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:
Improved performance when voiding an invoice
Modified invoice item rounding to use carryforward calculations. Sub-cent values will now be factored in to the invoice item calculations as they round, ensuring the sum of the invoice items will always equal the invoice total
Modified the Bill Run History screen ‘Invoice’ step to display the number of invoice items in the total/queued/processed fields instead of the number of total/queued/processed messages
Modified the Bill Run History screen ‘Term’ step to display the number of accounts in the total/queued/processed fields instead of the number of total/queued/processed messages
Modified the Bill Groups screen to show account Display Names in the account list and allow accounts in the list to be filtered by Name, Display Name, accounts excluded from the bill group and accounts included in the bill group
Added a new Missing Jurisdiction Code screen to the Operations menu that returns all of the Account Tax Contacts per Bill Group that do not have a pCode set on them. The ability to configure the pCode refresh schedule is also available on this screen
Added the ability to refresh the Tax Jurisdiction Code on the Contact screen without the need to modify the contact address
Added a new automated service for systems integrated with AvaTax AFC. This service will analyze all Account Tax Contacts where the pCode address has not been updated in the last three months and call out to Avalara using the address to determine if the pCode value has changed. If it has, the pCode will be updated
Added core support for importing tax rates into the system
Added a setting for Absolute Session Timeout, allowing for a maximum amount of time an application user can use the system before being required to authenticate
Mediation, rating and rerating performance, resiliency and logging improvements
New usage calculation types for aggregate rates
Previously LogiSense Billing would sum together all usage daily totals to apply the rate, but now the following options are also supported:
Max: only charge the highest daily usage total in the period
Last: only charge the last daily usage total for the period
Mean: average out the daily usage totals in the period and apply the rate based on that value
Median: find the median value of the daily usage totals in the period and apply the rate based on that value
Continuous: sum together the daily aggregate values and apply the previous day's usage total for any dates that do not have usage
Usage Rerates screen
Added an operational screen to show the results for historical rerates run in the system, and details on scheduled and in progress rerates
Added a bulk export service focused on delivering high volume custom queries as csv reports in a timely fashion
Export files can be run on demand, via a schedule, or automatically as part of billing as an invoice attachment. Invoice attachment exports are only supported for Offline and Export deliveries
Export files can be generated on the LogiSense Billing S3 file storage or delivered automatically to a customer configured S3 or SFTP directory
Export files can be configured with custom naming per export, and per file, using tokens to generate the file name
Many AdminPortal and API validation fixes and improvements
Fixed multiple AdminPortal UI Issues
Fixed multiple Customer Portal UI issues
Error handling fixes and improvements
Improved search performance
Added a user settings screen for the logged in user, allowing them to manage a limited set of their own user settings, like names, email, and locale
Fixed permission issues relating to displaying screen links shown on the left hand side menu and granted access to the account search and overview screens if the user has access to other account screens
Fixed a permissions issue which resulted in an error when attempting to access the custom fields screen
Added an option for the Customer Portal to change the default Account hierarchy view to Parent/Child instead of Invoicer. Portal users can now view and interact with any account in their account's hierarchy when this setting is enabled
Added a notice page that will indicate when scheduled maintenance is occurring in the Admin and Customer Portals
Added support for sending emails using a Google G-Suite login, bypassing the need for a dedicated SMTP server for sending emails out of LogiSense Billing
Renamed the SMTP Settings screen to Email Settings
Replaced the email editor in the UI, allowing for enhanced email templates supporting markup, hyperlinks, and HTML images to be embedded in the template
Account price plan tiered usage rate tiers can now be customized per price plan along with the rate per tier
Removed the References tab from the Service Transitions screen
Modified the Credits and Payments screens to show the invoice name on the Disbursement tab instead of the Invoice ID
Added a ‘Created By’ field to the Payments and Transactions screens to indicate which user added the payment or transaction
Added support for account contracts to start on the 29th-31st of a month provided the contract has no commitments configured
Fixed an issue that could prevent a contract from being canceled when it was configured with a renewal type of 'New Contract' and no commitments existed on the contract
Fixed an issue that could cause a product code to be removed from an account-package after modifying the account-package's effective date
Fixed an issue were the calendar UI displayed the incorrect number of days in a month
Fixed an issue where it wasn't possible to clear a future cancelation date set on a usage bucket attached to an account-service
Fixed an issue where accounts would display 'AUD' instead of a dollar symbol when configured to use Australian currency
Fixed an issue where a recurring credit could be created for a reversed transaction, improperly crediting an account
Added references to related Bill Runs, Payments, and Account Packages to the Order screen
Fixed an issue where a new account-package could not be added to an existing order when the order was in draft status
Fixed an issue where a share plan bucket would not be created properly after a usage only billing activation service was activated
Fixed an issue that could cause duplicate charges to be applied for flat charges configured on usage bucket tiers
Fixed an issue that was causing no rerate entry to be created when a share plan add-on was cancelled
Fixed an issue that was causing no rerate entry to be created when the effective date of an account-package within a share plan was changed
Modified usage rate tiers to be sorted by threshold values to prevent the appearance of overlapping thresholds
Fixed an issue that prevented a usage rate from being created when the associated rate group was configured for pass through rating
Fixed an issue that could cause rating to fail when attempting to rate overage charges using an overage rate plan configured on a usage bucket
Fixed usage rate tier calculation for bracketed tiered pricing so that tier breakpoints are now exclusive rather than inclusive to prevent the possibility of incorrectly billing tiered usage
Fixed a billing issue where the bill run delivery step would not start if incomplete report fulfillment records existed on cancelled accounts
Fixed an issue where a bill run could fail when attempting to bill an account-package with a custom address configured on it
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 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 where changing the invoice prefix would not reset invoice numbering to follow the number configured in the 'Start' field
Fixed an issue where the invoice name was not displayed properly on account screens after a bill run failure occurred in some scenarios
Fixed an issue where an incorrect total could be calculated on an invoice after voiding an invoice that contained a one-time credit or one-time transaction
Fixed an issue that could cause bill runs to partially fail when attempting to deliver a high volume of invoices
Real Time Taxation through AvaTax AFC has been removed
Fixed an issue in AvaTax integrated environments where creating a manual credit would proceed without error when a tax jurisdiction code was missing from the account
Added the ability to reprocess a failed Data Import file from the UI and API
Added the ability to export expiring JSONAPILog data before it is purged from the system
Removed legacy IP blacklist and whitelist functionality
Clicking on a record in the Usage Identifier History screen will now take the user to the related Account and Account Package directly
Added support for webhooks sent out of the system to use OAuth authentication using the form-url-encoded standard. Previously only the json standard was supported
Fixed an issue where attempting to edit a Transfer Location would fail with an Update Failed error message
Fixed an issue that prevented an existing event subscription email template from being updated
Fixed an intermittent caching issue that could cause incorrect values to be returned when looking up custom field values across multiple webservers
Fixed an issue that could cause login failures in SSO integrated environments
Fixed an issue where no search results would be returned when using operators to query certain columns
Fixed an issue with Advanced Filters that could cause the column filter list to be unpopulated
Fixed an issue that prevented Advanced Filters from being configured on the Notes screen
API version v5 is deprecated as of this release
API version v5 is deprecated as of this release
API version v10 is introduced in this release |
Deprecated APIs:
Account/Service/UsageIdentifier?prefix (Get)
Account/Service/UsageIdentifier/Paged?prefix (Get)
usage/billingtype (Get, Post, Put, Delete)
usage/billingtype/type (Get)
Updated APIs:
Added support to set the effective start date of the initial Rate Plan on Account Packages, Package Services, and Package Frequencies
v10/AuthorizationServer/Api/V10/Access/Login (Post): AuthenticateResponse DTO Added: [JsonPropertyCreated(PropertyName = ".sessionExpires", Since =APIVersion.V10)] DateTime? SessionExpires { get; set; }
v10/AuthorizationServer/Api/V10/ServiceAccess/Login (Post): AuthenticateResponse DTO Added: [JsonPropertyCreated(PropertyName = ".sessionExpires", Since =APIVersion.V10)] DateTime? SessionExpires { get; set; }
v10/AuthorizationServer/Api/V10/CustomerPortal/Access/Login (Post): AuthenticateResponse DTO Added: [JsonPropertyCreated(PropertyName = ".sessionExpires", Since =APIVersion.V10)] DateTime? SessionExpires { get; set; }
v10/BillGroup (Get, Post, Put, Patch, Delete): BillGroupDTO Removed: AdvanceInvoiceDays, InvoiceCloseThresholdAmount, UsageBillingTypeId and UsageBillingTypeName
v10/Internal/Account (Post, Patch): In AddressDTO and TaxAddressDTO, added FetchTaxJurisdicationAsync to support for retrieving a pCode from AvaTax asynchronously
v10/Internal/Account/Package (Post, Patch): In AddressDTO and TaxAddressDTO, added FetchTaxJurisdicationAsync
v10/Internal/Account/Package/FromCatalog/Metadata (Post, Patch): In AddressDTO and TaxAddressDTO, added FetchTaxJurisdicationAsync
v10/Internal/Account/id/Contact (Post, Patch): In AddressDTO and TaxAddressDTO, added FetchTaxJurisdicationAsync
v10/Internal/Order/id (Post, Patch): In AddressDTO and TaxAddressDTO, added FetchTaxJurisdicationAsync
v10/EventSubscription/Webhook (Post, Put, Patch, Get): EventSubscriptionWebhookDetailDTO has WebhookConfigurationSubsetDTO WebhookFormatTypeId { get; set; }
v10/Rerate (Post, Patch): Added int CreatedByUserId
v10/RerateSchedule (Get): Removed Property: ScheduledStart
v10/RerateSchedule/Paged (Get): Removed Property: ScheduledStart
v10/RerateSchedule/[id] (Get): Removed Property: ScheduledStart
v10/Usage/Rate/Group (Get, Post, Put, Patch, Delete): UsageRateGroupDTO AggregationTypeId { get; set; } AggregationTypeName { get; set; }
New APIs:
JsonApi/ApiVersion/Latest (Get)
v10/BillRun/History/{id}/Recovery (Post): allows a bill run in a failed state to be retried. Note: this API does not retry running the subscription or usage billing stages of the bill run
v10/DataImport/Usage/{apifeedname} (Post)
V10/DataImport/Usage/Download?FileKey=”[Path and File Name]” (Get): allows you to check if a usage file has been uploaded successfully
v10/DataImport/Usage/History/{id}/Reprocess (Post)
v10/Invoice/Item/TaxSummary (Get)
v10/Invoice/Item/{invoiceItemId}/TaxSummary (Get)
v10/Order/{orderId}/Status (Get)
v10/Order/{orderId}/PackageTracking/Paged (Get)
v10/RerateScheduleTracking/ByRerateSchedule/{id} (Get):
v10/RerateScheduleTracking/ByRerateSchedule/{id}/Paged (Get)
v10/Rerate/Pending (Get)
v10/RerateSchedule (Get)
v10/Rerate/Now (Post)
v10/Schedule/DataExport (Get, Post)
v10/Schedule/DataExport/{id} (Put)
v10/Schedule/Rerate (Get, Put, Post)
v10/SMTP/Setting/SMTPAuth (Post)
v10/SMTP/Setting/SMTPAuth/{id} (Put, Get)
v10/SMTP/Setting/GoogleJWT (Post)
v10/SMTP/Setting/GoogleJWT/{id} (Put, Get)
For additional API documentation please see the API Reference documentation on logisense.com.
Added enhancements to support revenue modeling reporting for recurring charges, non-recurring charges, tiered and non-tiered usage charges
Fixed an issue that could cause a billing exception to occur even though there was no billing error when billing an account-package with the 'Charge Recurring Only if Usage' feature enabled
Fixed a validation issue that prevented Contacts from being saved when configured using an 'address with country only' format
Fixed an issue where negative invoice balances were not distributed correctly after voiding an invoice and re-billing an account
Fixed an issue where voiding an invoice that contained a manual tax inclusive charge could generate a manual transaction with an incorrect amount
Fixed a validation issue that could prevent a transaction with a negative value from being reversed
Fixed an issue where a credit on a child account could be displayed with the incorrect currency symbol when the parent and child accounts used different currencies
Fixed an issue where changing a credit from manual disbursement to automatic disbursement would display the undisbursed amount without taxes included
Fixed a billing issue introduced in version 10.7.3.4 where payment execution used a date-time value to determine when to run payments instead of a date value, which could cause the payment step to be missed when executing a bill run
Fixed an issue that could prevent currency exchange settings from being updated
Fixed an issue where disbursement could occur when deleting a payment
Fixed a tax rounding issue where a partial reversal of a transaction could result in the account balance being off by 0.01
Price Change Scheduling
Added the ability to schedule future price changes on packages in the Product Catalog
If price changes are scheduled they can also be seen at an account level. Account-services will display a new 'Price Changes' button on the Pricing tab which will indicate the details of the upcoming price change
If account price plans or direct price overrides are applied to an account-package then those prices take precedence, regardless of any price changes configured in the catalog
Money Contract Commitments:
Added The ability to use Money as a usage commitment option. This option will calculate the post bucketing usage amounts (before taxes) from all applicable usage classes and account-services in order to determine if the money commitment is met on the contract
Money contract commitments can be configured on invoicer and sub accounts
Invoicer contracts can be configured to include sub account usage
Invoice Discounts
Added the ability to setup Invoice level discounts for accounts on the Accounts / Settings screen
Discounts can be based on the Invoice total or the count/spend of specific account-packages or account-services
Tiered discounts and sequential discounts can be configured
Financial Periods
Added a new Financial Period section on the Owner screen allowing financial periods to be defined and managed
Financial Periods can be imported
Financial Periods are optional, no system behavior changes will occur if they are not configured
Added the ability to search for accounts using billing contact data
Added a 'Forget Account' option on the Account / Settings screen which allows GDPR data to be purged for canceled accounts
Added the ability to reverse unbilled transactions, credits, and recorded payments (previously these items could only be deleted)
Adyen Integration Enhancements:
Default Merchant Account:
A new ‘Default Merchant Account’ option is configurable on the Account / Settings screen in Adyen integrated environments
When Collecting payments during billing the default Merchant Account will be used instead of determining the account based on the billing contact country value
Chargebacks:
Added support for chargebacks through the Adyen payment gateway
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
Account-Service Rate Plans:
Added the ability to configure rate plans on account-services
Aggregate Rates at the Invoicer level:
Aggregate rates can now be configured on rate groups to pool at the Invoicer level instead of by service
When enabled all applicable usage data under the Invoicer account hierarchy will be analyzed to generate a usage charge on the Invoicer account
Billing resiliency improvements
Addressed many AdminPortal and API validation issues
Error handling fixes and improvements
Fixed many UI Issues
Modified modals to remove blur and reduce shading to allow users to read text in the background behind them
Modified the Bill Run History screen Render and Contract steps to display progress based on the total number of accounts in each status
Modified the Bill Run History screen to ask for confirmation when attempting to Stop or Retry a bill run
Modified the Credits screen to allow Details, Dates, Posting dates, Period End and Period Start date values to be modified on un-invoiced credits
Modified contact phone numbers to allow non-numeric characters
Modified the AdminPortal to enable the auto-disbursement option by default when creating credits and payments
Modified child accounts that use a different currency from their parent account to display converted currency amounts when viewing unbilled transactions
Fixed a billing issue where accounts would continue to be processed if the Bill Run was canceled in the middle of the billing stage
Fixed an issue which could cause incorrect date/time values to be set on account-service status last updated dates
Fixed an issue on the Transaction screen that could cause an update failed error to occur when attempting to modify the Detail field
Fixed an issue that could prevent one time credits from being reversed or deleted on the Transactions screen
Fixed an issue that could prevent non-recurring charges from being reversed
Fixed an issue where it wasn't possible to delete a newly created unbilled tax adjustment transaction
Fixed an issue where backdated cancelation of an account-package could result in an incorrect account balance in scenarios where the package applied transition charges
Fixed an issue where an invoice item with a discount could not be reversed if the related account-package has been canceled
Fixed an issue that prevented a billing contact with an American or Canadian address from being updated to use another country, if that country did not support states
Fixed an issue when adding a tax inclusive service to a package frequency that could result in the tax inclusive option being re-enabled after the user had disabled it
Fixed a rounding issue that in some scenarios could cause tax inclusive invoice items to have incorrect amounts
Fixed an issue where tax exemptions configured on services were not being applied when adding credits
Fixed an issue that could cause unexpected unbilled charges on sales order invoices
Modified the Account Search Search View to indicate which fields are being used as search terms
Fixed account search permission issues
Fixed an issue where a price plan could not be added if its Start Date matched a previous price plan's End Date
Modified the Invoices screen to include a 'Do Not Deliver' checkbox which will indicate if the Invoice has been set not to be delivered and allow that value to be modified
Modified invoices to set their due dates to Today when an invoice is created with a negative balance
Modified invoice void logic to set the voided invoice Due Date and the voided transactions posting dates to 'Today'. Previously the dates were taken from the original invoice
Fixed an issue where re-rendering an invoice set the invoice Date and invoice Due dates to the date the invoice was re-rendered instead of the original invoice dates
Fixed an issue where transition charges for services changed from a billable status to a canceled status would not be applied after an invoice was voided and rebilled
Fixed an issue that could cause invoice balances to be incorrect when calculating payment disbursements in some scenarios
Modified Date fields on invoice templates to support forward slashes
Fixed an issue that resulted in the 'Last Modified Date' failing to update when saving an invoice or credit note template
Fixed an issue which caused tax summary token data not to render on credit notes
Fixed an issue where canceling prorated buckets could result in incorrect bucketing values
Fixed a rare issue that could cause usage records to fail to be mediated or go into exception
Fixed an issue that could cause usage not to be bucketed by an account share plan if there was a billing activation service configured
Improved status messaging in AvaTax integrated environments to indicate whether taxation is pending or has not occurred
Modified AvaTax integration to address exceptions that can occur when attempting to retrieve Canadian addresses
Modified the Payments screen to display check numbers when the payment type is Cash
Modified Adyen integration to send level 2 and level 3 credit card data when making payments
Modified Adyen integration to reject payments made with an unknown or unsupported Card Type and log a validation message stating the card type was not supported
Fixed an issue where payments collected during dunning were not set to disbursed automatically
Fixed an issue that caused payments collected by a sales order bill run not to be disbursed
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 in Adyen integrated environments where Klarna payment methods could not be added if the 'Name' value wasn't populated
Fixed an issue that could result in a 'Payments redacted' error when attempting to make ACH payments through a Spreedly gateway
Fixed a webhook issue that resulted in the sourceCallbackPayload field being empty when making a payment webhook request
Fixed a webhook issue where payment status update events could fail to populate payment data in the generated webhook
Modified events to trigger only when an entity is updated and the state of the entity matches the criteria defined in the event filter
Fixed an issue where a custom field column that started with a number value could cause account search failures when searching for accounts using the Account By Extensions option
Fixed an issue that could cause Month to Date report values to be inaccurate in rare scenarios
Added the ability to export or purge login history data from the system
Added a new daily data archive option, 'Usage Delta Export', which exports rated and mediated data
Modified the Billing Delta Export job to include AccountPriceBookRegion and ServicePriceBookSetting items
Fixed an issue with the Billing Delta Export data archive job which could cause no notification or logging to occur when data archive items were skipped due to an error
Fixed an issue where reports were not delivered to an external transfer location if the reports were configured to be delivered by event subscription
Adjusted SSO integration to ensure user group changes in the identity portal result in corresponding role updates for the user in LogiSense Billing
Modified the JSON API log to set the stored DateTime value for requests to the request start time (previously the request end time was logged)
Fixed an issue that generated an unexpected API error when attempting to filter the JSON API logs by ID
Fixed an issue that could result in usage identifiers and account service IDs failing to match in different tables in the database
API Enhancements:
Fixed a caching issue in multi web server environments where several APIs could return a 404 not found error when requesting a resource by ID
Fixed an issue with API filters where the 'notStartsWith' operator was not working
Fixed several issues that could prevent data from being imported by API
Deprecated APIs:
v10/Invoice/Item (Post)
Updated APIs:
v10/Account/<id> (Get, Patch, Delete): In AccountDetailDTO added AccountInvoiceDiscount
v10/Package/Service/Price/Plan (Get, Post, Patch, Delete): PackageServicePricePlanDTO
Added: PricePlanTypeId, Effective, PriceChangeTrackingId, PriceChangeCriteriaId, Created, Updated.
Removed: GeneralLedgerId, ServiceTaxCategoryId, IsTaxInclusive
v10/PriceChangeTracking (Get): PriceChangeTrackingDTO
v10/Usage/Rate/Group (Get, Post, Patch, Delete): Added IsAggregatedByInvoicer
v10/Package/Frequency/{packageFrequencyId}/PriceBook/{priceBookId}/Currency/{currencyid/code}/Pricing (Get): Retrieve all of the PackageFrequency objects
v10/Account/Package/FromCatalog (Post): Added UsageRatePlanName to AccountPackageFromCatalogServiceAttributeDTO
Package/Frequency/{id}/Basic/Detail (Get): PackageDetailBasicDTO
Package/Frequency/{id}/PriceBook/{id}/Pricing (Get): PackageServicePricePlanDTO
DataImport/Usage/Feed/{{FeedName}}/Search (Post): added to ViewImportBatchInfoDTO
public string FileName { get; set; }
v10/Invoice/Item (Get, Put, Patch): InvoiceItemDTO Added UsageValue and UsageUnit readonly fields
v10/EventSubscription/Webhook (Post, Put, Patch, Delete, Get): Added WebhookFormatTypeName support to EventSubscriptionWebhookDTO
New APIs:
v10/Invoice/DiscountCalculationType (Get)
v10/Invoice/DiscountType (Get)
v10/PriceChange (Get, Post, Put, Patch, Delete)
v10/PriceChangeType (Get)
v10/PriceChangeStatusType (Get)
v10/PriceChangeCriteriaPriceType (Get)
v10/Account/Forget (Post)
v10/Account/ByBillingContact/Search (Post)
v10/PricePlanType (Get)
v10/PriceChange/{id}/Process (Post)
v10/PriceChange/{id}/Approve (Post)
v10/PriceChange/{id}/Rollback (Post)
v10/PriceChange/{id}/Pricing/Paged/Detail (Get)
v10/WebhookFormatType (Get)
For additional API documentation please see the API Reference documentation on logisense.com.
Modified invoice amount precisions to adhere to the invoice currency precision. All invoice amounts will now round to the currency precision, this includes charges, credits, payments, manual transactions, reversals, taxes, tax adjustments, disbursements and invoice/account balances.
Rounding occurs when invoicing, manual charges such as credits and taxes can still be entered with full precision
If manual transactions are added on a sub-account that uses a different currency then the invoicer account the transaction will be converted to the invoicer's currency
Performance improvements
Added more conditions which allow accounts to be excluded from dunning and skipped
Improved account and invoice balance reconciliation process to validate that items are in the proper state before dunning and ensure unbilled or unrecognized credits and payments are accounted for before applying dunning rules
Pending payments, unbilled reversals, and unbilled tax adjustment credits are now factored in to the overdue balance calculation. Accounts with overdue invoices balances that would be offset by pending amounts are no longer subject to dunning. The Collect Payment dunning option also factors in these amounts when calculating the amount to collect using the payment method
Payment Collection through Dunning will now attempt to collect a single payment from the account for all overdue invoices instead of one payment per invoice, lowering collection fees
Negative invoice balances are now factored in when an invoice with an overdue balance exists, offsetting the balance
Fixed issues with when dunning actions execute in relation to other dunning actions
Modified account-package cancellation logic to apply full period charges if that option is configured and cancelation of the account-package occurs due to a package contract expiring
Fixed an issue with the account search which caused deleted contact points to be returned in search results
Fixed an issue where a service charge could be applied after a service was canceled if the service's last billed date exactly matched the service's effective cancel date
Fixed an issue where reversing a partial transaction could result in a credit amount of one cent being displayed
Fixed an issue that could cause an account-package's cancelation date to be cleared after voiding an invoice
Fixed a rare rounding issue that could cause invoice items to display incorrect values
Fixed an issue where the Maximum charges per period value set on Transitions was not honored when an account-package was added with a product code specified
Fixed an issue that prevented an account price plan from being deleted if it contained usage rate tier overrides
Fixed an issue were updates to usage rate tier overrides on account price plans could result in incorrect amount values
Fixed an issue where a price book region would remain configured on an account after a user removed it
Fixed an issue that could cause invoices to be delivered by email multiple times
Fixed an issue that could cause usage charges not to be listed as invoice items when billing usage related to rate groups aggregated at the invoicer level and configured for progressive tiering. Note: this would not lead to incorrect billing, the total amount of usage billed would still be accurate
Fixed an issue which caused the usage rates screen to fail to refresh after modifying the usage rate group
Fixed an issue that could cause a continuous aggregated usage charge to be split between two invoices when billing back dated usage
Fixed an issue that could cause usage billing to fail when pass through rating was enabled
Fixed a customer portal issue where the products page failed to load data when an account-package was configured with a custom tax address
Modified Adyen integrated environments to create pending reversed payments for Capture_Failed events in order to avoid the possibility of overcollection. Users can then move pending reversals to Captured or Rejected by reviewing payment details in the Adyen portal
Modified Adyen integration to ensure payments cannot be imported with a posting date that is within a closed fiscal period
Fixed an issue in Adyen integrated environments were the invoice balance due could be incorrect in some scenarios after a payment was rejected and then captured after a retry
Added ID event tokens which are returned by webhooks and emails:
Account Package Id
Account Service Id
Account Contact Id
Payment Id
Data Import History Id
Added the ability to group by a string datatype in embedded report data
Added invoicer aggregates to the revenue modeling MTD reports
Added bucket aggregates to revenue modeling reports
Fixed an issue that could cause an overflow exception when attempting to generate reports
Fixed an issue that could cause the usage delta export to fail when exported usage had duplicate usage dates
Modified the InvoiceItem table to store InvoiceItem.UsageValue in base units to prevent a loss of precision in certain scenarios
Fixed an issue where the Event Service would fail with an exception when processing an event message if the request that triggered the event included a custom field and a value
API Enhancements:
ViewPackageServicePricePlan (Get): fixed an issue which caused the response to return default date time values for the 'updated' and 'created' fields
Updated APIs:
v10/EmailTemplate/Type (Get): made API public
v10/EmailTemplate/Type/{id} (Get): made API public
v10/EmailTemplate/Type/Paged (Get): made API public
Fixed an issue that caused account-services to observe the tax inclusive configuration set on services instead of the tax inclusive configuration set on package-services
Fixed an issue that caused the reverse and refund options to be disabled when a payment amount was a thousand dollars or more
Fixed an issue that caused amounts on accounts to be displayed with commas
Fixed an issue on the Transactions screen where an incorrect currency, amount or amount precision could be displayed when viewing reversal taxes related to a child account
Fixed an issue in Adyen integrated environments that could cause an incorrect precision to be displayed in the Amount field when making a payment