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LogiSense Billing 10.3 Release Notes

Last Updated: Jun 03, 2021

Change Highlights

Self-Serve Customer Portal:

  • Included with the LogiSense Billing core product

  • Allows your customers to access product information, invoices, usage and billing data

  • Can be branded to provide a consistent customer experience

  • Supports customer payments if your LogiSense Billing instance is integrated with a payment gateway

  • Supports the ability for customers to cancel products

  • For more information see the Customer Portal article

Billing Changes and Enhancements:

  • Billing performance improvements

  • Recurring Bill Runs

    • Recurring bill runs can now be configured

    • The Bill Run Posting Date, Bill Period Start and Bill Period End dates have been moved to the Schedule One Time Bill Run modal

    • The Add Recurring Bill Run Schedule modal now contains the Posting Date and a First Schedule Start Date/Time field. For recurring bill runs the bill run end date is set to the First Schedule Start Date value and then the end date and the posting date are incremented automatically going forward based on the set schedule

    • Only one active recurring bill run can run at a time. There is no limit on the number of one-time bill runs that can run concurrently

  • Bill Run Retries:

    • Added a Retry Bill Run button on the Operations / Monitor / Bill Run History screen. This feature can be used to retry a bill run in the event a billing issue is encountered and the bill run did not finish

  • Bill Account Improvements

    • The Bill Account modal now provides the ability to set the Billing Period Start date, Billing Period End date and other standard billing and collection options

    • Billing options selected on the Bill Account modal will trigger the running and rendering of invoices

    • Collecting payment on the Bill Account modal will collect based on the invoice balance

Sales Orders:

  • Added the ability to create a Sales Order on the Account / Profile / Orders screen

  • Sales orders contain a collection of account-packages that can easily be added in bulk, price adjusted, billed and invoiced

  • Packages added to sales orders are fully configurable. This includes selecting alternate rate plans, populating custom fields and setting account-package effective dates

  • Sales orders are wizard driven to make creating and modifying orders a simple process

  • Sales orders can be added through third party applications (NetSuite and Salesforce) or by API

  • For more information see the Sales Orders article

Invoicing and Template Enhancements:

  • Added a Re-Render Invoice option on the Account / Billing / Invoices screen. This feature allows an undelivered invoice to be re-rendered in the event that invoice template changes have been made

  • Added a Deliver feature on the Account / Billing / Invoices screen which allows an invoice to be sent to an account's billing contact. If invoices are configured to be delivered offline then the Deliver feature will instead allow an invoice to be marked as delivered

  • Added a Generate and Download Preview feature on the Setup / Extensibility / Templates screen. This feature allows you to generate and review a pdf preview of your invoice and credit note templates

  • Added a 'Hide Zero value Invoice Item' setting to the Templates configuration screen. When this option is enabled $0 charges will not be displayed when invoices are rendered

  • Expanded invoice statuses to detail the state of taxation. The new statues are 'Tax Pending', 'Tax In Progress' and 'Taxed'

Usage Consumption Notifications:

  • Added the ability to configure and import usage consumption notifications on Service and Share Plan buckets. Notification events configured can be used to send Webhook or email notices based upon the percentage of usage consumed

Payment Integration Enhancements:

  • Added the ability to refund partial amounts on payments processed through a payment gateway

API Changes

For details on new, updated and deprecated APIs see the LogiSense Billing Version 4 APIs article.

Enhancements and Fixes

  • Various resiliency. performance, validation and error handling improvements

  • Fixed an issue with Advanced Filters which caused the date values configured on the filter to be cleared

  • Modified child accounts to be set to their parent account's currency when created, instead of the default owner currency

  • Modified the Account / Overview / Payment Method screen to be hidden if no payment gateway has been setup under the owner. Note: if a payment gateway is added you will need to logout and back into the AdminPortal to see the Payment Method screen

  • Removed the ability to uncheck/disable an Upcoming Change when editing an Account Service

  • Fixed an issue editing Account Services which prevented upcoming changes from being deleted or having their change date adjusted

  • Fixed an issue with Account Package cancellation which caused a $0 transaction to be added to an account when cancelling a post paid package

  • Fixed an issue where recurring credits issued as a result of canceling an Account Service did not get reflected in the account balance

  • Fixed an issue where changing a usage identifier on an Account Service mid period would generate invalid refunds and prorated transactions

  • Fixed an issue which could cause a non-recurring charge Account Service to have an effective date earlier than its Account Package effective date

  • Fixed an issue where Global Add-On Services could be charged using catalog pricing instead of observing a price override configured on the Account Service

  • Fixed issues on the Account / Overview / Settings screen that permitted some read only fields to be modified and could prevent some settings from being saved

  • Modified screens and modals to reference invoices by the invoice name instead of the invoice id

  • Modified the Credits screen to hide the Unpaid Invoices and Disbursements tabs if the account is not setup to receive an invoice

  • Fixed an issue on the Account / Billing / Invoices screen where certain characters typed into the Filter field on the Transactions tab would result in an error message

  • Credit validation improvements to ensure that voided credits cannot be reversed and that one time reversed credits and voiding credit reversals can be configured to show on invoices and credit notes

  • Fixed an issue where voiding an invoice containing imported account package charges resulted in an incorrect reversal of the imported packages Next Bill Date

  • Fixed an issue where the Invoice screen was displayed with no content on accounts which do not receive invoices

  • Modified voided invoice details and user notification messages to include the invoice name

  • Fixed an issue which caused credits to remain set as disbursed when the invoice the credits were disbursed to was voided

  • Fixed an issue where voiding an invoice could result in some transactions failing to bill after re-billing

  • Fixed an issue where a bill run would fail to complete and could not be canceled in situations where a void invoice operation also failed

  • Fixed an issue that caused an invoice creation error when more than 2,100 credits were contained on the invoice

  • Fixed an issue with late payment fees which resulted in the Period Start and Period End values for the fee being empty on the Account / Billing / Transactions screen

  • Enhanced Account Contract Commitments to support calculating commitments per specific services. An 'Aggregate Commitment' option has also been added to permit commitments to be extended to child accounts

  • Modified Account Contracts so that the Invoice Amount commitment can only be set on an account that receives an invoice

  • Fixed a contract renewal issue which caused the previous contract to remain active instead of being canceled when renewing to a new contract

  • Fixed an issue with Package Contracts where the Charge Remainder amount was not charged in certain package cancellation scenarios

  • Fixed an issue with Account Contract Commitments being applied beyond the end of the contract term when billing multiple periods into the future

  • Modified Price Plans so that Product Code ID's need to be unique at an owner level instead of at the account level

  • Modified Price Plans to permit Product Codes setup on Package Services in the plan to be used by other accounts in the account hierarchy

  • Fixed a Price Plan issue which resulted in child accounts being billed transition charges using catalog pricing instead of the price set in the Price Plan

  • Modified Billing Activation rules so that activation can be triggered based upon time only or usage only thresholds. Configuring both a time threshold and a usage threshold on billing activation buckets is no longer required

  • Added the ability to configure progressive tiered pricing on Prepaid Packages, Global Add-On Packages and Non-Recurring Charge Services in the Product Catalog

  • Modified the Service Transition configuration so that penalty charges can be removed

  • Modified the Packages screen to hide the Buckets tab when no buckets are attached to services in the package

  • Fixed an issue with package frequencies which prevented tiered non-recurring charges from being modified

  • Fixed a Counting Rule issue where the Count Only if Usage option did not count services with usage correctly in tiered bracketed pricing configurations

  • Fixed an issue with Counting Rules which caused billed non-recurring charges not to be counted after voiding an invoice and billing the NRC charges again

  • Removed the Company entity from the system

  • Fixed a bucket configuration issue where it was possible to configure bucket details without location values on buckets setup to use GeoTree rated classes

  • Moved the Amount Precision setting from the Rate Plans screen to the Rate Groups screen

  • Added a new field Amount Rounding Type to the Usage Rate Groups screen. This allows the amount to be rounded up to the amount precision to or round up at half

  • Added the Amount Rounding Type field to the Owner screen's Mediation & Rating tab. This value will be used if the rounding type is not set on the Rate Group. Note: If the Rounding Type is not set on the group nor the owner (e.g. after system upgrade to version 10.3) then the rounding behavior will default to Half Up

  • Fixed an issue which prevented a rate group from being deleted when rates referenced the group. Deleting a rate group will now delete the group and all rates associated with the group

  • Modified usage rounding behavior to round usage for aggregated rates once at the end of the billing period. Non aggregated rates will round usage per usage record

  • Removed the Progressive Pricing option from the Usage Rates Tier Type list when configuring an aggregated usage rate

  • Modified rerating behavior to trigger re-rating if an account-package's effective date/cancel date is set to a date that exceeds an account service's effective date

  • Fixed a rating issue where usage was not re-rated after voiding an invoice on an account and running re-rating on the account

  • Fixed an issue where re-rating could fail to execute on packages that are cancelled on the same day they became effective

  • Added a delete option on the Setup / Usage Rating / Exceptions screen. An entire category of exceptions can be deleted with this feature, or the exceptions can be filtered to delete only a subset of exceptions

  • Fixed postal code validation issues which could cause Tax Jurisdiction Code lookups on account contacts to fail for Canadian postal codes

  • Modified AvaTax integration to perform a tax adjustment instead of a tax reversal when taxes from a previous period are reversed. This will add a new tax transaction in the current period that offsets the taxes from the previous period

  • Modified the Tax Codes screen to hide the Only Report Tax setting when AvaTax is selected as the tax vendor

  • Fixed an issue in AvaTax integrated environments which could prevent a tax adjustment from being performed

  • Modified real time usage taxation to tax usage based upon its usage class instead of using the Service Tax Category set on the Service that the usage relates to

  • Fixed an issue which could result in an invoice rendering failure when billing a cancelled package in an environment configured for real time taxing

  • Fixed an issue which caused the 'Last Modified Date' and 'Last Modified By' field values to be empty on the Setup / Extensibility / Templates screen

  • Modified the contact.Billable.emailAddress email template variable to post all of the billing contact's email addresses in the email body instead of just one email address

  • Fixed a issue where the credit note variables creditNote.credit.items.serviceName and creditNote.credit.items.serviceTypeId did not render any value on credit notes

  • Fixed an issue with invoice variables used to display total recurring charges failing to calculate the quantity of packages

  • Fixed an issue with Email Template contact email address Variables which caused email addresses not to be displayed in emails sent

  • Removed the Visual Map 'Match' Transform Type from the Data Profile screen as source names can now be directly mapped to target names. After upgrading to LogiSense Billing 10.3 existing Data Profiles using the Match transforms will need to be updated to re-map to target names instead of target ids and then have the Match transforms removed

  • Moved the Amount Precision field from the Data Profile Field Map when configuring a Usage Rate Plan target and added it when configuring a Usage Rate Group target

  • Fixed an Account Package import issue which caused an incorrect Usage Billed Through date to be set on the package

  • Modified data profiles to require that all child elements (maps, schema) are deleted first before the data profile can be deleted

  • Fixed an issue where importing an account package would result in non-recurring services in the package being set with no status value instead of inheriting the default service status defined in the product catalog

  • New Reports:

    • Accounts and Contacts: Provides a list of all accounts within the system and on details on each account contact

    • Service List: Provides a detailed list of all Services within the product catalog

    • Packages and Services List: Provides a detailed list of all Packages within the product catalog and all services within

    • Product Catalog: A detailed view into the pricing structure of the product catalog

    • Aged Invoice Balance: Provides a breakdown of all outstanding invoices in the system, sorted by account, and buckets the balances of those invoices by Due Date. Default buckets in days overdue are {0-29, 30-59, 60-89, 90-119, 120+}. This default setup can be changed to different bucket sizes or to report on different dates (invoice date, invoice sent date, or invoice created date instead of invoice due date)

  • Updated Reports:

    • Accounts List: Added additional billing context fields to the report

    • Taxes Payable: Added additional Tax metadata columns to the existing report to help with tax compliance

  • Removed the Aged Invoice chart from the Home screen

  • Fixed issues with Report Filter Operators failing to update after configuring a new Operator

  • Added a new Package Frequency data source that can be used to run a report or by itself as a child data source of Account Package

  • Expanded the available fields on the Account Data Source

  • Added a Catalog Package Service data source which can be used to run a report on its own or as a child data source of the Catalog Package data source

  • Added a Catalog Service data source which can be used to run a report on its own or as a child data source of the Catalog Package Service and Account Service data sources

  • Added a Catalog Service Pricing data source which can be used to run a report on its own or as a child data source of the Package Service data source

  • Removed the Account Contacts V1 data source and added a new Account Contacts V2 data source. Custom reports using the old data source will need to be updated to use the new data source

  • Added a new Tax Detail V2 data source which can be used to run a report detailing all taxes calculated by the system

  • Removed the Data Sources screen from Setup / Reports

  • Fixed an issue where the Account Service V2 Data Source did not include cancelled services when displaying data on a report

  • Modified Custom Field decimal values to support a precision value of 28 and a scale value of 11

  • Fixed an issue where account custom fields set as required with default values did not display the default value when creating new accounts

  • Fixed an issue where account custom fields without default values were not displayed when creating new accounts

  • Fixed an issue where Account Package Custom Fields configured to lookup values did not display the custom field data on reports

  • Fixed an issue where custom fields setup as default with a decimal value did not display the default value

  • Fixed an issue where a Webhook setup with a key/value pair could not be saved after its Authentication Type was changed to 'None'

  • Removed the delete button from the Bill Run History screen

  • Modified Event subscriptions to be made for Account Contacts. Billing, Service, Admin and Tech contacts can now be directly emailed using email templates when system events occur (e.g. when an Account Package status changes)

  • Added a Throttle Threshold to the Operations / Monitor / Process Register screen. This allows delays to be introduced between processing messages in the event that a single process is consuming excessive resources