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LogiSense Billing 10.2.1 Release Notes

Last Updated: yesterday at 4:33 pm

10.2.1 Release Notes

Change Highlights

Payment Gateway Integration:

  • 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

NetSuite Integration:

  • 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

Enhancements and Fixes

  • 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

API Changes

See the LogiSense Billing Version 3 APIs documentation for details.

10.2.1-Patch.1 Release Notes

  • 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