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Chargebee Release Notes

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Neues Feld "Cancelled Reason" in Auto Engagement

Unter Auto Engagement > Payments > Subscriptions wurde das neue Feld "Cancelled Reason" hinzugefügt.

A new field - Cancelled Reason has been added to Auto Engagement > Payments > Subscriptions.

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Chargebee

Business-Entity-Name wird überall angezeigt

Der Name der Business Entity wird nun auf der gesamten Receivables-Seite angezeigt.

With this release, the Business Entity name will be displayed throughout the Receivables site.

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Chargebee

Sieben neue Platzhalter für E-Mails

In Email Templates, Auto Engagement und Remind via Email stehen sieben neue Platzhalter zur Verfügung: Current Month, Current Year, Previous Month, Previous Year sowie Last Attempted Payment Amount, Status und Date.

Seven new placeholders have been added under Email Templates, Auto Engagement and Remind via Email Customer Flyout These placeholders are - Current Month, Current Year, Previous Month, Previous Year, Last Attempted Payment Amount, Last Attempted Payment Status, and Last Attempted Payment Date. These placeholders will help the merchants to write more engaging emails.

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Chargebee

Zugriffssteuerung für PFR Reports

Unter Settings > Users and Permissions > Roles and Permissions lässt sich der Zugriff auf PFR Reports getrennt für "PFR Billing Report" und "PFR Invoice Report" steuern, standardmäßig sind beide aktiviert.

Provision to provide access to PFR Reports for users has been added to Settings > Users and Permissions > Roles and Permissions. Two options for selective access have been added under PFR Reports as PFR Billing Report and PFR Invoice Report. Any new report will automatically be added under one of these categories. By default, access to both the reports is enabled.

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Chargebee

Neue Spalte "Locale Name" in Customer und Invoice View

Die neue Spalte "Locale Name" lässt sich über den Column Chooser in Customer View und Invoice View einblenden und steht auch in den erweiterten Filtern sowie im Auto Engagement zur Verfügung.

With this release, a new column called Locale Name will be available in the Customer View and Invoice View. Merchants can choose to add this column to the view from the Column Chooser. The same is added in advanced filters on both the views (Customer & Invoice) as well as auto engagement. Merchants can now filter, create views and engage with customers having a specific locale.

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Chargebee

Neues Erscheinungsbild für Chargebee Receivables

Im Zuge eines Rebrandings aller Chargebee-Produkte haben Receivables ein neues Logo, neue Farbschemata und ein überarbeitetes Look and Feel erhalten.

All the product offerings of Chargebee have gone through a rebranding process, as part of which there is a new logo, color schemes, and look and feel of the products have been changed and reimagined.

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Chargebee

Schriftgrößenauswahl im E-Mail-Editor

Im E-Mail-Editor können Händler die Schriftgröße des Fließtexts nun über ein Font-Size-Selector-Plugin auswählen.

With this release, merchants will now be able to select the font size of email body text using the font size selector plugin in the email editor.

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Chargebee

Rebranding der Revenue Story-Seiten

Alle Revenue Story-Seiten übernehmen nun das neue Rebranding-Design und sind damit einheitlich mit dem Rest der Plattform.

We are excited to announce that we have completed a rebranding effort for the CB website and app. We have used the Cookie UI DLS tool to update the color tokens for different pages to achieve this update. However, we have identified an issue with the Revenue Story pages, where the pages are only partially connected to the CookieUI and require updating to reflect the new rebranding theme. To address this issue, we have implemented a new feature that ensures that each Revenue Story page reflects the new rebranding theme, providing consistency across the platform.

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Chargebee

Braintree ACH-Unterstützung über Chargebee JS

Beim Checkout für neue Subscriptions mit Chargebee JS können Zahlungen jetzt per Braintree ACH eingezogen werden.

You can now collect payments from your end customers via Braintree ACH during Checkout while using Chargebee JS for creating a new subscription.

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Chargebee

Braintree ACH-Unterstützung für Hosted Pages

Braintree ACH steht nun im In-app-Layout von Checkout (neue und bestehende Subscription, One-time Checkout), im Portal und auf Pay Now Hosted Pages zur Verfügung.

You can now collect payments from your end customers via Braintree ACH during Checkout while using the In-app layout of Checkout for Checkout new subscription, Checkout existing subscription, One-time Checkout, In-app layout of Portal, and Pay Now hosted pages.

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Chargebee

Salesforce CRM Integration Package v1.55

Die Version 1.55 bringt Unterstützung für Manage CB Actions in Salesforce Flows, Feldzuordnung für ID- und Formelfelder sowie besseren Umgang mit deaktivierten Price-Book-Einträgen.

The following new features and enhancements were released with this release:

Salesforce Flow Support: We have added support for Manage CB Actions to be used in Salesforce Flows. This allows you to incorporate CB actions into your flows and automate more of your business processes. We are also planning to add more actions in the future. Learn more.

Field Mapping Improvement: We have enhanced our field mapping capabilities to include ID and Formula Fields, which can now be mapped from Salesforce into Chargebee. The formula field value used will be what is populated at the time of the sync, providing more accurate and up-to-date data. Learn more.

Deactivated Price Book Entries: We have improved our handling of deactivated price book entries, which previously presented an error and prevented users from proceeding. With the new update, if a price book entry is deactivated, an error message will be displayed, and you will be able to remove the deactivated product without disrupting your workflow. …

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Chargebee

Einmal-Coupon pro Kunde

Händler können Coupons einrichten, die pro Kunden-E-Mail-Adresse aus den Zahlungsmitteldaten nur einmal einlösbar sind.

We are excited to introduce a feature that allows merchants to set up coupons in Chargebee that can only be used once per customer email address from payment method details. This feature is valuable for merchants who want to limit the usage of coupons across their marketing efforts and specifically for CRM marketing efforts.

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Channel-Attribut und Product ID im Report Builder

Die Produkttabelle im Report Builder enthält jetzt das Channel-Attribut (z. B. Web, App Store, Play Store) sowie die Product ID zusätzlich zum Produktnamen.

We're excited to announce that channel attributes under the Product table are now exposed in Report Builder's product table for easier analysis. This update will help Mobile Subscriptions users to analyze their data across various channels such as Web, App Store, and Play Store. If Mobile Subscriptions is not enabled on your site, it will only show Web as the default value. In addition to the channel attribute, we have also included the Product ID in the product table. Previously only the Product Name was exposed in the table. With the inclusion of Product ID, you can now analyze their data by both product name and ID.

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Badges für Item-Typen im Checkout bearbeiten und übersetzen

Die Labels der Badges für Produkte auf der Checkout-Warenkorbseite lassen sich nun unter Labels and Messages bearbeiten und übersetzen.

You can now edit and translate the labels of the badges that are used to be shown for each product on the checkout cart page. This feature gives you more control over how your products are appearing, making it easier to identify and manage items in the cart. To edit the labels of the badges, navigate to Configure Chargebee > Checkout & Self-serve Portal > Labels > Labels and Messages. We believe that this feature will enhance the user experience and provide greater flexibility to our users.

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GLN-Nummer als Routing-Parameter im Checkout

Kunden können im Checkout ihre Global Location Number (GLN) für E-Invoicing eingeben und aktualisieren, und die GLN ist als Routing-Parameter in den Checkout Identifiers per UI und API wählbar.

We have added support to the Chargebee-Checkout system that allows customers to enter and update their Global Location Number (GLN) in the E-invoicing feature during Checkout. To enable the collection of the GLN number, we have added a new field to the billing information section of the checkout page. Customers can use this field to create a new customer account or update an existing one. We have also added the GLN field as an option under the Checkout Identifiers section, allowing it to be selected as a routing parameter. This support is available both via the Chargebee UI and API, making it easy for you to integrate it into your workflows. We believe that this will improve the overall checkout experience for self-serve customers and enable them to manage their billing information more effectively.

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Chargebee

Calendar Billing bei Mobile Subscriptions entfällt

Für Mobile Subscriptions muss Calendar Billing nicht mehr aktiviert werden, da das Datum bei Erstellung und Verlängerung automatisch über die change term end API gesetzt wird.

Prior to this release, when connecting the Apple App Store or Google Play Store to Chargebee, the Calendar Billing feature would be enabled by default. The purpose of this was to ensure that the billing period would start on the exact date of the purchase. With this release, there is no longer a need to enable the Calendar Billing feature. Instead, the date is automatically set during the subscription creation and renewals with the use of change term end API. This streamlines the configuration process and minimizes the errors resulting from a missed configuration step.

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Checkout.com: Neue MIT-Updates

Chargebee sendet wegen geänderter MIT-Vorgaben von Checkout.com nun zusätzliche Flags für CIT- und MIT-Transaktionen mit gespeicherten Zahlungsmitteln.

Checkout.com has added some updates to their MIT (Merchant-Initiation Transactions) workflow with stored payment methods. To comply with this update, Chargebee will send the following flags to Checkout.com for CIT (customer-initiated-transactions) and MIT (merchant-initiation transactions):

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Xero-Fehlerbehebungen beim Sync

Gelöschte Datensätze werden bei der Verarbeitung fehlgeschlagener Records ausgeschlossen, und Item Prices werden nur noch mit gültigen Rechnungen verknüpft, um Sync-Fehler zu vermeiden.

We are pleased to announce that we have identified and resolved an issue in Xero that was affecting our customers' ability to process failed records. The issue was related to the inclusion of deleted records in the processing, resulting in failed syncing and inaccurate data. We have made a change to our system, so that failed record processing will exclude any deleted records, ensuring that only actual records are synced.

We are excited to announce a new update that will improve the syncing of item prices for our users. Previously, there was an issue with item prices being associated with deleted invoices, which caused syncing failures and inaccurate data.

We have implemented a fix that will exclude deleted invoices from the syncing process. Going forward, item prices will only be associated with valid invoices, ensuring that all data is accurate and up-to-date.

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Benutzerdefinierte Quick Filters

Ansichten lassen sich als Quick Filter oder als Saved View speichern, und eigene Quick Filter können erstellt oder gelöscht werden.

With this release, you can do the following with Quick Filters:

You can save a view as a quick filter or a saved view. You will be asked to select the desired option when you click the existing **Save** button.

You can create or delete a custom quick filter from the list of quick filters.

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Eindeutige Namen in der Grid-Ansicht

In Customer View und Invoice View erhält jede geladene Ansicht einen eindeutigen Namen der gespeicherten Ansicht mit einer Zahl in Klammern.

With this release, under the Customer View and Invoice View pages, every view that is loaded on the grid will have a unique name from the saved view with a count in brackets.

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