February 2025

Introducing Price Override support in Pricing Tables

We have introduced Price Override on Pricing Tables. This feature lets you modify the final price of a plan card with a single action, applying the updated price at checkout. When a subscription is created using an overridden price, the new price carries through to invoicing and revenue recognition, ensuring accuracy across your billing operations.

Why is this important?

This gives you the flexibility to offer discounts on the fly or test new pricing without making permanent changes to your product catalog.

How can you use it?

To enable Price Override, follow the steps below:

1. Activate the feature in Chargebee Billing.
2. In Pricing Tables, navigate to Settings > Advanced Settings > Override Price and copy your Site ID.
3. Email atomicpricing@chargebee.com with your Site ID and Billing site domain. Chargebee will reply once the feature is enabled.

Level 2/3 data support for Stripe, Adyen, and more

Chargebee now supports Level 2 and Level 3 data submission for eligible Visa and Mastercard transactions processed through supported gateways like Stripe, Adyen, Vantiv and Others.

Why is this important?

Level 2 and Level 3 data includes enhanced transaction details, such as tax amounts, item-level data, and customer reference information, that can qualify your business for lower interchange rates on eligible card payments. By submitting this data, you can reduce processing costs and support gateway requirements that call for enriched transaction information.

How can you use it?

Chargebee automatically includes Level 2/3 data in qualifying transactions when processed through a supported gateway. You can enable this by configuring required fields, like tax identification and invoice data, under your site's payment settings. When applicable, Chargebee will pass this information during payment processing.

Improved coupon details page

We've introduced two key improvements to the coupon details page:

• Search Bar - Easily find and configure specific plans, addons, and charges without scrolling through the entire list.

• Added Items View - Quickly see plans, addons, and charges already applied to the coupon in a dedicated section.

Why is this important?

Previously, searching for applicable plans, addons, and charges was tedious, requiring scrolling through long lists. Additionally, there was no clear way to see which items were already selected. These enhancements streamline coupon configuration by making item selection faster and providing better visibility into applied discounts.

How can you use it?

Follow these steps to understand the changes:

1. 1. Go to Product Catalog > Coupons and select a coupon.
2. 2. In the Discount Details section, click Change to configure applicable items (plans, addons, and charges).
3. 3. Use the search bar to quickly find and select the required items.
4. 4. In the Discount Details section, view all applicable items in a dedicated section without rechecking the list.

No more case-sensitive coupon code errors on Checkout

Now, when your customers apply a coupon code at Checkout, it will be accepted regardless of whether they enter it in uppercase, lowercase, or a mix of both.

Why is this important?

Case-sensitive coupon codes can lead to frustration and lost discounts, potentially causing customers to abandon their purchase. With this update, you reduce friction in the checkout process and ensure your customers can redeem their discounts without hassle.

How can you use it?

There's nothing you need to do—this improvement is automatically applied to all coupon code fields in Checkout. Your customers can now confidently enter their discount codes and receive the intended offer.

Customize the "Subscribe" button for zero-charge checkouts

Now, you can customize the Subscribe button in Checkout when a customer's net payment is zero. Previously, in this scenario, the Subscribe button displayed the label configured for starting a trial.

Why is this important?

This update gives you greater flexibility in shaping the customer experience. By customizing the button label, you can provide clearer messaging, reducing confusion and improving conversion rates.

How can you use it?

To customize the Subscribe button for zero-charge checkout, follow these steps:

1. In Chargebee Billing, go to Settings > Configure Chargebee > Checkout and Self Serve Portal > Labels.
2. Select Add more copy/text.
3. In the Search text/term modal, type "subscribe".
4. Select Zero charge submit button from the search results.
5. Select Add.

Improved tax date accuracy for Avalara

Previously, Avalara calculated taxes on invoices and credit notes using the document creation date. With this update, taxes are now calculated based on the billing period start date, ensuring accuracy and compliance with tax regulations.

Why is this important?

Aligning tax calculations with the actual billing period reduces discrepancies and potential tax reporting issues. The correct tax date ensures precise tax computation and maintains compliance with jurisdictional requirements.

How can you use it?

Chargebee includes a taxOverride object of type taxDate, which passes the billing period start date to Avalara's Sales Tax request parameter so that Avalara can calculate taxes more accurately.

Shipping address now included in one-time invoices

You can now add shipping address while creating an invoice using the Add Charge or Create Quick Charge options for subscriptions or customers.

Why is this important?

If your business requires shipping details on invoices—whether for compliance, record-keeping, or customer communication—you can now do so easily.

How can you use it?

Navigate to the subscription or customer record to which you're adding the charge, click Add Charge/Create Quick Charge, you'll now see a Shipping Info section. Simply enter the relevant details, and the shipping address will appear in the final invoice.

Introducing Price Variant Name filter in the RevenueStory Dashboard

In the RevenueStory Dashboard, you can now apply the Price Variant Name as a segment filter from the Product Catalog to quickly differentiate and analyze pricing variations across plans, addons, or charges.

Why is this important?

The Price Variant Name filter lets you segment reports by price variant, enhancing visibility into pricing trends.

How can you use it?

- Navigate to the RevenueStory > Dashboard > choose Filter. - Click Add filter > select Price Variant Name available in the Product Catalog section. - Choose the relevant attributes, Apply, and Save the segment for future use.

Payment reversal transaction syncing for NetSuite

When a payment reversal transaction is created in Chargebee Billing for payment, a customer refund is created in NetSuite, ensuring that reversed payments are accurately reflected in your accounting system.

Why is this important?

Managing payment reversals manually can lead to discrepancies in financial records. With automatic syncing, you can maintain accurate reconciliation, reduce manual effort, and ensure that your NetSuite records reflect real-time transaction updates.

How can you use it?

Whenever a payment reversal occurs in Chargebee, it will now be automatically synced to NetSuite.

Fix for tax configuration transfer between sites

Previously, when transferring tax configurations between sites, you might have encountered an error if the organization addressin Site A did not match the organization address in Site B. This happened because the system could not retrieve the organization details due to the entity ID change. With this update, Chargebee now correctly fetches organization details, ensuring tax configurations can be transferred without errors.

Improved VAT number validation in Checkout

Previously, when E-Invoicing was enabled, Checkout displayed an error if your customers entered a valid VAT number with the country prefix. However, entering the VAT number without the prefix worked without issue. This has now been fixed. Customers can now can enter a VAT number with or without the country prefix, and as long as it's valid, they won't encounter any errors.

Enhanced reliability for iDEAL transactions

We've improved how Chargebee handles iDEAL payments in Checkout, especially in when multiple payment methods and gateways are enabled. Previously, some transactions weren't reflected in Chargebee, causing payment mismatches.

Missing subscription data with Checkout's "success" callback

If you were using a drop-in script for Checkout, you may have encountered an issue where the data parameter wasn't passed to the success callback in certain cases. This meant you couldn't access essential subscription details on your frontend, potentially impacting how you personalize the user experience. We've fixed this, ensuring your Checkout integration provides the necessary data for post-purchase workflows.

Non-recurring addon invoices now display invoice type in Leap UI

We have introduced a Type column in the History > Invoice section of the Customer Details and Subscription Details pages to improve visibility. This column now clearly labels invoices as Recurring or One-time, allowing you to differentiate them without opening each invoice.

Removed carousel option in invoice template builder

The invoice template builder previously displayed a carousel option in the editor, even though carousels are not supported in invoices. This has now been fixed, and the carousel option has been removed, ensuring that the template builder accurately reflects the available invoice customization options.

Resolved date discrepancy in invoices for prorated charges

When using day-based billing mode, reducing the billing period for unbilled charges caused an incorrect billing period to appear on invoices in some cases. This issue has now been fixed, ensuring that prorated charges reflect the correct billing period and preventing discrepancies in invoices.

Subscription trial end actions now respect site settings

Previously, subscription trial end actions didn't follow site settings when a scheduled change was in place. This bug has been fixed ensuring greater accuracy and alignment with your preferences when managing trials.

Resolved custom field dropdown issue with advance invoices

Previously, when editing a subscription with an advance invoice, dropdown custom fields were not displaying correctly on the UI. This has been fixed, ensuring that all custom fields now appear as expected while making subscription changes.

Fixed addon pricing issue when switching frequency or variant

While changing the frequency or variant of an addon, when creating or updating a subscription, the updated price was not reflected in the Amount field. This led to incorrect invoicing. We've fixed this issue, ensuring that the addon price updates correctly in real-time, so your invoices always reflect the right amount.

Credit note preview now displays accurate dates

Previously, the credit note preview displayed while updating a subscription showed the unused period start date incorrectly, showing the current date instead of the prorated start date. This UI issue has now been fixed, ensuring that credit calculations reflect the right period for accurate invoicing.

Localized date formatting now supported in invoice templates

Previously, invoice templates did not translate date formats based on the selected language, leading to inconsistencies in localized invoices. This has now been fixed—dates in invoices will now be displayed in the correct language, ensuring consistency with your customer's preferred locale.

Accurate breakdown of credits for scheduled subscription changes

While scheduling a subscription change, the See Breakdown pop-up incorrectly displayed Refundable Credits instead of prorated Adjustment Credits. We've fixed this issue, ensuring that scheduled changes now display the correct credit type, giving you an accurate view of adjustments.

Upcoming payment dates now display correctly

Previously, some upcoming payments displayed past dates instead of the correct future billing date. This happened because advance invoices weren't generated under specific conditions. This has now been fixed for all new subscriptions, ensuring that upcoming payment dates reflect accurate billing information.

Hyperlinks restored for bulk subscription uploads

When creating subscriptions for items in bulk, the processed records were not hyperlinked for review, making it difficult to verify the uploaded data. We've fixed this issue, so you can now easily access and review processed records directly from the bulk operations page.

Custom fields now correctly displayed in invoices

Previously, some subscription custom fields were not appearing in invoices when account hierarchies were involved, particularly for one-time invoices billed to a parent customer. This issue has now been fixed, ensuring that all relevant custom fields and subscription-specific fields are correctly displayed in invoices.

MRR calculation now accurately reflects discount order

We've fixed an issue where the order of applying manual discounts and coupons was inconsistent, leading to incorrect Monthly Recurring Revenue(MRR) calculations. Now, discounts are applied in the expected sequence—manual line item discounts first, followed by coupons—ensuring that MRR values align correctly with invoice amounts.

Resolved API issue when adding contract terms to subscriptions

You can now update a subscription by adding a contract term that starts at the end of the current term, even when the contract end action is set to evergreen. With this fix, you can apply contract terms starting from the next renewal while ensuring the subscription continues indefinitely after the contract period.

Better address visibility in invoice QR codes

Previously, invoice QR codes did not display the City Name and Zip Code in the address details, making it harder for Switzerland customers to reference complete billing information. Now, you can ensure both the city and zip code appear next to the QR code on all invoices using a site setting.

Recurring estimate API failure for canceled subscriptions without addons

Previously, the recurring Subscription Estimate API failed when estimating canceled subscriptions that did not include addons, potentially disrupting billing calculations. This issue has now been fixed, ensuring accurate estimates for all canceled subscriptions - with or without addons.

Fixed issues with quote access and addon validation

Previously, some users encountered issues accessing quotes due to inconsistencies in how charges were handled. These charges were incorrectly treated as addons because there was no validation in Create a quote for subscription update API, leading to validation errors and API failures. We've fixed this issue by ensuring proper validation and data consistency, so your quotes now process correctly without errors.

Payment schedules now reflect accurate status

Previously, payment schedules remained marked as Not Paid even after the full amount was settled, causing confusion in tracking payment statuses. This issue is now fixed—once all scheduled payments are completed, the status will correctly update to Paid.

Improved advance invoice processing

Previously, advance invoice processing for GoCardless payments could fail causing errors like 'Malformed response received from server'. We've now optimized the process to distribute advance invoice requests more efficiently, preventing rate limit issues and ensuring uninterrupted billing.

Subscriptions export now includes custom fields

We've fixed an issue where custom fields weren't appearing for many subscriptions during bulk export . This discrepancy occurred due to differences in how custom fields were handled after product catalog migration. Now, custom fields are included improving scalability and keeping file exports optimized.

Resolved Coupon application issue with trial plans and metered addons

We've fixed an issue where coupons weren't applying in checkout when using a non-metered plan with a mandatory metered add-on during a trial period. The checkout screen didn't reflect the coupon due to the absence of an immediate invoice. Now, even if no immediate charge is generated, the system correctly accounts for the coupon, ensuring accuracy in the checkout process.

Fixed visibility issues for important Checkout messages

We've improved the visibility of trial notification messages on Checkout, ensuring your customers can always see critical trial information, no matter your Checkout's color scheme. Previously, some messages blended into the background, causing customers to miss seeing the trial information—leading to potential drop-offs. With this fix, your customers are reassured that they're starting a trial, helping you boost conversion rates.

Improved reliability when adding payment methods

We've resolved the Action timed out and Token expired errors that previously affected your customers when adding a new payment method. With this fix, your customers can now complete payment method updates without annoying interruptions—helping improve payment success rates, and offer a more reliable checkout experience.

Fixed missing translations for Custom Organization Address component in Quotes

Previously, when the Organization Address Format was set to Custom, the custom text could not be translated, even though address field variables were translatable via the Language Pack. Now, both address field variables and custom text can be translated.

Fixed currency formatting for Brazilian Real (BRL)

Chargebee now correctly formats Brazilian Real (BRL) currency in checkout pages, invoices, and hosted pages. The updated formatting aligns with Brazilian conventions, where commas and dots are used differently. For example, one thousand reais and twenty cents are now displayed as R$ 1.000,20 instead of R$ 1,000.20, ensuring clarity for customers.