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.
In this article:
10.7.0.0 Release Notes
Change Highlights
Product Catalog Enhancements:
Promo Code and Discount Enhancements:
Added a 'Trial Discount' option when configuring discounts or promo codes on package-services which can be used in conjunction with a new invoice token called 'IsFreeTrialExpiring' to alert customers that a discount is expiring in the current billing period
Added the ability to configure proration on promo codes
Added the ability to add a promo code to an account-package or account-service that has already been billed
Billing Enhancements:
Modified bill runs to pick up any account-packages with effective cancel dates earlier than the bill run’s period end value, regardless of the account-package's next bill date. This permits the ability to apply charges/refunds to cancelled prepaid packages without the need to wait until the package’s next bill date is reached
Added ‘Run Invoice’ and ‘Render Invoice’ options when billing from an account. This allows charges to be generated without invoicing them
Modified the Bill Run History screen to display additional data and indicate where billing was initiated from (an account, sales order or a bill run)
Account Enhancements:
Account Search Enhancements:
Added the ability to create custom account search views where you can specify the fields to return in the search results
Expanded the data the accounts can be searched by (e.g. Invoice data, account custom fields, account-package custom fields)
Clicking on a search result will take you directly to the entity (e.g. clicking on an account-package custom field search result will load the account package screen with the related account-package selected)
A default account search can be configured
Other Account Screen Enhancements:
Clicking on a note will navigate the user to the Account / Communication / Notes screen
An ‘Id’ field has been added to account-packages on the Account / Profile / Packages screen indicating the Account Package ID
An ‘Id’ field has been added to account-services under account-packages on the Account / Profile / Packages screen indicating the Account Service ID
A ‘Cancellation Billing Option’ field has been added to the Account / Profile / Packages screen which indicates what cancellation option was selected for cancelled account-packages
Tax Enhancements:
Tax Exemption Enhancements:
Ability to add the tax exemption for specific taxes on the Account / Settings screen Taxes tab
Account tax exemptions now allow granular exemptions based on tax type and tax location, along with the existing tax level settings (federal, state, local, etc.)
Tax Location is defined by the Tax Jurisdiction code (a.k.a. the pcode) of a location configured for the exemption
Tax Addresses:
Added the ability to configure tax addresses on the Account / Settings screen Taxes tab. These addresses can be used to apply taxes to account-services on the account/sub-accounts
Updating an address configured on the Account / Settings screen Taxes tab will update the address everywhere it is used on the account/sub-accounts
Added the ability to configure tax addresses directly on account-packages in order to tax account-services based on where the services are located. Tax addresses on account-packages can be entered as custom values specific to the package or pulled from the list of tax addresses configured on the account. Addresses configured at the account-package level will be used for taxation instead of account contact addresses
Inclusive Taxes:
Added the ability to configure rate groups as Tax Inclusive. When this setting is enabled all rates within the rate group will be tax inclusive
Added a ‘Zero Inclusive Tax When Exempt’ setting to the Account / Setting screen Taxes tab. When this setting is enabled tax inclusive services on the account which are tax exempt will keep the same charge and have the taxes reduced to zero. Transactions on the Invoice screen will still show the service charge as reduced (tax taken off) but the tax amount will be $0
Other Tax Enhancements:
Added the ability to configure service tax categories on usage rates
Payment Integration and Enhancements:
Adyen Direct Payments Integration
Added Adyen as a payment provider configurable at the Owner level
3DS2 protocol is supported
Credit card, bank account and PayPal data is tokenized with no PCI data stored in LogiSense Billing
One-time payments are supported
Full and partial payment refunds are supported
Rejected payments can be retried
The Adyen Real Time Account Updater is supported allowing credit card information to be updated or the card deactivated
Adyen Auto Rescue is supported and integrated with LogiSense Billing Dunning functionality allowing the invoice balance to be collected during billing for cards or that have previously failed
Added a new field to the Account Settings screen called 'External Account Identifier' which is populated with Adyen's shopperReference value when a payment is sent to Adyen
Adyen fraud alerts can be received and acted upon (disable payment methods, trigger webhooks to alert the appropriate parties)
Payment methods and tokens can be imported
Spreedly Integration
Added the ability to setup more than one payment type using the same card type on different Spreedly payment gateways
Owner Enhancements:
Moved the Branding configuration into a new ‘Owner Information’ tab
Added the following new fields to the Owner Information tab which can referenced with Invoice tokens and in some reports
Owner Name (required)
Owner Display Name
Country and Address
Owner VAT#
Owner Banking Reference ID
Owner Registration ID
Owner eInvoice Endpoint ID
A Reporting tab has been added which indicates if a reporting database has been configured. When a reporting DB is enabled reporting data in LogiSense Billing can be synced to a replica database. For more information on this feature please contact us
Usage & Rating Enhancements:
Usage Identifier History Screen:
Added a new screen under Operations / Monitor / Identifier History which displays the history of a supplied usage identifier (the accounts, services and statuses that the usage identifier has been configured with in its history, among other details)
General Ledger Codes:
Added the ability to configure general ledger codes on usage rates and usage rate groups
Webhook Enhancements:
Modified the Webhooks Monitor screen to provide more details to aid in resolving errors and tracking/sorting payment events
Other Enhancements and Fixes
Many UI and API validation fixes and improvements
Billing and rating performance and resiliency improvements
Improved performance when loading large reports
Removed the total count value from the paging controls of many screens to address performance issues
Modified general ledger names to support up to 255 characters
Updated several screens to adhere to the standard left hand side menu format
Moved the Rating Exceptions and Import History screens into the Operations / Monitor menu
Added LogiSense Billing Entity ID, Single Sign-On URL and Billing Tenant URL details to the Owner Configuration SAML Setting tab
Fixed an SSO issue where SCIM users would remain in the SCIM default role group after a new group was configured on the user
Removed the option to add a new default account service status from the Services screen
Removed the field type 'Text' when creating custom fields to address performance issues. Existing custom fields setup with the Text field type will still be able to use this type
Fixed an issue where an account-package with an effective date time value of 00:00:00.000 could result in an extra charge for a prepaid, charge full period account package
Fixed an issue where voiding an invoice could result in an incorrect next bill date being set on prepaid account-packages with non-recurring charged services
Fixed an issue that prevented the reversal of a remaining partial transaction on a sub-account if the sub-account was configured with a different currency than its invoicer account
Fixed an issue that prevented a partial reversal of a previously reversed transaction that was voided
Fixed an issue that could cause invoice re-rendering to fail
Fixed an issue where a package configured to bill on its own bill day would be set with a bill day of the 28th instead of the 1st when the account-package was added on the 29th, 30th or 31st day of the month
Fixed an issue where re-rating might not be triggered when an account in overage had an account-service added containing a shared bucket and the account-service was later cancelled
Fixed an issue that could cause email template tokens to fail to resolve
Fixed a permission issue that prevented a user with valid permissions from creating a sales order
Fixed a permission issue that prevented a user with read-only permission from accessing the package frequencies screen
Fixed several issues with data imports and the Data Import screen
Added a totalCount property to child embedded datasets for use in invoice templates
Modified customer portal UI to clearly indicate which payment methods are active on an account
10.7.0.0 API Changes
API versions vX is deprecated as of this release
API Version 9 is introduced in this release
Deprecated APIs:
U
Updated APIs:
R
New APIs:
v9/
For additional API documentation please see the API Reference documentation on logisense.com.