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Chargebee Release Notes

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Wechsel der Forex-Quelle bei Multi Currency in RevRec

Forex-Kursquellen in RevRec lassen sich jederzeit wechseln, wobei die neue Quelle für künftige Transaktionen gilt und früher datierte Orders und Rechnungen ihre bisherigen Kurse auch bei einem Replay behalten.

You can now change Forex rate sources in RevRec anytime as required. RevRec will apply rates for future transactions from the newly selected source. Additionally, prior-dated orders and invoices will maintain their existing source rates even in the event of a replay, to prevent any roll forward issues.

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E-Mails nur an zusätzliche Kontakte senden

Händler können E-Mails nun gezielt nur an zusätzliche Kontakte und nicht an die primäre E-Mail-Adresse des Kunden senden.

With this release, we have added an option to allow merchants to trigger and send emails only to additional contacts and not the customer's primary email ID. Learn more

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Fehlerbehebungen im Bereich Steuern

Behoben wurden Fehler bei der Avalara-Benachrichtigung, der TaxJar-Anzeige für Ohio, einem Tooltip-Text, der API-Fehlermeldung bei Avalara-Konfiguration und dem Pop-up 'Manage API Calls to Avalara' in der Region Kanada.

The following issues were fixed with this release:

Avalara email notification to inform that the integration was not functional, was not sent to the user as expected.

Sales tax was found to be incorrectly displayed as 0 for the month of July for the state of Ohio within TaxJar due to non sync of TaxJar credentials.

We have updated the tool-tip message for third-party integrations on the Taxes page to fix a copy issue.

Attempting to add a one-time charge to a pending invoice with HSN code and Avalara tax code using API was generating a successful invoice response instead of throwing the error message 'Avalara not configured the site'.

We have fixed the 'Manage API Calls to Avalara' pop up window that was broken for Canada region.

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Chargebee

Korrektur der Dashboard-Zusammenfassung

Das Dashboard-Summary-PDF zeigt Datenänderungen nun korrekt an, nachdem zuvor fehlerhafte Werte angezeigt wurden.

values were erroneously presented when changes occurred in the data. The Dashboard summary PDF now reflects data changes correctly/accurately.

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Chargebee

Credit-Note-Datumsangaben in RevRec

RevRec unterstützt eine Konfiguration, mit der die Erlöserfassung von Credit Notes anhand der in Chargebee Billing definierten Daten 'from date' und 'to date' bestimmt wird.

RevRec supports a configuration to determine credit note recognition treatment based on the actual dates - 'from date' and 'to date' defined within the Chargebee billing system for the Credit Notes.

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Chargebee

Filterfehler im Reports Explorer behoben

Ein Fehler, bei dem die Filter im Reports Explorer nicht wie erwartet funktionierten, wurde behoben.

In this release, we have addressed an issue where the filters in the Reports Explorer were failing to function as expected.

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Chargebee

Rabatte in RevRec ausschließen

RevRec lässt sich nun so konfigurieren, dass bestimmte oder alle von Chargebee erzeugten Rabatte und Promotional Credits ausgeschlossen werden.

You can now configure RevRec to exclude specific or all Chargebee-generated discounts and promotional credits.

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Chargebee

Neuer Upcoming-Renewals-Analysebericht in RevenueStory

In RevenueStory gibt es jetzt einen eigenen Bericht für die detaillierte Analyse anstehender Verlängerungen (Upcoming Renewals).

In this release, we are excited to introduce a new report. You can now access a dedicated report within RevenueStory, specifically designed for performing in-depth analysis on upcoming renewals. This report allows you to gain valuable insights into your upcoming renewals, providing a comprehensive view of this critical aspect of your business.

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Custom Fields auf Order-Ebene in RevRec

RevRec unterstützt nun eine Konfiguration, bei der auf Order-Ebene angelegte Custom Fields beim Drilldown in allen verfügbaren Metriken der Berichte korrekt mit ihren Werten angezeigt werden.

RevRec now supports a configuration where custom fields established at the order level will accurately present their values when drilled down against all available metrics within reports.

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Pricing Table zeigt Preise in der lokalen Währung der Besucher

Preisseiten können jetzt automatisch Preise in der lokalen Währung des jeweiligen Besuchers anzeigen, sofern der Produktkatalog mehrere Währungen unterstützt.

Your pricing pages can now automatically display in each visitor's local currency, letting them see prices they're familiar with. This is ideal if your product catalog supports multiple currencies but you want to eliminate foreign exchange friction and better align with local purchasing power. By presenting prices in the visitor's currency, you can create a more inviting purchase experience and potentially reduce cart abandonment.

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Feature Availability Metrics (FAM) für Entitlements

Mit den neuen Feature Availability Metrics in Entitlements lassen sich die Verteilung von Features auf Pläne, Addons und Subscriptions sowie die Anzahl der Overrides auswerten, und zwar über vier Kennzahlen.

We are thrilled to introduce the Feature Availability Metrics (FAM) feature in entitlements, offering insights into feature distribution across plans, addons, and subscriptions as well as the count of overrides for a feature. Use FAM to make data-driven decisions on trial management, packaging experimentation, and revenue growth. FAM primarily offers four essential metrics.

  1. Feature Availability Across Items
  2. Feature Availability Across Subscriptions
  3. Count of Subscription Overrides
  4. Count of Limited Period Overrides Learn more about Feature Availability Metrics (FAM) using our documentation.

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Verbesserte Filter auf Index-Seiten

Auf Index-Seiten lassen sich nun mehrere Filterbedingungen hinzufügen, bevor der Filter angewendet wird, was zudem die Zahl der API-Aufrufe und die Systemlast verringert.

We are excited to introduce an update to our filters on the index pages that aims to provide users with a more intuitive interface while simultaneously reducing the load on the system. These improvements will streamline the process of refining search results and enhance overall system performance.

Key enhancements include:

  1. Multiple Condition Addition: Users can now add multiple filter conditions before applying the filter, simplifying the filtering process and making it more user-friendly. With this update, users no longer need to wait for the filter to be applied before adding a new condition, thus reducing the overall time spent while applying a filter.
  2. Reduced System Load: The enhanced filter UI optimizes system performance by reducing the required API calls. Users can build their filtering criteria before applying the filter, which minimizes the strain on our backend systems and improves efficiency and responsiveness, especially during peak usage times.

We are confident that these changes will positively impact the user experience, and we encourage you to explore our updated filter UI to take advantage of these new features.

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Funktionale Verbesserungen am Full-Page-Layout des Checkouts (EAP)

Im Full-Page-Layout des Checkouts ist die E-Mail eingeloggter Kunden jetzt schreibgeschützt, „Zurück zum Warenkorb“ verhält sich wie der Browser-Zurück-Button, und für empfohlene Addons wird der vom Händler konfigurierte Billing Cycle berücksichtigt (Early Access).

The following enhancements have been made to the full-page layout of Checkout:

  1. Make Email Read-only for a Logged-in Customer: This change restricts customers from modifying their email ids once signed in.
  2. Back to Cart Functionality Update: Users can now seamlessly return to their shopping cart from the product page, mirroring the expected behavior of a web browser's back button.
  3. Support Addon Billing Cycles for Recommended Add-ons: This enhancement allows a billing cycle frequency configured by the merchant for a recommended addon to be honored in the full-page layout of checkout.

Note - This feature is in early access. Submit a request to enable this feature.

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NetSuite: Aufschlüsselung von Rabatten nach Positionen

Auf Anfrage beim Support lassen sich Rabatte nun so synchronisieren, dass jeder auf eine Rechnung angewendete Coupon in NetSuite als eigener Discount-Posten (bzw. Non-Inventory Sale) angelegt wird.

In our current accounting integrations, discounts are mapped as a single consolidated line item, rather than being broken down by individual line items. This means that discounts are synchronized at the invoice level, rather than at the line-item level. You can now reach out to our support team to enable this feature. With this enhancement, when multiple coupons are applied to an invoice in Chargebee, each coupon will be created as a separate Discount item (or Non-Inventory Sale) within NetSuite. This improvement ensures that discounts are accurately reflected at the line-item level in your accounting system, providing greater clarity and precision in your financial records.

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NetSuite: Korrekte Meldung bei fehlgeschlagener Synchronisierung

Wenn die Synchronisierung wegen eines Server-Abbruchs fehlschlägt, erscheint nicht mehr fälschlich „Sync started“, sondern die Meldung „Sync Failed, Please retry manual sync or wait for auto sync.“

Previously, when a synchronization process failed due to a server quit, the sync message erroneously displayed 'Sync started' instead of accurately reflecting the failure. We are pleased to announce that we have addressed this issue. The sync message has been updated to provide more accurate information. In the event of a synchronization failure due to a server quit, the message will now correctly indicate, 'Sync Failed, Please retry manual sync or wait for auto sync.' This change ensures that you receive the appropriate notification when sync failures occur, enabling you to take the necessary steps for resolution.

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NetSuite: Klarere Fehlermeldung bei doppelten External IDs

Bei gleichen External IDs für verschiedene Entitäten zeigt das System statt „Transaction type specified is incorrect“ nun die aussagekräftigere Meldung „This record already exists.“

Previously, when attempting to map records based on external IDs, NetSuite would raise an exception stating, 'Transaction type specified is incorrect' if the same external ID was used for different entities. We are pleased to announce an improvement in how this situation is handled. Instead of the generic error message, we have refined the error handling process. Now, when entities with the same external ID exist in NetSuite, the system will display a more informative error message: 'This record already exists.' This enhancement will provide you with clearer and more actionable information when dealing with duplicate external IDs during mapping, leading to a smoother and more intuitive experience.

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Venmo über Braintree (Beta)

Venmo, eine US-amerikanische Peer-to-Peer-Zahlungslösung, wird als neue Zahlungsmethode über Braintree unterstützt; es handelt sich um eine Beta-Version, Details gibt es beim Chargebee Support.

With this release, we have added support for a new payment method called Venmo via Braintree. Venmo is a US-based peer-to-peer (P2P) payment solution that allows users to transfer and receive money easily and quickly via a smartphone application. This is a beta release, you can contact Chargebee Support to learn more.

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Usage-based Billing im Full-Page-Layout des Checkouts (EAP)

Usage-based Produkte können jetzt über das Full-Page-Layout des Checkouts gekauft werden, und zwar bei neuen Checkouts, Checkouts bestehender Kunden und einmaligen Käufen (Early Access).

Customers can now seamlessly purchase our usage-based products through full page layout of Checkout. This update includes support for new checkouts, existing customer checkouts, and one-time checkout processes, enhancing the overall shopping experience and expanding our product accessibility.

Note: This feature is in early access. Submit a request to enable this feature.

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Manueller Trigger für E-Invoicing

Beim Anlegen eines neuen Kundenprofils lässt sich nun ein manueller Trigger für E-Invoicing festlegen, sodass E-Invoicing für bestimmte Kunden gezielt ausgelöst werden kann.

This update introduces a new feature that allows users to set a manual trigger for e-invoicing when creating a new customer profile. This enhancement provides greater control and flexibility in managing E-invoicing processes, enabling users to initiate E-invoicing for specific customers at their discretion during the customer creation process.

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Anpassbare Maßeinheit für Addons im Full-Page-Checkout (EAP)

Die Standard-Maßeinheit von Addons kann im Checkout nun überschrieben werden, wobei Übersetzungen aus dem Sprachpaket Vorrang vor der Katalog-Maßeinheit haben und diese als Fallback dient (Early Access).

Note: This feature is in early access. Submit a request to enable this feature.

You now have the ability to override the default unit of measure that applies to addons during the checkout process. This override will be reflected in the Checkout interface.

If translations are provided for the unit of measure, they will be taken into account during the checkout process.

If a product in the catalog has an explicitly mentioned unit of measure, that unit of measure will be used for that specific product during checkout.

When the checkout is rendered in a non-primary language, translations provided in the language pack will be prioritized over the unit of measure provided in the catalog. If no translation is available, the fallback will be the unit of measure provided in the catalog.

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