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.
Credit card and ACH payment processing is now supported through the following payment gateways: Adyen, Authorize.Net, Elavon, Vantiv eCommerce and WorldPay
Payment gateways can be added, enabled and disabled from the Setup / Owners / Payment Gateways screen
Offline payment types can be added under the Setup / Owner Configuration / Payment Types tab. Online payment types supported by payment gateways will be automatically populated on the payment types screen when a payment gateway is added
General Ledger codes can be set on Payment Types
Payment methods can be added to invoicer accounts on the Account / Overview / Payment Methods screen. The default payment method can be configured to either allow or disallow automatic payment (Auto Pay)
Payment collection can be automated using the new Bill Run 'Collect Payments' setting or manually processed on from the Account / Billing / Payment screen
One time payments can be made on an account using credit card/ACH details which are not setup on the account as a payment method
Payments can be reversed through the payment gateway
Allows Sales Orders and Accounts created in NetSuite to be passed in to LogiSense Billing and kept in sync
Sales Orders can be billed and invoiced separately from billing and invoicing other account charges
Payments can be processed for order invoices, separate from payments applied to the account
Sales Orders are displayed on accounts under the Account / Profile / Orders screen
Sales Orders in the UI are read only, orders are added/updated via API
Invoice tokens have been added to allow order details to be presented on invoices
Added a new 'Shipping' Contact Type which orders can be shipped to instead of using the billing contact's address. Adding multiple shipping contacts on an account is also supported
Improved performance, invoicing, rendering and downloading invoices
Error handling and messaging improvements
Modified the Detail value populated for invoiced items to provide more information on the charge/refund that was added
Added the ability to delete credit notes so long as they have not been delivered
Modified the Credits and Transactions screens on invoicer accounts to display credits and transactions for accounts which invoice charges to the invoicer. Transactions in a different currency than the invoicer's currency will now display both the original currency amount and the amount converted to the invoicer account's currency
Modified the void invoice confirmation prompt to show the invoice name instead of the invoice ID
Modified invoicing behavior so that manually added credits issued to invoices/credit notes which are not set to auto-disburse do not impact the invoice balance
Fixed an issue where a credit attached to an invoice would be removed from the account after voiding the invoice
Modified automatic disbursement behavior to apply credits that are set to auto-disburse to newly created invoices on accounts, adjusting the invoice balance. Payments set to auto-disburse will also apply to the invoice after credits have been applied
Modified optional services so that the service's effective date can be modified with some restrictions. The service effective date cannot be set earlier than the account package effective date, it cannot be changed if the account service is cancelled and it cannot be changed once the optional service has been billed
Fixed an issue where the usage identifier value on a service was not persisted when the service transitioned into another status
Modified price plans so that they can be added to child accounts
Added the following core reports:
Account List - Returns a summary of all accounts in the system
Invoice Detail - Returns data on all invoice items for a given invoice
Invoice Summary - Returns a high level overview of Invoices in the system
Invoice Usage - Returns aggregate usage data on all invoice items for a given invoice
Payment Details - Returns a summary of all payments made by accounts, including both payments processed through a gateway and those simply recorded on an account
UDR History - Returns detailed data on rated and mediated usage records in the system
Daily Aggregated Usage - Returns usage data aggregated by day, account service, and usage class
Package Sales - Returns details on all account packages purchased by an account
Service Sales - Returns details on all account services purchased by an account
Taxes Payable - Returns a detailed list of tax amounts generated by an invoice
Added the ability to embed report data into invoices and credit notes
Added a new tab called 'Schedule' to Reports which allows a scheduled report to be setup, modified or suspended
Added report filters which can be used to control the data populated in reports. Filtered reports can be run on a schedule and can also be setup so that the user is prompted for a filter value before generating the report (e.g. prompted to enter an account name or ID)
Modified the Bill Run Collection Types list to display 'Invoice Balance' instead of 'Invoice Due Date' and removed the 'Payment Day' option
Removed price configuration fields on multiple screens for service statuses that are configured as non-billable statuses
Renamed the Service Type Base Type MRC to 'Recurring Charge' and Base Type NRC to 'Non-recurring Charge'
Removed Base Type 'Other' from the Service Type configuration
Renamed the 'One Time' tab to 'Transitions' on Package and Price Plan screens
Added a new 'One Time' tab to the Package Frequency screen which appears when the package contains a service of type 'Non-recurring Charge'. One time charges setup on packages are only billed once, when the service has reached/past its effective date
Added a new package type called Global Add-On packages. Add-On packages can be used to add additional services to standard packages which have been setup with the 'Add-on eligible' setting enabled in the product catalog
Updated navicons to be displayed in the link colour when the icon is hyperlinking to a screen/url
Added a 'Tax Usage Only' setting to the tax codes screen. When this setting is enabled the tax code will only be used to apply taxes to usage charges
Removed the ability to configure usage billing frequencies of 'Once', 'Minute' and 'Hour'
Modified markup rates on rate groups screen to display a '%' symbol instead of a '$' symbol
Added a 'Pass Through Rating' feature on Rate Groups. Usage records that apply to the pass through rate group will come in rated from another system and will be bucketed, taxed and billed as normal
Removed the option to set a rate plan on a bucket tier
Added the ability to auto-disburse credits and payments when they are added by a data import
Added the ability to data import non-recurring services into packages in the product catalog and into account-packages
Added the ability to data import share plans that are configured with package level participation
Added an ‘API Version’ field on the Data Profile screen to indicate the version of the profile
Added an Upgrade Data Profile feature on the Data Profiles screen. This action will convert an existing data profile to the latest API version and allow you to save it as a separate profile
Fixed an issue where exceptions would not be returned when attempting to data import a multi-layout.csv file which contained malformed data
Fixed an issue where the order of the source fields could be altered on a data profile when exporting the data profile and then importing it to another environment
Fixed an issue where data importing a contact without a Address2 value resulted in an error
Modified data profiles so that if they do not use the latest API version they will be locked down (read-only with the export option disabled)
Added a 'Duplicate Count' field to the Data Import History screen
Added the following payment related invoice tokens:
Payment Total - Total of all payments on the invoice
Payment Amount - For a given payment record, the amount that was submitted
Payment Type - How the payment was made (Credit Card or ACH)
Card Type - For Credit Card payment types, the Card Type (Visa, Mastercard) that was used
Payment Base Type
Posting Date - Posting date of the payment
Payment Detail - The detail field of the payment
Payment Date - Date of the Payment
isManual - Whether the payment was processed through the payment gateway or recorded
Added the ability to present custom field data in invoices using custom field tokens. Custom field values populated on account-packages, account-services, packages and services can now be exposed on invoices
Added the ability to post the period start and period end dates of service transition fees on invoices using existing start and end date tokens
Added new invoice tokens to display TotalWithoutTax, TotalTax and TotalWithTax values for services based on their base or user defined service types
Added invoice tokens that allow taxes to be displayed in aggregate based on a specific tax category
Added a new invoice token: invoice.isFirstInvoice. It is true if it is the first invoice for the invoicer account (excluding voided invoices), otherwise it will be false
Added new token contexts for events called 'Payments', permitting payment details (e.g. successful payment processing, unsuccessful payment processing) to be provided using Webhooks or sent to system users by email
Added JSON Web Tokens OAuth 2.0 support for Webhooks
Salesforce integration improvements (App Version v1.12):
Additional usage bucket details
Share plan details on opportunity product
Shared contact support
API calls upgraded to v2
Catalog import improvements
Email notifications when data and catalog sync completes
Support for mixing currencies within account (parent/child) hierarchies and invoice recipients
See the LogiSense Billing Version 3 APIs documentation for details.
Fixed an issue which could cause report generation failures
Modified the account balance to exclude calculating credits that have been reversed
Fixed an issue which could cause long load times when accessing the Account Packages screen
Fixed an issue introduced in 10.2.1 which caused credit auto-disbursement to apply to the next period's invoice instead of the oldest invoice with a balance
Modified billing behavior to proceed with invoicing accounts in scenarios were taxing remains incomplete on accounts in order to prevent billing from being blocked
Fixed an issue where a monthly proration charge was applicable when an account-package was added on the same date that it was configured to become effective
Modified price plans so that product codes will not appear on child accounts when the child account's currency doesn't match the parent account's currency
Fixed an issue where account-package pricing was no longer displayed after the package was configured on a price plan with a product code
Fixed an issue where an incorrect price plan could be referenced when applying a non-recurring charge price override
Fixed an issue where flat charges on share plan tiers were not applied after voiding an invoice
Fixed an issue where a credit set to Show On Credit Note could not be disbursed to an invoice
Modified real time taxing behavior in AvaTax integrated environments to proceed with taxing of valid records in a batch when some records in the batch cannot be processed due to error
Added error logging in AvaTax integrated environments to indicate the cause when records in a batch cannot be taxed
Fixed an issue where charges on the Orders screen could be displayed in currencies that did not match the account currency
Fixed an issue which could cause orders to become stuck in a BillingPending state
Fixed an issue with billing orders which could result in billing account packages that were not part of the order
Fixed an issue where orders which contained postpaid packages with non-recurring charges and future dated effective dates would fail to bill recurring and transition charges related to the package
Fixed an issue where setting price overrides on services would result in only those prices being listed on orders
Fixed an issue where usage identifiers were being displayed multiple times in invoice statement reports
Fixed an issue which could cause report generation failures
Updated the Usage v2 data source to return invoice id details so that reports can track invoice items to specific usage charges
Fixed an issue where attempting to import an account package which contained a billing activation service would fail in error
Fixed an issue which prevented accounts from being deleted using the Account Delete API
Modified Delete/Account API to allow accounts to be deleted when a billable contact exists on the account
Modified the webhook authentication token Value field to support up to 4000 characters
Fixed an issue which caused account-package billed through dates to be set incorrectly after billing the package
Improved performance loading package data on the account packages screen
Added validation to prevent configuring different accounts in the Subscription Invoicer and Usage Invoicer fields on accounts. Splitting invoices is not currently supported
Fixed an issue where backdated account-services that were created and cancelled in the same period would not bill correctly
Fixed an issue where voiding invoice charges related to an account-package which contained an optional service and a non-optional service with differing start dates would result in an incorrect next bill date being set on the package
Fixed an issue where a non-recurring service charge would be rebilled after canceling the account-package containing the charge and voiding the invoice
Fixed an issue where prices in account-packages could not be modified for services that were added by global add-ons
Fixed an issue which caused account-package and account-service custom field values not to be displayed on packages in a processed order until the job service was restarted
Fixed an issue where custom fields of field type 'Decimal' would return an invalid character error when attempting to enter a decimal value into the field
Fixed an issue where billing an order would fail when the order's effective date matched the account's bill day
Modified bill run logic to prevent multiple parallel bill runs from billing the same account twice
Fixed an issue where non-recurring charges defined in price plans were billed at the catalog price instead of the price set in the plan
Fixed an issue where account price plans failed to load when an inactive package frequency was configured on the plan
Fixed a tax rounding issue where voiding an invoice that contained a one-time credit charge could cause the account balance to be off by one cent in some scenarios
Fixed an issue where activation fees were not applied when transitioning an account-package from New to Active status
Fixed an issue where flat charges on share plan buckets were not billed after voiding the invoice which contained the charges and billing the account
Fixed an issue where an update failure would occur when attempting to adjust service prices in add-on packages within share plans
Modified account contract commitment logic to evaluate commitments by looking at past billing periods for packages, services and usage instead of the current period. Commitment penalties will no longer be applicable to open periods, with the exception of invoice amount commitments
Disabled the ability to edit a contract commitment once the commitment period has been completed
Fixed an issue where invoice commitment charges on contracts would continue to apply after the commitment period expired
Fixed an issue which caused average data usage contract commitment charges to be incorrect
Fixed an issue which caused incorrect charges to be calculated for tiered average usage on account contracts
Fixed an issue that could cause duplicate contract commitment penalties to be applied when multiple services or usage classes were configured under contract commitments
Fixed an issue where manual payments were not disbursed after invoicing an account
Fixed an issue in Spreedly integrated environments where mail merge variable names would be displayed on invoices when the mail merge token contained no value
Fixed an issue where auto pay would only be performed for one account when executing a bill run against multiple accounts with auto pay enabled
Modified data profiles to support loading package frequencies with tiered prices
Fixed an issue where reports using custom data sources could not be generated when a filter was configured on the report
Fixed an issue which caused usage exceptions to display an incorrect exception reason
Fixed an issue which could cause usage exception processing to become stuck in a processing state
Fixed an issue where share plans could not be deleted by API when package level participation was configured on the plan
Added API validation to prevent patches from adjusting share plan account service usage buckets, account shareplan contributions and account shareplan participation values
Added validation to the UsageBucketSharePlanAPI to prevent contributing amounts from being misconfigured
Fixed an issue that caused configured contract commitments to be uneditable by API
Modified webhook logic to address a race condition that could cause incorrectly configured subscribers
Improved data import performance
Improved error logging when billing errors occur
Improved data import performance
Updated taxing logic to store $0 tax items with an invoice item amount of 0 in the invoice item tax table for reporting purposes
Fixed an issue where a service credit would be applied for a full period billed package when an account-service in the package had its status changed
Fixed an issue which caused invoice rendering errors when attempting to generate an invoice with tokens using a report custom data source
Performance improvements to address timeout issues when rendering invoices
Fixed an issue where the account tax category set on an account or tax vendor was not evaluated when determining the tax category and the account tax category defaulted to 'Residential'