Release 2405.1

Scheduled on Wednesday, 06/19/2024

 

This update introduces Anniversary Billing for Subscriptions, ensuring that subscriptions are billed for the entire term, avoiding prorations based on the account-level BCD.

 

Feature Enhancements

Billing

Anniversary Billing for Subscriptions

• This release introduces the ability to automatically set the Bill Cycle Day (BCD) for new subscriptions to the subscription’s start date. This feature addresses the common need to bill customers for the entire subscription term rather than prorating based on the account-level BCD.
• A new option, “Auto-set to the Subscription’s Start Date,” has been added to Nue Settings -> Billing -> Bill Cycle Day. When selected, item-level BCD and Bill Cycle Start Month will automatically be set based on the Subscription Start Date when adding a new product to a quote or order.
• Users can now configure the Bill Cycle Day and Bill Cycle Start Month at the order product level, with defaults from the Account or System settings:
  • If “Generate invoices for each sales account” is enabled, use the settings on the Sales Account. If not set, use the System settings.
  • If “Generate invoices for each sales account” is disabled, use the settings on the Billing Account. If not set, use the System settings.
• These settings can be overridden for individual order products and will propagate to the subscription level. For change orders, the Bill Cycle Day and Bill Cycle Start Month settings will be read-only in the Line Editor.
• These enhancements provide greater flexibility to align billing cycles with specific business requirements and customer preferences at the order product level. For detailed information, please refer to this article.

Bug Fixes

Price Builder

Discount Tag was not applied to all the add-on children

• In certain scenarios, the Discount Tag was not being applied correctly to all add-on products within a subscription renewal or new quote. We have implemented a fix to ensure that Discount Tags are applied correctly to child products when applied to their parent products.

Lifecycle Manager

Failed to open order line editor UI for existing orders without billing accounts

• Previously, users encountered an error when attempting to access the order line editor for orders that did not have a billing account assigned. This issue has been resolved, and users can now successfully open and interact with the order line editor for orders without billing accounts.

Percent of Total not recalculating after target product update

• Previously, the "% of Total" amount was incorrectly shown as 0 after modifying the quantity of target products on a previously saved quote. We have fixed this issue, and users will now see the accurate total amount updating when adjusting target product details.