# September 2022

Chargebee product updates released in September 2022.

Source: https://release-notes.chargebee.com/september-2022

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Unable to Select Related Data Sources in Report Builder

  Subscription histories are disabled while selecting subscriptions to build a report in the Report builder. this issue was fixed with this release.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM HubSpot"]}>
  ## Create subscription button not available

  The create subscription button on the HubSpot deal was missing. This is now fixed.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.53

  The following features have been introduced in this release.

  The Checkout URL now displays any manual discounts applied to the subscription.

  The [quote acceptance](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#cb-quote-actions) link which the customer can use to pay and subscribe for the subscription products themselves now includes manual discount details as well.

  The integration now populates [contract terms](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#account-actions_create-subscription) fields such as Term Start, Term End, Amount, and more on the Chargebee subscription and quote objects.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.53

  The Post-Update scripts display the required post-upgrade migration scripts for the newly Upgraded Chargebee Salesforce integration package.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.53

  When a product has multiple billing frequencies configured in Chargebee, the sales user can select the required frequency while performing the following actions in Salesforce:

  [Create Subscription](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#account-actions_create-subscription)

  [Manage CB Products](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#opportunity-actions_manage-cb-products)

  [Create/Change Subscription](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#opportunity-actions_create-change-subscription)

  [Create Quote for New Subscription](https://www.chargebee.com/docs/2.0/salesforce-cb-actions.html#opportunity-actions_create-quote-for-a-new-subscription)
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## RA3 Redshift and RA3 - Postgres reports

  Few reports will be served from Postgres even though the domain is served from redshift. Those reports are results in errors due to the incorrect formation of queries. This issue was fixed with this release.
</Update>

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

  While deleting usage for a subscription with a metered plan, a "Sorry, something went wrong!" error message was displayed that blocked the usage from being deleted. This is now fixed!
</Update>

<Update tags={["NEW FEATURE"]} topics={["Checkout"]}>
  ## Restrict Countries for Card, Billing, and Shipping Address as a self-serve action

  This feature enables merchants to configure the desired set of countries for the card, billing, and shipping address country field through a site-level setting within Chargebee's Checkout.
</Update>

<Update tags={["BUG FIX"]} topics={["Checkout"]}>
  ## Export Subscriptions Filter Error

  We identified an issue with the filter result for Exported Subscriptions not displaying accurate information. This is now fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Visual Reports

  With this release, the legends are to be represented clearly so that they can be used for analysis and filtering purposes. Custom fields in Chargebee were enabled for specific domains within the report builder.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Entitlements"]}>
  ## Remove Icon Introduced

  We have now introduced a remove icon on the Feature Details page and Edit Entitlements page. With a single click, you can remove a feature from a plan, addon, or charge.
</Update>

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

  The following issues and enhancements were released in this update:

  An error Sorry, we couldn't find that resource was reported to be displayed during Checkout with zero value charge and coupon associated. This is fixed.

  An e-invoice was found to be generated with the wrong dates. Fixed!

  While creating a subscription and looking to schedule advance invoicing 30 days in advance till the subscription ends, an error You can bill up to 0 future renewals for this subscription. was reported to be displayed. The issue is fixed.

  We've ensured that when an invoice is deleted, the corresponding line items are also deleted such that the invoices can be re-imported without changing the line item ids.

  We've identified and fixed the inability to delete a custom field, due to its association with the invoice customization page.

  For invoices that have a payment associated with the Mollie Gateway, the dunning banner was found to be blank. Fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Support for increased Card Mandate limit

  Chargebee now supports the increased Card Mandate limit of INR 15,000 as per the latest RBI regulations.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Performance improvement for Hosted Pages

  We've worked on the internal implementations and polished some rough edges that load the Hosted pages faster.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Accounting Integration"]}>
  ## NetSuite SuiteTax Amendments

  We have incorporated multiple changes to support SuiteTax for our Netsuite integration.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Subscriptions"]}>
  ## Manual Discounts Feature Release

  The manual discount feature is released for Chargebee. With this feature, you can choose to manually update the discounts without the use of coupons. Learn more [here](https://www.chargebee.com/docs/2.0/subscription-manual-discounts.html).
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Updated Prices Display Error

  We identified that any changes made to the unit pricing on Tiered, Volume, or Stairstep subscriptions do not reflect on the preview section and display "No changes made on your existing subscription. This is fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoice and Credit Note-related Fixes

  The following features were added and issues were fixed with this release:

  We've introduced additional Credit Notes and Invoice settings to display fields such as the credit note number, service period, and invoice date on the PDFs.

  Users were allowed to add blank shipping addresses by specifying just the label which was displayed erroneously while adding one-time charges and quick charges. We've verified and corrected this behavior to ensure that blank shipping addresses or specifying just the label are not allowed.

  The invoice note option under customer records was found to not work for users with the sales manager role. This is now fixed!

  The discount data specified in the e-invoice XML sent to the customer was found to be indicated in a non-compliant way. This is now fixed!

  The void credit note functionality was found to not work when tried for a second time. Fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscriptions"]}>
  ## Proration Updates

  Any changes made to an existing subscription when a previous change was effected without proration credits will lead to the customer not receiving the benefits associated with the change. To ensure this information is made available, our user interface will display a pop-up confirming your selection with regard to the proration and advise of the impact of future updates.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Invoices sync issue

  The issue of syncing Invoices having tax exemptions due to high-value physical goods has been resolved.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Unable to select related data sources in Report Builder

  Subscription histories are disabled while selecting subscriptions to build a report in the Report builder. this issue was fixed with this release.
</Update>

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

  We have added ACH as a new payment method for the BlueSnap payment gateway.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM HubSpot"]}>
  ## HubSpot Quote-to-Cash integration

  Includes the following releases:

  Our new [Customer Linking](https://www.chargebee.com/docs/2.0/hubspot-q2c-configuration.html#customer-linking) feature allows you to link multiple Chargebee customers to one HubSpot company.

  Sync Rules for Customers - The integration allows you to [configure](https://www.chargebee.com/docs/2.0/hubspot-q2c-configuration.html#customer-linking_sync-rules-for-customers) how the customer data in Chargebee is synced to company and contact records in HubSpot.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Stripe ACH support

  You will now be able to collect ACH payments in Chargebee's Full Page layout of Checkout through the Stripe gateway.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Subscription to Chargebee using Checkout.com

  Upon completing 3DS authentication in [Checkout.com](http://checkout.com/), the end customer will now be able to successfully subscribe to Chargebee.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Apple Pay Support

  Apple Pay support is now available in Chargebee.js & Full Page layout of checkout for the below payment gateways, Stripe, Braintree, and Adyen
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Card logos for Chargebee payments

  Hosted pages will display logos for the card schemes such as Visa, Mastercard, Amex, Discover, and JCB (Japan Credit Bureau) for Chargebee Payments. The Chargebee support team will be able to enable or disable any of these card schemes for a merchant as needed.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## reCAPTCHA Terms text in checkout

  Merchants can now switch between displaying the reCAPTCHA icon or text for mobile devices using a new backend setting enabled through support
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Role-Based Access Updates

  There were errors identified with the read-only Support Role. With this release, we have fixed the Error 500 screen displayed when a user assigned to the support role attempts to make any changes or updates without access privileges.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Payments"]}>
  ## Global Payments Gateway

  We have added a new payment gateway - Global Payments. Also, we have added Cards as a payment method for Global Payments.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Entitlements"]}>
  ## Onboarding Experience Optimised

  We have enhanced the onboarding experience in entitlements by updating the messages, labels, and descriptions appearing in the Entitlements screens. We have also optimized the hyperlinks to our support resources like [Chargebee API Docs](https://apidocs.chargebee.com/docs/api) and [Chargebee Help Docs](https://www.chargebee.com/docs/2.0/product-catalog.html).
</Update>

<Update tags={["NEW FEATURE"]} topics={["Payments"]}>
  ## BlueSnap - SEPA

  We have added SEPA as a new payment method for the BlueSnap payment gateway.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## MRR fluctuation

  MRR Fluctuation logic was changed to fix a bug that impacted the Net MRR Growth and ARR Movement Summary Report.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Goals of type percentage increase

  The goal when mentioned as a percentage increase results in an error and this issue was fixed with this release.
</Update>

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

  A new column at the customer level called Locale is now available in the database. Locale identifies and captures end customers' language preferences.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Manage Payment method

  The Manage Payment Method option has been moved out of the Other Actions dropdown in the Client portal. It is now available with the Pay Now button.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Set FPOC/SPOC as blank

  When a user is deleted from the system, a lot of data in the system continues to be associated with that user. This has a downstream impact on various features like views/reports, auto-engagement, collector queue, etc. Hence, once a user is deleted, for all the customers for which the deleted user is FPOC/SPOC, the FPOC/SPOC field should be set as blank.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Bypass Collection Status

  Users will be able to directly close a response case without entering collection status and remarks.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Minor enhancements - Landing Page

  The following enhancements have been made to the Landing Page:

  Added Unutilised Credits at the company level to the top stats as we already have in the Receivables dashboard.

  Replaced Payments Received & Payments Failed on the top stats with Payments Received(Sep) & Payments Failed(Sep) where (Sep) is the current month.

  Changed the tooltip of Collectables For September under the Outstanding tab to 'Sum total of invoice amounts to be collected during the remainder of the month'.

  Changed the tooltip of Payment Errors under Payment Failures tab to 'Sum total of invoice amounts that failed during the current month due to various errors.

  Changed the header of Retries Exhausted under Payment Failures tab to Retries Exhausted to Dunning Exhausted and the tooltip to Sum total of invoice amounts that are due during the current month and have their retries exhausted.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Minor enhancements - Receivables View

  The following enhancements are added to the Receivables view

  Added Due for September metric in the top stats as per the placement order followed on landing page where September is the current month.

  Replaced Payments Received & Payments Failed on the top stats with Payments Received(Sep) & Payments Failed(Sep) where (Sep) is the current month.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## No-Payment tag

  No-Payment is introduced as an additional category under the Payment Risk option for Quick filters. Customers that show up under No-Payment payment risk signify zero payments made till date.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Added subscription purchase order number in Leap UI

  We have added the subscription purchase order(PO) number in Leap UI on the Customer details page to bring feature parity between Classic and Leap UI.
</Update>

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

  A new field is integrated called Count of Payment Attempts and it is reflected in the customer view and also included in the advance filters and column chooser.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Other Fixes

  Other fixes with this release include:

  Pay Now button is now visible in the Client portal when accessed via mobile.

  Set reminder - Notes Modal State was retained with previous action data which is now fixed so previous notes data will not be visible anymore if the user tries to create a new reminder.

  Under Collector Queue, the email body sentence was breaking. This has been fixed.

  Ignore phone numbers in CB Transformation - Since Chargebee customers are from the US, Europe, and other regions where the phone number format differs from India, our import contacts were failing. This has now been fixed.

  Acc statement and Ledger: When there is no date filter or As on Date filter is used for a date range, the downloads were not showing any data. This has been fixed.
</Update>