Release Notes
Updates, changes, and improvements at Chargebee
Release Notes
Updates, changes, and improvements at Chargebee
We are thrilled to announce a new feature Item Price Entitlements. You can now set distinct entitlement values for different price points within each item. This enables greater packaging flexibility, prevents over-allocation by allowing precise entitlement value for each price point, and optimizes upselling and cross-selling potential.
Introducing the provision of the Test modal for deactivated automation cycles, designed to empower merchants with comprehensive testing capabilities even for deactivated automation cycles. Now, users can efficiently test inactive cycles without the fear of unwanted emails being sent prematurely to customers. By providing merchants with the ability to test deactivated cycles directly, Chargebee ensures seamless testing workflows and minimizes the risk of unintended email communications.
Now seamlessly sync and view Product Families in the Invoice View of Chargebee Receivables from your Chargebee Billing instance, empowering users to gain comprehensive insights and track outstanding balances effortlessly. This will allow you to save any view and check outstanding balances based on product families.
Dive into a new era of brand customization with the introduction of instance-level branding in Chargebee Receivables. Seamlessly accessible through a dedicated tab under settings labelled Branding, users now have full control over configuring branding elements within outgoing customer-facing emails. From uploading logo icons to customizing their placement within emails, and even defining brand colours, this feature empowers merchants to craft personalized email experiences that align perfectly with their brand themes.
Expand your customer reach with support for offline payments on full-page checkout. Whether you want this option available globally or enabled for individual checkout sessions, the control is in your hands. What's more, you can display custom payment instructions, ensuring a clear process for your customers. Returning customers will be greeted with their preferred offline payment method, adding a personalized touch to their experience. We've ensured compliance with amount restrictions for different payment methods. Translated content is supported, making it adaptable for diverse customer bases. Subscriptions created with offline payments are automatically configured with auto-collection turned off and the preferred payment method, ensuring that all downstream functions continue to run smoothly. Embrace the power of choice and flexibility with this latest update, and watch your customer base grow.
Our newest update introduces the highly anticipated Subscription Ramps feature within Salesforce CRM. This powerful update allows you to effortlessly create upcoming changes to subscriptions, all from the familiar interface of Salesforce. Note: Subscription Ramps is in early access. Submit a request to enable this feature.
You can now integrate any analytics system of your choice on full-page checkout through our existing Google Tag Manager (GTM) integration. Effortlessly ensure that every customer interaction is captured and analyzed for better decision-making. For those using our drop-in script-based checkout, rest assured that purchase events are triggered only for allow-listed referrers. Please note, while using the GTM integration, other analytics integrations from Billing are unsupported. This update is all about giving you the freedom to choose your analytics tools, empowering you to craft the most effective checkout experience based on robust data insights.
In our latest update, Chargebee Retention has enhanced your brand experience. You can now personalize the Nevermind button icon, allowing it to seamlessly align with your brand's style. Whether you prefer to modify its style for a cohesive look or opt for a minimalist approach by removing it entirely, this feature ensures your branding remains consistent and engaging throughout the customer journey.
Chargebee Retention's latest release brings an exciting enhancement to your multi-brand cancellation experience: the ability to customize survey reasons for each of your brands. This update offers unparalleled flexibility, allowing you to craft either unique, brand-specific survey reasons or maintain the same survey reasons for all brands if required. By tailoring these reasons to fit each brand's identity and audience, you not only streamline your survey management process but also gather more precise and actionable insights from your customers.
We have introduced a dynamic new feature to enhance your customer cancellation experience: customizable loss aversion card layouts. With this update, you now have the flexibility to tailor the appearance of your cancellation page by choosing to display anywhere from zero to four loss aversion cards. This allows you to highlight the value, new offers, or other important things that need to catch user attention.
We have rolled out an innovative update that transforms the cancellation experience: the inclusion of customizable Call to Actions (CTAs) within our loss aversion cards. This feature gives you the power to strategically place offer, cancel, and nevermind buttons on any loss aversion card, offering unparalleled flexibility in how you communicate with customers contemplating cancellation. By testing different CTA placements, you can discover the most effective ways to retain customers, encouraging them to reconsider their decision or explore alternative offers.
Chargebee Retention introduces an update that grants you the ability to customize the display order of elements on your cancellation page, enabling you to align with compliance requirements or optimize for performance. This new feature offers the flexibility to rearrange elements such as survey questions and the cancel button, ensuring they are positioned for maximum visibility according to your strategic preferences. Tailor your cancellation page to better meet your business needs and enhance the user experience, encouraging thoughtful engagement before a cancellation decision is made.
Recognizing the need for a more personalized touch, Chargebee Retention now allows the inclusion of icons alongside text in CTA buttons. This empowers you to design a cancel confirmation page that not only aligns with your brand's aesthetic but also enhances user engagement by making actions visually intuitive.
Now, you can effortlessly sync discounts from HubSpot line items directly into Chargebee as Manual Discounts. This significant improvement ensures more accurate financial reporting and easier discount management, all configurable through a new setting in the HubSpot Q2C within Chargebee.
Chargebee is excited to announce a crucial update aimed at enhancing user experience within the Self-Serve Portal. To address concerns over confusion from mobile subscription invoices that do not align with actual payment or renewal activities, we've implemented a solution to hide these specific invoices from your customers' view. This adjustment focuses on eliminating misunderstandings related to perceived double charges by ensuring only pertinent invoices are displayed, particularly beneficial when your business manages a mix of app store and web transactions.
Empower your payment gateway with the ability to receive shipping addresses directly from Chargebee payment requests. This feature not only bolsters fraud prevention efforts but also holds the potential to amplify your authorization rates. By integrating shipping addresses seamlessly into the transaction process, Chargebee ensures smoother transactions for Payment Gateways, particularly beneficial for Checkout-Direct Integration, WorldPay Direct Integration, and gateways integrated via Spreedly. Please note that the shipping address feature is disabled by default; reach out to Chargebee Support or your Gateway Account Manager to learn more about enabling it.
We are thrilled to announce an upgrade to our Transfer Configurations feature, now including the ability to transfer Reason Codes effortlessly. This enhancement is designed for businesses seeking to reconcile their operational procedures across different environments, ensuring consistency in customer interactions. With the inclusion of Reason Codes in our configuration toolkit, managing your business logic becomes more intuitive and aligned, allowing for the seamless migration of custom reason codes. This update not only makes the management of reason codes more straightforward—covering activation, deactivation, and reordering—but also ensures the transfer process is optimized for performance, maintaining the high efficiency you expect from Chargebee.
Experience seamless multilingual communication with the introduction of Multi-Language support in Account Statements within Chargebee Receivables. Now, Receivables effortlessly adapt to the customer's locale, automatically detecting their language preference and issuing statements accordingly. Additionally, this release introduces the flexibility to save multiple HTML files for PDF account statements, offering users the choice to download statements in either English or the customer's preferred language.
Now, users can seamlessly continue their sessions even after closing and reopening their browsers, eliminating the hassle of repeated logins. With automatic session timeout management, users will be securely logged out after a period of inactivity, ensuring data privacy. However, if users return to the website within the timeout period, they will be effortlessly logged back in, picking up right where they left off.
We have enhanced accessibility and up-to-date information regarding open Invoices in the client portal with our latest update. Previously, the client portal link displayed only invoices present at the time of link generation, leading to potential discrepancies when accessed later. Now, we've resolved this issue by removing Invoice IDs from the link and ensuring that all open invoices up to the current date are displayed every time the client portal link is accessed.
Unlock enhanced collaboration within your team with the introduction of shareable customer flyout links in Chargebee Receivables. Now, users can seamlessly share customer profile links internally, enabling team members to access customer profiles directly with a single click, whether they are logged in or logged out. If a user is logged in, they can instantly access the customer profile; if logged out, they will be prompted to log in before being redirected to the customer profile page, ensuring secure access to sensitive information.
Experience newfound flexibility in generating quote acceptance links with Chargebee's Full Page Checkout. Now, you can easily generate tailored quote acceptance links without the need for any adjustments to your existing checkout integrations. With the Accept Quote API, seamlessly incorporate default layouts, whether in-app or full-page, configured directly within the Chargebee app checkout settings.
Additionally, you can specify their desired layout by utilizing the optional layout parameter. This feature is particularly advantageous if you have multiple checkout layouts enabled on your site, ensuring a cohesive checkout experience for your customers.
You now have the ability to set the subscription ID directly on the opportunity. The Manage CB Products and Create/Change Subscription actions utilize this ID while creating or updating subscriptions, ensuring a perfect match of subscription identifiers between Salesforce and Chargebee Billing.
You may want to move customer records from one Chargebee Billing business entity to another to facilitate mergers and divestitures, business changes, and compliance or auditing demands. The Salesforce CRM integration is now compatible with this feature.
Now, you can effortlessly shift your customers between plans, confident that their subscriptions will automatically update to reflect only relevant addons. The integration automatically removes mandatory addons attached to a previous plan when changing plans within a subscription. This means more time focusing on growth and less on administrative tasks.
We've introduced a new Lightning card on the CB Subscriptions page layout, enabling you to view upcoming subscription cancellations. With this enhanced visibility, you can proactively manage customer relationships and retention strategies, ensuring you're always one step ahead.
Unlock deeper insights into your e-commerce performance when using full-page checkout. Billing now supports e-commerce events in our Google Analytics 4 (GA4) integration. The events supported are view_cart, add_to_cart, and remove_from_cart. For those utilising the in-app integration with Chargebee JS, rest assured that purchase events are securely transmitted, provided the referrer is on your allowlist.
In addition to opening our checkout page as a standalone page or an overlay, we now offer the option to embed the checkout functionality directly within your webpages using an iframe. This latest enhancement offers a more integrated and uninterrupted checkout experience, allowing your customers to complete their purchases without ever leaving your site.
We've made an improvement in the cancel experience testing process. We've addressed and resolved an issue with our sample session generator where users encountered delays, needing to click multiple times to advance in the session test. By eliminating this hurdle, we've made it quicker and easier for you to evaluate and refine your cancel experience.
We've made a crucial update to our Retention trial app, addressing and resolving the discrepancy between the displayed number of days left in a trial and the actual trial expiry date. With this enhancement, users can now rely on complete consistency between these critical data points, ensuring a transparent and accurate understanding of trial durations. This fix not only streamlines trial management but also boosts user confidence by providing precise information, enhancing the overall experience within the Retention trial app.
We've resolved an issue that was causing pending invoices to not accurately reflect usage additions in the total amount. Previously, if you initially recorded 5 usages and subsequently added another 5 usages at a unit price of 10, the invoice total would remain at 50 instead of updating to 100. With this fix, you can now be confident that your pending invoices will always accurately reflect any usage additions, making it easier to manage your billing.
We've resolved an issue that was causing the unit price details for line items of the stairstep pricing model to not display on invoices when tax and discount columns were present. With this fix, your customers can now see a clear breakdown of unit prices for their purchases.
We've resolved an issue that was causing subscription IDs to be shown on credit notes, even when toggled off in settings. This issue specifically affected credit notes created off of consolidated invoices. With this fix, you can now be confident that your credit notes will accurately reflect your subscription ID settings.
If you've ever faced the frustration of creating credit notes, only to find that deleting a non-metered line item inadvertently altered the totals of metered items, we've got news for you. Our latest update ensures that when you delete any line item, the integrity of your remaining entries is preserved. This means you can now customize and adjust credit notes with confidence, knowing that the accuracy of your financial reporting is safeguarded.
An issue affecting the renewal of backdated subscriptions has been successfully resolved. Now, regardless of their start date, subscriptions will renew on schedule, supporting uninterrupted service delivery to your customers and maintaining consistent revenue streams for your business.
We've rectified an issue where changing the next billing date of a subscription mistakenly led to the recharging of addon items set with a proration_type of full_term. With this fix, you can confidently adjust billing dates knowing that your billing will be precise, preventing any undue charges for addons.
We have resolved an issue that was causing errors when transferring product catalog settings between test and live sites with different Multi-Decimal configurations. Previously, products with tiered pricing would have their starting units set to zero, leading to confusion. Now, we have ensured that product catalog transfers are only allowed when the Multi-Decimal configurations on test and live sites match each other.
Chargebee Billing is thrilled to unveil a significant improvement to the configuration transfer process, designed to optimize your platform experience. Understanding the challenges of blocked or ineffective transfers, we've implemented a solution that prevents configuration transfers whenever the source or destination site is undergoing clearing sandbox data or time travel operations. This update eliminates the possibility of attempted transfers that fail to process, thereby removing the need for manual backend fixes for stalled jobs.
We've resolved an issue that was causing the loading modal to display indefinitely and the list of errors to not display on the sync errors page in the NetSuite integration. This issue occurred when the integration was connected at the site-level and the sync errors page was visited at the business entity level. With this fix, you can now easily view and address any sync errors without any loading issues or delays.
We've tackled an important issue where deleted discounts were inadvertently reapplying to Chargebee Billing quotes within Salesforce. Additionally, an issue that caused quotes not to load when subscriptions were combined with manual discounts has now been fixed. Your quotes are both up-to-date and error-free, reinforcing trust and confidence among your customers.