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:
In this article:
Billing performance and resiliency improvements
Payment Collection Bill Runs
Payments can now be collected using a bill run without the need to generate an invoice during the bill run
Only accounts setup to Auto-Pay will be applicable to payment collection bill runs
The Bill Run Collection Type of ‘Invoice Balance’ has been changed to ‘Account Balance Due’ to support this feature. Payment collection using this setting will collect the balance of invoices which have a due date less than or equal to the current date
If the payment collection Bill Run Collection Type is set to ‘Account Balance’ then the full balance of the account is collected as a payment, regardless of the due dates set on the invoices on the account
Bill Runs Trigger Re-rating
Modified Bill Runs to initiate re-rating for accounts that require it to ensure re-rating is performed immediately and does not delay account billing
Ability to Change the Account Bill Day
Added the ability to change an account’s Bill Day and Usage Bill Day when the account has account packages added to it
Once the bill day is changed the current billing period will finish as is
A prorated charge will be applied to align the account to the new bill cycle
The prorated period will be handled as a full period when determining tiered pricing and usage bucketing
The new full billing period will start on the specified new bill day after the prorated period
Pending bill day changes are displayed on the Account / Settings / Billing tab
Pending bill day changes can be deleted or modified as needed
New Cancellation Charge options for Account Packages and Services
Prorate the transaction: apply charges for the cancellation period based on the amount of time within the period that the account-services were in a billable state
Charge full period: charge the full price of the account-services for the cancellation period, regardless of how many days in the period the services were in a billable state
No transaction: cancel the service and do not charge the service for this period ($0)
Waive Contract Penalties: When the account-package being cancelled contains a contract, this option will appear. When this setting is enabled contract early termination fees and remainder fees will not be applied
Partial Reversals on Transactions
Added the ability to do partial reversals on transactions and credits
Multiple reversals can be applied to the same charge so long as the combined total of the reversals does not exceed the original charged amount
All charges can be partially reversed except for real time taxed usage and manually issued credits
Real time taxed usage and manually issued credits can still be fully reversed
Added start and end dates to price plans to support time period specific pricing. The end date can be left unpopulated to provide an open ended price plan
Multiple price plans can be created on an account provided only one price plan is active at a time
Price plans can be future dated so the changes to prices can effectively be automated
Added a price plan setting that allows child accounts to inherit price plan pricing when enabled
Added a ‘Pricing inherited from’ detail at the bottom of the Account Package screen to indicate what price plan the account is currently using
Added an indicator beside the pricing source message on the Account Package screen to indicate when a Product Code is no longer valid
Added a new Pricing step to the order wizard where pricing is defined for the services within the order
The Personalize step in the wizard will no longer be used to set pricing but instead handle setting data overrides per service (e.g. Usage Identifier values, Custom Fields)
Service effective dates can now be configured in an order
Product Codes can be selected in an order if the code’s Account Price Plan is valid as of the package’s effective date
Minor order screen UI changes and validation improvements
Modified Invoice and Credit Note pdfs to be stored in Amazon AWS S3 storage. The functionality of downloading and delivering invoices and credit notes has not changed
New credit note tokens:
account.billingContact.contactAddress.stateCode
account.billingContact.contactAddress.countryCode
New invoice tokens:
account.billingContact.contactAddress.stateCode
account.billingContact.contactAddress.countryCode
invoice.charges.[XXX].items.packageDescription (many new package description tokens for various entities. See the Templates screen ‘Field Tagger’ in the LogiSense Billing application for a complete listing)
invoice.charges.[XXX].items.serviceDescription (many new service description tokens for various entities)
invoice.order.shippingContact.contactAddress.stateCode
invoice.order.shippingContact.contactAddress.countryCode
Added a new event subscription screen under Setup / Extensibility / Event Subscriptions
This screen allows notifications to be sent to system users or account contacts when certain system events occur (e.g. notify an account billing contact that payment was successfully processed or notify a user configured in the LogiSense Billing application that a Bill Run has completed)
Event subscriptions can be sent via email (utilizing email templates in the system) or sent using webhooks
Added the ability to email or SFTP scheduled reports
Reports can be emailed to system users and/or a comma separated set of email addresses
Email delivery is setup using a new ‘Email Notification’ template type
A new screen is available to configure SFTP Settings under Setup / Extensibility / SFTP Settings
Multiple SFTP Settings can be configured if desired
When editing a report schedule the Delivery section provides options to Email and/or SFTP deliver the report
Money Buckets
Added the ability to configure money buckets which can allow multiple classes of usage to consume a specified amount of money (e.g. a $100 bucket that can be consumed by data, airtime and messaging usage)
A money bucket's value will always match the account’s currency
The price of the bucket (service charge) and amount of money in the bucket do not need to match. E.g. you can charge $100 for the bucket, but include $200 worth of usage in the bucket
Money buckets attached to a package can be shared so that all account-services in an account-package can draw from the bucket
Money buckets can be configured with a rate plan
Money buckets can be configured in share plans
Add-on services can be configured with money buckets
Money buckets cannot be prorated or set as a Billing Activation bucket
Aggregate Rates are not eligible to be used for money buckets
Bucket sizing/amounts are now defined on the Package Frequency for stand alone buckets and on the share plan for share plan buckets. Previously the bucket size/amounts were configured on the usage bucket
Threshold notifications can be configured for money buckets under the Setup / Product Catalog / Services / Buckets tab (e.g. email a specified account contact when 50% of the bucket is consumed)
Threshold notifications can also be setup on share plan buckets under the Edit Bucket / Notifications tab
Overage Rate Plans on Usage Buckets
Added the ability to configure rate plans directly on usage buckets
Rate plans can be configured on recurring buckets (with or without rollover) but not on non-recurring buckets
Bucket rate plans are not applicable to activation buckets or share plan add-on buckets
Bucket rate plans override rates set in price plans
Added an automatic data archival and purging service that runs on a regular schedule outside of business hours
The objects to purge and archive are configurable
Archived data is stored in Amazon AWS S3 storage
The items that are archived are logged on the Operations / Monitor / Data Archive screen
Archived data can be downloaded from the Data Archive screen
Data archiving activities can be canceled from the Data Archive screen
Many AdminPortal and API validation improvements and fixes
Many AdminPortal and API error handling and error messaging improvements
Security enhancements
Rating service resiliency improvements
Rating service performance improvements
Data import and file mover resiliency improvements
Improved performance deleting usage rates
AdminPortal UI fixes to auto-populate the correct values on many screens and prevent issues caused by clicking save multiple times
Fixed an issue which caused the left hand menu to disappear in the AdminPortal when quickly navigating between screens
Added the ability for a logged in user to change their password in the UI by clicking the user icon in the upper right of the AdminPortal
Added the ability to send a user a Reset Password email on the Setup / Users screen
Added a Max Size setting for email attachments on the SMTP Settings screen. This value will be set to 10MB by default. A Notify User field has also been added so that when the system attempts to send an email with an oversized attachment a specified admin user can be alerted
Fixed an issue where configuring a post paid package would also enable the charge full period option
Fixed an issue where a service transition could not be added to a package frequency if the service was configured to transition to a canceled status
Fixed an issue where the Services tab on the Edit Package screen would not be populated if a service configured on the package was set to inactive
Enabled the ability to bill an account that does not have account-packages on it, provided that other accounts with account-packages (e.g. child accounts) are configured to invoice their charges to the account without packages
Redesigned the Bill Run History screen to be more user friendly and provide more meaningful data
Fixed an issue with the Bill Run History screen which could cause the processed count value to be inaccurate
Fixed an issue where an annually billed account-package would add an extra day to a prorated charge when billing within a leap year
Fixed an issue where account billing would fail when an account-package contained a service with a usage identifier which had an effective date earlier than the package's billing activation date
Modified the date set on late payment charges to be the date that payment was overdue, instead of the end date of the bill run that generated the late payment charge
Fixed an issue where a transaction would be set with an incorrect end date when an account-service status was changed and the prepaid account-package it resided in was canceled and billed
Fixed an issue where reversed non-recurring charges were set with an invalid period start value
Fixed an issue where a billing error would occur when an account-package configured with a contract had an effective cancel date that matched the contract expiration date
Fixed a billing exception that would occur when billing an account-package with a contract set to charge the remainder, in scenarios where the account-package was billed up to the final month of the contract term, then cancelled, and then the following month was billed
Fixed an issue where billing a usage based non-recurring service prior to performing usage billing could result in a service misconfiguration that would prevent an invoice void from being performed
Added the Account ID to the Account / Overview / Settings / Account tab
Fixed an issue where an account-package could be added to an account and the package name would not be populated
Fixed an issue where account-packages that were created, cancelled and then billed did not display any data on the account-package Services tab
Fixed an issue where it wasn't possible to specify certain dates when configuring an account-service's usage identifier value to change as of a future date
Fixed an issue where it was not possible to reverse an account-package charge if the account-package was set to be cancelled within the current billing cycle
Fixed an issue where a SQLDateTime overflow error would occur when attempting to update an unbilled account-package's bill day
Fixed an issue where voiding an invoice containing a charge from a prepaid account-package configured to charge for the full period would incorrectly reset the package's Next Bill Date
Fixed an issue where dunning penalty charges wouldn't be re-applied after voiding an invoice and rebilling an account
Fixed an issue when voiding invoices that prevented aggregate usage on the invoice from being considered during rerating
Fixed an issue where voiding an invoice would fail in scenarios where account-packages existed with no account-services
Fixed an issue where deleting an account contact which was not set as required, was not possible if the contact resided on a canceled account
Fixed an issue where it wouldn't be possible to cancel an account if any account-packages contained a non-recurring usage-based service
Modified the Taxes configuration tab on the Account / Settings screen to maintain the configured Tax Category when the Tax Exempt Level is set to 'All Taxes'
Modified AvaTax integration to include the currency code when a transaction is sent to Avalara for taxation
Modified AvaTax integration to tax child account's one time credits using the invoicer's account tax jurisdiction code instead of the child account's account tax jurisdiction code
Fixed an issue with real time taxation where a 'Cannot Resolve Tax Code' usage exception could result in usage still being applied to a bucket
Fixed UI issues introduced when splitting contract commitments
Fixed an issue where processing a sales order would fail if the order contained a global add-on service with a price override set
Fixed an issue where voiding a sales order invoice would result in transition charges not being applied when next billing the account in some billing scenarios
Fixed a share plan issue where the usage bucket allowance would be doubled when adding a selling service and a participating service to the share plan at the same time
Fixed an issue where a new share plan would not be created on an account if a previous share plan created by the same selling service had been cancelled on the account
Modified share plans to be cancelled when the account-package containing the selling service is cancelled
Modified reports to only output date values without displaying timestamps when a report is configured with the Data Format setting 'Use Date Defaults'
Modified default precision on reports to 2 decimal places when presenting currency values
Fixed an issue where changing the value of a Report's Decimal Point Symbol or Default Format would reset the Precision value back to zero
Fixed an issue where the page dimensions of an existing report could not be modified
Fixed an issue where no data was displayed when viewing some core report PDF's in Adobe Acrobat Reader
Fixed a report issue where Aged Invoice Summary reports displayed incorrect decimal precisions in bucket columns when viewing the reports as PDFs
Fixed an issue where creating a new report with a schedule configured would fail and return an error
Fixed an issue with the Setup / Reports screen where the Columns tab on reports did not display the configured Primary Group and Secondary Group values
Fixed report issues where the configured currency symbol was not rendered in money value columns and the configured date format was not used
Updated Account Service Pricing and Account Service Tiered Pricing data sources to include data on non-recurring charge price overrides
Fixed an issue where saving a template with an embedded report would fail and return an error
Removed the ability to configure rate plans on usage bucket tiers
Modified usage rates to prevent Rated Markup from being selected as a Rate Type when configuring an aggregate rate
Fixed an issue where re-rating could be marked as completed when re-rating was still occurring, potentially preventing usage billing if a bill run was concurrently running
Removed the Setup / Usage Rating / Local Call Patterns screen
Modified billing not to generate $0 charges for usage that is fully applied to a usage bucket
Modified rate plans attached to account-services to use the account-package's start date as the rate plan's effective date instead of the date the rate plan was added
Fixed an issue where cancelling an optional account-service that was participating in a share plan did not update the quantity field on the Account Share Plan screen
Fixed an issue where deleting an account-package which was contributing to a share plan did not trigger re-rating
Fixed an issue which prevented the configuration of new payment gateways
Fixed a data import issue where importing a GeoTree location would fail without presenting an error
Fixed a data import issue where importing account-services with an empty string value for the usage identifier would fail
Fixed an issue with billing imported account-packages where the Usage Billed Through date was incorrect
Added a Category Lookup transform to data profiles which can query imported data (xml) and transform it as needed
Fixed a data import issue where changing the Target value on the Visual Map tab would not update the visual map displayed
Added missing metadata for share plan buckets which addressed an issue with configuring data profiles that utilized the metadata
Fixed an issue where an action configured on a webhook was not saved when saving a webhook configured with a filter
Fixed a webhook issue where relative dates configured on an event activation filter could trigger a rating exception during rating
Fixed an issue where the name of a webhook could not be modified unless the authentication type was also changed
Modified the Customer Portal UI to exclude voided invoices when selecting invoices on the Make Payment modal
Changed the Download invoice button on the Customer Portal Overview page to ‘View’
API versions v1 and v2 are deprecated as of this release
API versions v1 and v2 are deprecated as of this release
Deprecated APIs:
v4/Credit/Note/{id}/Render (Get)
v4Account/SharePlan (Post)
API Endpoints removed:
v3/EventRegistrationAll (Get)
v3/EventRegistrationAll/{dtoTypeKey} (Get)
v3/EventRegistrationAll/GetInternal (Get)
v3/EventRegistrationAll/GetPagedInternal (Get)
v3/EventRegistrationAll/Paged (Get)
v3/DataType/ZipCode/{id} (Delete)
v3/DataType/ZipCode (Get)
v3/DataType/ZipCode/{id} (Get)
v3/DataType/ZipCode/Metadata (Get)
v3/DataType/ZipCode/Metadata/sql (Get)
v3/DataType/ZipCode/Paged (Get)
v3/DataType/ZipCode (Post)
v3/DataType/ZipCode/{id} (Put)
v3/Invoice/Item/ReverseCredit (Get)
v3/Invoice/Item/ReverseCredit/{id} (Get)
v3/Invoice/Item/ReverseCredit/Metadata (Get)
v3/Invoice/Item/ReverseCredit/Metadata/sql (Get)
v3/Invoice/Item/ReverseCredit/Paged (Get)
v3/Invoice/Item/ReverseCredit/{id} (Put)
v3/DataFlow/LogisenseBilling/Validate (Patch)
v3/Cache/LookupTable/ (Get)
v3/Cache/LookupTable/Paged (Get)
v3/Cache/LookupTable/Invalidate (Put)
v3/Usage/LocalCallPattern/{id} (Delete)
v3/Usage/LocalCallPattern (Get)
v3/Usage/LocalCallPattern/{id} (Get)
v3/Usage/LocalCallPattern/Metadata (Get)
v3/Usage/LocalCallPattern/Metadata/sql (Get)
v3/Usage/LocalCallPattern/Paged (Get)
v3/Usage/LocalCallPattern (Post)
v3/Usage/LocalCallPattern/{id} (Put)
v4/Usage/LocalCallPattern/{id} (Delete)
v4/Usage/LocalCallPattern (Get)
v4/Usage/LocalCallPattern/{id} (Get)
v4/Usage/LocalCallPattern/Paged (Get)
v4/Usage/LocalCallPattern (Post)
v4/Usage/LocalCallPattern/{id} (Put)
v3/Invoice/Item/ReverseCharge (Get)
v3/Invoice/Item/ReverseCharge/{id} (Get)
v3/Invoice/Item/ReverseCharge/Metadata (Get)
v3/Invoice/Item/ReverseCharge/Metadata/sql (Get)
v3/Invoice/Item/ReverseCharge/Paged (Get)
v3/Invoice/Item/ReverseCharge/{id} (Put)
v3/DataArchiveGroup/{id} (Delete)
v3/DataArchiveGroup (Get)
v3/DataArchiveGroup/{id} (Get)
v3/DataArchiveGroup/Metadata (Get)
v3/DataArchiveGroup/Metadata/sql (Get)
v3/DataArchiveGroup/Paged (Get)
v3/DataArchiveGroup (Post)
v3/DataArchiveGroup/{id} (Put)
v3/DataArchiveExportType (Get)
v3/DataArchiveExportType/{id} (Get)
v3/DataArchiveExportType/Metadata (Get)
v3/DataArchiveExportType/Metadata/sql (Get)
v3/DataArchiveExportType/Paged (Get)
v3/DataArchiveConfiguration/{id} (Delete)
v3/DataArchiveConfiguration (Get)
v3/DataArchiveConfiguration/{id} (Get)
v3/DataArchiveConfiguration/Metadata (Get)
v3/DataArchiveConfiguration/Metadata/sql (Get)
v3/DataArchiveConfiguration/Paged (Get)
v3/DataArchiveConfiguration (Post)
v3/DataArchiveConfiguration/{id} (Put)
v3/DataArchiveActionType (Get)
v3/DataArchiveActionType/{id} (Get)
v3/DataArchiveActionType/Metadata (Get)
v3/DataArchiveActionType/Metadata/sql (Get)
v3/DataArchiveActionType/Paged (Get)
Updated APIs:
v5/ReportDefinition/<id>/Render (Post): Added reportDelivery section
v5/Account/Package (Get): Added packageContract section
v5/Account/Package (Get, Post, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/Account/Package (Get, Post, Put, Patch): added BillCancelOptionTypeId, BillCancelOptionTypeName
and WaiveEarlyTerminationFee to support new account/package cancellation options
v5/Account/Package/FromCatalog (Post): added Effective to support setting package and service effective dates
v5/Account/PricePlan (Get, Post, Put, Patch): added IncludeChildAccounts and removed IsConsolidatedByInvoicer to support the new price plan sharing configuration
v5/Account/Package & v5/Account/Service (Get, Post, Put, Patch):
Added money and removed UsageRatePlanId and UsageRatePlanName to support new money buckets configuration
Added OverageUsageRatePlanId and OverageUsageRatePlanName to support overage rate plans on usage buckets
Added BillCancelOptionTypeId and BillCancelOptionTypeName to support new package and service cancelation options
v5/Account/SharePlan (Get, Put, Patch): changes to support participation configuration changes and money buckets
Removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
Added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName, TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId,
MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName
v5/Account (Get, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/BillRun/Schedule/OneTime (Post): added OrderId and removed BillRunTypeId and BillRunTypeName
v5/BillGroup (Get, Update): removed BillRunTypeId and BillRunTypeName
v5/BillRun (Get, Post, Put, Patch): removed BillRunTypeId and BillRunTypeName
v5/Country (Get, Post, Put, Patch): removed DataTypePostalCodeIds and DataTypePostalCodeName
v5/Invoice/Item (Get with Detail): added Reversals
v5/Invoice/Item/ReverseCharge (Post): added InvoiceAmount
v5/Invoice/{id}/Download (Get): added Link to provide a url to the invoice location in S3 storage
v5/Invoice/Render (Get): added PdfStorageLocationId and PdfIdentifier
v5/Invoice/Item/Transaction/View (Get): added Reversals
v5/Order (Get, Post, Put, Patch): added Effective to support setting package and service effective dates
v5/Account/ProductCode/AvailableFor/Account/{accountId:int}/PackageFrequency/{packageFrequencyId:int}: added PackageFrequencyId, PackageFrequencyName, AccountPricePlanStart and AccountPricePlanEnd to support new price plan start and end dates
v5/Package and v5/Package/Frequency (Get): added Created and Updated to support Salesforce integration
v5/Package and v5/Package/Frequency (Get, Post, Put, Patch): added UsageBucketTiers,
DefaultUsageBucketTiers, MoneyBucketTiers and DefaultMoneyBucketTiers to support new money bucket configuration
v5/Credential/ResetLink (Get, Post): added DomainURL to support new password management functionality
v5/Usage/Bucket/BaseUnit (Get): added IsBaseBucketEligible
v5/Usage/Bucket/SharePlan (Get): added MoneyCurrencyId, removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
v5/Usage/Bucket/SharePlan (Get): added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName,
TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId, CountUsageUnitName, MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName, MoneyCurrencyId and MoneyCurrencyName
v5/Usage/Bucket/SharePlan (Get, Post, Put): added SharePlanTypeId and SharePlanTypeName
v5/Usage/Bucket and v5/Package/Frequency (Get): Added PackageFrequencyId, PackageFrequencyName, PackageServiceId, CurrencyId, CurrencyName, Money and removed UsageRatePlanId and UsageRatePlanName
v5/Usage/Bucket (Get):
added usageBucketBase section
v5/Usage/Bucket (Get, Post, Put):
added OverageUsageRatePlanId and OverageUsageRatePlanName
added UsageBucketBaseUnitId and UsageBucketBaseUnitName
removed UsageBucketBaseId and UsageBucketBaseName
v5/Usage/Rate/Plan (Get): added Created and Updated
v5/Usage/Rate/Group (Get, Post, Put): added Created and Updated
v5/Usage/Rate (Get, Post, Put): added Created and Updated
v4/Account/Package (Post): Fixed an issue where a post request would fail if a usage bucket's Name was provided instead of its ID
v4/internal/account/package (Post): Fixed an issue which allowed an effective cancel date to be set on an account when active account-packages were present
New APIs:
v5/Account/<id>/Contact/<id>/Detail (Get): replaces older deprecated contact APIs
v5/Account/<id>/Contact/<id> (Delete): replaces older deprecated contact APIs
v5/Account/Package/<id>/CancelSetting (Post, Put, Delete): supports new package cancelation charge options
v5/Account/Package/<id>/HasBucketedUsage (Get): determines if bucketed usage exists on an account-package
v5/Account/Service/Usage/Bucket/Consumption/Paged (Get): returns paginated results detailing bucket consumption for buckets on the specified account-service
v5/BillCancelOptionType (Get): Returns a list of available cancellation options
v5/DataImport/CacheCategory/<id>/Key (Get): Retrieves the cache category value based on the supplied ID
v5/Credit/Note/<id>/Send (Post): Sends a credit note without the need to specify the CreditNoteRenderID (the most recently rendered credit note will be used)
v5/Credit/Note/{id}/Download (Get): Returns credit note details and a base64 encoded pdf credit note if the query string parameter linkOnly is false, and only details and a link to the pdf credit note in S3 storage if LinkOnly is set to true
v3,v4,v5/Service/TaxCategory/AvaTax (Get): returns a filtered list of configured service tax categories that are compatible with AvaTax
v5/EventSubscription/Email (Post, Put, Patch, Delete): allows email event subscriptions to be created, modified and deleted
v5/EventSubscription/Webhook (Post, Put, Patch, Delete): allows webhook event subscriptions to be created, modified and deleted
v5/SharePlanType (Get): indicates if the share plan is of type Money or Usage
For additional API documentation please see the API Reference documentation on logisense.com.