# July 2023

Chargebee product updates released in July 2023.

Source: https://release-notes.chargebee.com/july-2023

<Update tags={["ENHANCEMENT", "BETA"]} topics={["Payments"]}>
  ## BACS via Adyen

  With this release, we have added support for Chargebee JS and HPv3 Integration for BACS via Adyen.

  **Note**: This feature is in beta. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["ENHANCEMENT", "BETA"]} topics={["Payments"]}>
  ## BACS via Stripe

  With this release, we have added support for Chargebee JS and HPv3 Integration for BACS via Stripe.

  **Note**: This feature is in beta. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["ENHANCEMENT", "BETA"]} topics={["Payments"]}>
  ## BECS via Stripe

  With this release, we have added support for Chargebee JS and HPv3 Integration for BECS via Stripe.

  **Note**: This feature is in beta. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Subscription Fixes

  The following issues were fixed with this release:

  Scheduled changes were not working as expected with Metered Billing.

  A scheduled bulk upload operation to update price for a large list of customers was not occurring as per schedule.

  A 500 Error was displayed while downgrading a subscription from yearly to monthly frequency with day-based billing and proration enabled.

  We found an issue wherein invoice was not being aligned correctly to the calendar billing setting.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Subscription Fix

  Creating or updating a subscription was throwing a 400 error when the coupon was applied. This is now fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Subscription Fixes

  The following issues were fixed with this release:

  An incorrect contract term value was found to be applied when customer modified a subscription to cancel and create a new contract term.

  The Total Contract Value (TCV) was found to be incorrect with scheduled changes.

  Customers with coupons removed through UI were not seeing MRR change in the same period as the change date was not being captured correctly.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Optimization for Customer, Subscription, Invoice, and Credit Note Details Page

  This release will reduce the page loading time, boost performance, cut redundant hits, and optimize API response time. With this release, we are focusing on improving Largest Contentful Paint (LCP) score for enhanced user experience by prioritizing critical asset loading, deferred loading, and API enhancements for faster rendering.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Added Company Information on Index and Details Page

  With this release, the account hierarchy now prominently displays the company name, along with email information, on the Index and Details page. This enhancement ensures a more streamlined and informative user experience.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Quotes Index Page Update

  In this release, we have addressed the issue of missing filters, specifically \`Total Payable\` and \`Charge on Acceptance\` on the Quotes Index page in Leap UI.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Improved Coupon Set ID Visibility on Coupon Set Index Page

  With this release, the coupon set ID is added on the Coupon Set index page in Leap UI to enhance data accessibility and navigation consistency.
</Update>

<Update tags={["BUG FIX"]} topics={["CB UX"]}>
  ## Fixes on Customer, Invoices, and Credit Notes Index Page

  With this release, we have addressed a user interface inconsistency on the Customers, Invoices, and Credit Notes Index page. In Leap UI, when a company name is present, the first name and last name details will now be displayed, aligning with the behavior in the classic UI.
</Update>

<Update tags={["BUG FIX"]} topics={["CB UX"]}>
  ## Filter-Related Issues

  The following are the fixes:

  We've addressed the absence of the "Override Relationship" and "Payment Terms" filters on the Subscriptions, Invoices, or Credit Notes Index page.

  When the "Override Relationship" filter is set to \`true\` and \`is present\`, it displayed two different sets of records. This issue is fixed.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Added New Hosted Page Option on the Plans Index Page

  With this release, We have introduced Hosted Page (View / Grab code) option on the plans index page in Leap UI.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Improved Sidebar Behavior on Higher Resolution Screens

  With this release, for screens with a resolution higher than 900px, the sidebar is fixed. The sidebar will retain its scrolling functionality, ensuring compatibility across various display setups for resolutions below this threshold.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Introducing Subscription Cancellation Timing Options in Leap UI

  Introducing the ability to customize cancellation timing for subscriptions in a contract term when using bulk actions to cancel subscriptions. This feature provides more control over managing contract-based subscriptions.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Restricted Characters in Customer and Subscription IDs

  In this release, we have enhanced the security and stability of our system by restricting certain characters in Customer and Subscription IDs.

  **Improvements:**

  - **Auto-Hyphenation**: To prevent issues arising from spaces in IDs, we now automatically insert hyphens `-` when spaces are entered during ID creation.

  - **Tooltip Information:** A tooltip has been incorporated alongside the ID field, providing clear explanations about the restricted characters.

  Please review the changes below to ensure a seamless experience:

  **Restricted Characters:**

  **Percentage \`%\`** - Usage will result in API error 500.

  **Space** - Usage will result in API error 404.

  **Semicolon \`;\`** - Usage will result in API error 500.

  **Back Slash \`/\`** - Usage will result in API error 400.

  **Forward Slash \`\\\`** - Usage will lead to a complete site break with the "The page isn't working" message.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Invoices"]}>
  ## Taxation Fixes

  The following issues were fixed with this release:

  VAT was charged for a customer with valid VAT number. With this release, we enabled necessary site settings re-validate invalid vat numbers which were last validated more than (or equal to) 30 days ago.

  We identified and fixed an invalid VAT Customer field wherein the filter in customer index page was reporting customers with no VAT number as invalid.

  Taxes were not calculated and applied for an invoice with billing address in UK. We identified the root cause for this bug and fixed the same.

  With manual taxes configured for Canada region, a transaction was incorrectly treated as exempt and taxes were not applied with the exempt reason updated as export in the invoice event.

  A credit note tax amount was found to be rounded wrongly. This is now fixed!

  The reverse charge toggle will now be displayed in a greyed out state on the UI when third-party tax is configured.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Invoices"]}>
  ## Taxation Fixes

  The following issues were fixed with this release:

  With manual taxes configured for Canada region, a transaction was incorrectly treated as exempt and taxes were not applied with the exempt reason updated as export in the invoice event.

  A credit note tax amount was found to be rounded wrongly. This is now fixed!

  The reverse charge toggle will now be displayed in a greyed out state on the UI when third-party tax is configured.

  We identified that incorrect tax rates were captured on invoices, invoice PDFs, and invoice events though tax rates were applied correctly. This is now fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoice Fixes

  The following issues were fixed with this release:

  Inability to create credit notes at times, while it works as expected mostly.

  The billing cycle was found to be displayed as 0 on the Schedule Advance Invoices estimate popup due to an issue identified with backdating and calendar billing. This is now fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoice Fix

  The following issue was fixed with this release:

  Different errors were found to occur while trying to record a partial payment for an invoice and while trying to create a credit note against the invoice for CLP currency.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Contact Import: Added Support for Deletion by Customer ID

  Currently, in Contact Import, deleting contacts is only supported via email or phone. This creates an issue for cases in which multiple customers have the same email. If the email of one customer is deleted or changed at the source, the current contact import deletes contacts of all customers having the same email. With this release, we have added support for deletion by **Customer ID** in Contact Import.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Account Statement - New Data Added

  With this release, we have added new fields - credit and debit amounts, opening and closing balances, and running balances to the Account Statement.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Payment Risk Algorithm Update

  With this release, we have added the **Invoice Ageing** bucket as a parameter to the Payment Risk algorithm to determine the payment risk more efficiently to reflect the tendency of payments for a customer. This addition makes the risk further tightened to reflect the near-perfect payment behaviour of customers.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Email Reminders - Update

  With this release, we will convert the existing reminders into separate follow-up cycles, retaining & refining the existing workflow. This intends to create a single-level (cycle-level) engagement workflow by removing nested reminders.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## New Quick Filters

  With this release, we have added two new quick filters to the Customer View:

  **First Payment Failure** - This represents customers who have had their first payment failure

  **Card Updated After Retries** - This represents the set of customers who updated their cards after retries and require assistance in attempting their payments again.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## New Quick Filter Categories

  With this release, we have categorized the Quick Filters into new categories for easier access. The categories are - **Custom Quick Filters**, **Actionable Quick Filters**, and **Operational Quick Filters**.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Assigning Tags in Bulk

  With this release, we have added support for assigning tags to multiple customers or invoices at once.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Quick Filters - Behavioral Update

  Earlier, if two values for the same Quick Filter were selected, an OR operator was added between them automatically. With this release, we have fixed that to add an AND operator between the filters.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Mobile Subscriptions"]}>
  ## Added Retrieve Subscription Entitlements Function in React Native SDK

  With this feature release of our React Native SDK, we have introduced the retrieve subscription entitlements function - `retrieveEntitlements()`. [Learn more](https://github.com/chargebee/chargebee-react-native#retrieve-entitlements-of-a-subscription).
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Xero Account Mapping does not display the list of accounts on the UI

  We are pleased to announce the latest update to our Xero Sync Rules feature, aimed at enhancing your experience with seamless synchronization of payment data. However, we would like to bring to your attention a specific display issue that has been identified and addressed in this release.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Fix RevRec Navigation bar Link

  We are excited to announce an important update in Revenue Story that improves the navigation experience for Revenue Recognition reporting. In response to valuable feedback from our users, we have made significant changes to the RevRec link located in the left navigation bar.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Redirection Experience - RevRec reports (Accounting Reports

  In this release, we are thrilled to introduce the new and enhanced \[Quick View\](https://www.chargebee.com/docs/revrec/revrec-reporting-new.html#what-are-the-main-differences-between-revrec-quick-view-reports-and-the-revenue-recognition-reports-in-revenuestory-and-classic-reports) reports in the RevRec section, which offers a more efficient and insightful revenue recognition analysis. As part of this improvement, we will be discontinuing the use of the existing RevRec reports in the Accounting Reports section.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.56

  The following enhancements were released with this release:

  **Pause Subscriptions:** Introducing the Pause/Resume Subscription button on a CB Subscription page in Salesforce, allowing you to pause subscriptions. You have the flexibility to choose between Immediate pausing, End of the term, Specified date for pausing

  **Resume Subscriptions:** With the Pause/Resume Subscription button, you can easily resume paused subscriptions. Choose to resume immediately or specify a date for resuming.

  **Multiple Price Books Support:** For users dealing with multiple price books, now you can create entries for products in your preferred price book. Select the price book on the opportunity to ensure correct product additions.

  **Subscription Cancellation Enhancements:** Updates to subscription cancellations for more control over termination. Schedule Chargebee subscription termination at the end of its term or on a specific date. Provide a cancellation reason code for better tracking and analysis.

  **Salesforce Flow Updates:** Salesforce Flows have been enhanced to support cancel subscriptions and change subscription actions. Improved integration capabilities for seamless subscription management.

  **Contact to Account Association:** A new feature enabling contacts without accounts to be associated with newly created accounts. Useful when a contact is created in Salesforce before a subscription or deal creation. When a customer returns to make a direct purchase through Chargebee, an account will be generated in Salesforce, and the contact will be linked based on a matching field. When future subscriptions are created with unbilled charges, the contract value was displayed incorrectly as per discount.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Mobile Subscriptions"]}>
  ## Invoke Upgrade or Downgrade Subscription Flow in your App

  With this feature release of Chargebee's [iOS](https://github.com/chargebee/chargebee-ios#upgrade-or-downgrade-subscription) and [Android](https://github.com/chargebee/chargebee-android#invoke-manage-subscriptions-in-your-app) SDKs, you can now leverage the `showManageSubscriptionsSettings()` function to invoke the subscription modification flow directly from your app.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Incorrect Representation of Amount

  While voiding an invoice, the amount was represented incorrectly on the confirmation pop-up.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Invoices"]}>
  ## Void Invoice with Credit Notes

  Chargebee now allows you to void an invoice with credit note created automatically. As per law in Nordic Countries(and some EU regions like Germany and France), you must void an invoice and regenerate a new one when you generate an incorrect invoice. While voiding the invoice, the original invoice must be adjusted by a separate document equivalent to a negative invoice (Cancellation invoice) and acts as an indicator that the original invoice stands canceled.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Mobile Subscriptions"]}>
  ## Android SDK Method for One-Time Purchase

  We are pleased to announce that our Android SDK now includes a new method that handles the one-time purchase against App Store Connect and creates a Charge corresponding to this one-time purchase in Chargebee. [Learn more](https://github.com/chargebee/chargebee-android#one-time-purchases).
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## REFUND Notifications for Auto-Renewable Subscriptions

  Apple changed the functionality of REFUND notification and now this notification type supports auto-renewable subscriptions along with one-time purchases. Chargebee also added support for the same. [Learn more](https://developer.apple.com/documentation/appstoreservernotifications/notificationtype) about V2 notifications type.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Pause Subscriptions for Paid Google Play Store Users

  With this release, now Chargebee can pause subscriptions for both paid and non-paid Google Play Store subscribers by listening to play store notifications. Previously this was available only for non-paid subscribers.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Payments"]}>
  ## Stripe - Financial Connections

  With this release, we have added support for Stripe's new bank account instant verification method called **Financial Connections**. This method is proprietary to Stripe and it is targetted towards simplifying the verification process. This feature is in beta, contact [Chargebee Support](https://chargebee.freshdesk.com/support/home) to enable it.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoice Fixes

  The following issues were fixed with this release:

  After re-bench-marking of List Invoice API with two environment properties to reduce redundant calls, we found that the app server was taking more time between execution of two SQL queries. This is now fixed!

  The provincia field under Sender was found to take 'zz' as value since the correct State (County) code was not passed to Storecove. This has been fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Tax-related Fixes

  The following issues were fixed with this release:

  While entering the VAT number on a Chargebee Billing TEST site, an error "the VAT number is invalid" was displayed. However, the same VAT number when entered on the LIVE site did not throw any error. This is now fixed!

  The integrations page kept loading when one or more tax providers were configured. Fixed!

  An error MATCHING_RESOURCE_NOT_FOUND was thrown during VAT Validation by His Majesty's Revenue & Customs(HMRC). Fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Added Cache and Retry Mechanism to React Native SDK

  Introducing cache and retry mechanism for React Native SDK purchase flow to enhance subscription processing. With this update, the SDK now allows you to validate the receipt during network failures. [Learn more](https://github.com/chargebee/chargebee-react-native#synchronization-of-apple-app-storegoogle-play-store-purchases-with-chargebee-through-receipt-validation).
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoice Fixes

  The following issues were fixed with this release:

  After re-bench-marking of List Invoice API with two environment properties to reduce redundant calls, we found that the app server was taking more time between execution of two SQL queries. This is now fixed!

  The provincia field under Sender was found to take 'zz' as value since the correct State (County) code was not passed to Storecove. This has been fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["E-commerce"]}>
  ## Upgraded to Shopify's New API Version

  In response to Shopify's deprecation of older API versions, we have implemented an upgrade to the new Shopify API version. This release focuses on updating the URLs of the APIs being called to ensure compatibility with the latest version. Thorough testing has been performed to ensure a smooth transition and maintain seamless functionality.
</Update>