Within these release notes you will find descriptions of new features, enhancements and API changes in the LogiSense Billing application. The content below details changes in major release versions, point release versions and hotfixes. If you have any questions about the information provided below please do not hesitate to contact your LogiSense support representative.
10.7.0.0 Release Notes
Change Highlights
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Rating resiliency improvements
Permissions for Account Search and Account Overview are now inherited. If a user has access to any other Account screens (Profile, Billing, Communication, Settings) they also are granted permission to search for accounts and access the Overview screen
Added the ability to modify the auto-disburse setting on invoiced credits in the AdminPortal
Added the ability to modify the Expire After and Expire After Frequency values of non-recurring buckets on account-services
Expired buckets can have their Expire After value modified in order to make the bucket active again (this will trigger a rerate if the bucket has usage applied to it)
Modified billing logic to calculate using all invoices with negative balances regardless of their due date when making payments. Previously only invoices with a due date on or before the current date were considered
Fixed an issue which could cause incorrect date/time values to be set on account-service status last updated dates
Fixed a billing issue that could cause accounts to be repeatedly queued for payment processing in environments with a large number of accounts (40k+)
Fixed a billing issue where two aggregate invoices with a balance equaling zero dollars could still result in automatic payment collection occurring
Fixed an issue where orders could not be saved if optional custom fields related to account-services were not populated
Fixed an issue where an update failed error would be returned when attempting to edit a draft order
Fixed an issue where multiple clicks were required to be able to select an Effective Date using the calendar feature on the Orders screen
Fixed a permissions issue where left hand side menus could still appear if a user had 'no permissions' set for the menu
Fixed a permissions issue which resulted in an error when attempting to access the custom fields screen
Fixed an issue in Adyen integrated environments where importing payment method data for an existing payment method failed to update credit card expiry dates and payment method identifiers
10.7.3.4 Release Notes
Adjusted the account balance due value to now factor in negative transactions, transaction reversals and pending payments
Modified billing so that when an invoice is created with a negative balance it will immediately apply the balance against all outstanding invoices that contain positive balances (oldest to newest)
Modified billing to no longer create an invoice if only payment activity has occurred on an account
Modified credits so that they can be disbursed to unpaid invoices on invoicer accounts prior to invoicing occurring
Modified logic to disburse undisbursed credits/payments that are configured to auto-disburse to invoices after a credit/payment is deleted from an invoice (e.g. when a payment refund occurs, or a credit is manually deleted/reversed)
Added the ability to modify the auto-disburse setting on invoiced credits in the AdminPortal
Added the ability to tax manual transactions and reversals immediately instead of waiting for invoicing to occur
Fixed an issue where credits would not be disbursed to invoices if invoices were in Delivery Pending status
Fixed an issue where attempting to disburse the full amount of a credit including tax would result in a 'Disburse Amount is not within range' error
Fixed an issue that could cause credits to be recorded with a $0 balance adjustment in rare scenarios
Fixed an issue that could cause invoice balances to be incorrect when calculating payment disbursements in some scenarios
Fixed an issue where changing a payment to disburse automatically when it was previously configured to disburse manually would fail to automatically disburse the payment to an unpaid invoice
Fixed an issue that could cause an incorrect currency symbol to be rendered on invoices
Fixed an issue where an account set to deliver multiple invoices using the email & external delivery method would only deliver the last invoice set to be sent
Fixed an issue where creating partial payment refunds could lead to incorrect disbursed invoice balances
Fixed a rounding issue where the account balance and account balance due could differ by one cent in certain scenarios when both prorated recurring charges and prorated recurring credits existed on the same invoice
Fixed a permissions issue where account billing screens on child accounts could display details that only invoicer accounts should show
Fixed a validation issue that could allow duplicate usage identifiers to be created
Modified Adyen integration to update a payment method's expiry date value when the real time account updater indicates that the card has expired
Added support for Adyen chargeback_failed webhook events. When LogiSense Billing receives a chargeback callback from Adyen for a payment in the system, a payment refund will occur, reducing the payment amount
Fixed an issue in Adyen integrated environments where importing payment method data for an existing payment method failed to update credit card expiry dates and payment method identifiers
Fixed an issue in Adyen integrated environments that could cause payment retries for rejected payments to get stuck in a pending state
Fixed an issue in Adyen integrated environments that could cause duplicate payments or duplicate refunds to occur in certain scenarios when multiple webhooks were setup in the same environment
Fixed an issue where child account data was not being displayed when utilizing hierarchical custom reports to present invoicer and child account data on invoices
Fixed an intermittent caching issue that could cause incorrect values to be returned when looking up custom field values across multiple webservers
10.7.3.4 API Changes
API Updates and Enhancements
V9/Invoice/Item/Charge (Post): added the ability to set ApplyTaxNow
9/Invoice/Item/ReverseCharge (Post): added the ability to set ApplyTaxNow
v9/PaymentMethod/Import/Sync: Fixed an issue in Adyen integrated environments that could cause a failure when adding a TWINT payment method