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Release notes

This page contains release notes for the Rebilly product and integrations. Entries start from July 2021.

2024

September

To view the September release notes blog, see Rebilly news, features, and updates for September 2024.

Features


August

To view the August release notes blog, see Rebilly news, features, and updates for August 2024.

Features

  • Added the ability to set delinquency periods for all orders from organization settings. For more information, see Configure organization settings.
  • Updated the recurring plan configuration UI. For more information, see the Recurring option when configuring plans, and the Billing period setting when editing an existing plan.

Integrations


July

To view the June release notes blog, see Rebilly news, features, and updates for July 2024.

Docs

  • Added a new section to the docs called Welcome to Rebilly. This section provides an overview of payments related terms, processes, and Rebilly features.
  • Added a guide on how to configure which payment methods are displayed to the customer at payment, based on their geographic location. For more information, see Display payment methods by location.
  • Added a guide on how to filter data table content based on custom fields. For more information, see Filter data table content.
  • Added information on how to customize invoice and quote appearance. For more information, see Customize invoice appearance.

Integrations


June

To view the June release notes blog, see Rebilly news, features, and updates for June 2024.

Features


May

To view the May release notes blog, see Rebilly news, features, and updates for May 2024.

Docs

  • Added new developer 'get started' guides. For more information, see Get started.

Integrations


April

To view the April release notes blog, see Rebilly news, features, and updates for April 2024.

Features

  • Added the ability to update the cancellation time of a subscription. For more information, see Update cancellation time.
  • Added new risk score metrics. Use these metrics to decrease the risk score of less risky transactions. For more information, see Risk factors.
  • Added the transaction processed event to the tag events for automated tagging. For more information, see Transaction processed and the eventType field of the Create tags rule API operation.
  • Added the ability to update the cancellation time of a subscription. For more information, see Update the cancellation time.
  • Added the abandon scheduled payments action for the order delinquency reached event. For more information, see Abandon scheduled payments.
  • Upgraded the product UI. To view it, Log in to Rebilly.

Integrations


March

To view the March release notes blog, see Rebilly news, features, and updates for March 2024.

Features

  • Added the ability to set whether payment attempts for quote related subscriptions occur automatically. For more information, see Autopay and the autopay field in the Quotes API operations.

Docs

  • Added a guide that describes how to search for specific results using Rebilly collection APIs. For more information, see Search filters.

Integrations


February

To view the February release notes blog, see Rebilly news, features, and updates for February 2024.

Features

Docs

Integrations


January

To view the January release notes blog, see Rebilly news, features, and updates for January 2024.

Features

  • Added face liveness detection for the proof of identity document type. For more information, see KYC documents.
  • Added the paymentInstrument.additionalFields property to the Rebilly Instruments JavaScript library. For more information, see Additional fields.

2023

December

To view the December release notes blog, see Rebilly news, features, and updates for December 2024.

Features

Integrations


November

To view the November release notes blog, see Rebilly news, features, and updates for November 2023.

Features

Integrations


October

To view the October release notes blog, see Rebilly news, features, and updates for October 2023.

Features

  • Added the ability to manually start and stop AML review checks. For more information, see Pause or start an AML check review.
  • Added the Restrict to exclusive application and Restrict to customer tags coupon restrictions. For more information, see Create a coupon.

Docs

  • Migrated the Rebilly website to use the Redocly product named Revel. The website now has dark mode, a feedback option on every docs page, and other minor style changes.

Integrations


September

To view the September release notes blog, see Rebilly news, features, and updates for September 2023.

Features

  • Added the option to specify how approval URL redirects are managed in hosted payment forms. For more information, see Edit a hosted payment form.
  • Added the ability to exclude specific customer attribute data from risk score checks. For more information, see allowlists.
  • Added the option to configure custom fields on gateway accounts. For more information see, Set up a gateway.
  • Refined the functionality of the intelligent retry feature. For more information, see Schedule invoice retry.

Integrations


August

To view the August release notes blog, see Rebilly news, features, and updates for August 2023.

Features

  • Added the ability to add and untag AML checks. For more information, see Tags.
  • Improved the UI for the QuickBooks Online integration so that it is easier to use. For more information, see QuickBooks Online integration.

Integrations


July

To view the July release notes blog, see Rebilly news, features, and updates for July 2023.

Integrations


June

To view the June release notes blog, see Rebilly news, features, and updates for June 2023.

Features

Integrations


May

To view the May release notes blog, see Rebilly news, features, and updates for May 2023.

Features

  • Added AML confidence and priority settings. Use confidence level settings to refine the AML match results, use priority settings to set the priority level of AML sources. For more information, see AML settings and the AML API operations.

Integrations


April

To view the April release notes blog, see Rebilly news, features, and updates for April 2023.

Features

Integrations


March

To view the March release notes blog, see Rebilly news, features, and updates for March 2023.

Features

  • Added the ability to add and manage organization and customer tax identification numbers, and display them on invoices. For more information, see Tax ID numbers.
  • Improved the search for tax and webhooks API logs. For more information, see Manage logs, and the Tracking API operations.
  • Implemented combined service credential API operations and replaced credential hash endpoints. For more information, see Service credentials API operations.

Integrations


February

To view the February release notes blog, see Rebilly news, features, and updates for February 2023.

Features

Integrations


January

To view the January release notes blog, see Rebilly news, features, and updates for January 2023.

Features

  • Added journals to the Rebilly UI. Use journals to track customer revenue and simplify integrations with accounting software such as QuickBooks Online. For more information, see Journals.

2022

December

To view the December release notes blog, see Rebilly news, features, and updates for December 2022.

Features

  • Added dynamic tax calculation using Avalara.
  • Improved the KYC document upload functionality from the Rebilly UI. For more information, see Upload KYC documents.
  • Added hosted deposits and hosted deposit strategies. Use hosted deposits to request and manage customer deposits. For more information, see Deposit strategies and Deposit API operations.
  • Added customer AML checks to the Rebilly UI. AML checks are performed automatically each time customer information is modified. For more information, see Manage AML. Also added AML operations to the Rebilly API.
  • Refined credit memo allocations:
    • Added the ability to apply a credit memo to invoices on POST /credit-memos.
    • Added the ability to edit or delete credit memo invoice allocations on PUT|PATCH /credit-memos/:creditMemoId.
    • Added invoice allocations to the response of all GET /credit-memos endpoints.

Integrations


November

To view the November release notes blog, see Rebilly news, features, and updates for November 2022.

Features

Integrations


October

To view the October release notes blog, see Rebilly news, features, and updates for October 2022.

Features

  • Added credit memo support to the TaxJar integration. When TaxJar credentials are configured, credit memo transactions are now automatically added to TaxJar. For more information, see Credit memos and TaxJar integration.
  • Added document subtypes to the KYC analyzer. Document subtype is now included in the scoring algorithm, shown on the document detail page, and can be configured in KYC settings. For a complete list of available document subtypes, see subtypes.
  • Added the option to allocate specified amounts from credit memos to credit and refund transactions. This allocation reduces the unusedAmount of a credit memo. For more information, see Credit memos.
  • Added a new merchant configuration for the PayPal mount function. For more information, see PayPal callbacks.
  • Added metered billing. Use metered billing when product quantity is unknown to the customer at the moment of creating a subscription. For more information, see Metered billing.

Integrations


September

To view the September release notes blog, see Rebilly news, features, and updates for September 2022.

Features

Integrations


August

To view the August release notes blog, see Rebilly news, features, and updates for August 2022.

Features

Integrations


July

To view the July release notes blog, see Rebilly news, features, and updates for July 2022.

Features

  • Added the option to set and collect tax from different regions. This feature is only available to US-based organizations. For more information, see Manage tax locations.
  • Added a set up guide for Klarna Buy Now Pay Later (BNPL). This guide describes how to use FramePay to tokenize payments made using Klarna. For more information, see Set up Klarna BNPL.
  • Added the option to set a default payment instrument on an order. For more information, see Edit order details.

Integrations


June

To view the June release notes blog, see Rebilly news, features, and updates for June 2022.

Features

  • Added the credit memo feature and resource. A credit memo is a record which describes a certain amount that is owed to a customer, it is also a means of providing a customer with store credit. A common use case for using a credit memo is to provide a customer with store credit, rather than a refund, if the customer pays more than they owe or returns a product. For more information, see Create a credit memo and the Credit memo resource.
  • Added the BxGy coupon restriction. You can now offer "buy X get Y" promotions. These promotions incentivize new customers to buy and also reward existing customers. This restriction type enables you to add discounted plans to an invoice when a certain quantity of other plans are purchased. For example, if a customer buys two or more books, they get one free bookmark. For more information, see Coupons & discounts and the restrictions field of the Create a coupon API operation.
  • Added the option to export your organization data. For more information, see Export organization data and the Organization data exports operations.
  • Added the Block gateway account on chargeback limit app to the Rebilly App Store. Use this app to temporarily deactivate a payment gateway account when the chargeback limit is reached. For information on how to access and install apps, see Install an app.
  • Added the upsertCustomer API property. Use this property to upsert a customer when creating a transaction. For more information, see the API reference documentation.
  • Added PaymentCard and BankAccount as additional paymentInstruction options. Use these options to create a paymentInstrument when creating a transaction. For more information, see the API reference documentation.
  • Added an option to provide transaction amount limit. For more information, see the API reference documentation.

Integrations


May

To view the May release notes blog, see Rebilly news, features, and updates for May 2022.

Features

  • Added revenue waterfall and Monthly Recurring Revenue (MRR) reports to KPIs. For more information, see Revenue recognition.

Integrations


April

To view the April release notes blog, see Rebilly news, features, and updates for April 2022.

Integrations


March

To view the March release notes blog, see Rebilly news, features, and updates for March 2022.

Features

Integrations


February

To view the February release notes blog, see Rebilly news, features, and updates for February 2022.

Features

Integrations


January

To view the January release notes blog, see Rebilly news, features, and updates for January 2022.

Features

Integrations


2021

December

To view the December release notes blog, see Rebilly news, features, and updates for December 2021.

Features

Integrations


November

To view the November release notes blog, see Rebilly news, features, and updates for November 2021.

Features

Integrations


October

To view the October release notes blog, see Rebilly news, features, and updates for October 2021.

Features

Integrations


September

To view the September release notes blog, see Rebilly news, features, and updates for September 2021.

Features

  • Added the option to create a transaction from the Customers page in the Rebilly UI, where a product and pricing plan is not required.

Integrations


August

To view the August release notes blog, see Rebilly news, features, and updates for August 2021.

Features

Integrations


July

Features

Integrations