# January 2024

Chargebee product updates released in January 2024.

Source: https://release-notes.chargebee.com/january-2024

<Update tags={["NEW FEATURE"]} topics={["Entitlements"]}>
  ## Introducing item price entitlements

  We are thrilled to announce a new feature [Item Price Entitlements](https://www.chargebee.com/docs/2.0/managing-item-price-entitlements.html). 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.

  <Image src="/screenshots/january_2024/IPE-1.png" alt="" />
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Testing capabilities for deactivated automation cycles

  Introducing the provision of the Test modal for deactivated [automation cycles](https://www.chargebee.com/docs/receivables/auto-engagement.html), 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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Enhanced product family management

  Now seamlessly sync and view [Product Families](https://www.chargebee.com/docs/2.0/product-families.html) 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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Introducing personalized branding

  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.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Checkout"]}>
  ## Full-page checkout: Support for offline payment methods

  Expand your customer reach with support for [offline payments](https://www.chargebee.com/docs/2.0/offline_payments.html) on [full-page checkout](https://www.chargebee.com/docs/2.0/hosted-checkout.html#ui-layout-options_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](https://www.chargebee.com/docs/2.0/offline_payments.html#step-3-configuring-customer-notifications_adding-payment-instructions-to-the-invoice-pdf), 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](https://www.chargebee.com/docs/2.0/offline_payments.html#step-1-configuring-offline-payments_additional-features) 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.

  <Image src="/screenshots/january_2024/offline-payment-method-full-page-checkout.png" alt="" />
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Support for subscription ramps

  Our newest update introduces the highly anticipated [Subscription Ramps](https://www.chargebee.com/docs/2.0/ramps.html) 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](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Checkout"]}>
  ## Full-page checkout: Support for third-party analytics via GTM

  You can now integrate any analytics system of your choice on [full-page checkout](https://www.chargebee.com/docs/2.0/hosted-checkout.html#ui-layout-options_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](https://www.chargebee.com/docs/2.0/checkout-integration.html#drop-in-script), rest assured that purchase events are triggered only for allow-listed referrers. Please note, while using the GTM integration, [other analytics integrations](https://www.chargebee.com/docs/2.0/analytics-integration.html) 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Retention"]}>
  ## Customizable ‘Nevermind' button

  In our latest update, Chargebee Retention has enhanced your brand experience. You can now personalize the [Nevermind](https://www.chargebee.com/docs/retention/editing-your-chargebee-retention-cancel-page.html#upper-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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Retention"]}>
  ## Introducing multi-branded survey reasons

  Chargebee Retention's latest release brings an exciting enhancement to your [multi-brand cancellation experience](https://www.chargebee.com/docs/retention/multi-branded-cancellation-experiences.html): 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.

  <Image src="/screenshots/january_2024/multi-branded-survey-reasons.gif" alt="" />
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Retention"]}>
  ## Customizable loss aversion layouts in Chargebee

  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.

  <Image src="/screenshots/january_2024/file-loss-aversion-layouts.png" alt="" />
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Retention"]}>
  ## Maximize engagement with enhanced CTAs in loss aversion cards

  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](https://www.chargebee.com/docs/retention/cancel-compliance-requirements.html). 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Retention"]}>
  ## Empower your cancellation page with customized element ordering from Chargebee

  Chargebee Retention introduces an update that grants you the ability to customize the [display order of elements](https://www.chargebee.com/docs/retention/cancel-compliance-requirements.html) 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Retention"]}>
  ## Enhanced icons on CTA buttons

  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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## HubSpot Quote-to-Cash: Unlock seamless discounts integration

  Now, you can effortlessly sync discounts from HubSpot line items directly into Chargebee as [Manual Discounts](https://www.chargebee.com/docs/2.0/subscription-manual-discounts.html "https://www.chargebee.com/docs/2.0/subscription-manual-discounts.html"). This significant improvement ensures more accurate financial reporting and easier discount management, all configurable through a new setting in the HubSpot Q2C within Chargebee.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Simplifying invoice management

  Chargebee is excited to announce a crucial update aimed at enhancing user experience within the [Self-Serve Portal](https://www.chargebee.com/docs/2.0/self-serve-portal.html). 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Payments"]}>
  ## Enhanced fraud protection and authorization rates

  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](https://www.chargebee.com/docs/2.0/gateway_settings.html), particularly beneficial for [Checkout-Direct Integration](https://www.chargebee.com/docs/2.0/checkout-gateway.html), [WorldPay Direct Integration](https://www.chargebee.com/docs/2.0/worldpay-direct.html), and gateways integrated via Spreedly. Please note that the shipping address feature is disabled by default; reach out to [Chargebee Support](https://www.chargebee.com/docs/billing/2.0/kb/getting-started/how-to-contact-chargebees-support-team?utm_source=docs_rn&utm_medium=content&utm_campaign=support) or your Gateway Account Manager to learn more about enabling it.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Setup & Site Management"]}>
  ## Chargebee elevates configuration flexibility with reason codes integration

  We are thrilled to announce an upgrade to our [Transfer Configurations](https://www.chargebee.com/docs/2.0/transfer-configurations.html) 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Improved customer communication with multi-language account statements

  Experience seamless multilingual communication with the introduction of [Multi-Language](https://www.chargebee.com/docs/receivables/configure-multiple-languages.html) 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Uninterrupted workflows: Browser session persistence

  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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Optimized Client Portal: Access your open invoices instantly

  We have enhanced accessibility and up-to-date information regarding open Invoices in the [client portal](https://www.chargebee.com/docs/receivables/client-portal.html) with our latest update. Previously, the client portal link displayed only invoices present at the time of [link generation](https://www.chargebee.com/docs/receivables/client-portal.html#overview_enabling-access-to-self-serve-client-portal), 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Streamlined team collaboration with shareable customer flyout links

  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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Introducing flexible quote acceptance

  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](https://apidocs.chargebee.com/docs/api/hosted_pages#accept_a_quote), seamlessly incorporate default [layouts](https://www.chargebee.com/docs/2.0/configure-fullpage.html#layout-tab), 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Specify subscription IDs in Salesforce

  You now have the ability to set the subscription ID directly on the opportunity. The **[Manage CB Products](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#opportunity-actions_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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Extend coupons beyond subscription renewal

  You can now reapply coupons after a subscription's renewal. With this enhanced flexibility, you can effortlessly extend discounts and special offers to your customers, ensuring continued satisfaction and loyalty.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Extend coupons beyond subscription renewal

  You can now reapply coupons after a subscription's renewal. With this enhanced flexibility, you can effortlessly extend discounts and special offers to your customers, ensuring continued satisfaction and loyalty.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Change business entity for customer

  You may want to [move customer records](https://www.chargebee.com/docs/2.0/mbe-customer-transfer-overview.html) 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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Auto-removal of mandatory addons

  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](https://www.chargebee.com/docs/2.0/applicable-addons-charges.html#configuring-applicable-addons-and-charges) attached to a previous plan when changing plans within a subscription. This means more time focusing on growth and less on administrative tasks.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: View upcoming subscription cancellations

  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.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Full-page checkout: Deeper e-commerce insights with Chargebee's GA4 upgrade

  Unlock deeper insights into your e-commerce performance when using [full-page checkout](https://www.chargebee.com/docs/2.0/hosted-checkout.html#ui-layout-options_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](https://www.chargebee.com/checkout-portal-docs/dropIn-overview.html), rest assured that purchase events are securely transmitted, provided the referrer is on your allowlist.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Seamless in-page checkout

  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.
</Update>

<Update tags={["UI ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Quickly view billing details

  We've improved the **Manage CB Products** page by placing the billing details at the top. You can now easily see important details for your customer without the hassle of scrolling.
</Update>

<Update tags={["BUG FIX"]} topics={["Retention"]}>
  ## Streamlining testing with session generator fix

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Retention"]}>
  ## Harmonizing trial insights: Trial date accuracy update

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Fixes for pending invoice total calculation

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Unit price breakdown display fixes

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Credit notes: Fixed subscription ID display issue

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Credit notes: Fixed metered line item auto-update

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Backdated subscription renewal issue fixed

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Addon double-charge fixed

  We've rectified an issue where changing the next billing date of a subscription mistakenly led to the recharging of [addon items](https://apidocs.chargebee.com/docs/api/subscriptions#subscription_subscription_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.
</Update>

<Update tags={["BUG FIX"]} topics={["Setup & Site Management"]}>
  ## Reliable product catalog transfer

  We have resolved an issue that was causing errors when [transferring](https://www.chargebee.com/docs/2.0/transfer-configurations.html) product catalog settings between test and live sites with different [Multi-Decimal configurations](https://www.chargebee.com/docs/2.0/multi-decimal-support.html). 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.
</Update>

<Update tags={["BUG FIX"]} topics={["Setup & Site Management"]}>
  ## Preventing configuration transfer errors

  Chargebee Billing is thrilled to unveil a significant improvement to the [configuration transfer](https://www.chargebee.com/docs/2.0/transfer-configurations.html) 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](https://www.chargebee.com/docs/2.0/sites-intro.html#test-site_managing-test-site-data) or [time travel](https://www.chargebee.com/docs/2.0/time-machine.html) operations. This update eliminates the possibility of attempted transfers that fail to process, thereby removing the need for manual backend fixes for stalled jobs.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## NetSuite integration: Sync error display issue fixed

  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.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Pricing tier display fix

  We've addressed and resolved a crucial issue where the upper bounds of overridden pricing tiers in subscriptions were not displaying correctly in some instances.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Integration package v1.59: Fixes for quotes

  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](https://www.chargebee.com/docs/2.0/subscription-manual-discounts.html) has now been fixed. Your quotes are both up-to-date and error-free, reinforcing trust and confidence among your customers.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Accurate invoice dates fixed

  We've rectified an issue affecting our customers in the GMT+11 time zone (Australia/Melbourne). Previously, invoice dates in the Report Builder were displaying inaccurately for this region.
</Update>