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Chargebee Release Notes

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Chargebee

Filter „Last Email Cycle“ in Invoice- und Customer-Ansicht

In der Invoice- und der Customer-Ansicht gibt es nun Filter auf Basis des „Last Email Cycle“, mit denen sich Kundensegmente nach E-Mail-Zyklus und Engagement-Stufe bilden lassen.

With this release, Last Email Cycle - based filters have been added to the Invoice and Customer views. The filters will help in creating multiple segments of customers who belong to a particular email cycle. These filters will help you identify which stage of engagement a customer is at.

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Chargebee

Fix: Leerer Rechnungsinhaber im Client Portal bei Account Hierarchy

Bei Kunden mit Account Hierarchy wird der Name des Rechnungsinhabers im Client Portal nicht mehr leer angezeigt.

A bug was found in the Account hierarchy customers instance due to which the Invoice owner name was appearing as blank. This has been fixed.

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Chargebee

Sicherheitsfix in Receivables

In Receivables wurde ein Sicherheitsfehler behoben, bei dem durch unsachgemäße Verarbeitung von E-Mail-Parametern Informationen offengelegt wurden.

We have increased the security of Receivables due to a security-related bug in which there was an information leak due to improper handling of email parameters.

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Chargebee

Voluntary und Involuntary Cancellation MRR im Chargebee-Dashboard

Das Tagesdiagramm im Dashboard wurde verbessert, damit sich aggregierte Metriken wie der Voluntary Cancellation MRR besser analysieren lassen.

We are excited to announce an improvement to the daily chart feature in our application, specifically aimed at enhancing its usefulness for analyzing aggregated metrics such as Voluntary Cancellation MRR.

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Chargebee

Neuer API-Parameter „Payment Initiator“

Chargebee unterstützt nun den API-Parameter „Payment Initiator“, mit dem sich unterscheiden lässt, ob eine Transaktion von Ihnen oder vom Kunden ausgelöst wurde.

With this release, we have added support for a Payment Initiator API parameter that can be used to distinguish whether a transaction is initiated by you or a customer.

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Chargebee

Überarbeitete Detailseiten für Kunden und Abonnements

Die Detailseiten für Kunden und Abonnements wurden überarbeitet, unter anderem mit neu geordneten Boxen, aufgeräumter Zusammenfassung, von Abonnementinfos getrennten Custom Fields (leere werden ausgeblendet), der Umbenennung in „Subscription Configurations“ und sichtbaren nicht wiederkehrenden Positionen.

We have made several improvements to the Customer and Subscription details page based on user feedback. Here are the changes:

Customer Level:

  • The customer details and configuration box have been reordered to improve usability. Users will now find it easier to navigate to the desired section.

Subscription Level:

  • The summary section has been cleaned up to show useful information at a glance and has hyperlinks to exhibit relevant details.

  • Similar information was repeated in the first two boxes with some differences. The design team will address this issue.

Other Changes:

  • Custom fields are now separate from subscription information, which remains unchanged.

  • Blank custom fields are now hidden to provide a cleaner view.

We also made some minor adjustments:

  • The configurations box was unclear, so we renamed it to Subscription Configurations to avoid confusion.

  • Non-recurring items are visible now.

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Chargebee

Report Builder: Felder auf Entity-Ebene

Der Report Builder ermöglicht nun den Zugriff auf Felder auf Entity-Ebene und deren Analyse.

With this release, you can now leverage the enhanced capabilities of Report Builder to access and analyze entity-level fields. This improvement empowers users with a broader range of data points, facilitating more comprehensive and insightful analysis within the tool.

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Chargebee

Dashboard-Fix: Finance-Dashboard wird wieder erzeugt

Durch verbesserte Fehlerbehandlung lässt sich das Finance-Dashboard, das zuvor nicht generiert werden konnte, nun erzeugen.

Previously, there was an issue where the finance dashboard could not be generated, causing inconvenience to merchants. With this release, we have implemented improved error-handling mechanisms to address this issue.

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Chargebee

Billing LogIQ: Vue.js, neue Struktur und Leap-Design

Billing LogIQ wurde auf Vue.js umgestellt, mehrere Seiten wie Account Hierarchy oder Contract Terms wurden aus Configure Chargebee dorthin verschoben, das Design an Leap angeglichen und die Einstellungen gruppiert sowie in die Suche aufgenommen.

With this release, we have made the following enhancements:

Upgraded the technology behind it to Vue.js, which will make it more efficient.

Moved the Billing settings within Billing LogIQ to a lower level, ensuring that the Configure Chargebee page can handle more information without any issues.

Moved some pages to Billing LogIQ from Configure Chargebee. This is just a simple redirect and won't affect the feature. The pages being moved are Account Hierarchy, Contract Terms, Multi Decimal Support, Backdating, Pause Sub, Sub Cancellation, Subs Reactivation, Gift Subs, Orders, Unbilled Charges, Consolidated invoicing, Offline payment methods, Chargeback management, and more.

Made some design changes to align Billing LogIQ's visuals with Leap, creating a more consistent and cohesive user experience.

Grouped the settings in Billing LogIQ to improve discoverability and added settings to the go-to search for easy navigation and ease of use.

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Chargebee

Fehlende Zeitangaben zu Subscriptions und Trials ergänzt

In der Leap-Oberfläche werden nun zuvor fehlende Angaben wie nächstes Renewal-Datum, Trial-Start, Trial-Ende, Pause- und Resume-Datum angezeigt.

We have made advancements to the Leap user interface. We noticed that some important information was missing, such as the next renewal date and other items like trial start, trial end, pause date, and resume date. With this release, all these missing details have been added, ensuring that you have access to the necessary information for your subscription and trial periods.

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Chargebee

Optionen auf Detailseiten besser sichtbar

Auf Detailseiten wie Customer und Invoice sind Optionen, die zuvor hinter einem Ellipsen-Symbol versteckt waren, nun direkt mit einem Klick erreichbar.

We've improved the user experience on details pages (Customer, Invoice, and more.) by reducing extra clicks. Previously, some options were hidden behind a horizontal ellipse icon, causing inconvenience. Now, we have brought those options out of the icon, making them easily accessible with a single click.

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Chargebee

Stripe Boleto auf Hosted Pages unterstützt

Chargebee-Hosted-Pages unterstützen jetzt die Zahlungsmethode Stripe Boleto für Kunden in Brasilien in den Flows Checkout New, Checkout Existing und Checkout One-Time.

We're excited to announce that we have expanded our payment options by adding support for the Stripe Boleto payment method on Chargebee-hosted pages. This enhancement enables you to offer your customers in Brazil a convenient and widely used payment option. With the integration of Boleto payments, your customers can now easily complete transactions using the popular Brazilian payment method, further enhancing their checkout experience. This update is available across the Checkout New, Checkout Existing, and Checkout One-Time flows.

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Chargebee

Hosted-Page-API für Boleto-Voucher-Details

Über den neuen API-Endpunkt zum Erstellen einer Hosted Page zur Anzeige von Boleto-Vouchern können Kunden Voucher-Details speichern, herunterladen oder ansehen.

We have introduced a new feature that allows you to easily share voucher details with your customers. With this update, your customers will be able to take necessary actions, such as saving, downloading, or viewing the required information on the Boleto voucher. This functionality is available through the *Create a hosted page to view Boleto vouchers* API endpoint.

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Chargebee

ArithmeticException bei QuickBooks-Sync behoben

Ein Fehler bei der Steuerberechnung auf Positionen, der beim Sync von Rechnungen zu QuickBooks Online eine ArithmeticException auslöste, wurde behoben.

We are pleased to announce that we have addressed a critical issue related to tax calculation on line items. This issue was causing an ArithmeticException by zero error while syncing invoices to QuickBooks Online (QBO). With this release, the error has been resolved, ensuring smooth and error-free synchronization of invoices with QBO.

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Chargebee

Netsuite: Rechnungsadresse in Lieferadresse kopieren

In der Netsuite-Integration lässt sich beim Rechnungs-Sync die Rechnungsadresse ins Lieferadressfeld kopieren, damit Netsuite Steuercodes anhand der Lieferadresse zuweist.

We are excited to introduce a new enhancement to the accounting integration between Chargebee and Netsuite, specifically targeting Finance admins. Based on valuable user feedback, we have implemented the option to copy the Billing address into the Shipping address field while syncing invoices into Chargebee. This enhancement enables Netsuite to assign tax codes accurately based on the Shipping address provided.

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Chargebee

Stripe Boleto über Chargebee.js unterstützt

Über Chargebee.js wird nun die Zahlungsmethode Stripe Boleto unterstützt, sodass Kunden mit der brasilianischen Zahlungsart bezahlen können.

We're excited to announce that we have expanded our payment options by adding support for the Stripe Boleto payment method through Chargebee.js. With the integration of Boleto payments, your customers can now easily complete transactions using the popular Brazilian payment method, further enhancing their checkout experience.

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Chargebee

Legacy HubSpot: Bessere Fehlermeldungen beim Sync

Beim Chargebee-zu-HubSpot-Sync werden statt generischer Fehler nun spezifische Fehlermeldungen aus der API-Antwort angezeigt, und der Error-Stack wird in Datenbank und Splunk protokolliert.

In this release, we have enhanced the error messaging during Chargebee to Hubspot sync. Instead of receiving a generic error message, customers will now see specific error messages from the API response, allowing them to identify and resolve the issues independently. The error stack will be logged in the database and Splunk, enabling the support team to provide detailed information for troubleshooting. This update aims to reduce customer support interactions and streamline the sync process.

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Chargebee

Bulk-E-Mail: Korrekte Anzahl wird angezeigt

Beim Massenversand von E-Mails von den Index-Seiten für Customer, Subscription oder Invoice wird nun die korrekte Anzahl angezeigt.

With this release, we have fixed a bug to show the correct count when emails are triggered in bulk from the Customer, Subscription, or Invoice index page.

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Chargebee

Tax Subledger (EAP) in RevRec eingeführt

Das Tax Subledger (EAP) in RevRec erfasst Steuerdaten aus Chargebee-Billing-Rechnungen, erzeugt Journalbuchungen anhand konfigurierter GL-Zuordnungen und bucht sie in Drittsysteme, mit anpassbaren Regeln für Zuordnung und Aggregation.

The Tax Subledger (EAP) feature in RevRec enables you to manage and automate journal entries for sales-related taxes. It allows for capturing tax information from Chargebee Billing's invoices, generating journal entries based on user-configured GL mapping, and posting them into third-party accounting systems. You have the ability to define specific rules for tax-related general ledger account mapping and journal entry aggregation, allowing for customization based on jurisdiction, tax types, or other custom fields.

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