October 2022

Index Page Improvements

We have added the following module-specific feature enhancements in Leap UI:

Subscriptions - Enhanced features are Bulk Actions and Sorting.

Customers - Enhanced features are Subscription Status Count, Bulk Actions, Column, Filters, and Sorting.

Invoices - Enhanced features are Bulk Actions, Column, Filters, and Sorting.

Credit Notes - Enhanced features are Bulk Actions, Column, Filters, and Sorting.

Events - Enhanced features are Column, Filters, and Sorting.

Transactions - Enhanced features are Column, Filters, and Sorting.

Support for Chargebee Unbilled Charge API

We have now added support for Chargebee Unbilled Charge API. Chargebee users who elect to use invoice as contract configuration can now leverage this feature to recognize revenue for subscriptions where the products and/or services are delivered and yet to be invoiced till the next billing cycle. The direct integration allows RevRec to recognize the revenue without any manual workaround. Additionally, RevRec will automatically pro-rate the amount of the next invoice by the unbilled charge, and reflect the incremental revenue accurately.

Improved Chargebee Integration

For Chargebee users who use invoice as contract and billing by contract configuration, RevRec can now show the revenue and unearned revenue balance based on the Chargebee invoice number both on the User Interface and MicroStrategy reports. This allows you to easily link revenue results with the billing data, without manual processes.

Charges and Addon Notes Fix

It was identified that the usage of the Enter key, while you are in the Notes field, resulted in the generation of the invoice instead of allowing you to move to the next line. This is now fixed!

Cohort Templates under Auto Engagement

A new section Cohort Templates is introduced under Auto Engagement. These cohorts are pre-configured rules which can be added as a rule for auto-engagement emails.

RevRec Improvements

The following improvements were made with this release:

The data validation and error handling process has been made more efficient, with clearer and more detailed error messages.

Significant improvements to the integration process between Stripe and HubSpot, including the handling of invoice data mismatches from Stripe and sales order data mismatches from HubSpot.

Performance improvements related to Camunda workflow and DBSyncDriver fixes.

Minor bug and stability issue fixes.

Validations for Payment Section

We have added validations in the payment section to have at least one payment method selected in Checkout.

Unable to Open a Report Created via Report Builder

The user was not able to access the report that was created via the report builder. This issue was identified and resolved.

Attachment Issue - Activity View

The attachments were not being sent while replying from the Activity View page. This has been fixed.

High-Value Currencies

Code change for high-value currencies in disabled mode.

Invoices Fix

Inability to close a draft invoice displaying the error message 'An error while processing your request was reported'. This is now fixed!

UTF-8 Email Validation

We now perform UTF-8 based email validation on hosted pages.

Templates for Standard Users

Standard templates were provided to users on a RevenueStory standard plan with this release. Using predefined templates in the Visual Reports section, they can quickly create a new visual report without having to start from scratch.

Quote Fix

Creating quotes for changing billing cycles to forever from fixed for subscriptions in "Active" status was not functioning as expected. This is now fixed!

The Pay Order (PO) Numbers were not being generated for quotes created via API. This is now fixed!

Company Sync Job Failure

The HubSpot Quote-to-Cash integration failed to sync an updated company record in Chargebee. This is fixed.

Chargebee-TaxJar Integration Enhancement

In addition to configuring Nexus states for taxability, you can now contact Chargebee Support to allow syncing only transactions for Nexus-configured states to TaxJar.

Access Control Changes

With this release,

Merchants can decide which user roles in their organization can edit the Account Statement, Ledger Settings, and Reminder Invoice list.

In the roles & permission modal, we have added three settings under the Admin settings section - Can configure Account Statement - Can configure Ledger - Can configure Reminder Invoice List

If the permission is checked, then a hyperlink for that setting will be displayed on the settings page.

Chargebee-Avalara Integration Enhancement

Chargebee now sends the available GSTIN or VAT number of your customers for all countries (and not just the European Union) to third-party tax providers irrespective of the origin or the destination.

Coupon and Invoice related Enhancements and Fixes

The following errors were fixed and enhacements were added with this release:

A coupon of three months' duration was found to be applied every month in a quote. This issue is now fixed!

A bug was identified in an advance invoice where the invoicing schedule was skipped and pushed further by a day automatically. This has been resolved.

We've identified and fixed the issue of unbilled charges getting invoiced automatically regardless of the correct settings.

With advance invoicing scheduled for 12 days prior to the subscription renewal, the invoice was found to not be generated.

The E-invoicing feature now supports VATMOSS numbers as entity identifiers.

While deleting an invoice, promotional credit values were displayed incorrectly.

It was identified that the wrong period was displayed for a trial plan and metered addon.

The Send Email button was not disabled on the credit note details page when the associated customer record has no email address.

The UI copy for the No Preference in Auto-collection Offline payment methods drop-down was displayed incorrectly.

Subscription Fixes

This release includes the following fixes:

We identified an error with the application of limited-time coupons on subscriptions during renewal. This is now fixed.

We identified erroneous results being displayed when the filter was applied to the customer page specifically the filter to identify customers with multiple subscriptions. This is now fixed!

Added Missing Sidebars in Leap UI

The sidebar functionality is available on all pages in Classic UI. However, it is only available on a limited number of pages in Leap UI. We have added a sidebar on pages like Invoice, Credit Notes, and more to maintain consistency.

Account Hierarchy Issue

While attempting to override the parent/child relationship for a subscription to make the child as payment owner, an error was displayed that the subscription has unbilled charges when there were no unbilled charges found in the associated record. This issue has been fixed!

Support for Non-ASCII Characters in Chargebee Email and Other Fields

Support for special characters in the Chargebee email id has been enabled with this release.

Improvements to the Payments Section and UX

We have polished some rough edges to make the user experience better. The full page layout for checkout is now better than it was.

Release for ActiveCampaign-New Version

The ActiveCampaign Chargebee integration updated to a newer version and the integration is better than it was.

Auto Engagement for all invoices

Earlier, Auto Engagement was using the invoice API that returned only open invoices. With this release, it uses the API which returns results around all the invoices (open & closed).

Manual Discount Error

It was identified that manual discounts based on percentage were being calculated and applied to subscription invoices as fixed amounts instead. This is now fixed!

Plan ID is Truncated in Leap UI

Previously the length of the Plan ID was longer, which created blank space in the Plan ID column, leading to a longer table. We have truncated the Plan ID to adjust the width of the column. Also, you can copy the Plan ID by double-clicking or clicking the copy icon.

Changed Subscription Status View in Leap UI

On the customer page, the number of active and canceled subscription statuses is missing in Leap UI. Now you can see the number of subscription statuses on the customer page.

Customer ID is Truncated in Leap UI

Previously on the customer page, if the length of the Customer ID was longer, which created a blank space in the Customer ID column leading to a longer table. Now we have truncated the Customer ID to adjust the length of the column width. We have also provided the copy icon to copy the entire Customer ID. You can also use this feature to copy a longer Customer ID that is not fully visible.

Changes on Apply Button while Configuring Product Catalog

On the Configure Chargebee > Product Catalog page, click Manage.

If no changes are made in the settings the Proceed button will close the Set Billing Frequency popup and take you back to the Configure Chargebee > Product Catalog page.

If you make any changes then Proceed button will allow you to implement the changes using an Apply button.

Sync Billing Information through Custom Fields

The HubSpot Quote-to-Cash integration now allows you to sync billing address information from custom billing address fields in HubSpot to standard billing address fields in Chargebee.

Hotglue sync issue

Earlier, after a transaction, the payment status was getting updated as Payment Confirmed (Full Payment) and Partially Paid (Partial Payment), but Paid(Full payment) was not getting updated. Now with this fix, after the sync, if the balance is zero, the payment status is displayed as Paid.

Coupon Fix

While updating a coupon to change the discount type as fixed without specifying the discount amount, the error message was not displayed. Fixed!

Direct Debit Support in Full Page Checkout

Direct debit is a popular payment method in many parts of the world, particularly in EMEA. You will now be able to collect SEPA and ACH payments through the Stripe & Adyen gateway using the full-page layout for checkout.

E-invoicing enhancement for Credit Notes

We've introduced a new Registered status exclusively for e-invoices in India to indicate if the e-invoice is successfully registered on the IRP, and is yet to be sent to the customer via email. The e-invoice file can be downloaded in a PDF or XML file format from the respective credit notes details page in Chargebee.

Last Email Status fields in Customer View

Last Email Bounced and Last Email Replied fields have been added in the Customer View.

Credit Note Fix

There was an issue with the generation of credit notes when a subscription quote is edited using API.

Churn Type Classification

An attribute to differentiate the subscription level churn as Voluntary / Involuntary is available within RevenueStory. As a result, new metrics were introduced along with an attribute Churn Type within Report builder to help customers build custom reports using this attribute.

Cancellation MRR By Churn Type

Cancellation MRR Rate by Churn Type

Paid Subscription Churn By Churn Type

Paid Subscription Churn Rate By Churn Type

Support VAT Number Details Collection and Validation in Full Page Checkout

You will now be able to collect Tax Registration numbers from your customers during checkout. The full-page layout of checkout now supports collecting Vat Number and Tax Reg Number details along with billing address as in the In-app layout of the checkout.

Display Product Image in Checkout

You can now display images relevant to your plan/addon/charge during checkout in Full Page layout. This improves the purchase experience for your customers.

Coupons, Invoice related Fixes, and E-invoice Enhancement

The following errors were fixed and feature enhancements were released with this update:

While invoicing unbilled charges, an invoice-level coupon was applied as an item-level coupon incorrectly. Fixed!

With the invoice consolidation feature enabled, invoices were not consolidated in some cases as expected in spite of the associated invoices having the same payment method and currency. This is now fixed!

The collect now option for an invoice does not display all available cards for a customer and displays only 10 payment methods. A workaround solution to mark a card as customer default and then attempt the collect now option was proposed while the team is working towards an ideal solution.

We've introduced a new Registered status exclusively for e-invoices in India to indicate if the e-invoice is successfully registered on the IRP, and is yet to be sent to the customer via email. The e-invoice file can be downloaded in a PDF or XML file format from the respective invoice details page in Chargebee.

Incorrect Contract Term with Account Hierarchy

There was an erroneous incorrect contract term calculation for accounts that have an account hierarchy established with multiple billing cycles.

Customer View Fix

We identified an issue with inconsistent user interfaces being displayed to users with multiple sites. This was leading to unnecessary confusion.

New Auto Engagement Rules

The following rules have been added to Auto Engagement:

Last Email Bounced (Customer → General → Flags, Document → General → Flags, Payments → Email Engagement tab, Last Email Pending)

Last Email Replied (Customer → General → Flags, Document → General → Flags, Payments → Email Engagement tab)

Emails Sent (Document → Amount, Payments → Email Engagement tab)

Manual Emails Sent (Document → Amount → Flags, Payments → Email Engagement tab)

Automatic Emails Sent (Document → Amount → Flags, Payments → Email Engagement tab)

Invoice View

The following enhancements we released:

In the Invoice view(Open Data), at the Group level context menu "Download statement" feature is added.

In the Invoice view(Open Data), at the Transaction level context menu "Download PDF" feature is added.

In the Invoice view(Open Data), at the Group level context menu "Download statement" displayed a count mismatch. This is fixed!