Chargebee Offers & Plan Lock

If you create offers within Chargebee (Product Catalog 2.0), sometimes Chargebee will send the plan interval incorrectly. 

IE: If you offer an annual plan without a trial, with an introductory offer with a 50% discount. Chargebee presents the plan with a 12-month trial and daily billing. To address this issue, we have introduced a plan "lock" functionality that allows you to lock the previous interval. This will enable our system to accurately track and calculate your subscription charges, making sure that metrics are correct and reliable. Currently, this is a manual process that you will need to request from our Success team. In the future, however, this will be editable in your plan settings👀. If you encounter this issue, please reach out to success@baremetrics.com  to request the plan "lock" functionality and to help get started. 

Support for Multi-Currency Xero Accounts (Forecast+)

We're excited to announce support for non-US multi-currency accounts in Xero. 💼🔥Thanks to this update, customers outside the US will experience much smoother operations and better clarity on your financials within Forecast+. 

Looking ahead, we see many possibilities for further enhancing our multi-currency and regional support. We can't wait to explore these opportunities and bring more value to your experience. 🙌

Goals can now be edited👏

When a goal is created and plans change, you may decide to head in a different direction. Having the ability to edit these goals becomes crucial. In the past, you would have needed to create a completely new goal to track improvements. However, we have changed this logic to provide you with the flexibility to edit goals as needed. Start creating goals for your team now:

Other Revenue Customer View

I've got some exciting news for you. We've listened to your feedback and added a new customer view to Other Revenue right here!


What is Other Revenue, you ask? Well, it's all about those one-off charges and payments that aren't associated with a subscription. We've now organized it by customer and payment, so you can easily track and manage those transactions. The best part is that this is just the beginning - you can expect to see an expansion of support for one-time charges and usage billing shortly. This development will provide customers with even more flexibility and options when it comes to managing their charges! 👀

Customer's Tab Exports Improvement👏

Have you ever received an error when downloading customer data in our Customers Tab?  Now, when you download customer data, it will be sent directly to your email, which will eliminate the previous timeout error. Keep an eye out as we plan on releasing new customer reports in the near future👀


Custom Dashboards are moving!✨

We are pleased to announce that Custom Dashboards can now be easily accessed on the right-hand side, next to the date selector:

This change was made in response to your feedback and we are confident this will allow you to navigate between segmented data more quickly and efficiently.

Manual Subscriptions - Edit Plan Names

We have added an improvement that allows you to edit plan names with manual subscriptions!

Manual subscriptions are a helpful tool for keeping track of your customers whom you manage outside of your payment provider. However, keeping track of your plans' names when using manual subscriptions could be difficult, as they could not be changed once added.

Now, you can easily edit plan names anytime with manual subscriptions so that your pricing structure is always up-to-date. To edit a plan name, go to the Plans tab in Baremetrics and click the Edit icon next to the plan you would like to change. Then, enter the new plan name in the box and click Save. It is that easy!

If you have any questions or feedback about this update, please do not hesitate to reach out to our support team.

Forecast+ Expense Forecasting

Expense forecasting is now available in Forecast+ 🥳 !

Gain a stronger understanding of how much money you’re earning or losing each month by including expense forecasts in your net income. 

Sign up for the beta here


API - Proration Charge Fixes

Rolling out two improvements around proration in the API! 🎉

When a customer moves to a higher-priced tier - Proration items will be included on the next charge in their billing cycle. For example, a customer signs up for a $12/mo plan and upgrades to a $24/mo plan a week later. On the next charge, we'll do two things: $9 unused credit from their $12/mo plan, and $18 of usage from their $24/mo plan from the point the plan changed = $33 charge. This is a simple example, we'll calculate down to the second in reality. 

When a customer moves to a lower priced tier -  If the change from one plan to another creates a proration larger than the following charge, or any number after that, a charge will not be created until the credit has been used. This is notable for annual to monthly plan changes, we'll keep track of the balance of the annual plan and resume charges when it has been used. 

API Documentation


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