Released
🟢 ⭐ Enhanced Reporting and Analytics
This update introduces significant improvements to our Reporting and Analytics section,
providing users with more comprehensive and actionable insights into their subscription and financial performance. Key enhancements include:
Report renaming: Reports have been renamed for better clarity and consistency.
Non-cumulative data display: Charts now display data for specific time periods, allowing for more accurate analysis.
General section enhancements: Clearer descriptions and infotips for each report.
Reporting Totals Cards: Clear display of the totals for each report, categorized by each series.
Table view improvements: Simplified table structure with consistent column headers.
New reports: Introduction of new reports and removal of redundant reports.
Invoice reporting: Improved reporting for invoice and payment amounts.
Future updates will include UI enhancements, improved filtering mechanisms, and expanded chart customization options.
🟢 ⭐ Tax Exemption for Specific Customer Profiles
This update introduces a new feature to identify and process orders for customers who qualify for tax exemption based on their customer profile. Tax-exempt customers will no longer be charged sales tax, ensuring accurate billing and compliance with tax regulations. The change impacts new subscriptions and future renewals, while existing subscriptions remain unaffected.
🟢 ✨ Support for 3-year equivalents subscription plans
This update allow admins to create plans with intervals of 36 months, 156 weeks, or 1096 days. Validation ensures inputs beyond these limits are rejected, with updated messages indicating the maximum allowed interval. The Plan APIs (Create/Update) have also been updated to reflect these changes, enabling longer subscription terms for users.
🟢 ✨ Enhanced Sorting and Filtering for Memberships and Subscriptions
Introduced new sorting and filtering options across customers, memberships, and subscriptions to improve efficiency in finding and analyzing customer information.
Customers:
Added filters for "Updated at" and "Last login date."
Added sorting by "Phone" and "Verified" status.
Memberships:
Added sorting by "Membership status" and "Member email."
Added filters for "Subscription start."
Updated filter and column names to better reflect their functionality (e.g., "Membership creation date" → "Membership invite").
Subscriptions:
Added sorting by "Subscription status" and "Cancelled by."
Added filtering and sorting for "Renewal type" and "Source."
🟢 ✨ IPv6 Support for IP Authorization
Full support for IPv6 has been added across the endpoints performing IP authorization, including plan IP authorization and members IP authorization. This update enables the use of both individual IPv6 addresses and IPv6 CIDR format, ensuring compatibility for clients using both IPv4 and IPv6. By expanding the platform to handle requests from IPv6 addresses, the update ensures that IP authorization flows work seamlessly.
🟢 ✨ Improved Handling of Won Payment Disputes
This update improves the handling of disputed payments in Pelcro. When a dispute is resolved in favor of the business, the payment status will now automatically be updated to "succeeded," ensuring accurate records and enabling further actions on won disputes.
🟢 ✨ Enhanced Data Export Formatting
This update addresses a common issue faced by clients regarding inconsistent date formatting in exported data. To improve data compatibility and usability, all datestamps in exported data are now displayed in the locale-neutral format (e.g., "yyyy-mm-dd HH:mm:ss"). This ensures that date and time values are recognized correctly in various applications, such as Excel, and maintains consistency and accuracy in date and time representation.
🟢 ✨ Subscription Cancellation Refund Options
This update introduces new options for managing subscription cancellation refunds. Businesses can now choose to either refund prorated amounts directly to the original payment method or credit them to the customer's account balance. This flexibility allows for better revenue optimization and customer satisfaction.
🟢 ✨ Current Address Information on Fulfillment Exports
This update improves the accuracy of fulfillment batches by ensuring that the most recent shipping address associated with a subscription is reflected on the relevant exports. New columns have been added to the fulfillment export to display the current shipping address, preventing potential deliveries to outdated addresses and enhancing the overall efficiency of the fulfillment process.
🟢 ✨ Site Information on Product Listing Page
This update improves the product listing page by adding a new column that displays the site(s) associated with each product. This provides collaborators with a quick and easy way to manage products based on their site assignments, enhancing efficiency and organization.
🟢 🐞 Resolved Issues related to payments and invoices
Fixed duplication of invoice notes by ensuring that the footer memo is correctly populated when Pelcro invoicing is enabled.
Corrected shipping and billing address information on the invoice payment page and invoice PDF.
The system now correctly processes prorated refunds for invoices that are partially paid with the customer's balance, and partially paid with credit cards. Refunds for such payments are now processed successfully, allocated in full to the customer balance, and reflected in accounting records accordingly
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