Baremetrics Updates

https://baremetrics.com

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! 👀

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


API - Add On Fix

Previously add ons created via the API would correctly show up in MRR but would not be reflected in charges created when auto-charging is enabled.  The charges now will reflect the MRR with the included add-ons.