Release Notes
Updates, changes, and improvements at Chargebee
June 2023
June 2023
Enhanced Manual Discount Selection to Display Plan Name and ID
Our users are facing difficulty in identifying plan items while creating Manual Discounts. Currently, we display plan item IDs instead of plan names, causing confusion. With this release, we have updated the system to provide a better user experience. Now, when selecting a specific line item, users have the option to choose either the plan ID or the plan name. This allows flexibility, as some users may find the plan ID more meaningful, while others may prefer the plan name for clarity.
Bug fix
We have made the following changes as a part of this release:
Customers without active or non-renewing subscriptions were being synced as companies, causing unnecessary contacts and companies in HubSpot. We have added a configuration option in the Sync Rules for contacts. Now, you can select "Customers with active or non-renewing subscriptions only" to control which customers should be synced with HubSpot.
We have made improvements to the integration between ChargeBee and legacy HubSpot. Previously, there was an issue where the customer's Personally Identifiable Information (PII) details were appearing in the logs for legacy HubSpot. To resolve this problem, we have implemented a fix. After connecting ChargeBee to legacy HubSpot and creating a customer in Chargebee, you can now perform a delta sync for legacy HubSpot. Once the sync is completed, you can check the logs in Splunk or ELK. With this release, you should no longer see any customer's PII details in the logs for legacy HubSpot.
We have noticed an issue in the HubSpot Quote to Cash integration's Sync Log page. Specifically, the alignment of the Skipped and Ignore messages is not correctly aligned in the log table. In this release, we have addressed the alignment issue on the Sync Log page of the HubSpot Quote to Cash integration.
New Fields - Auto Engagement
With this release, two new fields are added - Last Updated Card(Timestamp) and Last Updated Card (Type) to Auto Engagement. You can now choose these fields while configuring the Auto Engagement rules to easily visualise and engage with respective customers. The fields can help us identify customers who update their cards either after retries are exhausted or while retries are still in progress for further engagement.
New Email Template Experience
The email creation workflow has an all-new look. With improved user experience and new functionalities, it will allow you to have better control over the templates and the ability to do it all themselves. This includes the following top functionality:
Test email feature
New placeholder experience
HTML template functionality
Image import plugin
Tagging
With this release, we introduce a new feature in Receivables called Tagging in the Customer and Invoice View. These are customer attributes and are available in filters as well as column choosers. Tags can be leveraged on Auto engagement as well to create and send targeted emails to all customers having selected tags. Its visibility is based on permissions which can be set from the Settings section. Up to five tags can be set on a customer or/and invoice.
Last Email Cycle - Invoice and Customer Views
With this release, Last Email Cycle - based filters have been added to the Invoice and Customer views. The filters will help in creating multiple segments of customers who belong to a particular email cycle. These filters will help you identify which stage of engagement a customer is at.
Customer and Subscription Details Page Enhancements
We have made several improvements to the Customer and Subscription details page based on user feedback. Here are the changes:
Customer Level:
- The customer details and configuration box have been reordered to improve usability. Users will now find it easier to navigate to the desired section.
Subscription Level:
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The summary section has been cleaned up to show useful information at a glance and has hyperlinks to exhibit relevant details.
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Similar information was repeated in the first two boxes with some differences. The design team will address this issue.
Other Changes:
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Custom fields are now separate from subscription information, which remains unchanged.
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Blank custom fields are now hidden to provide a cleaner view.
We also made some minor adjustments:
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The configurations box was unclear, so we renamed it to Subscription Configurations to avoid confusion.
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Non-recurring items are visible now.
Report builder - Entity Level fields
With this release, you can now leverage the enhanced capabilities of Report Builder to access and analyze entity-level fields. This improvement empowers users with a broader range of data points, facilitating more comprehensive and insightful analysis within the tool.
Billing LogIQ Enhancements
With this release, we have made the following enhancements:
Upgraded the technology behind it to Vue.js, which will make it more efficient.
Moved the Billing settings within Billing LogIQ to a lower level, ensuring that the Configure Chargebee page can handle more information without any issues.
Moved some pages to Billing LogIQ from Configure Chargebee. This is just a simple redirect and won't affect the feature. The pages being moved are Account Hierarchy, Contract Terms, Multi Decimal Support, Backdating, Pause Sub, Sub Cancellation, Subs Reactivation, Gift Subs, Orders, Unbilled Charges, Consolidated invoicing, Offline payment methods, Chargeback management, and more.
Made some design changes to align Billing LogIQ's visuals with Leap, creating a more consistent and cohesive user experience.
Grouped the settings in Billing LogIQ to improve discoverability and added settings to the go-to search for easy navigation and ease of use.
Added Missing Timelines for Subscription and Trial Details
We have made advancements to the Leap user interface. We noticed that some important information was missing, such as the next renewal date and other items like trial start, trial end, pause date, and resume date. With this release, all these missing details have been added, ensuring that you have access to the necessary information for your subscription and trial periods.
Improved Visibility of Options on Details Pages
We've improved the user experience on details pages (Customer, Invoice, and more.) by reducing extra clicks. Previously, some options were hidden behind a horizontal ellipse icon, causing inconvenience. Now, we have brought those options out of the icon, making them easily accessible with a single click.
Added Support for Stripe Boleto Payment Method in Hosted Pages
We're excited to announce that we have expanded our payment options by adding support for the Stripe Boleto payment method on Chargebee-hosted pages. This enhancement enables you to offer your customers in Brazil a convenient and widely used payment option. With the integration of Boleto payments, your customers can now easily complete transactions using the popular Brazilian payment method, further enhancing their checkout experience. This update is available across the Checkout New, Checkout Existing, and Checkout One-Time flows.
Voucher detail Hosted page API
We have introduced a new feature that allows you to easily share voucher details with your customers. With this update, your customers will be able to take necessary actions, such as saving, downloading, or viewing the required information on the Boleto voucher. This functionality is available through the *Create a hosted page to view Boleto vouchers* API endpoint.
ArithmeticException in QuickBooks
We are pleased to announce that we have addressed a critical issue related to tax calculation on line items. This issue was causing an ArithmeticException by zero error while syncing invoices to QuickBooks Online (QBO). With this release, the error has been resolved, ensuring smooth and error-free synchronization of invoices with QBO.
Netsuite Integration - Copy Billing Address to Shipping Address for Tax Code Assignment
We are excited to introduce a new enhancement to the accounting integration between Chargebee and Netsuite, specifically targeting Finance admins. Based on valuable user feedback, we have implemented the option to copy the Billing address into the Shipping address field while syncing invoices into Chargebee. This enhancement enables Netsuite to assign tax codes accurately based on the Shipping address provided.
Added Support for Stripe Boleto Payment Method via Chargebee.js
We're excited to announce that we have expanded our payment options by adding support for the Stripe Boleto payment method through Chargebee.js. With the integration of Boleto payments, your customers can now easily complete transactions using the popular Brazilian payment method, further enhancing their checkout experience.
Legacy HubSpot: Improved Error Messaging and Self-Resolution for Chargebee to Hubspot Sync
In this release, we have enhanced the error messaging during Chargebee to Hubspot sync. Instead of receiving a generic error message, customers will now see specific error messages from the API response, allowing them to identify and resolve the issues independently. The error stack will be logged in the database and Splunk, enabling the support team to provide detailed information for troubleshooting. This update aims to reduce customer support interactions and streamline the sync process.
Subscription Fixes
The following issues were fixed with this release:
We found an issue where the 'Remove Scheduled Cancellation' function was setting the cancelled_at and current_term_end dates incorrectly. While using the 'Remove Scheduled Cancellation' feature is expected to set the next billing date to the current term end of the subscription, instead, it was found to revert the dates to an earlier state. This issue is now resolved.
Multi-line inputs entered under the Notes section of Quotes PDF was displayed in a single line. This is fixed.
Introducing Tax Subledger (EAP)
The Tax Subledger (EAP) feature in RevRec enables you to manage and automate journal entries for sales-related taxes. It allows for capturing tax information from Chargebee Billing's invoices, generating journal entries based on user-configured GL mapping, and posting them into third-party accounting systems. You have the ability to define specific rules for tax-related general ledger account mapping and journal entry aggregation, allowing for customization based on jurisdiction, tax types, or other custom fields.
Apple App Store Integration Enhancement (EAP)
We've improved our integration with the Apple App Store for subscriptions sold in countries with tax-inclusive pricing such as the European Union.
This enhancement automates the calculation of the Apple Platform fee charge. You can choose either a percentage of the developer proceeds (15% for eligible users under Apple's Small Business Program) or utilize the 'Proceeds Reason Code' from Apple's Subscriber report to determine the platform fee percentage (15% or 30% based on the subscription's active duration).
We also support concurrent integration with the App Store, Chargebee, and Stripe to consolidate your subscription data.
Introducing Book to Bad Debt Expense GL Accounts
RevRec now provides the option to assign certain credit notes to the Bad Debt Expense account. You can configure specific reason codes for this booking approach, such as write-offs or chargebacks, and create GL mapping for the Bad Debt Expense GL transaction type.
Metered Billing Usage Details Enhancement
In this release, we have improved the Metered Billing Usage Details feature by addressing an issue where the upcoming month was selected by default, resulting in no usage results. To resolve this, we have added a helpful copy on the no result screen, guiding users to choose a date from the previous billing cycle to view their usage.
Updated Leap UI Enhancements
Leap UI improvements have been made to the invoice index and customer index pages. The invoice index now displays separate items for 'Amount' and 'Amount Due' with enhanced color coding. Additionally, in the invoice index and customer index pages dates now showcase more comprehensive information, aligning closer with the Classic UI experience.
Introducing a New Report: Sales Order Control
The Sales Order Control report ensures the accuracy of total contract values (excluding sales tax) between Chargebee Billing and RevRec for each accounting period. This report applies to both invoice as contract and contract term methods. You can drill down to obtain detailed comparisons at the customer or subscription level for better analysis.
Enhanced Customer Details Page
Introducing an enhanced Customer Details Page with an updated Subscription info section. In addition, we have made two valuable additions: changed the Amount due color to red in the summary hero card for better visibility, and implemented a convenient load more feature for child and gift subscriptions, allowing you to effortlessly view the next three subscriptions with each click on the load more icon.
Introducing Idempotency Support for HTTP POST Requests
We have added idempotency support to ensure consistent handling of duplicate HTTP POST requests. By including the header chargebee-idempotency-key in your requests, our server will recognize and handle any duplicates appropriately, safeguarding data integrity. Learn more for detailed instructions and examples.
Update Loader Action Fix
During the execution of the update loader action, a specific scenario arises where an Index out of bound exception occurs when the invoice history is missing. This exception occurs when attempting to access invoice history data that is not present, leading to disruptions in the update process. To address this issue, we have implemented an enhancement in the update loader action.
Customer Level Fields - Account Statement Settings
With this release, we have provided flexibility to the merchant to add customer-level fields in their account statement. The new fields are Total Outstanding, Overdue, Net Overdue, Open Debits, Payment On Account, Unutilised Credit Notes, Customer Currency, AGEING NOT-DUE ( Bucket), NET AGEING NOT-DUE ( Bucket), and COUNT OF ACTIVE SUBSCRIPTIONS.
Addition Of Subscription Cancellation Reason in invoice View
With this release, a new field called Subscription Cancellation Reason is added as a new column in Invoice View, as a filter under Subscription Based Filters, and in the column chooser under Subscription Based Columns. This provides merchants with the flexibility to know, act and engage more meaningfully with churned customers and re-engage them.