Release Notes
Updates, changes, and improvements at Chargebee
Release Notes
Updates, changes, and improvements at Chargebee
You can now edit and add tax rates for specific entities, ensuring that changes are independent of your parent company or other entities. This new functionality allows for greater flexibility and precision in managing taxes across your organization. Please note that this feature is available for all countries except India (GST) and Canada (GST).
We've made it easier to manage customer address information in your account statements by adding new placeholders for the address fields: Address line 1, Address line 2, Address line 3, City, Country, State, and Postal/Zip code. This update reduces configuration time and eliminates the need to set up separate custom fields, streamlining your workflow and ensuring all necessary address details are automatically included in the Account statement.
With our latest update, your customers have the option to set their payment preferences when adding new payment methods to the Pay Now flow by marking the new payment methods as primary or backup. This feature applies when customers save a second or additional payment method, giving them more control and convenience in managing their payments. Learn more
If you're using Chargebee's Multiple Business Entities capability, you can now pass specific entity IDs to your pricing pages with the setBusinessEntity(). This feature lets you dynamically customize pricing for different visitors or customer segments by assigning the correct business entity ID automatically. If you don't pass an entity ID, the pricing page will use the default business entity ID set in your Multiple Business Entities settings.
RevRec's Expense feature now supports translating expenses from the transaction currency to the home currency, including mobile platform fee expenses. This multi-currency functionality calculates foreign currency gains and losses based on the difference between the contract date exchange rate and the expense date exchange rate, recording the changes in journal entries. While RevRec records journal entries in the home currency by default, you can also post entries in the transaction currency by contacting the support team to change the configuration. Additionally, new reports—Deferred Expense Roll Forward and Deferred Expense Waterfall—help you track expenses in the home currency.
RevRec now supports handling credit notes issued for voided invoices in Chargebee billing. This enhancement ensures that the voided invoice amount, and the sales order amount if applicable, are accurately reduced by the credit note amount. To configure this feature for your RevRec site, please contact support. This update streamlines your invoice management process, ensuring precise financial records and improved accuracy in your billing operations.
To ensure accurate payment workflows when connecting an Adyen account to Chargebee, make sure the Management API - Accounts read role is enabled for your API key. This setting allows Chargebee to retrieve the Capture Delay settings (Manual/Immediate) and set the auto_capture flag correctly. Without this role, the management API call will fail, causing capture delay settings to be out of sync between Chargebee and Adyen, leading to potential payment errors. Learn more
RevRec now offers enhanced flexibility in defining Service Start and End Dates, as well as Quantity for Additional Performance Obligation (APO) items associated with the base product.
You can now select dates from a dropdown list, including Order Date, minimum or maximum start and end dates of base product line items, or any custom field with Date as the data type.
Additionally, you can define the Quantity by using the sum of quantities for all related line items, predefining a specific value, or continuing to use the default quantity of 1.
For instance, you can create an APO product using the setting wherein for each unit of base product, there are 3 units of APO product with a specific start and end dates that are different from those of the base product or the sale order. This improvement allows you to configure APO products with more precision, ensuring accurate and tailored performance obligations.
With our latest update, the One-time Checkout being one of the most explored features, is now available to you in a self-serve mode. You can enable it yourself from the checkout settings in the Chargebee app.
Now, when your plan and its attached addons both have variants, Chargebee's system will automatically match the appropriate currency, frequency, and variant combination for each addon based on your selected plan. If an exact match isn't found, we'll attach the next best combination. This enhancement is supported across all dependent features, including subscriptions, quotes, hosted pages, estimates, and more. For instance, if you have a Starter Plan with a mandatory addon called Support Fee, and you create a subscription with the Starter Plan in USD currency on a monthly basis, the system will automatically find the best combination for the Support Fee addon, which in this case would be Monthly USD. In the price variant combination, we are adding a variant to the combination of currency and frequency. So, if a subscription is being created for the Starter Plan with West Coast as the variant, USD as the currency, and Monthly as the frequency, we would similarly add the Support addon with West Coast as the variant, USD as the currency, and Monthly as the frequency. For more details on this feature, please refer to our documentation.
Say goodbye to import interruptions with our improved customer mapping import process. Now, when you upload an Excel sheet, the system won't stop the import if it encounters errors. Instead, it will import and save the correct data, while listing any errors or incorrect entries at the end. You'll also be able to download these erroneous records in an Excel file for easy correction.
We've added two new columns to the Automation Executed Summary Report in Chargebee Receivables: Status and Failure Reason. The Status column indicates whether the automation was executed, canceled, or failed, providing you with clear visibility into your automation processes. If a failure occurs, the Failure Reason column will display the cause, helping you understand and rectify issues quickly. This report provides comprehensive insights into your cycle executions. It details which cycles were executed, their status (executed or failed), the reasons for any failures, the rules applied within each cycle, and the customers targeted. These enhancements make it easier for you to monitor and manage your automation workflows efficiently.
We have revamped the UI for the Automations / Details page in the Automation section, which is located in the left navigation pane of Chargebee Receivables. Receivables is now handling dunning operations for Billing. To enhance the experience for new merchants and align with Chargebee's new design themes, we've upgraded the Automations Details UI page. As dunning is integral to Receivables, further improvements will be made in the future as well.
We have made it easier for you to manage signatures across your business entities in Chargebee. Now, you can apply a signature to all entities from the site level with just one click, similar to other branding elements such as logo, icon, brand colour (applicable on all CTA in customer-facing emails), positioning of the logo, header text, footer text, etc. Additionally, you can inherit a signature from one entity to another, ensuring consistency across your brand. Access control has been implemented for this feature, so only users with the Can configure branding permission can manage signatures.
Chargebee has expanded its billing capabilities by adding support for four new currencies: LAK (Laos Kip), XPF (CFP franc), AMD (Armenian Dram), and MGA (Malagasy Ariary), now we support more than 120 currencies. This enhancement allows you to seamlessly cater to a broader global audience and makes it easier to manage subscriptions and transactions in these regions.
Chargebee RevRec now allows you to manually update sales order lines, associated expenses, and invoices when sync is disabled for an order. By bulk uploading input files with new values, you can keep your data current. Simply enable the Overwrite existing data, including UI updates (sync disabled) toggle on the Import Data pop-up in the Sync page. While the sync status of the sales orders will remain the same and updates from the integrated connector will error out, this feature provides you with greater control and flexibility in managing your data.
Chargebee has improved its EU VAT validation process to address common challenges post-Brexit. When you enter your EU VAT number in Settings > Taxation > EU and enable both VAT number validation and Generate VIES VAT Consultation Number, Chargebee now ensures more accurate detection and validation. Moreover, if the VIES service is down, Chargebee will fall back to a basic check, keeping your VAT compliance on track.
With this fix, Chargebee has enhanced the integration with Taxamo, ensuring a smoother experience for tax calculations. Now, when you create a subscription with multiple line items, each invoice and its corresponding credit notes will be seamlessly synced with Taxamo using unique item IDs
With this release, we have fixed a bug that caused transactions to appear as in_progress in Chargebee even when they were paid or declined in PayPal. While most payments and refunds via the PayPal Commerce gateway are settled instantly, some transactions are settled asynchronously. In Chargebee, these in_progress transactions are now updated after periodical polling for the latest status of the transactions at the gateway.
When using the Transfer a customer to another business entity API, an error message will now be displayed if no parameters are passed. This improvement ensures that you receive clear feedback on incomplete API requests, preventing potential confusion and enhancing your ability to identify and resolve issues quickly.
We've enhanced the Quotes module to accurately reflect coupon validity. Now, quotes will handle coupons just like subscriptions do, ensuring that discounts are accurately represented at the time of the quote.
We've fixed the ability to edit the backdated trial end date for subscriptions, giving you greater flexibility and control over your customer trials. This ensures that you can manage trial periods more effectively, helping you optimize customer engagement and satisfaction.
We've fixed an issue that caused the Total Contract Value(TCV) to be incorrectly calculated for future subscriptions. With this update, future subscriptions will now display the accurate TCV, ensuring your financial forecasts and reports are precise.
We've resolved an issue where the API Update subscription for items endpoint was returning a 500 error when updating subscriptions. With this fix, you can now update subscriptions smoothly and reliably through the API, ensuring uninterrupted and efficient subscription management.
We've fixed an issue where the auto-close invoices parameter was resetting to the site default when the quantity in a subscription was changed. Now, your auto-close invoice settings will remain consistent even when making quantity adjustments, ensuring your billing preferences are preserved.
We've resolved an issue with scheduled cancellations in day-based billing mode. With this fix, scheduled cancellations will now execute accurately and on time, ensuring your subscription management is smooth and reliable.
We've fixed an issue where the next billing date was not aligned with Calendar Billing. Now, your billing dates will accurately follow the calendar schedule, ensuring consistent and predictable billing cycles.
We've addressed an issue reported by a customer in which an invoice was hard deleted instead of undergoing a soft delete process. With this fix, you'll now have improved visibility into deleted invoices, ensuring that your billing records remain accurate and reliable.
We've resolved an issue where the transfer configuration was throwing errors for Ramp Reason codes. Now, you can smoothly configure transfers involving Ramp Reason codes without encountering any errors.
We've resolved an issue where the source of deleted subscriptions was incorrectly shown as 'API' in the event logs, even when deletions were made directly from the Chargebee Billing user interface. Now, the event logs will accurately reflect the true source of the deletion, enhancing your ability to track and audit subscription changes.
We have fixed an issue that caused a '500 Internal Server Error' during subscription renewals when a customer was moved to a different business entity using Transfer a customer to another business entity API. Now, your subscription renewals, resumes, and starts will operate seamlessly, improving overall reliability and customer satisfaction.
We've enhanced the validation process for multi-business entity transfers to ensure smoother operations and prevent potential conflicts. Previously, if a user initiated a transfer and left it in a validation state, another user could start a new transfer with the same source or destination, leading to parallel transfers and unexpected behaviors. Now, our system ensures that ongoing transfers are properly validated, preventing simultaneous transfers with the same entities.
Following a customer requirement, we've enhanced the Quotes PDF to provide more detailed information for mid-period changes to plans and addons. Previously, only the prorated charge and units were shown. Now, the billing period of the plans and addons will also be displayed alongside the prorated charge and units.