Happy New Year from Stax Bill! With the new year brings some exciting changes and improvements. In this first release, Stax Bill is setting things up for a great year. Here are a few improvements included with this January 14, 2025 release.
Enhancements
NetSuite Product Purchase Location
When making a purchase, the customer's default location will be used. Previously, this would default to the account level even when an override for the customer was present. Now, the purchase location will populate with the override.
Invoice Notes
When customizing invoices, you can now have a note of 10000 characters. This allows for more options when adding merge points and other important information.
Invoice customization allows you to tailor your invoice based on your business or brand. You can even change logos based on the Sales Tracking code. In addition, you can tailor messages in the notes to include images and sales tracking code data so that the message to customers can be tailored to payment methods or other details.
See Configuring Invoices, Using Sales Tracking Codes, and Merge Fields for additional resources.
NetSuite Bulk Customer Import
Was your New Year's resolution to bulk up? Now, you can use a new import tool to link your existing customers in Stax Bill to NetSuite.
See Latching Customers in NetSuite for more information.
Smart Dunning Improvements
Smart Dunning is a system that retries failed payments to try and collect at different times using settings based on timing. It can work with Account Updater to increase the success rate further.
With the new functionality, Smart Dunning will stop trying to process a payment when a hard error is encountered. This reduces the processing of cards that are unlikely to succeed.
Currently, Smart Dunning with a do not retry error works with Stax Payments. Further gateways may be supported in the future.
Bugs
Bug 54049: Clearpath GPS - Cannot open Subscription page due to extremely long time until expiry.
Bug 57989: "Disable Credit Cards on Failed Payments" Setting Resets When Billing Preferences are changed via Admin.
Bug 58531: Customer MRR values are vulnerable to miscalculation during cancel imports if concurrent actions are taken.
Bug 60548: Error when Exporting the Subscriptions report filtered by "Standing Order" Status.
Bug 61176: Error on Filter application of Netsuite Overview not handled properly.
Bug 61232: HubSpot - coupon restriction is not working in subscription migration.
Bug 61234: Add Coupon Duplicate Error Message Display.
Bug 61259: Historical Summarized Statement Doesn't load properly in the UI.
Bug 61268: Purchase grid filter doesn't capitalize id.
Bug 53918: Charge from a migrated subscription still on the projected invoice.
Bug 56811: QBO access token visible in Audit logs.
Bug 57795: Retired products are shown on the coupon page's Plan/Plan product Eligibility list.
Bug 59929: Revenue Recognition Summary Chart can display an incorrect count of intervals.
Bug 60277: Error when reversing a credit because that credit is allocated to the same invoice more than once
Bug 60878: Reconciliation report export parameters show erroneous parameters.
Bug 60937: Summarize invoice by subscription purchases are incorrect.