Release notes

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

January 2023

  • 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 Manage journal entry .

Integrations

December 2022

  • Added dynamic tax calcuation using Avalara .
  • Improved the KYC document upload functionality from the Rebilly UI. For more information, see Upload KYC documents .
  • Added hosted cashiers and hosted cashier strategies. Use hosted cashiers to request and manage customer deposits. For more information, see Cashier strategies and Cashier 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 2022

Integrations

October 2022

  • 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 documentSubtype .
  • 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 2022

Integrations

August 2022

Integrations

July 2022

  • 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 2022

  • 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 Create a coupon operation under the restrictions key.
  • 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 disable 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 2022

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

Integrations

April 2022

Integrations

March 2022

Integrations

February 2022

Integrations

January 2022

Integrations

December 2021

Integrations

November 2021

Integrations

October 2021

Integrations

September 2021

  • 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 2021

Integrations

July 2021

Integrations