# March 2023

Chargebee product updates released in March 2023.

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

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

  The invoice number and the invoice date for the credit notes will also be passed to Avalara for Communications on the API calls to calculate the taxes accurately.
</Update>

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

  With this release, you can do the following with Quick Filters:

  You can save a view as a quick filter or a saved view. You will be asked to select the desired option when you click the existing \*\*Save\*\* button.

  You can create or delete a custom quick filter from the list of quick filters.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Grid View Name

  With this release, under the Customer View and Invoice View pages, every view that is loaded on the grid will have a unique name from the saved view with a count in brackets.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Subscription for PFR Reports

  With this release, users can subscribe to the **PFR Billing Report** & **PFR Monthly Invoice Report** on a monthly basis using a toggle button on the **Reports** page.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Default Email Address in CC

  This release contains the following changes:

  Provision for a default email address in CC is added to the Admin settings. If an email address is set here as default, they will be in CC for all the emails sent from Receivables to the customers.

  Provision for a default email address in CC is added to Auto Engagement. This will enable the user to decide and set a CC user as default for a particular Auto Engagement cycle.

  These provisions will help merchants manage and track emails more efficiently.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Label Change - Total to Total Paid

  The label for **Total**\* is changed to **Total Paid** in the last row of the grid in the account statement when downloaded from the merchant portal, email, or client portal.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Deleting Configured Reports

  With this release, the users will not be allowed to delete a configured report saved by the internal team for data consumption in the Analytics dashboard. The toggle will be **ON** by default and the button will be inactive for the users.
</Update>

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

  We are pleased to announce that our iOS SDK now includes a new method called One-Time Purchase 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-ios#one-time-purchases).
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## iOS SDK Method for Restore Purchase

  We are pleased to announce that our iOS SDK now includes a new method called Restore Purchase that helps to regain your app user's previous purchases without making them any more payments. [Learn more](https://github.com/chargebee/chargebee-ios#restore-purchase).
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Updated purchaseProduct Method in iOS SDK

  We are pleased to announce that our iOS SDK now `purchaseProduct` method allows you to pass customer details, such as `customerId`, `firstName`, `lastName`, and `email` to Chargebee during product purchases. [Learn more](https://github.com/chargebee/chargebee-ios#buy-or-subscribe-product).
</Update>

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

  The following enhancements were released and issues were fixed:

  Metered addons were not displayed on the quote PDF. This is now fixed!

  The checkout existing API displayed the differential pricing of addon for a plan that was not applied. Fixed!

  Inability to update a subscription via API to increase the quantity of the addons associated with the subscription due to a coupon related error. This is fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Checkout Support for Tier Range Overriding while Purchasing a Product

  This release allows you to create Checkout links that override tier ranges and item prices. This gives you greater flexibility in creating personalized pricing options for your customers. In addition, our latest release also includes an enhanced customer portal view that displays the overridden price and tier ranges for the respective subscriptions. This feature lets end-users view and edit their subscriptions easily and provides transparency, pricing, and tier ranges.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Sales Reversals Value in Account Summary Report

  The Account Summary Report displayed a varying Sales Reversals value for a particular month when a time filter was applied vs when it was not applied. This issue has been identified and fixed.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Report Builder Enhancements

  The following updates were released:

  The Skip Loader option in the Reset ETL Sync and Reset & Reschedule ETL Sync admin actions has been updated to restrict access to certain team members only. This feature can be enabled through the admin action.

  New fields and expressions were added inside Report Builder to help users build their custom reports more efficiently. New Fields such as Invoices (Invoice Line Item, and Credit Note Line Item) and Expressions (Subscription Histories and Subscription Component Histories, Invoices(Total Billing (Excluding Taxes))) were added.

  Visual reports are auto-enabled for all customers.

  Rounding off was removed from the subscription plan unit price column within the Subscriptions data source.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Invoices Mapping

  The Incorrect business entity IDs were mapped to invoices for a few domains where multi-entity was enabled. This issue has been identified and fixed.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Revlock Migration Support

  Earlier, the auto-sync jobs may not update the sync status despite running in the backend. This issue was identified and fixed.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Mobile Subscriptions"]}>
  ## Introducing One-Time Purchase API

  We are pleased to announce that our API now includes a new Non-subscription resource and one-time purchase API that handles the one-time purchase and creates a Charge for this one-time purchase in Chargebee. [Learn more](https://apidocs.chargebee.com/docs/api/non_subscriptions).
</Update>

<Update tags={["NEW FEATURE"]} topics={["Checkout"]}>
  ## Checkout Integration via Payment Links

  As part of the integrate with Chargebee option in checkout settings, you will now be able to get a predefined checkout URL to share with the customers.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Authorization Texts for 3DS Transactions

  When 3DS is enabled, as part of the card collection there will be an explicit call out to the customer to share details on what they are signing up for. The authorization text available in the full page layout of Checkout is modified thus.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Payments"]}>
  ## ACH Payments via Braintree

  With this release, we have added support for a new payment method for Braintree - **Direct Debit (ACH)**. This feature is in beta, contact [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) to enable it.
</Update>

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

  The Create_Pending_Invoice setting for a subscription was found to be reset during subscription activation. This is now fixed!
</Update>

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

  The following issues were fixed with this release:

  The adjustment amount displayed for the invoice on hover displayed not just the final amount but included even the voided credit notes. This is now fixed to display only the final adjustment amount excluding the voided credit notes.

  Inability to access some credit notes on the Chargebee site while being able to access some others.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevenueStory"]}>
  ## Silicon Valley Bank Impact Analysis Report

  In response to the Silicon Valley Bank crisis, we have introduced a new report within RevenueStory to help you identify your customers who have configured payment methods belonging to Silicon Valley Bank within Chargebee. This report has been introduced to make it easy for you to quickly identify any potential impact and take appropriate action.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## HubSpot Quote-To-Cash: Show Deal Amount Values in Settings Dropdown When No Match is Found

  Improved integration with hubspot by adding a new feature that allows users to choose between mrr and recurring revenue options for the deal amount field when the update existing deal setting is selected and a new deal is created.
  The new drop-down menu appears when no existing deal is found and enables users to select their preferred option. The default option is mrr, but users can choose to update the new deals as recurring revenue if they wish.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Netsuite Fixes

  An issue has been identified where the Sync Status is not being updated during auto-sync jobs, even though the job is running in the backend. This has been resolved and Sync Status will now be updated correctly during auto-sync jobs, providing more accurate status updates for users.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Integration"]}>
  ## Adding Matching Criteria for HubSpot Company and Chargebee Customer

  We have updated the Chargebee and HubSpot Q2C integration to enable users to define mapping criteria for sync between Chargebee customers and HubSpot company. This update gives users greater control and flexibility in mapping criteria, ensuring the right records are synced between Chargebee and HubSpot.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Mobile Subscriptions"]}>
  ## Introducing Import Subscription Without Receipt API

  We are pleased to announce that our in-app purchase API now includes a new API that allows you to import historic In-App Subscriptions without using a valid Apple App Store receipt. [Learn more](https://apidocs.chargebee.com/docs/api/in_app_subscriptions#import_subscription_without_receipt).
</Update>

<Update tags={["NEW FEATURE"]} topics={["Mobile Subscriptions"]}>
  ## Introducing Retrieve Subscription from Store API

  We are pleased to announce that our in-app purchase API now includes a new API that verifies the application ID and receipt to return the subscription details associated with the purchase. [Learn more](https://apidocs.chargebee.com/docs/api/in_app_subscriptions#retrieve_subscription_from_the_store_using_the_receipt).
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Collect Now Hosted Page Transaction Identification

  Our latest enhancement in the collect now hosted page enables you to identify transactions that take place within the hosted page. This new feature enables you to effortlessly monitor and analyze the transactions occurring on the hosted page, providing valuable insights into the usage and efficiency of your payment processing flow.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Add X-Frame-Options Header Set for Hosted Portal Pages

  We have added the X-Frame-Options header set to the hosted portal pages. The hosted portal pages are more secure than before and you can now control which websites can integrate with Chargebee's hosted page.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Checkout Coupon Issue

  The checkout was displaying 'The Authorized amount is lesser than the collectible amount' for all customers using coupons. This issue is now fixed!
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## PFR Billing Report

  With this release, we have introduced a new report for Receivables called **PFR Billing Report**.

  It displays the set of invoices that were charged to a merchant for their recovery post retries through Receivables in a particular month.

  It provides a detailed summary of amounts that were engaged post-retries and successfully recovered by Receivables.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## PFR Monthly Invoice Report

  With this release, we have introduced a new report for Receivables called **PFR Monthly Invoice Report**.

  It displays all the invoices that were raised to a merchant during a particular month alongside their payment and retry statuses.

  It provides a detailed summary of amounts from the time they were billed to the final recovery via Receivables.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Multi-Business-Entity Support

  Multi-Business-Entity support is introduced to enable and facilitate the use of Receivables for merchants having multiple business entities. **Business Entity Name** and **Business Entity ID** columns are introduced to filter down or view data related to specific Business Entities. \>Business Entity Name/ID is added to the below mentioned places:

  Filters and Column Chooser in Customer View and Invoice View.

  Business Entity Column added in all reports and download.

  Business Entity is added in the Auto Engagement customer-wise selection dropdown.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Email Preview option - Auto Engagement and Templates

  With this release, users can preview emails with demo data without moving from one screen to another using the Email Preview option. This option has been added to the Add New Email Template page.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Count of Active Subscriptions

  A new field - **Count of Active Subscriptions** has been added to the Customer View. This field contains the number of subscriptions that are in an Active state for a customer.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Editing a Saved View

  With this release, you can use the edit option on the Customer or Invoice View of the Receivables dashboard to edit a saved view. You can simply click the edit button, make the desired changes and save the view again.
</Update>

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

  The following issues were fixed with this release:

  While updating a subscription using checkout_existing_for_items API, the exhausted coupons were found to be displayed on the checkout page. An error Coupon size should not be more than 1 was thrown while attempting to submit.

  While updating a subscription using update_subscription API, the coupon that was applied for the older plan gets auto-applied to the upgraded plan even though no coupon id is passed for the update_subscription call.

  When a quote is generated for a subscription change or update, the first billing cycle amount is displayed in spite of the remaining billing cycles being zero. We identified that this happens when subscription contract terms are configured to renew, even though the billing cycles are zero and the customer can cancel the subscription during the cut-off period. This is now fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscription E-Commerce"]}>
  ## Purchase API: Meta Data, and Custom Fields

  The latest update to our Chargebee API now allows users to pass Meta Data, and Custom Fields to the Subscription Object directly from the Purchase API. This means that you no longer have to fetch this data from other APIs, making the integration process much simpler and more efficient.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Introducing New Android SDK Method

  We are pleased to announce that our Android SDK now includes a new method that allows you to pass customer details, such as `customerId`, `firstName`, `lastName`, and `email` to Chargebee during product purchases. [Learn more](https://github.com/chargebee/chargebee-android#buy-or-subscribe-product).
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Adding Filters in Report Builder

  The issue where filters could not be added in the Report Builder while editing a report has been fixed. You should now be able to add filters to your reports as usual.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Visual Report Issue for LTV by Country

  Customers previously encountered an issue that prevented them from generating a visual report for analyzing their Lifetime Value (LTV) across different attributes. However, the problem has been addressed, and now you can attempt to produce a visual report to monitor your LTV metric.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Introducing Leap UI Coupon Details Page

  With this update, we have converted the Classic Coupon Details page to the Leap UI page. The new Leap UI Coupon Details page is designed to provide a more intuitive and efficient user experience, allowing you to easily view and manage coupon details.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Report Builder Fixes

  The following issues were fixed with this release:

  We have identified and resolved an issue related to duplicate rows appearing in custom reports built using Report Builder. This issue specifically affected the monthly component history MRR in custom reports.

  We have identified and resolved an issue related to differences in values between RS Dashboard and Customer Insights in Merchant reports.
</Update>

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

  The following issues were fixed and enhancements were released:

  While converting unbilled charges into an invoice, the plan item was displayed incorrectly below the addon item on the invoice pdf.

  Inability to create credit note for invoice due to an issue with credit_notes_estimate.

  The tax and taxable amount was displayed as 99999999.99 instead of the actual value.

  A consolidated pending invoice displayed values for custom fields without any information input in these fields.

  Any subscription cancellation scheduled from dunning will now be removed if the advance invoice is paid before the end of the current term.

  We've updated the correct flag for country Andorra under 'Add Country' drop-down.
</Update>