July 2022

Custom fields as Chargebee - PC 2.0 support for Report Builder Fields

Customers on the PC 2.0 site now have custom fields created under the new product catalog model made available within Report Builder's Product data source.

Net MRR Growth Mismatch Fix

This release includes the following fixes:

The mismatch between the Net MRR Growth for a specific month at the customer level and subscription level was fixed with this release.

The Business Entity Id is no more displayed as null or empty for a customer as it was earlier.

Payment Method Update

The payment method option in the subscription is now editable even if there is only one payment method on file.

Quote and Quick-charge Fixes

The following issues were fixed with this release:

While creating a quote for a one-time charge and adding a manual discount of 0%, the error message was not getting displayed as it is supposed to be, when the discount value is 0.

We've fixed the misleading error messages that are displayed while adding a quick charge when currency is not specified.

Visual Report Fixes

This release includes the following fixes:

The Entity Switch option available in Chargebee did not reflect in the RevenueStory dashboard earlier but this is now visible in the latter after this fix.

While building a Visual report, the field added to X-axis does not move to Break-by as it did earlier. The visualization type changes instead of the field position.

The Only metrics field available under values in Visual reports is not empty on the first-time view/sign-in as it appeared earlier.

Data source description text was updated for products, monthly component histories, and yearly component histories to help users better identify the correct data source for their needs.

Role-based access Fix

Users provisioned with the Read-only access were found to be able to delete invoices, allocate credits to a credit note, and add a quick charge to a customer record. This has been fixed to ensure that the Read-only role does not allows such permissions.

Fixed subscription status color

We have changed the color of NON-RENEWAL and CANCELLED subscription status for a better user experience. The following are the pages and their fields that reflect these changes.

Subscriptions - Subscription Index > Subscription Info.

Customer - Customer Index > Subscription Info, Customer Details > Subscriptions Available.

Invoice - Invoice Details > Subscription Info.

Subscription available issue on customer details page

During the initial load of the customer details page, the subscription information was not populating. This issue is fixed now.

Select currency and billing frequency by default

We have improved the user experience during a plan addition for a new subscription. The process of adding a new plan is no longer interrupted by repetitive tasks such as selecting a currency or billing frequency.We have done the following improvements.

Provided options for selecting only those currencies for which a price point is set.

If there is only one selection to be made in either currency or billing frequency then you can choose that option as default.

Fixed trial subscription with active state

Now you can see the active subscription info of a customer with multiple subscription statuses. This helps you and the support team to look through the details without navigating to the customer details page. We have done the following improvements.

On Customer Index Page, the first active subscriptions appear. This will minimize the cost of an operation such as a view subscription for a customer.

Sorting Order - Active - These subscriptions are charged based on the plan, add-ons, and billing period. - Future - Subscriptions that are going to be In Trial or Active state on the specified date. - In Trial - Active subscriptions that are in the In Trial state. - Paused - Active subscriptions that are temporarily stopped. - Non Renewing - Subscriptions that are scheduled to cancel and will no longer renew. - Cancelled - Inactive subscriptions that will no longer renew.

Product level analysis inside report builder

We have introduced support for product-level analysis within the report builder. Customers can make use of the newly introduced subscription component histories and create custom reports to identify their best-performing products.

Email notification error

This release addresses the following errors:

Customers do not receive notification emails if a trial is canceled or reactivated.

Mismatch in the next billing amount for invoices that are generated for accounts that are associated with a hierarchy.

VAT and Usages-related Fixes

The following bugs were identified and fixed with this release:

An error message Billing country needed to validate the VAT number was being displayed during checkout, even after specifying the VAT number and Billing country.

Imported subscriptions with current term invoices were found not to accept usages for the previous month.

Currency-related Fix

The inability to map the exchange rate from the Open Exchange Rate service for the currency MRO led to currency configuration and reporting issues. This is now fixed!

HubSpot Quote-to-Cash: Sync Dashboard

The sync dashboard in Chargebee HubSpot integration displays an overview of the records synced from Chargebee to Hubspot. Users can further download the list of records with an error status. The following issues were resolved in this release.

Visual reports in report builder

We have now made visual reports available for selected customers within Report builder. To request access to visual reports for your site, please write to eap@chargebee.com.

Netsuite - Base Currency Error

Resolved a bug that caused integrations to break due during the base currency check.

NetSuite Fixes

The following fixes were done with this release:

Merchants using Netsuite with SuiteTax will now be able to sync in new invoices for their customers without any address duplication issues.

The sync is now picking the doc level tracking for credit_memo or customer_refund in Netsuite.

Account Hierarchy Fixes

With this release, we resolved the following issues:

If the child accounts are configured to have access to subscription emails only and while setting up a child account irrelevant options are displayed.

Incorrect unbilled charges were displayed when the user clicks View All under Customer -> Unbilled Charges.

Mollie SDK Upgrade

Our Mollie SDK has been upgraded to 3.6.7.

Sofort and Bancontact for Mollie

We have added two new payment methods - Sofort and Bancontact for the Mollie payment gateway.

Subscription Charge Errors

This release includes the following fixes:

The charges that are to be applied with a start date future for a subscription will take into effect ay changes made to the start date.

Customer records are transferred without errors to PC 2.0 when the customer name includes a space and comma.

Billing Cycle Fixes

This release addresses the following fixes:

You can now override the billing cycle while generating a quote.

Reconfigured our API endpoint to retrieve customer and their child subscription details while displaying details for the Customer page.

You can now delete an Add-on associated with a deleted subscription.

Invoice-related Fixes

The following updates were released:

A zip validation error was displayed while opening the checkout page. Fixed!

While using the advanced credit note option on the Chargebee site with the multi-decimal feature enabled, only one out of three line items from the invoice were displayed. The rest were picked up as Fractional Correction. This issue has been resolved.

React 18 support in Chargebee.js react wrapper

We have extended support to React 18 in the Chargebee.js React wrapper.

Chargebee.js support for ApplePay via Braintree

We have extended support for payments for ApplePay via Braintree.

Price Mismatch Fix

We noted that the "Plan" has multiple price points as monthly, quarterly, and year and can be viewed on the Data Browser. However, the prices displayed on the dashboard UI do not match these prices. This is now fixed!

RevenueStory Fixes

The following fixes were done:

We moved the date groupings to the year when a date field was selected from yearly subscription histories within the report builder.

Users on RevenueStory standard sites enabled with visual reports can now create up to 5 custom reports instead of 3 reports earlier.

User Interface Fix

Shipping addresses are being displayed incorrectly, that's not right!!! We noticed that the shipping address field was being populated incorrectly while switching between customer records. Also, page refresh errors caused accounts to display child accounts incorrectly. These issues are now resolved.

Subscription Fixes

This release addresses the following fixes:

You can now assign a parent to a customer even when a payment method is added.

Any add-ons that are created for a plan created with a currency code will now display as recommended add-ons at a price point without errors.

HubSpot: Multi-business entity not supported

We have added a banner to inform users that HubSpot contact-based integration does not support multiple business entities.

Brightback Rebranding

With this release, Brightback is officially renamed as Chargebee Retention and this change now takes effect across our user interface and documentation.

Sync Issue Fixes

The following fixes were done with this release:

The Xero tax rate duplication error.

Netsuite sync error issue with PayPal express checkout causing the backward compatibility issue was resolved to eliminate the issues during the sync.

Hosted Pages and Chargebee JS Support

We have the following releases under this:

We have now enabled support for iDEAL, Bancontact, and Sofort via Checkout.com payment gateway in Chargebee JS (Components and Fields) and Hosted Pages.

We have enabled support for Google Pay via Adyen (direct integration) in Chargebee JS (Components and Fields) and Hosted Pages.

iDEAL, Bancontact, and Sofort for Checkout.com

We have added three new payment methods - iDEAL, Bancontact, and Sofort for the Checkout.com payment gateway.

Data Marks Restriction

Data marks Restriction was introduced for the high cardinality fields preview in Visual reports. Users would see a banner message informing them about this restriction when they try to build visual reports using fields with a high number of values.

RevenueStory Fixes

This release includes the following fixes:

With this release, no more error reports were generated in the Chargebee dashboard after the first created entity.

Selecting the date from the yearly subscription history the date defaults to year and month grouping which made the user select the Year grouping option again. This issue has been fixed.

The Custom field mapping dashboard filter which wasn't working as expected for the number data type is working fine now.

The Report builder change date filter that was not working as expected is working as expected now.

We have fixed the issue with receiving scheduled reports from the Live site.

We fixed the existing exchange rate logic to make the reconciliation of MRR movements more accurate.

The reactivated subscription that was not picking up the backdated date is working as expected after this fix.