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Die oberen Grenzen überschriebener Preisstufen in Subscriptions werden nun auch in Fällen korrekt angezeigt, in denen dies zuvor nicht zutraf.
We've addressed and resolved a crucial issue where the upper bounds of overridden pricing tiers in subscriptions were not displaying correctly in some instances.
Gelöschte Rabatte werden in Chargebee-Billing-Quotes in Salesforce nicht mehr erneut angewendet, und Quotes mit Subscriptions und manuellen Rabatten laden wieder korrekt.
We've tackled an important issue where deleted discounts were inadvertently reapplying to Chargebee Billing quotes within Salesforce. Additionally, an issue that caused quotes not to load when subscriptions were combined with manual discounts has now been fixed. Your quotes are both up-to-date and error-free, reinforcing trust and confidence among your customers.
Im Report Builder werden Rechnungsdaten für die Zeitzone GMT+11 (Australia/Melbourne) nun korrekt angezeigt.
We've rectified an issue affecting our customers in the GMT+11 time zone (Australia/Melbourne). Previously, invoice dates in the Report Builder were displaying inaccurately for this region.
Für Pricing Pages stehen nun Kennzahlen wie Visitor Count und Visitor-to-Customer-Conversion zur Verfügung, die sich in der Analytics-Tabelle über mehrere Seiten hinweg vergleichen lassen.
You can now access essential metrics for your pricing pages, including Visitor Count and Visitor-to-Customer conversion rates. This data empowers you to assess the performance of each pricing page and make data-driven decisions to boost conversions. The Analytics table makes it easy to compare metrics across multiple pricing pages, helping you identify the most effective layouts and strategies to engage visitors and increase customer acquisition.
Mit dem neuen Markdown-Editor lässt sich der Feature-Text mit Fett, Kursiv, Überschriften und Emojis gestalten.
With the new Markdown editor, you can easily customize your feature text. Use bold, italic, headings, and even emojis 🙌🏻 to enhance your messaging and create an engaging experience for your customers.
Die neue Themes-Funktion bietet über 20 Designvorlagen für die Pricing Page, deren Elemente wie Schriftart, Farben und Rahmen sich zusätzlich einzeln anpassen lassen.
Make your pricing page truly reflect your brand with the new Themes feature. Choose from over 20+ professionally designed themes. And if you need more control, you have the flexibility to adjust individual elements—like font style, colors, and borders—to match your exact vision.
Die neue List Price Policy verwendet den Listenpreis aus dem Produktkatalog automatisch als SSP, wobei RevRec bei laufzeitbasierten Produkten anteilig nach verkaufter Laufzeit berechnet und ein abweichender Listenpreis auf Sales-Order-Ebene festgelegt werden kann.
We're introducing a dynamic new feature - the List Price policy for Standalone Selling Prices (SSP). Now, you can automatically use your product catalog's list price as the SSP, effortlessly adapting to market changes without manual updates. Especially handy for term-based products, RevRec prorates the list price based on the sold term in your sales orders. Plus, you've got the flexibility to specify a unique list price at the sales order level, overriding the list price in the product catalog. Say hello to streamlined pricing and goodbye to manual hassles!.
Chargebee RevRec unterstützt jetzt die anteilige Umsatzrealisierung, bei der Umsatz bei nutzungsbasierten Produkten über den Leistungszeitraum verteilt wird, der auf Produkt- oder Bestellebene in den Regeln zur Umsatzrealisierung definiert werden kann.
Move beyond point-in-time recognition for usage-based products! Chargebee RevRec now supports pro rata revenue recognition, spreading revenue over the service period instead of recognizing it upon usage. This perfectly aligns with how revenue accrues for products like ads that, upon activation, run for several days or weeks. You can define the service period at either the product or order level, empowering you to tailor revenue recognition for your specific needs. Simply configure this setting in the revenue recognition rules page.
Umsatz- und Journalbuchungsberichte samt Exportdateien lassen sich jetzt wahlweise in der Transaktionswährung oder in der Heimat- bzw. umgerechneten Währung anzeigen.
Now, you can choose to view revenue and journal entryreports, along with export files, in either the transaction currency or your home/translated currency. This flexibility unlocks a richer understanding of your revenue streams across different currencies.
RevRec stoppt die Umsatzrealisierung automatisch und bucht bereits realisierten Umsatz zurück, sobald eine Rechnung in den Dunning-Status gelangt, holt ihn bei erfolgreicher Zahlung einmalig kumuliert nach und gibt abgegrenzten Umsatz bei Abschreibung frei, wobei dies nur für den Invoice-as-Contract-Ansatz und nicht für Abonnements mit Vertragslaufzeit gilt.
You can now automatically halt revenue recognition and reverse any previously recognized revenue when an invoice enters dunning status. What's more? This pause remains until the invoice's fate is decided: either paid or deemed uncollectible. If the payment succeeds, Chargebee RevRec cleverly performs a one-time cumulative revenue catch-up, bringing revenue recognition up to date, and then resumes normal revenue recognition. Conversely, if the payment fails and the invoice is written off, RevRec releases the deferred revenue. Keep in mind, this functionality is tailored for the invoice-as-contract approach, where each invoice is a distinct sale order for revenue purposes, and is not applicable to contract term-enabled subscriptions.
RevRec weist den Umsatzeffekt von Prior Period Adjustments im aktuellen Zeitraum separat aus, und zwar im Deferred-Revenue-Rollforward-Bericht sowie in eigenen Journalbuchungen.
We've introduced a capability to precisely track the revenue impact of Prior Period Adjustments (PPA) in your current period. PPAs arise from activities recorded now but affecting past, closed accounting periods - think credit notes, sales order modifications, or late service delivery logs or sales orders. With this new feature, you can distinctly see and understand the revenue impact due to PPAs. RevRec not only showcases these adjustments in the deferred revenue rollforward report but also facilitates separate journal entries for them, enhancing clarity and accuracy.
Das RevRec Dashboard zeigt jetzt eine Rollforward-Grafik für abgegrenzte Umsätze, die Einflüsse wie Abrechnung, Umsatzrealisierung, Fremdwährungsgewinne und -verluste sowie Prior Period Adjustments über Buchungsperioden hinweg darstellt.
The Chargebee RevRec Dashboard now features a new Deferred Revenue Rollforward graph, making it a breeze to track your deferred revenue balance. This graph shines a light on key activities influencing your deferred revenue across different accounting periods - from billing and revenue recognition, to foreign currency gains and losses, and prior period adjustments. Now, you can swiftly grasp the primary drivers of your deferred revenue and observe trends over time.
In RevRec lassen sich nun zwei Versionen einer Sales Order nebeneinander vergleichen, einschließlich Auftragsdetails, Zuordnung des Transaktionspreises auf Positionsebene und monatlicher Umsatzrealisierung, wobei Unterschiede automatisch hervorgehoben werden.
We recognize that changes in sales orders, such as price updates, product deletions, or service end date alterations, can complicate tracking the specific changes and their impact on revenue recognition. To simplify this, RevRec now easily allows you to select two versions of a sales order for a clear, side-by-side comparison of the sales order details, transaction price allocation at the order item level, and monthly revenue recognition, with differences automatically highlighted for convenience.
Ein neuer RevRec-Bericht findet über die Oberfläche manuell geänderte Sales Orders und bietet Filter nach Auftragsdatum, bearbeitendem Nutzer sowie Datum und Uhrzeit der Änderung samt Download, erfasst aber keine Änderungen per Bulk-Upload.
Chargebee RevRec introduces a new report feature designed for enhanced control and audit management. Now, you can effortlessly search for sales orders that have been manually updated via the UI. This powerful tool offers multiple filters for pinpoint accuracy: search by sale order date, the user who made the edit, or even the exact date and time of the edits. Plus, you can download the results for a comprehensive view of all changes made. Note that this feature is tailored for individual manual updates and does not include changes made via bulk data upload.
Die Chargebee Receivables Sandbox ermöglicht es, alle Receivables-Funktionen wie eigene Vorlagen und Automatisierungen ohne Risiko für Live-Daten auszuprobieren und die Konfiguration anschließend in die Live-Umgebung zu übernehmen.
The Chargebee Receivables Sandbox allows you to explore every aspect of Receivables, offering a hands-on experience without the risk of affecting your live data. Imagine crafting customized templates and setting up intricate automations, all in a safe, simulated environment. Once you're confident, transition your configurations to the live environment.
Admins können in den Einstellungen von Chargebee Receivables die DSO-Berechnung anpassen, indem sie die Anzahl der Tage der Periode (30, 60, 90 oder 120) und das Referenzdatum (Fälligkeitsdatum oder Belegdatum) wählen.
Chargebee Receivables now provides admins the ability to customize Days Sales Outstanding (DSO) calculations. Dive into the settings page, and you'll find a new, dedicated DSO section. Here, you can specify the Number of Days in the Period with easy-to-select options of 30, 60, 90, or 120 days. Additionally, you can choose the reference date for DSO calculation, selecting between Due Date or Document Date.
In der Kundenansicht lassen sich Daten jetzt per Klick auf die Spalte DSO Days oder über den Advanced Filter nach Days Sales Outstanding sortieren.
We've introduced a sorting functionality for Days Sales Outstanding (DSO) in the customer view. Imagine being able to prioritize your follow-ups based on DSO, or quickly identifying trends in your receivables. Now, with a simple click on the DSO Days column or using the Advanced filter, you can effortlessly sort your data.
Der Bericht „Automations Executed Summary“ listet alle im gewählten Zeitraum ausgeführten Automatisierungen auf und erlaubt den Download detaillierter Kunden- und Rechnungs-Kohorten per E-Mail samt angewandter Regeln, wobei Daten der letzten 60 Tage vorliegen.
Chargebee Receivables now offers better visibility into your auto-engagements. Now, when you navigate to the reports section and select the Automations Executed Summary report, you can effortlessly view a comprehensive list of all automations executed within your chosen date range. But that's not all - you also have the ability to download detailed cohorts of customers and invoices involved in these automations, sent directly to your email. This feature not only allows you to track who executed each cycle, but also enables you to view the specific rules applied during these cycles. With data maintained for the past 60 days, you can now gain historic insights, ensuring better decisions and a clearer understanding of your auto-engagements.
Im User Performance Report lässt sich der Betrag „Total Collected“ jetzt aufschlüsseln und zeigt je bezahlter Rechnung Nutzer, Kunde, Belegnummer, Betrag und Zahlungseingang, mit Sortierung, Suche, Filtern und Download.
Introducing the new drill-down functionality for Total Collected in our User Performance Report (UPR). This tool empowers you to click on the total collected amount and uncover a detailed view of each paid invoice that contributes to your total revenue. With this enhancement, you gain immediate access to essential data like user names, customer names, document numbers, amounts, and payment received dates, all with the added convenience of sorting capabilities. This update is designed to enrich your financial analysis, offering features like a search function, filters for the current month, and specific dates, and the ability to download reports.
Die Collector Queue hat neue Icons, neu gestaltete Fallkarten mit Hervorhebung des Problemtyps, besser sichtbare Bearbeitung, Datumsfilter und „View Thread“, Kundenname mit Flyout, Download von Fallberichten für berechtigte Nutzer sowie einen Zurück-Button.
Collector Queue just got a facelift with eye-catching icons, and reorganized case cards to spotlight issue types. Editing case details? It's now more visible. Plus, the Date Filtering Option stands out. Dive into customer details with just a click: their names now lead to informative flyout windows. The View Thread option is now more noticeable. Need to download a case report? It's just a click away for authorized users. And when you're done, a handy back button whisks you back to the Collector Queue. Welcome to a more streamlined, user-friendly Chargebee Receivables.