Features

On-Hold Resume Schedule in Projected Invoices

When you schedule a resume date for an on-hold account, projected invoices now update automatically to reflect it, keeping billing forecasts accurate.

Additional information about an account's scheduled resume is visible, giving insight into upcoming billing changes for on-hold customers.

Marketplace Add-Ins for Invoice Line Items (Geotab)

Marketplace add-in purchases can now automatically generate their own invoice line items, so usage from Geotab marketplace add-ins is billed correctly without manual intervention.

Cancellation Reason Tracking (Geotab)

Subscription cancellations can now capture a reason code, giving better visibility into why device subscriptions are being cancelled. Reasons could be cancellation due to device termination or a change handling event.

Scheduled Customer Resume

Customers placed on hold can now have a resume date scheduled in advance, rather than requiring a manual resume action later.

Promo Codes as Standing Order Identifiers (Geotab)

Rate plan codes (promo codes) can now be used as an additional identifier when matching standing orders, adding flexibility to how orders are tracked and applied.

Activation Date Based on Shipping Date (Geotab)

Subscriptions can now be provisioned with an activation date set a specified number of days after the shipping date, so billing starts with actual product delivery instead of the order date.

New "Needs Attention" Widget

A new dashboard widget surfaces payments that are unknown or stuck in the billing process, making it easier to spot and resolve at-risk payments before they impact revenue.

Enhancements

Financial Calendar: NSF Shown Separately

Non-sufficient funds (NSF) events are now broken out as their own category under refunds in the Financial Calendar, making it easier to tell NSFs apart from standard refund activity.

Financial Calendar Report: Refund/NSF Download

You can now download refund and NSF data from the Financial Calendar Report as a file for easier offline review and reconciliation.

Clearer Date Usage on Subscription by Plan/Product Report

The report now clarifies exactly which dates it uses in its calculations, removing ambiguity when analyzing subscription activity by plan or product.

Improved HubSpot Sync Reliability

Records without a HubSpot ID are no longer sent to HubSpot, preventing unnecessary sync errors for accounts that aren't yet connected.

Faster, More Reliable Report Exports

Report exports and draft charge/tax recalculations now run on improved backend infrastructure by default, delivering faster and more reliable processing.

Prorated Remark for Tiered Pricing

Invoices for tiered price products now include a prorated remark, giving customers a clearer explanation of prorated charges.

Clearer Messaging for Far-Future Dates

A cleaner, friendlier message now displays when a suspension or cancellation date is set unusually far in the future.

Refreshed Social Media Options in Self-Service Portal

The self-service portal has updated social media icons and options for a more modern, consistent experience.

More Transparent Billing Period Reporting

Reports now surface additional detail on how billing periods are defined and calculated, improving transparency.

Updated HubSpot API Version

Upgraded to the latest HubSpot API version for both authentication and standard API calls, ensuring the integration remains reliable.

Coupon Name Shown on Invoices

Invoices now display the coupon name instead of the coupon code, making applied discounts easier to recognize at a glance.

Asset Tracker Added to Device Filtering

"Asset Tracker" is now available as a Device Type filter option, enabling more precise filtering of device records.

Bug Fixes

• Fixed an issue where the router could time out while creating a transaction.
• Fixed ACH payments failing due to invalid routing number validation.
• Fixed HubSpot invoice sync events that errored but were incorrectly recorded as successful.
• Fixed bulk import failing to cancel purchases in some cases.
• Fixed an incorrect "invalid date" error message.
• Fixed a concurrency error during customer activation import.
• Fixed a subscription edit import that blocked valid child-to-parent changes.
• Fixed a Tax Payable Report export issue that excluded certain end-of-period subscription records.
• Fixed invoice aging report errors when reloading with multiple currencies.
  Fixed an error handling issue affecting ACH void and refund responses.
• Fixed an issue preventing export of the Customer Level Device List.
• Fixed a tax configuration issue that could block reversing charges for fully tax-exempt customers.
• Fixed payments being auto-allocated to invoices even when auto-allocate was turned off.
• Fixed a credit note export filter failure.
• Fixed SFTP delivery failing with the newer report export method.
• Fixed a bug where editing a custom report could clear a previously set password.