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In den Quick Filters gibt es unter Payment Risk die neue Kategorie No-Payment für Kunden, die bisher keine Zahlungen geleistet haben.
No-Payment is introduced as an additional category under the Payment Risk option for Quick filters. Customers that show up under No-Payment payment risk signify zero payments made till date.
Die Purchase-Order-Nummer der Subscription wird jetzt in der Leap UI auf der Kundendetailseite angezeigt, um Funktionsgleichheit mit Classic herzustellen.
We have added the subscription purchase order(PO) number in Leap UI on the Customer details page to bring feature parity between Classic and Leap UI.
Das neue Feld Count of Payment Attempts erscheint in der Kundenansicht und ist in den erweiterten Filtern sowie im Column Chooser verfügbar.
A new field is integrated called Count of Payment Attempts and it is reflected in the customer view and also included in the advance filters and column chooser.
Behoben wurden unter anderem der fehlende Pay Now-Button im mobilen Client portal, veraltete Notizen beim Anlegen von Erinnerungen, umbrochene E-Mail-Texte in der Collector Queue, fehlgeschlagene Kontaktimporte wegen Telefonnummernformaten sowie leere Downloads bei Account Statement und Ledger.
Other fixes with this release include:
Pay Now button is now visible in the Client portal when accessed via mobile.
Set reminder - Notes Modal State was retained with previous action data which is now fixed so previous notes data will not be visible anymore if the user tries to create a new reminder.
Under Collector Queue, the email body sentence was breaking. This has been fixed.
Ignore phone numbers in CB Transformation - Since Chargebee customers are from the US, Europe, and other regions where the phone number format differs from India, our import contacts were failing. This has now been fixed.
Acc statement and Ledger: When there is no date filter or As on Date filter is used for a date range, the downloads were not showing any data. This has been fixed.
Beim Festlegen eines Ziels mit Prozentwert war der Liniengraph für das erstellte Ziel nicht auffindbar, was mit dieser Verbesserung adressiert wird.
When we set a goal with a percentage, we are unable to find the line graph for the created goal.
Kunden können die Datenquellen Product und Subscription History verknüpfen und den historischen MRR nach Plan analysieren.
Customers are able to join Product and subscription history data sources and analyze historical MRR by Plan
Visual Reports waren für bestehende Testseiten und neue Trial-Anmeldungen nicht aktiviert.
Visual reports are not enabled for all existing test sites including new trial signups.
Rechnungen, die im Report enthalten waren, fehlten im heruntergeladenen Export; dieser Fehler ist behoben.
The invoices that are actually present in the report were not found in the downloaded export but this issue is fixed with this release.
Händler erhalten nun eine neue Erinnerung namens Contract renewal reminder, wenn sich der Vertrag eines Kunden für eine neue Laufzeit verlängert.
We have introduced a new reminder notification called Contract renewal reminder for merchants when a customer's contract renews for a new term.
Behoben wurden ein Fehler bei der Validierung des Payment & Shipping-Schritts beim Hinzufügen eines Items über Change Subscription, die gesperrte Mengenänderung eines Plans bei verpflichtendem Addon sowie ein überflüssiger zusätzlicher Abschnitt trotz Opportunity-Sync-Regel „nichts tun“.
The following issues are resolved in this release.
An error message appears when the user attempts to validate the Payment & Shipping information step when adding an item to a subscription through the change subscription operation in Salesforce.
During sales-driven workflows, when a mandatory addon is attached to a plan, the user was unable to modify the quantity of the plan.
An additional section appears even if the sync rule for Opportunity states that nothing should be done.
Die Null-Pointer-Exception beim initialen Sync mit Xero ist behoben.
We have fixed the null pointer exception received during the initial sync of Xero with this release.
Aus HubSpot-Deals können nun Subscriptions mit Contract Terms erstellt werden, und E-Invoices lassen sich für berechtigte Kunden automatisch sowie per UI beim Erstellen von Subscriptions konfigurieren.
The following features have been introduced for HubSpot Quote-to-Cash integration.
Contract terms renewal - You can now create subscriptions with contract terms out of HubSpot deals.
Configure e-invoices for customers who are authorized to receive them while creating subscriptions automatically and Via UI.
Änderungen oder Rabatte an gestaffelten Addons in einem Quote werden nun korrekt übernommen, wenn der Kunde das Quote annimmt und den Checkout abschließt.
It was identified that any changes or discounts made to the tiered addons on a quote do not reflect while the customer accepts the quote and uses checkout to complete the purchase. This is now fixed!
Bei genau 25 Features zeigte die Feature Index Page beim Scrollen endlos dieselben Features an; dieser Fehler ist behoben.
When the site contains exactly 25 features, if we scroll down on the Feature Index page it shows an indefinite loop of the same twenty-five features. This is fixed!
Auf der Subscription Mapping Page wird nach dem Entfernen eines überschriebenen Features der zugehörige geerbte Eintrag nun im rechten Bereich angezeigt.
On the Subscription Mapping page, when an overridden feature is removed from a subscription, the corresponding inherited record(if present) was not displayed in the right pane of the mapping page. This is fixed!
Neu sind unter anderem E-Invoice-Konfiguration für Kunden, gruppenbasierte Feldberechtigungen für Salesforce Public Groups, der Button Generate Checkout URL, Custom Fields für den Item-Abgleich in Sync-Regeln, ein Auto-Sync alle 10 Minuten sowie Zahlung per Bankkonto über den Checkout-Link.
The following features have been introduced in this release.
You can configure e-invoices for customers who are authorized to receive them when creating or updating Chargebee customers in Salesforce.
You can now grant access to users who are part of a Salesforce public group like system administrators or sales managers to view and modify fields while they create subscriptions. When a user belongs to multiple groups with different permissions, the system assigns that user the highest permission across all groups.
Utilizing the Generate Checkout URL button while creating subscriptions, you can now seamlessly retrieve checkout links and use them in your sales workflows.
While configuring sync rules for plans and addons, you can now use custom fields on the Salesforce product to match with Chargebee items.
You can now schedule the Chargebee Salesforce integration to auto-sync Chargebee customers, subscriptions, invoices, and more records every 10 minutes.
While creating subscriptions from opportunities, customers can now pay via their bank account while using the checkout link to complete their purchases.
Im Report Builder stehen neue Order-bezogene Datenquellen und Felder für benutzerdefinierte Reports zur Verfügung.
New Order-related data sources and fields are now available within Report Builder to help customers build custom reports.
Auf der Customer Index Page werden aktive Subscriptions zuerst und in einer festen Statusreihenfolge angezeigt, Pläne lassen sich anhand der auf der Site konfigurierten Währungen erstellen, und ein neuer Tag kennzeichnet Non-Renewing-Subscriptions in Abgrenzung zu gekündigten.
This release includes the following user interface enhancements:
On the Customer Index Page, the active subscriptions will display first and implement the following sorting order
Active subscriptions are charged based on the plan, add-ons, and billing period.
Future Subscriptions that are yet to go into trial or active state on the specified date in the future.
In Trial Active subscriptions that are in trial mode.
Non Renewing Subscriptions that are scheduled to cancel and will no longer renew.
Canceled Inactive subscriptions that will no longer renew.
Customers can now create plans based on the currencies that are configured on their Chargebee site. This will help minimize errors associated with incorrect selection and improve user experience.
We have introduced a new tag to identify subscriptions that are Non-Renewing to differentiate them from subscriptions that are in Cancelled status.
E-Mail-Felder in der Chargebee-Anwendung unterstützen nun UTF-8-Zeichen.
We now support UTF-8 (UCS Transformation Format ) characters for email fields in the Chargebee application.
Die Beschreibungen auf der Entitlements-Landingpage wurden überarbeitet und um Links zu Implementation Guide, API Reference und Chargebee Help Docs ergänzt.
For better understanding, we have updated the descriptions on the Entitlements Landing page. We have also added hyperlinks to the Implementation Guide , API Reference , and Chargebee Help Docs to help navigate entitlements with ease.