Chargebee Release Notes

We have introduced Price Override on Pricing Tables. This feature lets you modify the final price of a plan card with a single action, applying the updated price at checkout. When a subscription is created using an overridden price, the new price carries through to invoicing and revenue recognition, ensuring accuracy across your billing operations.

Why is this important?

This gives you the flexibility to offer discounts on the fly or test new pricing without making permanent changes to your product catalog.

How can you use it?

To enable Price Override, follow the steps below:

1. Activate the feature in Chargebee Billing.
2. In Pricing Tables, navigate to Settings > Advanced Settings > Override Price and copy your Site ID.
3. Email atomicpricing@chargebee.com with your Site ID and Billing site domain. Chargebee will reply once the feature is enabled.

Chargebee now supports Level 2 and Level 3 data submission for eligible Visa and Mastercard transactions processed through supported gateways like Stripe, Adyen, Vantiv and Others.

Why is this important?

Level 2 and Level 3 data includes enhanced transaction details, such as tax amounts, item-level data, and customer reference information, that can qualify your business for lower interchange rates on eligible card payments. By submitting this data, you can reduce processing costs and support gateway requirements that call for enriched transaction information.

How can you use it?

Chargebee automatically includes Level 2/3 data in qualifying transactions when processed through a supported gateway. You can enable this by configuring required fields, like tax identification and invoice data, under your site's payment settings. When applicable, Chargebee will pass this information during payment processing.

We've introduced two key improvements to the coupon details page:

• Search Bar - Easily find and configure specific plans, addons, and charges without scrolling through the entire list.

• Added Items View - Quickly see plans, addons, and charges already applied to the coupon in a dedicated section.

Why is this important?

Previously, searching for applicable plans, addons, and charges was tedious, requiring scrolling through long lists. Additionally, there was no clear way to see which items were already selected. These enhancements streamline coupon configuration by making item selection faster and providing better visibility into applied discounts.

How can you use it?

Follow these steps to understand the changes:

1. 1. Go to Product Catalog > Coupons and select a coupon.
2. 2. In the Discount Details section, click Change to configure applicable items (plans, addons, and charges).
3. 3. Use the search bar to quickly find and select the required items.
4. 4. In the Discount Details section, view all applicable items in a dedicated section without rechecking the list.

Now, when your customers apply a coupon code at Checkout, it will be accepted regardless of whether they enter it in uppercase, lowercase, or a mix of both.

Why is this important?

Case-sensitive coupon codes can lead to frustration and lost discounts, potentially causing customers to abandon their purchase. With this update, you reduce friction in the checkout process and ensure your customers can redeem their discounts without hassle.

How can you use it?

There's nothing you need to do—this improvement is automatically applied to all coupon code fields in Checkout. Your customers can now confidently enter their discount codes and receive the intended offer.

Now, you can customize the Subscribe button in Checkout when a customer's net payment is zero. Previously, in this scenario, the Subscribe button displayed the label configured for starting a trial.

Why is this important?

This update gives you greater flexibility in shaping the customer experience. By customizing the button label, you can provide clearer messaging, reducing confusion and improving conversion rates.

How can you use it?

To customize the Subscribe button for zero-charge checkout, follow these steps:

1. In Chargebee Billing, go to Settings > Configure Chargebee > Checkout and Self Serve Portal > Labels.
2. Select Add more copy/text.
3. In the Search text/term modal, type "subscribe".
4. Select Zero charge submit button from the search results.
5. Select Add.

Previously, Avalara calculated taxes on invoices and credit notes using the document creation date. With this update, taxes are now calculated based on the billing period start date, ensuring accuracy and compliance with tax regulations.

Why is this important?

Aligning tax calculations with the actual billing period reduces discrepancies and potential tax reporting issues. The correct tax date ensures precise tax computation and maintains compliance with jurisdictional requirements.

How can you use it?

Chargebee includes a taxOverride object of type taxDate, which passes the billing period start date to Avalara's Sales Tax request parameter so that Avalara can calculate taxes more accurately.

You can now add shipping address while creating an invoice using the Add Charge or Create Quick Charge options for subscriptions or customers.

Why is this important?

If your business requires shipping details on invoices—whether for compliance, record-keeping, or customer communication—you can now do so easily.

How can you use it?

Navigate to the subscription or customer record to which you're adding the charge, click Add Charge/Create Quick Charge, you'll now see a Shipping Info section. Simply enter the relevant details, and the shipping address will appear in the final invoice.

In the RevenueStory Dashboard, you can now apply the Price Variant Name as a segment filter from the Product Catalog to quickly differentiate and analyze pricing variations across plans, addons, or charges.

Why is this important?

The Price Variant Name filter lets you segment reports by price variant, enhancing visibility into pricing trends.

How can you use it?

- Navigate to the RevenueStory > Dashboard > choose Filter. - Click Add filter > select Price Variant Name available in the Product Catalog section. - Choose the relevant attributes, Apply, and Save the segment for future use.

When a payment reversal transaction is created in Chargebee Billing for payment, a customer refund is created in NetSuite, ensuring that reversed payments are accurately reflected in your accounting system.

Why is this important?

Managing payment reversals manually can lead to discrepancies in financial records. With automatic syncing, you can maintain accurate reconciliation, reduce manual effort, and ensure that your NetSuite records reflect real-time transaction updates.

How can you use it?

Whenever a payment reversal occurs in Chargebee, it will now be automatically synced to NetSuite.