancement, you can define the matching criteria for the record sync happening between Chargebee Subscription and HubSpot Deals.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## Sync Customers Based on Parameters Other Than Email

  With this enhancement, you can define the mapping criteria for the record sync happening between Chargebee and HubSpot Contact.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## Do Not Sync Non-Business Email Addresses to HubSpot

  Users with non-business email IDs such as **Gmail**, **Outlook**, **Yahoo**, **Reddiff**, and other variations will not be synced to HubSpot.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## Salesforce Integration: Populate the Contact Lookup on Chargebee Subscription Object

  With this release, now the **Contact Lookup** field in Chargebee Subscription is populated based on the contact associated with the deal in Salesforce.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Subscriptions Fix

  The following issues were fixed with this release:

  While creating a subscription and generating first invoice in pending state to add unbilled charges, an error 'There were errors while submitting' was displayed.

  The subscription details was not displayed for a customer record.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Subscriptions Fix

  The following issues were fixed with this release:

  The tax amount on quotes was not updated when the associated customer's billing/shipping address was changed. Chargebee considers the shipping address country for taxation and if the shipping address is not present, the billing address is considered. We identified a bug in this workflow.

  While updating a subscription through API to schedule a coupon change, the changes were not getting scheduled and the coupons were getting removed automatically.

  The differential pricing for addon was not reflecting correctly on a Hosted page generated by Create checkout to update a subscription API.

  While updating subscriptions via bulk operation to schedule subscription update for end of term, the mandatory addons attached to the subscriptions were updated from auto to manual upon renewal, and were removed upon subsequent update.

  While editing a quote to convert it to a subscription, an error 'Cannot create the subscription as there is no valid card on file' was displayed.

  A sync job failure was identified with Mailchimp.

  The price of a tiered addon on a subscription was not reflected in invoice, unless the quantity was changed.

  An issue with creating custom roles was identified aon Leap UI.

  While creating a subscription and applying a manual discount, the subscription created displayed 'Exhausted' instead of displaying the type and amount of discount.

  Subscription renewal was failing for subscriptions created with a future state, with calendar billing was enabled for the 1st of every month and then changed to the 31st.

  Some jobs were failing with the error 'Subscription id is missing'.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Croatia Added to List of Countries in RevenueStory

  We have added Croatia to the list of available countries, and you can now select it when running reports in RevenueStory.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Checkout"]}>
  ## Introducing Payment Links for Chargebee Checkout

  We're excited to announce the launch of Payment Links, a new feature for Chargebee Checkout. With Payment Links, you can now use Chargebee Checkout without any coding required. Each product in your catalog now has its own unique URL that can be shared with your customers directly or embedded on your pricing page. This feature makes it easier than ever for businesses of all sizes to accept payments online. We hope this new feature makes the payment process smoother and more efficient for our customers.
</Update>

<Update tags={["ENHANCEMENT", "BETA"]} topics={["Checkout"]}>
  ## White Label Checkout Stamp on the Full-page Layout

  We have added the ability to display Chargebee's stamp on the full-page layout of the Chargebee-hosted Checkout page. This ensures your customers can quickly identify the payment gateway used for their transactions. Additionally, we understand the importance of white-label and have allowed you to label the Checkout page by paying Chargebee. This means your customers will only see your brand on the Checkout page, providing a seamless and professional user experience.

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

<Update tags={["BUG FIX"]} topics={["CRM Integration"]}>
  ## Create Subscription Not Working From iFrame

  An error occurs when multiple sites of different regions are connected to the same Hubspot account, due to which it tries to fetch site-related information which belongs to another region. This is fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Summary Box Upgrade

  We are excited to announce that we have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. We have also added a summary title to the box, providing a clear and concise overview of the information presented. Previously, the information in the summary box was displayed in a less organized manner. We have worked to clean it up and make it more user-friendly.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Invoices"]}>
  ## Introducing Manual Trigger for E-invoices

  You can now stop auto e-invoicing and send e-invoices to your customers manually if required, in cases of invoices with tax deducted at source, invoices that are edited, or invoices that go through an approval.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Client Engagement Report - New Addition

  The following payment-related columns are added to Client Engagement Report to make it more useful, consumable & user-friendly:

  **Last Attempted Payment Date** - The date on which the last payment was attempted by the customer

  **Last Attempted Payment Status** - The status of the last attempted payment by the customer

  **Last Attempted Payment Amount** - The payment amount of the last attempted payment by the customer

  **Dunning Status** - Dunning status of the last attempted payment
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## All Configured Reports - Receivables Dashboard

  A new redirection option - **All Configured Reports** is added to the Receivables Dashboard to redirect users to the All Configured Reports section on the Reports page. Also, the clock icon is added along with it for scheduling the automated delivery of a saved view of the reports to your inbox.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## New Subscription-Related Fields - Auto Engagement

  The following subscription-based fields are added to auto engagement to facilitate newer use cases:

  **Subscription activation date** - The activation date of the subscription to which the invoice belongs

  **Next billing date** - The next billing date of the subscription to which the invoice belongs

  **MRR** - The Monthly Recurring Revenue (MRR) value of the subscription

  **First Invoice**
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## New Avatar - Left Navigation

  A new and improved left navigation is introduced with the following changes:

  A Need Help option is added to navigate the users to the help documentation page of Chargebee Receivables.

  All the top header elements have been moved to the bottom section of the left navigation.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Last Email Opened Status

  The **Last Email Opened Status** column has been added to the **Customer View**, **CRR Customer Report**, and the customer-related fields in **Auto Engagement**.

  In the customer view, it will enable users to take an informed decision on whether to call or email the customer

  The status will be **Yes** if at least one external recipient opens the email.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Business Entity - New Field

  The Business Entity field is added to the customer level. This will show the business entity that each customer is related to.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## A Sudden Drop in CMRR due to Contract Cancellations

  We have successfully resolved an issue causing contract cancellations to result in a drop in Committed Monthly Recurring Revenue (CMRR). With this fix, when a contract is canceled, the CMRR value will be updated appropriately, ensuring that the MRR figure remains accurate and reflects the actual revenue generated.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Active Subscription Count Mismatch in Home Dashboard

  We have resolved an issue causing a discrepancy in the active subscription count in the home dashboard. From now on, the total active subscription vanity metric and active subscription by plan pie chart will be accurate and consistent across all displays, providing you with a clear and reliable view of your subscriptions.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Issue Preventing Building of Reports with Multiple Data Sources

  We have resolved an issue that was preventing merchants from building reports with fields from multiple data sources such as 'Customer', 'Products', 'Invoice', and 'Orders'. From now on, you can build reports with fields from multiple data sources without issues, ensuring you can easily access and analyze your business data.
</Update>

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

  The following issues were fixed with this release:

  With multi-decimal support feature enabled, the Unit Price for addon was found to change on the invoice.

  While issuing a refund on an invoice, a disabled reason code was selected by default.

  Some payment transactions were not marked as successful in Chargebee though they were found to be successful in GoCardless.

  An error message was displayed for specifying a past date while adding a backdated charge to an existing subscription.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## SEPA payments via Checkout.com  through Chargebee JS

  We now support SEPA payments via Checkout.com through Chargebee JS. This new feature will make it easier for you to collect SEPA payments on your website using Chargebee. You no longer need to develop complex payment integrations or use third-party payment gateways to support SEPA payments.

  [Learn more](https://www.chargebee.com/checkout-portal-docs/direct-debit-tutorial.html) about this integration.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Report Settings Option Disabled in Chargebee Configuration Settings

  We have disabled the Report Settings option under Chargebee configuration settings. You can now access the settings using the tooltip. The Report Settings option has been hidden to avoid confusion or errors.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## SEPA Support for Checkout.com in Chargebee Hosted Pages

  We have added support for SEPA Direct Debit in Chargebee hosted pages through Checkout.com direct integration. SEPA Direct Debit is a popular payment method in the European Economic Area that allows customers to pay for their purchases directly from their bank account. With this new integration, you can now easily set up and manage SEPA Direct Debit payments directly on your Chargebee-hosted pages.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## ACH Support for BlueSnap in Chargebee Hosted Pages

  We now support ACH payments via BlueSnap in Chargebee-hosted pages. This new feature will make it easier for customers to pay for your products or services using their bank account in the United States. With this new integration, you can now easily set up and manage ACH payments directly on your hosted pages.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Integration"]}>
  ## HubSpot Quote-to-Cash: Subscription Amendment

  We're thrilled to announce the launch of our latest feature in Q2C, Subscription Amendments! This feature allows users to edit or amend their subscriptions directly within HubSpot. With Subscription Amendments, businesses can now easily upgrade their subscriptions to suit their needs.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## API Changes

  Updated Process Purchase Command API to manage essential customer details such as `customer[email]`, `customer[first_name]`, and `customer[last_name]`. [Learn more](https://apidocs.chargebee.com/docs/api/in_app_subscriptions#process_purchase_command_receipt).
</Update>

<Update tags={["ENHANCEMENT", "BETA"]} topics={["RevenueStory"]}>
  ## Voluntary and Involuntary Churn Reports on Home Dashboard

  With this release, we have introduced two new reports on the home dashboards to help customers measure their voluntary and involuntary cancellation MRR. Customers will also be able to review the total dollar amount they could save if they sign up for Chargebee Retention and also sign up for Chargebee Retention from the home dashboard.

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

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Home Dashboard Onboarding Experience Changes

  If no user for a site log into Chargebee's home dashboard for more than ninety days, the dashboard won't load right away when they try to access it. Instead, the dashboard reports will load after ten to fifteen minutes once the cache is refreshed. Additionally, the user will receive a message explaining the delay in loading the dashboard.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Sidebar Actions Improved

  Introducing improved sidebar actions with added descriptions and clearly boxed actions for better clarity in Leap UI. For now, we have only added descriptions on the Customer and Subscription pages.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Accounting Integration"]}>
  ## RevRec Button Change Implementation

  With this release, Legacy RevRec migration to CB RevRec was introduced with an Acknowledge button.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Jump to Section Introduced

  Introducing Jump to section, with this enhancement users can easily navigate between sections on Leap UI detail pages such as the Customer Details page, Subscription Details page, and more.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Chargebee.JS Support for ACH via BlueSnap

  We now support ACH payments via [BlueSnap through Chargebee JS](https://www.chargebee.com/checkout-portal-docs/direct-debit-tutorial.html). This allows customers to collect ACH payments from their customers through the BlueSnap gateway.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## New Listeners Added for ESC Key in Input Field

  We are excited to announce the addition of new listeners for the ESC key in input fields. This update will improve the overall user experience by allowing merchants to listen to Esc key input, and take required actions on the exit.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## First Invoice Column Addition

  We have added a new column - First Invoice (Subscription) on the Invoice View page. This column provides the payment status of the first invoice of a subscription which helps in customizing the payment failure communication with the customer.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoices Fix

  The following issues were fixed with this release:

  The tax amount and taxable amount was displayed incorrectly as 99999999.99 instead of the actual value on the exported file.

  With auto-collection disabled, while creating a credit note of high value on a one-time invoice that has a one-time coupon added, the allocation for partial amount for the credit note was wrongly calculated.

  For a subscription created with the metered addons, invoice was found to be created with incorrect addon price.

  Inability to add promotional credits to a customer with multi-decimal pricing enabled.

  Inability to remove usages from a consolidated pending invoice, with account hierarchy enabled.

  Customer lock was not happening in [unbilled charge API](https://apidocs.chargebee.com/docs/api/unbilled_charges?prod_cat_ver=2).

  The custom field on invoice PDF was found to break into two lines causing an issue on redirection.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## New Relative Date Filters

  We have introduced the following key relative date filters in the Invoice View and the Customer View page:

  **Last X Days** - This allows you to view the data for a particular number of days, eg. Last 7 days, Last 30 days, etc.

  **X days ago** - This allows you to view the data from the time before a particular number of days, eg. 10 days ago.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Overdue Received From Previous Months

  We have added a new stat to the Top Stats - **Overdue Received From Previous Months** that represents the total overdue amount received in the previous month.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## New Email Placeholders

  The following email placeholders have been added to enable better personalization of emails:

  **Count of payment attempts** - Number of payment attempts for an invoice that was last attempted for a customer

  **Average attempts per invoice** - Average number of payment attempts per invoice for a customer

  **Count of invoices unpaid** - Total number of unpaid invoices for a customer
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Other Enhancements

  We have made the following additional enhancements:

  **Net Over Due** is added as a new stat on the customer fly-out page

  **Locale** is added in the customer sub sheet in the Finco import template. This will allow users to update the locale of the customers via the import functionality
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Performance Improvements

  We've introduced shardings to large tables, and further optimized database joins and views to improve performance and scalability.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevRec"]}>
  ## Introducing New SSP Management Tool

  You can now view the historic sale prices of your products with SSP Analyzer. The SSP versioning feature gives you visibility to the changes in SSP rules and manages the update and history for auditing and control purposes. You can even download the entire SSP history to an Excel file, with each rule having a specific rule start and end date that marks when the rule was in effect.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Support for Configuring Product Exclusion

  RevRec now allows you to configure and exclude certain products from revenue recognition. Pass-through items such as government process fees, or payments for third-party items can now be excluded from revenue. The sale prices of such pass-through products will be excluded from SSP allocation process and revenue recognition.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevRec"]}>
  ## Termination Date for Sales Orders

  You can now specify a termination date to end a sales order while uploading it through data input template or via RevRec UI. RevRec stops revenue recognition for the sales order as per the termination date. If the termination date is in the past, revenue recognized post the termination date is reversed.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## RevRec Improvements

  We have made the following enhancements:

  In addition to the order, subscription, and invoice level information, the QuickView reports provide line item level details for revenue and deferred revenue.

  Support for credit notes for consolidated invoice on Stripe integration, where a single invoice can have multiple line items for the same product with different service start and end dates.

  Minor bug and stability issue fixes.
</Update>