February 2024

Netsuite integration: AvaTax for sales - Support only for USA and Canada

Previously, individual tax rates configured via Avalara within Chargebee Billing were not compatible with our Netsuite integration. This resulted in manual tax upload. With this release, we're addressing this issue by empowering you to automate tax rate sending to their Netsuite integration, especially when calculations are done via Avalara. This is available only in USA and Canada. Now, you can seamlessly synchronize tax rates between Chargebee Billing and Netsuite, eliminating manual intervention and ensuring accurate tax calculations.

NetSuite integration: Customer mapping using bulk upload

We're excited to introduce a new enhancement to Chargebee Billing's integration with Netsuite: the customer mapping feature. You can now easily download a mapping CSV document containing customer records and their corresponding mapping information and make the required changes. Once changes are made, you can upload the updated mapping document using the provided upload buttons. This enhancement empowers you to efficiently manage customer records between Chargebee and Netsuite, ensuring data accuracy and facilitating seamless integration.

Introducing enhanced email reply capture

With this new release, we introduce the new Default Reply-To Email field, nestled conveniently within the Company Profile section, below the Default BCC setting, which enhances your email workflow by enabling seamless capture of email replies on a default specified email address. As an admin user, you gain exclusive access to this feature, ensuring control over communication channels while simplifying the process for all users.

Introducing multi-entity branding

Experience customization with Chargebee Receivables' latest update, designed to cater to both single-entity and multiple-entity scenarios seamlessly. Now, not only can you brand your emails for each business entity, but you also gain the flexibility to copy branding elements from one entity to another, streamlining the branding process across your organization. For single-entity users, effortlessly customize email templates, logos, colors, and signatures at the instance level, ensuring a cohesive brand image and deeper customer engagement. Additionally, the provision of applying company-level branding to all entities at once simplifies branding management, ensuring consistency and efficiency across the board. If you are managing multiple entities, Receivables automatically identifies configured entities for branding, maintaining consistency while minimizing administrative complexity.

Introducing enhanced branding with customizable footers

This update allows you to personalize your footers, adding a unique touch to every email communication. With the introduction of the footer section, you can craft your tagline, upload social media links, and even add social media icons based on your domain, amplifying your brand presence. What's more, once configured, these elements seamlessly apply to all email templates and manual reminders ensuring consistency.

Pricing Table: Add strikethrough prices to boost conversions

Elevate your pricing page with the new strikethrough pricing feature in Chargebee Billing, letting you display a comparison between original and discounted prices ($100 / $200). By showcasing both price points, you can highlight savings and create a sense of value for your customers, making it easier for them to choose and commit to a plan.

Pricing Table: Support for up to 1000 price points

Now, you can add up to 1,000 price points to a pricing page. This expanded capability supports up to 5 billing frequencies and 100 currencies, making it easier to present flexible, globally relevant pricing options to your customers.

Pricing Table: UI Improvements

We've made several UI enhancements to the dashboard and analytics sections of Pricing Table, making data more accessible and easier to understand.

Reports explorer improvements

In this release, we've adjusted the default sorting for reports presented in tabular form within both the Report Explorer and the dashboard. The sorting now prioritizes displaying the latest data first, transitioning from newest to oldest. This change helps you to access and analyze the most recent information conveniently.

Enhanced email digest for targeted engagement

Chargebee Retention's latest update brings an enhanced email digest feature, now intelligently scheduled exclusively for merchants actively leveraging our retention capabilities. By targeting only your customers who have configured their cancellation experiences with Chargebee Retention and initiated personalized cancellation journeys, we ensure that the email digest is highly relevant and valuable. This strategic approach eliminates unnecessary clutter and ensures that users receive content tailored to their specific needs and interests.

Cancel reason enhancements

We're excited to introduce enhanced cancel reason tracking in Chargebee Retention, empowering you to gain deeper insights into subscription cancellations. With the addition of a new category 'No Cancel Reason Selected', you can now seamlessly track customers who opt out of providing a reason before canceling their subscription.

Net MRR growth legend update

We're pleased to announce a fix regarding the display of Net Monthly Recurring Revenue Growth. Previously, the component exchange MRR fluctuation was shown separately in the legends, potentially leading to misinterpretation. To improve clarity, we have now separated the exchange rate fluctuation from the MRR fluctuation. Additionally, as the exchange rate field value is too small for effective display in the CSV, we will now show the value of MRR fluctuation in the VUD(visually underlying data), labeled simply as exchange rate MRR impact.

Introducing enhanced UI for automation configuration and testing

In Sandbox environments, you can benefit from UI changes that provide clear visibility into email configurations for automation triggers. Whether configuring emails or editing settings, users are guided intuitively, ensuring seamless setup without confusion. Additionally, a revamped UI for testing functionality enhances user experience across all instance types. Now, users can easily discern the function of each field in the test modal, ensuring accurate testing and validation of automation processes.

Introducing Client Portal link expiration

Introducing a Client Portal link expiration timeline customizable at the company level. As an admin user, you can now specify how many days after link generation the client portal link should expire. This designated timeframe for client portal link expiration ensures that access remains secure and controlled, mitigating unauthorized access risks.

Introducing the ability to hide tags and payment risks

Introducing the ability to hide tags and payment risk columns, persisting across sessions. Choose from multiple methods to customize your view; whether it's utilizing a toggle within the customer view settings for a straightforward solution; concealing columns and saving views in the dropdown filter for simplified navigation, or enabling you to deselect columns in the column chooser for versatility; or retaining the state of the tabular grid in different views, including column width, for comprehensive user experience enhancement.

Introducing enhanced invoice visibility in Client Portal

Chargebee Receivables introduces a solution to ensure up-to-date visibility of open invoices in the Client Portal. Previously, the portal displayed only invoices generated at the time of link creation, potentially leading to discrepancies if accessed after new invoices were added. Now, with a new setting option, you can choose to display all open invoices, providing users

Integration package v1.59.1: Custom effective dates for amendment quotes

You can now specify the exact date when a change should take effect when creating a Chargebee Billing quote for subscription amendment in Salesforce. Provide tailored subscription adjustments, right when your customers need them.

Integration package v1.59.1: Enhanced quote approval process

Previously, all Chargebee quotes triggered approval requests, ignoring your specific entry criteria. With our latest update, only the quotes needing approval are sent for review. Embrace a more efficient, tailored approval process that saves you time and aligns with your business rules.

Ability to estimate taxes based on billing address

Now, you can input your customer's billing address directly into the estimate API, enabling you to accurately estimate taxes before creating subscriptions. This update ensures that you can provide your customers with transparent pricing upfront, avoiding any surprises and building trust.

Classic UI: credit amount error fixed

We've rolled out a crucial fix to enhance your billing accuracy when using the Classic UI. Previously, when you reduced the quantity of an addon configured for full-term credits, you may have noticed that prorated credits were being provided. From now on, such downgrades will yield the correct full-term credits as intended.

Report issue resolved

We're excited to announce the resolution of a display issue affecting the Cancels report on the Dashboard and Insights report for Chargebee Billing integrated merchants with revenue attribution enabled. Previously, these reports were not displaying accurately due to Billing's behavior of setting Monthly Recurring Revenue (MRR) to 0 after a subscription was canceled. With this fix, users can now access clear and reliable data, allowing for better tracking and analysis of subscription cancellations.

Invoices not displaying any line items on the UI

Previously, invoices containing at least one item with a stair-step pricing model encountered an issue where the invoice line item table failed to display. To address this issue, we have implemented a solution that ensures the correct display of the invoice line item table for invoices with a stair-step pricing model. This solution lets you view and manage invoice details accurately, enhancing the user experience and facilitating efficient invoice processing.

Upcoming payments and MRR reading incorrect

For some of you dealing with subscriptions in Japanese Yen (¥), upcoming payments and the Monthly Recurring Revenue (MRR) figures were inaccurately displayed, with the decimal point misplaced two places ahead. We've resolved this issue.

Integration package v1.59.1: Checkout links with manual discounts

An issue prevented the creation of checkout links for subscription updates whenever manual discounts were applied. This issue is now a thing of the past.

Integration package v1.59.1: Error-free subscription date changes in Chargebee

You can now use Manage CB Products to adjust subscription start dates directly within opportunities without a hitch, streamlining your sales process and offering greater flexibility in managing customer subscriptions.

Integration package v1.59.1: Fix for adding ramps (EAP)

Previously, on Manage CB Products, when users wanted to add ramps back after removing them, they had to close and reopen the modal to make it work. This has been fixed.

Note: This feature is in early access. Terms and conditions apply. Submit a request to enable this feature.

Integration package v1.59.1: Permissions fix for ramp objects (EAP)

Chargebee User and Admin permission sets lacked default access to the new Ramp objects, requiring manual adjustments. This barrier has now been removed. This gives you quicker setup times, and a smoother operation for your team.

Note: This feature is in early access. Terms and conditions apply. Submit a request to enable this feature.

Integration package v1.59.1: Decimal value display error fix (EAP)

We identified and corrected an issue where ramp price details displayed incorrect decimal values, despite being entered accurately. With this fix, you can trust that your financial data reflects your inputs exactly, ensuring accuracy in your billing processes.

Note: This feature is in early access. Terms and conditions apply. Submit a request to enable this feature.

Integration package v1.59.1: Amendment logs for ramps (EAP)

We've resolved an issue where amendment logs failed to generate upon adding ramps, ensuring that every change is accurately recorded and easily accessible.

Note: This feature is in early access. Terms and conditions apply. Submit a request to enable this feature.

Integration package v1.59.1: Amendment logs issue fixed (EAP)

We found that amendment log records were not being created when the Chargebee ID or Business Entity ID were missing from records. This issue has now been resolved, ensuring that every transaction and amendment is accurately documented.

Note: This feature is in early access. Terms and conditions apply. Submit a request to enable this feature.

Tax upload fails with an error

This update resolves the persistent problem of overlapping postal code ranges, which previously led to upload failures for US regions. Specifically, the error would occur when null values are passed in zip_code_start and zip_code_end.

Display VAT in local currency

In this release, we have addressed the issue of using local currency to display tax on invoices and credit notes affecting merchants who need to implement the display VAT in local currency setting specifically for Malaysia.

Issues with migrating invoices and credit notes

In this release, we have addressed multiple issues encountered in export during the migration of Invoices and Credit Notes. For Invoices, the round-off amount was not exporting properly, necessitating manual addition post-export to rectify errors. To enhance import processes, we have completed the inclusion of seconds in exports temporarily. Additionally, we have resolved an issue preventing the import of line items with two taxes of the same name but different rates. For Credit Notes, amounts in exports now maintain consistency with taxes, and we have included Fraction Correction extraction which was previously missing. Import capabilities have been improved to support negative amounts in Fraction Correction, aligning with generated data. Lastly, the round-off amount is now included in Credit Note exports, ensuring completeness and accuracy during migration

Incorrect effective tax rate for a line item

In this release, we've resolved an issue affecting the CSV Tax Configuration for the US region, specifically when consistent pricing was applied. Previously, when calculating the tax amount using the net tax rate, inaccuracies occurred. With this fix this issue has been rectified, ensuring correct tax calculations for CSV tax configurations in the US region with consistent pricing.

Tax calculated for zero value amount

In this release, we've resolved a rounding-off issue affecting tax calculations. Previously, when creating a credit note for a customer with a 10% discount coupon applied to all line items, the total amount was displayed incorrectly. For instance, instead of $900, it would erroneously show as $899.95.

VAT validation issue

In this release, we have addressed an issue where you add an EU VAT number in the Settings > Taxation > EU section, particularly for merchants required to provide this information due to Brexit regulations. Previously, when both VAT number validation and Generate VIES VAT Consultation Number were enabled, entering the EU VAT number resulted in Chargebee flagging your VAT number as invalid. This issue has been successfully resolved.