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Import Credit Note API berücksichtigt zugewiesene Beträge

Die Import Credit Note API berücksichtigt nun die in der Anfrage angegebenen zugewiesenen Beträge, statt Gutschriften mit dem gesamten Betrag zu erstellen.

We've addressed an issue with the Import Credit Note API where it failed to account for any allocated amounts provided in the request, resulting in the creation of incorrect credit notes with the entire amount. The solution involves rectifying the code to accurately consider the amount provided in the request, ensuring the creation of credit notes reflects the allocated amounts as intended.

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Chargebee

Keine leeren Rechnungen mehr bei Kündigungen nur mit Rabatten

Bei Subscription-Kündigungen werden keine Rechnungen mehr erzeugt, wenn keine Positionen wie Plans, Addons oder Charges vorhanden sind und nur Rabatte vorlägen.

We've identified an issue where empty invoices, lacking line items, were generated solely for discounts. In response, we've implemented a solution to prevent the generation of invoices when there are no line items(such as plans, addons, or charges.). This resolution ensures that invoices are created only when essential components are present, maintaining consistency and accuracy in our billing processes.

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Chargebee

Rabatte bleiben beim Aktualisieren der Parent Invoice erhalten

Beim Buchen oder Aktualisieren der Parent Invoice im Consolidated Invoicing werden Rabatte nicht mehr versehentlich entfernt, sondern bleiben erhalten.

We found an issue where discounts were accidentally removed when posting or refreshing the parent invoice. Good news! We've figured out a solution to fix this issue, so discounts will now be preserved during invoice posting or refreshing processes.

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Chargebee

NetSuite-Integration sendet Avalara-Steuersätze automatisch (USA und Kanada)

Über Avalara berechnete Steuersätze können nun automatisch an die NetSuite-Integration gesendet werden, sodass der manuelle Steuer-Upload entfällt; dies gilt nur für die USA und Kanada.

Previously, individual tax rates configured via Avalara within Chargebee Billing were not compatible with our Netsuite integration. This resulted in manual tax upload. With this release, we're addressing this issue by empowering you to automate tax rate sending to their Netsuite integration, especially when calculations are done via Avalara. This is available only in USA and Canada. Now, you can seamlessly synchronize tax rates between Chargebee Billing and Netsuite, eliminating manual intervention and ensuring accurate tax calculations.

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Chargebee

NetSuite-Integration: Kunden-Mapping per Bulk-Upload

In der NetSuite-Integration lässt sich nun eine Mapping-CSV mit Kundendatensätzen herunterladen, bearbeiten und wieder hochladen, um Kundendaten zwischen Chargebee und Netsuite abzugleichen.

We're excited to introduce a new enhancement to Chargebee Billing's integration with Netsuite: the customer mapping feature. You can now easily download a mapping CSV document containing customer records and their corresponding mapping information and make the required changes. Once changes are made, you can upload the updated mapping document using the provided upload buttons. This enhancement empowers you to efficiently manage customer records between Chargebee and Netsuite, ensuring data accuracy and facilitating seamless integration.

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Chargebee

Neues Feld „Default Reply-To Email“ im Company Profile

Im Company Profile gibt es unterhalb von Default BCC das neue Feld „Default Reply-To Email“, über das E-Mail-Antworten an eine Standardadresse gelangen und das nur Admin-Nutzer verwenden können.

With this new release, we introduce the new Default Reply-To Email field, nestled conveniently within the Company Profile section, below the Default BCC setting, which enhances your email workflow by enabling seamless capture of email replies on a default specified email address. As an admin user, you gain exclusive access to this feature, ensuring control over communication channels while simplifying the process for all users.

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Chargebee

Multi-Entity-Branding in Chargebee Receivables

Chargebee Receivables ermöglicht nun E-Mail-Branding pro Business Entity inklusive Kopieren von Branding-Elementen zwischen Entities, Branding auf Instanzebene für einzelne Entities sowie das gleichzeitige Anwenden des Branding auf Unternehmensebene auf alle Entities.

Experience customization with Chargebee Receivables' latest update, designed to cater to both single-entity and multiple-entity scenarios seamlessly. Now, not only can you brand your emails for each business entity, but you also gain the flexibility to copy branding elements from one entity to another, streamlining the branding process across your organization. For single-entity users, effortlessly customize email templates, logos, colors, and signatures at the instance level, ensuring a cohesive brand image and deeper customer engagement. Additionally, the provision of applying company-level branding to all entities at once simplifies branding management, ensuring consistency and efficiency across the board. If you are managing multiple entities, Receivables automatically identifies configured entities for branding, maintaining consistency while minimizing administrative complexity.

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Chargebee

Anpassbare Footer für E-Mails in Chargebee

Ein neuer Footer-Bereich erlaubt es, Tagline, Social-Media-Links und Social-Media-Icons auf Basis der Domain zu hinterlegen, die dann auf alle E-Mail-Templates und manuellen Erinnerungen angewendet werden.

This update allows you to personalize your footers, adding a unique touch to every email communication. With the introduction of the footer section, you can craft your tagline, upload social media links, and even add social media icons based on your domain, amplifying your brand presence. What's more, once configured, these elements seamlessly apply to all email templates and manual reminders ensuring consistency.

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Chargebee

Pricing Table: Durchgestrichene Preise

In Chargebee Billing lassen sich in der Pricing Table nun Original- und Rabattpreis im Vergleich mit durchgestrichenem Preis anzeigen.

Elevate your pricing page with the new strikethrough pricing feature in Chargebee Billing, letting you display a comparison between original and discounted prices ($100 / $200). By showcasing both price points, you can highlight savings and create a sense of value for your customers, making it easier for them to choose and commit to a plan.

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Chargebee

Pricing Table: Bis zu 1000 Preispunkte

Eine Pricing-Seite kann nun bis zu 1.000 Preispunkte mit bis zu 5 Abrechnungsintervallen und 100 Währungen enthalten.

Now, you can add up to 1,000 price points to a pricing page. This expanded capability supports up to 5 billing frequencies and 100 currencies, making it easier to present flexible, globally relevant pricing options to your customers.

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Chargebee

Pricing Table: Verbesserungen der Oberfläche

Die Oberfläche der Dashboard- und Analytics-Bereiche der Pricing Table wurde überarbeitet, sodass Daten leichter zugänglich und verständlicher sind.

We've made several UI enhancements to the dashboard and analytics sections of Pricing Table, making data more accessible and easier to understand.

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Chargebee

Reports Explorer: Neueste Daten zuerst

Tabellarische Reports im Report Explorer und im Dashboard werden standardmäßig nun von neu nach alt sortiert.

In this release, we've adjusted the default sorting for reports presented in tabular form within both the Report Explorer and the dashboard. The sorting now prioritizes displaying the latest data first, transitioning from newest to oldest. This change helps you to access and analyze the most recent information conveniently.

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Chargebee

Chargebee Retention: Gezielterer E-Mail-Digest

Der E-Mail-Digest von Chargebee Retention wird nur noch an Händler gesendet, die Retention aktiv nutzen, also Kündigungsabläufe konfiguriert und personalisierte Kündigungsprozesse gestartet haben.

Chargebee Retention's latest update brings an enhanced email digest feature, now intelligently scheduled exclusively for merchants actively leveraging our retention capabilities. By targeting only your customers who have configured their cancellation experiences with Chargebee Retention and initiated personalized cancellation journeys, we ensure that the email digest is highly relevant and valuable. This strategic approach eliminates unnecessary clutter and ensures that users receive content tailored to their specific needs and interests.

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Chargebee

Retention: Neue Kategorie „No Cancel Reason Selected“

Chargebee Retention erfasst mit der neuen Kategorie „No Cancel Reason Selected“ nun auch Kunden, die vor der Kündigung keinen Grund angeben.

We're excited to introduce enhanced cancel reason tracking in Chargebee Retention, empowering you to gain deeper insights into subscription cancellations. With the addition of a new category 'No Cancel Reason Selected', you can now seamlessly track customers who opt out of providing a reason before canceling their subscription.

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Chargebee

Net-MRR-Growth-Legende korrigiert

In der Anzeige des Net MRR Growth wird die Wechselkursschwankung nun getrennt von der MRR-Schwankung dargestellt, und der Wert der MRR-Schwankung erscheint im VUD als „exchange rate MRR impact“.

We're pleased to announce a fix regarding the display of Net Monthly Recurring Revenue Growth. Previously, the component exchange MRR fluctuation was shown separately in the legends, potentially leading to misinterpretation. To improve clarity, we have now separated the exchange rate fluctuation from the MRR fluctuation. Additionally, as the exchange rate field value is too small for effective display in the CSV, we will now show the value of MRR fluctuation in the VUD(visually underlying data), labeled simply as exchange rate MRR impact.

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Chargebee

Neue Oberfläche für Automation-Konfiguration und -Tests

In Sandbox-Umgebungen zeigt die Oberfläche E-Mail-Konfigurationen für Automation-Trigger klarer an, und die überarbeitete Test-Oberfläche erklärt die Felder im Test-Modal für alle Instanztypen verständlicher.

In Sandbox environments, you can benefit from UI changes that provide clear visibility into email configurations for automation triggers. Whether configuring emails or editing settings, users are guided intuitively, ensuring seamless setup without confusion. Additionally, a revamped UI for testing functionality enhances user experience across all instance types. Now, users can easily discern the function of each field in the test modal, ensuring accurate testing and validation of automation processes.

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Chargebee

Ablauf von Client-Portal-Links einstellbar

Admins können auf Unternehmensebene festlegen, nach wie vielen Tagen ab Erstellung ein Client-Portal-Link abläuft.

Introducing a Client Portal link expiration timeline customizable at the company level. As an admin user, you can now specify how many days after link generation the client portal link should expire. This designated timeframe for client portal link expiration ensures that access remains secure and controlled, mitigating unauthorized access risks.

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Chargebee

Tags- und Payment-Risk-Spalten ausblendbar

Die Spalten für Tags und Payment Risk lassen sich in Receivables ausblenden, wobei die Einstellung sitzungsübergreifend erhalten bleibt, ebenso wie der Zustand des Tabellenrasters inklusive Spaltenbreite.

Introducing the ability to hide tags and payment risk columns, persisting across sessions. Choose from multiple methods to customize your view; whether it's utilizing a toggle within the customer view settings for a straightforward solution; concealing columns and saving views in the dropdown filter for simplified navigation, or enabling you to deselect columns in the column chooser for versatility; or retaining the state of the tabular grid in different views, including column width, for comprehensive user experience enhancement.

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Chargebee

Alle offenen Rechnungen im Client Portal anzeigen

Über eine neue Einstellung kann das Client Portal alle offenen Rechnungen anzeigen statt nur der Rechnungen, die zum Zeitpunkt der Link-Erstellung vorhanden waren.

Chargebee Receivables introduces a solution to ensure up-to-date visibility of open invoices in the Client Portal. Previously, the portal displayed only invoices generated at the time of link creation, potentially leading to discrepancies if accessed after new invoices were added. Now, with a new setting option, you can choose to display all open invoices, providing users

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Chargebee

Integration package v1.59.1: Eigenes Wirksamkeitsdatum für Änderungsangebote

Beim Erstellen eines Chargebee-Billing-Angebots für eine Subscription-Änderung in Salesforce lässt sich nun das genaue Datum festlegen, an dem die Änderung wirksam wird.

You can now specify the exact date when a change should take effect when creating a Chargebee Billing quote for subscription amendment in Salesforce. Provide tailored subscription adjustments, right when your customers need them.

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