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• Build and Manage Product Integrations with Integration Hub
  

  We’ve just introduced Integration Hub, a powerful platform designed to build and manage seamless product integrations directly within your software ecosystem, to our web admin tool. Integration Hub enables businesses to connect the Cleverbridge platform with other software solutions efficiently, ensuring accurate data flow and automating workflows across applications.

  For more information, see Integration Hub.

  To access Integration Hub in our web admin tool, go to https://subcomm.cleverbridge.com/configure/integrations.

Why this is important: Integtation Hub is crucial for driving new revenue streams through partnerships by enabling smooth integration with the software powering your core business. Beyond partner A company that buys your products in bulk for a discounted price and resells them to their customers for a profit. In legal terms, a partner is a regular customer as there is no partnership agreement with Cleverbridge in place. revenue, it enhances operational efficiency, delivering a seamless and cohesive experience for end-users. Its architecture saves valuable time and simplifies the development process, making it an indispensable tool for businesses aiming to streamline their integration and automation Set of automated actions you create that are performed to achieve a specific outcome. This includes actions such as customizing customer segmentation, personalizing content, and automating renewal and winback emails. These automations are curated by Cleverbridge and aim to improve conversion rates, drive growth, and increase the lifetime value of customers. efforts.

• Create Bundle Products in Our Web Admin Tool
  

  We've enhanced the Manage Products capabilities within our web admin tool by adding the ability to create bundle products, a functionality previously available only in Commerce Assistant. This feature allows you to group products into a bundle and sell them together at a set price, which is typically lower than the total of the individual product prices, encouraging customers to purchase An order made by a customer and the records associated with it. multiple items in one go.

  For more information, see Offer and Manage Bundles.

  To create bundle products, go to https://subcomm.cleverbridge.com/configure/products/bundle_products and log in with your Cleverbridge credentials.

Why this is important: Creating bundle products in our web admin tool streamlines the process, making it more accessible and user-friendly. This feature enables you to offer product bundles at a discounted rate, increasing the appeal for customers to purchase multiple items together, which can drive higher sales and enhance the overall customer experience.

Applications

• Create Links Using Link Generator
  

  We've introduced the Link Generator functionality, previously available only in Commerce Assistant, to the web admin tool, allowing you to generate basic and protected links to multiple destinations directly from the web.

  To learn more, see Create Links Using Link Generator.

  The functionality is available in our web admin tool under Tools > Link Generator.

To view Link Generator, go to https://subcomm.cleverbridge.com/configure/link_generator and log in with your Cleverbridge credentials.

Why this is important: The new wizard provides a streamlined, transparent, and flexible way to create one-time links, as well as save them and create a protected link based on their tailored parameters.

• Manage Users in the Web Admin Tool
  

  We’ve added a comprehensive Manage Users feature to our web admin tool, accessible via the User Portal. This feature streamlines user management, supporting essential actions for onboarding and maintaining user access within the platform.

  With this functionality, you can view a complete list of users to monitor activity and details, add new users with options to set roles and permissions, generate test credit cards for development purposes, edit user information including password management and profile updates, and delete or duplicate user accounts as needed.

  To manage users, go to https://subcomm.cleverbridge.com/settings/user_portal and log in with your Cleverbridge credentials. For more details on each action, see Manage Users.

  Why this is important: The Manage Users feature provides an efficient, centralized way to handle all user-related tasks, simplifying workflows and enhancing account security.

• Create Custom Reports with Report Builder
  

  We’ve just introduced Report Builder, a self-service tool that enables fast report creation by allowing you to select specific dimensions, metrics, and filters. It offers a unified and integrated reporting environment, improving data accessibility, accuracy, and the overall effectiveness of business intelligence.

  To learn more, see Report Builder. To view Report Builder, go to https://subcomm.cleverbridge.com/analyze/report_builder and log in with your Cleverbridge credentials.

Why this is important: The Report Builder functionalities remove the reliance on manual report generation, enhance efficiency, and enable teams to focus on higher-value tasks.

• Select Top N Records in Your Analytics
  

  We’ve added the option to select the Top N records in reports generated through our new Report Builder, as well as in the analytics on the Subscriptions dashboard. In Report Builder, you can filter the Top N results based on one of the applied metrics in the generated reports. On the Subscriptions dashboard, the Top N feature is available for pages with a single metric, where dimension selection is possible, and data is displayed in a table format.

  To learn more, see Report Builder and Subscriptions. To check how Top N records work in practice, go to https://subcomm.cleverbridge.com/analyze/report_builder and https://subcomm.cleverbridge.com/analyze/subscriptions.

Why this is important: The ability to display the Top N records is essential for analytics and reporting. It allows you to sort your data and concentrate on the most relevant insights, such as highlighting top performers or underperformers.

• Decouple Subscription Intervals from Payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. Intervals
  

  We’ve recently added an option to set up payment schedules for recurring products. This allows separate subscription and billing intervals. With Payment Schedules in place, you can divide an invoice into multiple payments with different due dates, offering greater billing flexibility to your customers. To learn more, see Create Payment Schedules.

  Payment Schedules are part of CleverEssentials premium offer available at https://subcomm.cleverbridge.com/configure/products/recurring_products. To activate this feature, contact Client Experience.

Why this is important: The ability to pay for products in payment schedules is particularly advantageous for B2B customers. It allows them to spread payments over time instead of paying a large lump sum upfront. This approach helps optimize their cash flow, making it easier to manage finances and invest in other areas of their business.

Applications

• Email Content Guidelines for CleverAutomations
  

  We’ve added a new topic to the Automations section of our documentation to help you ensure compliance with legal requirements and improve the overall customer experience when sending emails. This update includes detailed guidelines on general email content practices, the distinction between marketing and transactional emails, as well as specific requirements for renewal reminders and email footers. To learn more, see Email Content Guidelines.

Why this is important: Ensuring that your email communications are clear and properly structured helps maintain customer trust and satisfaction. Following these guidelines also ensures that your emails meet legal standards, reducing the risk of non-compliance issues.

Applications

• Enhance User Experience with URL Parameters in Upgrade and Renewal Funnels
  

  We’ve added options to enrich the user experience on the upgrade and renewal funnel via URL parameters, allowing you to optimize for your use case.

  To learn more, see URL Parameters.

Why this is important: This feature enhances flexibility and improves the overall user experience, making the checkout process more efficient and tailored to your business needs.

Applications

• Enhanced Calculation for Orders and Conversion Rate
  

  We’ve improved the calculation method for both the number of orders and the conversion rate. Now, the order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order. count reflects the total number of paid purchases, including free registrations, while excluding detected fraudulent transactions, chargebacks, and fully refunded orders—whether refunds are issued in full or for individual items over time. The conversion rate is now based on all paid orders before refunds, adjusted only for fraudulent transactions. Previously, the calculation also excluded returned orders.

  To learn more, see Subscriptions > Orders and Subscriptions > Conversion Rate.

Why this is important: The improved logic for calculating orders and conversion rate delivers more accurate results, enabling more precise analytics. This enhanced accuracy better addresses specific scenarios and increases the potential for identifying and fixing bugs.

• Analyze Subscriptions with Unified Metrics
  

  We’ve combined the Subscriptions and Transactions dashboards into a single, unified Subscriptions dashboard. This consolidation provides all metrics in one place for easier reporting. Enjoy enhanced filtration options and a more intuitive design for better analysis of your subscription business.

  To learn more, see Subscriptions. To check the updated Subscriptions dashboard, go to https://subcomm.cleverbridge.com/analyze/subscriptions. Log in using your Cleverbridge credentials.

Why this is important: The enhanced Subscriptions dashboard enables comprehensive analysis of your subscription business. With the ability to apply filters across all pages and present data in tables and charts, it offers an improved reporting experience.

Analytics

• Enhance Payment Success with a New Acquirer
  

  We are excited to announce a significant enhancement to our payment orchestration functionality with the addition of a new acquirer. This update is a major step forward in our ongoing efforts to optimize authorization rates, ensuring smoother and more efficient transactions for end customers. By integrating this acquirer, we are expanding our network and investing in new features, such as tokenization and dynamic routing.

Why this is important: By leveraging multiple best-in-class acquirers, Cleverbridge can intelligently route transactions to ensure the highest possible uptime, authorization rates, and recovery rates for declined orders.

Payments

• Leverage TRA Exemptions for Low-AOV Average Order Value, AOV in short, consists of the average value of all items within any given order. AOV is calculated as the net revenue divided by the number of orders paid and not reimbursed. Transactions
  

  Cleverbridge now supports Transaction Risk Analysis (TRA) exemptions under the Strong Customer Authentication (SCA) requirements. This feature allows low-risk transactions to be exempt from SCA, based on the average fraud levels of the card issuer and acquirer. This applies to one-off transactions below €100.

  To learn more about TRA exemptions, see Strong Customer Authentication (SCA).

Why this is important: By leveraging TRA exemptions, you can increase payment success rates and reduce friction in the checkout process by avoiding 3DS challenges for certain transactions.

Payments

• Track Revenue, Monitor Customer Behavior, and Test Automation Emails
  

  We have introduced two new functionalities within CleverAutomations.The first is the ability to test generated emails before they are sent to your customers. The second is the integration of Power BI reports, allowing you to track the revenue of your automation campaigns and monitor customer interactions with emails.

  To learn more, see Automations. To check the new functionality of our CleverAutomations email editor, go to https://subcomm.cleverbridge.com/automations.Log in using your Cleverbridge credentials.

Why this is important: With the ability to test automation emails before they reach your customers, you can ensure your campaigns are error-free. Additionally, Power BI reports provide deeper insights into the results of your automations.

Applications

• Reduce Churn with Cancellation Flows
  

  Our latest Cancellation Flow feature, now available in a private preview for clients using Subscription Management 2.0, helps reduce churn by engaging customers who begin the cancellation process. By offering personalized incentives based on customer feedback, you can retain more subscribers and lower the overall churn rate.

  If you want to participate in our private preview, contact Client Experience.

  To learn more about the Cancellation Flow feature, see Private Preview: Reduce Churn with Cancellation Flows .

Why this is important: By implementing a carefully designed cancellation flow, you can reduce churn by providing users with alternatives that encourage them to maintain their subscriptions.

Applications

• Dive into Subscription Upgrades and Downgrades
  

  Explore our newest metrics, Upgrades and Downgrades, which visually represent subscription changes over selected time periods. These metrics help monitor trends, assess the impact of promotional campaigns on your business’s performance, and optimize your subscription strategies.

  For more details, see Subscriptions > Upgrades and Subscriptions > Downgrades.

  The Upgrades and Downgrades metrics are accessible at https://subcomm.cleverbridge.com/analyze/subscriptions. Simply log in using your Cleverbridge credentials.

Why this is important: Analyzing data on subscription upgrades and downgrades empowers you to identify anomalies in your subscription business and make informed decisions to refine your approach to subscription management.

• Gain Valuable Insights with the NRR Metric
  

  Our new metric, Net Revenue Retention (NRR), calculates revenue changes—growth or contraction—from existing customers, accounting for upgrades, downgrades, and churn. This metric offers vital insights into customer satisfaction and the value of your product. To accurately calculate NRR, we’ve added several related metrics to our standard and subscription analytics, including Expansion MRR, Contraction MRR, and Churn MRR. For more details, see Subscriptions > NRR and Subscriptions > MRR.

  The NRR metric is accessible at https://subcomm.cleverbridge.com/analyze/subscriptions. Simply log in using your Cleverbridge credentials.

Why this is important: The newly introduced NRR metric provides deeper insights into customer behavior and needs, enabling you to make more informed decisions regarding your subscription strategies. A high NRR indicates robust customer loyalty and potential for sustainable revenue growth.

• Stay Current with Our Upgraded Data Refresh Flow
  

  We have upgraded our data refresh processes to ensure timely data access. East Coast clients can now access the previous day's complete data starting at 6 AM, UTC-based clients at 10 AM, and Snowflake data share consumers from 4 AM (for example, 4 AM for EST-based clients and 8 AM for UTC-based clients). This improvement reduces the data loading time from two days to just a few hours.

  This data refresh flow upgrade is important for all subscription analytics. To view your data analytics, go to https://subcomm.cleverbridge.com/analyze/subscriptions. Simply log in using your Cleverbridge credentials.

Why this is important: The updated data refresh flow provides you with more real-time data, significantly reducing the waiting period compared to the previous solution.

Analytics

• Effectively Manage Upcoming Renewals
  With our Upcoming Renewals feature, you can view a list of customers whose subscriptions are about to be renewed. This feature enables you to conduct a thorough analysis of subscription renewal statuses and their potential revenue implications. Thanks to that, you are empowered to make more informed decisions and devise strategic plans effectively.

  To learn more, see Upcoming Renewals.

  You can access our Upcoming Renewals dashboard at https://subcomm.cleverbridge.com/manage/upcoming_renewals. Log in using your Cleverbridge credentials. 

Why this is important: Effective subscription management and forecasting are one of the most important factors influencing the growth of your business. With the Upcoming Renewals feature, you can predict upcoming revenue and take proactive steps to manage customer interactions efficiently.

Analytics

• Understand the Sustained Profitability of your Business with the LTV Metric
  
  

  With our new Customer Lifetime Value (LTV) dimension within the Subscriptions dashboard, you can get information on the total predicted revenue an average customer will generate for your business during their relationship with your company. The LTV offers a comprehensive view of your business's long-term health and financial sustainability. For more details, see Subscriptions > LTV.

  The LTV dimension is currently in public preview and accessible at https://subcomm.cleverbridge.com/analyze/subscriptions. Simply log in using your Cleverbridge credentials.

Why this is important: Tracking LTV helps you understand the long-term profitability and growth potential of your products, ensuring your business remains competitive and successful. A high LTV indicates a robust product-market fit, high brand loyalty, and substantial recurring revenue from existing customers.

• Enhanced Web Admin Tool Navigation
  Experience the enhanced navigation in our web admin tool. Discover improved ease in accessing the functionality you require. Visit https://subcomm.cleverbridge.com to explore the updates firsthand using your Cleverbridge credentials.

  For insights into how these changes are reflected into our documentation, see Configure, Manage, Optimize, and Analyze.

Why this is important: The enhanced navigation allows you to effortlessly explore the Cleverbridge features aligned with your business goals, hence positively influencing your overall user experience.

Applications

• Dive into Subscription Renewals by Type
  Explore our latest dimension, Renewal Type, designed to identify your customer renewal patterns. This dimension allows you to unlock valuable insights into renewal dynamics, allows for optimized renewal strategies, identifies churn risks, and improves revenue forecasting. To learn more, see Subscriptions > Subscriptions.

  You can access our Subscription Analytics dashboard at https://subcomm.cleverbridge.com/analytics/subscriptions. Log in using your Cleverbridge credentials.

Why this is important: Leveraging this dimension empowers you to strategically engage customers through targeted marketing campaigns, ensuring timely interventions that maximize your monthly and annual recurring revenue.

• Grow Your Business with CleverAutomations
  Our latest innovation, CleverAutomations, leverages artificial intelligence to automatically generate end-to-end renewal, winback, and delinquent payment recovery campaigns complete with optimized email content. With CleverAutomations, you can automate personalized tactics to boost subscription renewals, solve outstanding payment issues, and re-engage churned customers.

  CleverAutomations is a premium solution currently available in private preview. To learn more, see Automations. To access the documentation, log in using your Cleverbridge credentials.

  If you wish to adopt this solution, contact our Client Experience team.

Why is it important:CleverAutomations empowers you to design automated customer communication workflows focused on retention and churn reduction, enabling you to grow your business, all while saving valuable time.

Applications

• Streamline Quote Renewal for your B2B Customers
  You can now generate Renewal Quotes in our web admin tool. Renewal Quotes allow you to create a renewal quote for an existing subscription at any time of a subscription lifecycle. Customers can also access quotes in their account or request a renewal quote on their own. For more details, see Quotes > Quotes for Renewals.

  Start using this option by locating the subscription in need of a renewal quote at https://subcomm.cleverbridge.com/customers/search/subscriptions. Simply log in using your Cleverbridge credentials.

Why is it important: The Renewal Quotes feature allows you to create protected renewal quote links, making it possible for B2B customers to renew existing subscriptions in a simple and fast way without a need to place a new initial quote.

Applications

• Enhanced accuracy of PSR calculations for Direct Debit Orders
  We’ve improved the calculation logic for our payment success rate (PSR) regarding paid and unpaid direct debit orders. Now, all direct debit payments are kept in the Waiting for Payment status until their payment status is determined. We defined a 27-day period, starting from the purchase date, to verify the status of direct debits. If no return debit occurs within this timeframe, the payment status is updated to Paid. Otherwise, it’s marked as Unpaid.

  You can view our improved Payments Analytics dashboard at https://subcomm.cleverbridge.com/analytics/payments. Log in using your Cleverbridge credentials.

Why this is important: The enhanced logic for PSR calculation provides more accurate results, which leads to more precise analytics, thereby bolstering your business outcomes.

• Identify Patterns for Credit Card Declines
  Use our newest metric CC Declined Orders to gain valuable insights into the decline types and specific reasons behind declined transactions. Under the Purchase Authorization page within our Payment Analytics dashboard, you can now access the decline rate of credit card transactions and the number of declined orders compared to the total number of submitted orders. To learn more, see Payments > CC Declined Orders. You can access our Payment Analytics dashboard at https://subcomm.cleverbridge.com/analytics/payments. Log in using your Cleverbridge credentials.

Why this is important: Identifying decline patterns that lead to transaction rejections can help you reduce future declines and improve your overall transaction success rate.

• Refine your Churn Reason Analysis for Improved Customer Success
  You can now understand why churned customers discontinue the usage of products within our Subscription Analytics by using our newest metric called Churn Types. This metric allows you to gather appropriate input to increase your ability to identify patterns and help you prevent future churn. For more details, see Churn Rate & Types under Subscriptions Metrics

The churn reason analysis is currently in public preview and accessible at https://subcomm.cleverbridge.com/analytics/subscriptions. Simply log in using your Cleverbridge credentials.

Why this is important: Tracking and investigating churn types helps you understand your subscribers’ behavior and refine your strategy for customer retention. Identifying the root causes for churn will ultimately lead you to a deeper understanding of your company’s growth.

Analytics

• Improving PayPal Success Rate
  To address a recurring payment error in PayPal linked to discrepancies in cart values, we updated the transactional data for PayPal orders. By extending the payment request and adding order details to the submission, we ensure that the sum of individual article amounts aligns with the total order amount.
Why this is important: This recurring issue was impacting the renewal success rate for PayPal orders. The implemented changes ensured a reduction in errors for both initial and recurring transactions, resulting in a healthier success rate for both initial orders and renewals.

• Switching Credit Card Payment Providers in India
  Due to the RBI Directive on Card Payments in India from October 1, 2021, credit cards issued in India are no longer authorized, and the success rate of our recurring transactions is heavily impacted. To mitigate the heavy impact of the RBI regulation and improve the authorization rates of credit card payments in India, we’re switching most of the transaction processing to a different payment provider with a slightly higher success rate.

The expectation is to slightly elevate the overall authorization rate for credit card transactions. We’re carefully monitoring the success rate for orders processed via our payment providers. No action is required on your part.

Why this is important: Switching payment providers could increase the number of successfully authorized credit card transactions, which could consequently translate in additional revenue.

• Track your Quote Scope
  You can now apply the Third-Party Tracking Setup tool in Commerce Assistant to your quotes. This option by default is disabled. To enable the quote scope tracking, contact Client Experience.
Why this is important: This new option allows you to track your customers on quote pages.

Reporting

• Bank Account Consolidation for Customer Payments
  We’re merging our bank accounts into a single account for all customer payments. Consequently, we’re updating our customer-facing bank information (IBAN) for specific payment options and several currencies. The payment options concerned are wire transfer and purchase order A B2B payment option in which software is delivered either immediately without the upfront collection of payment or after prepayment with proforma invoice..
Why this is important: Customers' emails will be updated with the new bank account data. Payment instructions will also be sent to customers for orders paid for by wire transfer. No action is required on your part.

• Convert Insight into Foresight with CleverInsights
  Check out our latest analytics product: CleverInsights. CleverInsights helps you conduct a comprehensive analysis of your subscription business and assess how you’re performing compared to the market. Fortified by AI technology, you can forecast your performance, detect, and inspect anomalies in your operations, and benchmark your subscription KPIs against comparable businesses. For more information, see Insights.

CleverInsights is currently in public preview, is part of our premium analytics offer, and accessible at https://subcomm.cleverbridge.com/analytics/clever_insights. Contact Client Experience to activate it.

Why this is important: Managing forecasted results and learning from the spikes & dips in your performance puts data at the center of every decision you make. It also allows you to identify patterns and predict behavior, generating therefore foresight out of insight.

• Reduce your Churn Rate with Cohort Analysis
  Churn cohort analysis is now available within our Subscription Analytics. The cohort method allows you to group subscription items by sign-up date and analyze their performance over time. For more details, see Subscriptions Metrics.

The churn cohort analysis is currently in public preview and accessible at https://subcomm.cleverbridge.com/analytics/subscriptions. Simply log in using your Cleverbridge credentials.

Why this is important: The cohort method allows you to uncover seasonal trends, dive deeper into potential churn triggers, and optimize revenue retention by strategically allocate your efforts. Ultimately, you will be able to improve your customer lifetime value (CLV).

• New Payment Mapping & Response Codes for PayPal
  To properly diagnose PayPal declined transactions and correctly identify the decline reasons, we added a payment provider mapping and specific PayPal decline codes to our existing response codes. Providing specific PayPal decline causes instead of generic declines allows us to identify the decline causes, counteract the transaction declines in a timely manner.
Why this is important: Cleverbridge is making small improvements to optimize the PayPal payment approval. Creating more transparency on the back-end conversion process improves decline rates for PayPal-enabled transactions and ultimately uplifts the PayPal checkout completion.

• Response Code Mapping Update
  To keep up to date with the response codes in Payments, we updated our database with the latest transaction response codes and mapped them with the harmonized codes. This update is applicable for the response codes handling our EU payment acquirer as well as our US payment acquirer.
Why this is important: Updating the response mapping aims to reduce the category "Unknown" for credit card declines, which leads to a better understanding of credit card declines, with the ultimate goal of improving our credit card success rate.

• Gain Valuable Insights with Payment Analytics
  We’re introducing Payment Analytics to our web admin tool. The feature provides you with deeper insight into your payment data. You can start analyzing revenue by payment methods, track payment success rates, and evaluate authorization rates by credit card schemes. Furthermore, you can uncover the revenue uplift generated by our Revenue Retention Tools. The feature will be in public preview on July 28th and accessible in general availability on August 18th. To learn more, see Payments.

You can access the Payment Analytics feature at https://subcomm.cleverbridge.com/analytics/payments. Simply log in using your Cleverbridge credentials.

Why this is important: The newly available reports allow you to better understand the customers’ payment behaviors and needs. Ultimately, you’ll be able to make informed decisions about payments and optimize payment strategies for growth.

• Incentive Banners Feature Available in our web admin tool
  Cleverbridge introduced a new feature called Incentive banners in our web admin tool. This feature allows you to effectively advertise special offers to your potential customer base while building trust and brand awareness. To learn more, see Advertise Incentive Banners. The Incentive Banners feature is available at Incentive Banners. Just use your Cleverbridge credentials to log in.
Why this is important: This new feature is multipurpose. You can customize the text-based banner to your business needs and use it to promote cart items purchase, build trust with customers, and increase brand awareness.

• New Issuing Bank for Payment Method iDEAL
  A new issuing bank, Yoursafe, will soon be activated by iDEAL. This upcoming change means that customers in Netherlands will shortly be able to select Yoursafe among the list of banks when choosing iDEAL as a payment method Describes the actual payment method used by the customer to complete the purchase, for example, Visa, wire transfer, or SEPA Direct Debit. in the cart and securely execute their payment through this bank.
Why this is important: Cleverbridge is undertaking all the necessary changes needed. No action is required on your part.

• Discontinuing Croatian Kuna (HRK) in favor of Euro (EUR)
  Starting January 1, 2023, Croatia is joining the Euro area and now uses the Euro as its currency. As a result, the Croatian Kuna (HRK) is no longer processed on the Cleverbridge platform. Going forward, newly placed orders by Croatian customers and existing subscriptions previously paid using Croatian Kuna will be processed in Euro. For a list of all supported currencies, see About Currencies.
Why this is important: Cleverbridge automatically updated existing subscriptions with Kuna to Euro and resent the subscription reminder with the updated prices in Euro.

• Our Self-Service Solution for Tax Exemption Application is Out
  Cleverbridge introduced a new solution for expedite Tax Exemptions request for US customers. Those customers are now able to upload their tax exemption document during the checkout process and receive a valid tax exemption document ID to claim exemption for their purchase. To learn more, see Manage Global Taxation > Self-Service Application for Tax Exemption. You can use the Tax Exemptions feature at https://subcomm.cleverbridge.com/all/customers/tax_exemptions. Just use your Cleverbridge credentials to log in.
Why this is important: Not only does this result in a better B2B customer experience, but it also reduces manual effort provided by your CS specialists and works toward a fully automated tax exemption process for B2B orders, which saves time.

• QR-Billing for Switzerland
  For customers based in Switzerland, Cleverbridge now supports QR-billing instead of the discontinued red (IS) and orange (ISR) payment slips in order to comply with a regulatory change coming into effect on October 1. An advantage of the QR-bill is that customers no longer have to input their payment info manually; it is now done automatically. These changes have been brought forth by several innovations in the FinTech industry, such as QR-IBAN and QR Reference.
Why this is important: This new solution allows you to retain business with Switzerland-based customers by simplifying payment traffic and thereby making transactions smoother and preventing human error.

• New Payment Method Direct Debit BACS (DDB) for UK
  Cleverbridge now offers Direct Debit BACS on your checkout pages for customers based in the UK, which reflects the rising popularity of Direct Debit over more traditional payment methods. With DDB, customers can complete transactions with negligible charges compared to other transaction charges.
Why this is important: This new option allows you to expand your customer base in the UK market and in turn increase your revenue for customers who prefer Direct Debit BACS.

• Tax Exemptions Feature Available in Our web admin tool
  Cleverbridge introduced a new Tax Exemptions feature in our web admin tool. This feature allows you to expedite tax exemption requests for customers who are authorized to withhold tax from their purchases, mainly corporations and non-profit organizations. To learn more, see Manage > Tax Exemptions. The Tax Exemptions feature is available at https://subcomm.cleverbridge.com/all/customers/tax_exemptions. Just use your Cleverbridge credentials to log in.

• Generate Subscription Reports in Our web admin tool
  Cleverbridge introduced a new Subscription Reporting feature in our web admin tool, making available a deeper insight into your subscription products, along with more filtering options. The following types of reports are now available: Summary, Revenue, MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), ARPU (Average Revenue per Customer), Subscriptions, Renewal Rate, and Churn Rate. The feature will be officially released on October 10th.
  To learn more, see Subscription Reporting. You can use the Subscriptions feature at https://subcomm.cleverbridge.com/reporting/subscriptions. Just use your Cleverbridge credentials to log in.
Why this is important: The newly available reports allow you to better track customers’ retention and act against customers’ churn in a timely manner. Ultimately, you’ll be able to make informed strategic decisions about your subscribers and subscription products.

• Japanese Konbini Payments No Longer Processed
  Effective immediately, Konbini is no longer available as a payment method in the Cleverbridge platform for Japanese customers. Oftentimes, Japanese customers prefer online payment Stands for a group of payment options that do not require the customer to submit the payment in an extra step after submitting the order. Online payments include credit, debit cards, and digital wallets. With an online payment option, the product is delivered almost immediately (as soon as the payment is processed which usually does only take a few seconds). options like credit cards. While discontinuing telephone support, Cleverbridge maintains email customer support in Japan. For alternative payment solutions, contact Client Experience.
Why this is important: Cleverbridge took the necessary steps to ensure business continuity. All relevant customers were informed about this change via email and asked to change their payment method for ongoing subscriptions usually paid with Konbini.

• Enhanced Payment Descriptor for SEPA Direct Debit
  We adjusted our SEPA Direct Debit descriptor to make it easier for customers to identify what direct debit payments on their bank statements are for. It now includes your company and the purchased product’s name.
Why this is important: By improving payment transparency, you effectively minimize the risk of return debits and prevent customer churn.

• Don't Leave Layer for Multiple Products in SCM
  You can now set up a Don’t Leave Layer (DLL) for multiple products at once in the Cleverbridge platform, instead of creating one for each product in your catalog individually. Additionally, it is now its own Marketing Campaign called Cart Abandonment, having moved up from under Recommendations. For more information, see Prevent Cart Abandonment > Add Don't Leave Layer in the SCM.
Why this is important: This new option streamlines the Don't Leave Layer configuration as you can now add all products at once, instead of selecting each one of them separately, freeing up valuable time.

• G2 Review Widget for B2B Business
  G2 review widget, aimed at B2B customers, is now available and displays your product reviews on the checkout page. To learn more about the G2 widget, see Integrate Product Reviews > G2.
Why this is important: By seeing existing B2B customer reviews of your products in the checkout, new B2B customers are more likely to complete their purchase. They see that others have had a positive shopping experience and trust your business, in turn improving your conversion rate.

• Use our Product Selection Feature to increase your AOV
  Add a product selection to your shopping cart and offer your customers multiple product versions to choose from. By offering up-sells on your cart, you increase your revenue while ensuring customer satisfaction, as customers can choose whichever version best fits their needs. To learn more, see Increase Cart Value > Offer Product Selection. You can find the Product Selection feature at subcomm.cleverbridge.com/products/product_selector. Just use your Cleverbridge credentials to log in.
Why this is important: Using the Product Selection enables you to upsell your products and increase your AOV.

• Apply DLL to Multiple Products for Up-Sell Recommendations
  You can now set up a single Don’t Leave Layer (DLL) for multiple products at once in the Cleverbridge platform, instead of creating one DLL for each product in your catalog individually. For more information, see Prevent Cart Abandonment > Add Don't Leave Layer in the CA.
Why this is important: This new option streamlines the up-sell configuration as you can now add all products at once, instead of selecting each one of them separately, freeing up valuable time.

• New Payment Method ACH Credit
  Cleverbridge added ACH Credit to the list of available payment options on your checkout pages for your B2B and B2C US customers. For more information, contact Client Experience.
Why this is important: As nearly all of US businesses and citizens rely on ACH to execute payments, and ACH being preferred by B2B companies, integrating ACH Credit aligns with customers’ needs in the United States. Offering this payment option Set of payment choices displayed to the customer on the checkout page. Available payment options are based on the customer's GeoIP location and include different payment methods and types, for example: a Purchase order (PO) is a payment option we offer our B2B customers. POs are usually paid via the payment method of wire transfer. enables you to expand to B2B and B2C customers who prefer ACH payments.

• Processing of Checks Terminated in the EU and Canada
  

Effective immediately, checks are no longer available as a payment option in the EU and Canada. However, checks remain an available payment option in the United States. For alternative payment solutions, contact Client Experience.

Why this is important: Customers in the EU and Canada can no longer choose checks as a payment option in the checkout. No action is required on your part. Existing renewals will result in an awaiting offline payment Offline payment stands for a group of payment options that do not involve online transactions like direct debit, wire transfers, and checks. With the order confirmation, the customer receives a link with information on how to make the payment. Ordered products are delivered as soon as Cleverbridge receives payment confirmation from the payment provider. status and customers will be required to choose a different payment option.

• GraphQL Update
  Cleverbridge is updating underlying components of our GraphQL API to match the current version of the GraphQL specification and improving performance. We advise that you consider the changes pertaining to this update. To learn more about those changes, see GraphQL API Guide.
Why this is important: Customers in the EU and Canada can no longer choose checks as a payment option in the checkout. No action is required on your part. Existing renewals will result in an awaiting offline payment status and customers will be required to choose a different payment option.

• Business Critical Update - Microsoft .NET
  Cleverbridge is updating our network architecture from Microsoft's .NET framework 4.7.2 to 4.8. The update will take effect on June 1, which means you will need to update the devices you use to access our platform from Microsoft's .NET framework 4.7.2 to 4.8 by May 25. For further information and instructions, see Download .NET Framework 4.8.
Why this is important: Note that if you do not complete this update, you will no longer be able to access our platform and services, including the Commerce Assistant and Business Intelligence tools. If you exclusively use the Subscription Commerce Manager, this update does not affect your access, and you can ignore this message.

• New and Improved Compliant Invoices Available
  Cleverbridge introduced a new and improved invoice solution to cover regulatory changes while meeting customers' expectation. Additionally, a new proforma invoice is now available for your B2B customers. To learn more, see Invoicing Requirements.
Why this is important: Keeping you up-to-date with global compliance requirements and local tax laws protects your brand and your business from financial liability.

• Use our Plan Selection Feature to increase your AOV
  Add a Plan Selection to your shopping cart and offer your customers multiple subscription plans to choose from. By offering a best value option, you significantly increase your average order value. To learn more, see Increase Cart Value > Increase Cart Value. You can find the Plan Selection feature at subcomm.cleverbridge.com/products/plan_selector. Just use your Cleverbridge credentials to log in.
Why this is important: Using the Plan Selection helps you generate more revenue and reduce voluntary churn as the customer receives an attractive offer for a longer running subscription.

• Optimized B2B Checkout Page Available
  Cleverbridge leveraged best practices and introduced a new B2B funnel for your business customers where specific parameters are included for a seamless user experience. To learn more, see Control & Configure Your Checkout Pages Using URL Parameters.
Why this is important: Frictionless checkout experience for business customers increases your orders and grow your customer base, which solidifies B2B as your target market.

• Account Updater for EU customers with Amex
  In addition to US customers, we have established the Account Updater service for EU customers with American Express as payment method. An Account Updater service automatically updates a customer’s payment details before the next billing date, in case their payment method expired or was replaced. For further information on the Account Updater, see Update Account.
Why this is important: This will increase your AMEX renewal rates by optimizing the credit card data quality before each new billing interval.

• New BIN Length of 8 Digits
  A new ISO standard for Bank Identification Numbers (BIN) replaced the outdated standard. Cleverbridge has adjusted its database and now supports 8 digit BINs, compared to the past 6 digits. You will directly profit from the updated BIN service, enabling Cleverbridge to successfully validate the credit cards during the checkout and successfully process Strong-Customer-Authentication, based on the credit card type.
Why this is important: This BIN extension will help you significantly curb credit card fraud by verifying cards before authorizing transactions.

• New Payment Method PIX
  Cleverbridge now supports PIX in Brazil as an additional payment method for the established Boleto Flash. Customers simply scan the QR code and select their bank in order to initiate an immediate payment, allowing for faster and more efficient and seamless purchase completion.
Why this is important: If Brazil is one of your target markets, you can now offer this extra payment method, enabling you to expand to customers who prefer PIX.

• Newly Available Express Checkout Methods
  Cleverbridge integrated improved express checkout functionality to its checkout pages to make checkout easier and more accessible. Customers using digital wallets such as Apple Pay, Google Pay, and Amazon Pay can now quickly check out in just a few clicks using payment data stored in their Apple, Google, and Amazon account.
Why this is important: Offering a wide variety of express checkout methods results in a fast and frictionless customer experience, which reduces cart abandonment and improves sales.

• Update Contact Details by Splitting Contact Types
  
The Update Contact API endpoint now enables you to split contact types for a customer and update the details for a single type, even if all the details of the contact types are identical. This is particularly useful if you need to enter different information for the billing contact while keeping the identical delivery and licensee details unchanged. Our new flag is optional, it means you can still submit a single contact type to update contact information of all types in case all contact types contain identical information.

• Create Expiring Links
  You can now create automatically expiring links by setting time limits for how long they should remain valid in your link settings. To learn more, see Expiring Links. If you have been using our non-expiring links and would like to switch over, contact Client Experience.
Why this is important: Expiring links make it difficult for third-party tools to fetch and collect personally identifiable information (PII) or payment data from your customers.

• Set up Notifications in Our web admin tool
  The Notifications section is now available in the Subscription Commerce Manager, our web admin tool. Configure and add notifications to receive purchase-related information, and synchronize your system with our platform. You can find the Notifications section at subcomm.cleverbridge.com/all/tools/notifications. Just use your Cleverbridge credentials to log in. To learn more, see Notifications.

• Generate License Keys in Our web admin tool
  The Key Generator section is now available in the Subscription Commerce Manager, our web admin tool. Create customized license information automatically for your customers and reduce manual effort as well as software piracy. You can find the Key Generator section at subcomm.cleverbridge.com/all/tools/key_generators. Just use your Cleverbridge credentials to log in. To learn more, see Generate License Keys.

• Swedish Real Time Banking Phase-Out
  Effective immediately, Swedish Real Time Banking is no longer available as a payment option in the Cleverbridge platform. Swedish banks are shutting down this service over time as other payment options are often preferred by customers and the Swedish market has moved on to other types of services. For alternative payment solutions, contact Client Experience.
Why this is important: Customers can no longer choose Swedish Real Time Banking as a Payment Option and it will disappear from the checkout without any action required from you as a client. Existing renewals will result in awaiting offline payment and customers will be required to choose a different payment type Consolidates multiple payment methods into groups by the type of payment the customer uses, for example, Credit Card as a payment type that encompasses Visa Credit Card, Master Card Credit, Amex, in short: all credit cards..

• Local Tax ID Field in Portugal
  In addition to an optional VAT ID field for businesses, we now also collect the optional local Tax ID of the customer during the checkout process. This local Tax ID is printed on the customer’s invoice

• Enhanced Don’t Leave Layers for your Checkout Pages
  It is possible to set up a Don’t Leave Layer (DLL) in the Cleverbridge platform using a new modern template. A Don’t Leave Layer (DLL) is a pop-up recommendation window that appears on the checkout page when customers try to exit the window without finishing the checkout process. A DLL offers customers a discount if they agree to complete the purchase. To learn how to set up a DLL, see Don't Leave Layer.
Why this is important: Don’t Leave Layers convince new and existing customers to acquire your products, which in turn increases your conversion rate.

• Enabled Payment Option Change for Return Debit Orders
  Previously, when a payment was returned, customers could only execute payment using wire transfer. In the event of a return debit, customers can now select their preferred payment option to complete their order. As a result, the payment method change is processed automatically without further assistance from customer support. For more information, see SEPA Direct Debit > FAQs.
Why this is important: Allowing customers to choose their payment method for their return debit order improves your success rate and boosts payments profitability while enhancing the overall customer experience.

• Enhanced SCA Emails
  We added complementary information to the Strong Customer Authentication (SCA) reminder emails for credit card payments (3D Secure). Additional details (like product name, price, etc.) help customers easily identify their purchases and complete their orders. For more information, see Strong Customer Authentication (SCA) > Note.
  Why this is important: Additional order details help you improve your order completion rate and avoid subscription cancelations. Moreover, complementary information like billing and licensee information helps you identify orders and end-users more quickly.

• Early Account Updater Requests
  We now submit account updater requests six days prior to the next billing date for credit card transactions. This early request verifies if the customers’ credit card information is up to date and gives us more time to notify customers in case their credit card details need to be updated manually for the upcoming recurring billing.
  Why this is important: Early account updater requests increase the update rates and results in higher authorization approvals. They minimize the rejected transaction threshold and ensure successful recurring payments without interruption. As a result, you keep getting paid on time.

• Perform multivariate testing in Our web admin tool
  Conduct A/B tests and route customers by criteria of your choosing in the Subscription Commerce Manager, our web admin tool. Multivariate testing and routing help you identify salient variables conducive to increasing your revenue and optimizing your conversion rate. The MVT Multivariate testing (MVT) is a technique for testing two or more different variables in the checkout process to determine which variable creates more revenue or a higher conversion rate. Campaigns feature is available right now at subcomm.cleverbridge.com/tools/mvt. Just use your Cleverbridge credentials to log in. To learn more, see Tools > Tools.

• Start Configuring Prices in Our web admin tool
  Cleverbridge implemented pricing-related tools in the Subscription Commerce Manager, our web admin tool. The tools: Regions, Product lists, Price configurations, and Price rules allow you to set your pricing strategies in place and implement pricing that matches your target markets. The pricing-related tools are available right now at subcomm.cleverbridge.com/tools. Just use your Cleverbridge credentials to log in. To learn more, see Tools.

• More Insight into PayPal Payment Declines
  PayPal Payment decline codes are now available. The new response codes provide you with the decline reasons of unsuccessful PayPal transactions. Being aware of the reasons for the declines helps you lower your decline ratio and optimize involuntary churn prevention. For more information, see Paypal Payment Decline Codes.

Payments

• Get Next Billing Amount by API
  The Get Subscription API endpoint now returns the amount (gross, net, taxes) that your customer will be charged at the next renewal, both for the entire subscription and the individual products. If you operate your own customer self-service portal, you can retrieve the next billing amount from our platform and display it there. For more information on how to do this, see Offer Self-Service Solutions to Subscription Customers > Build your own Self-Service UI.
  

• More Flexibility for Custom Email Campaigns
  When running email campaigns for you, our Email Marketing experts can more easily replace our standard platform emails with custom marketing emails. This is possible through new filter options, such as region, language, initial order vs. renewal, or payment method.
  Why this is important: Our platform automatically sends emails to your customers based on events in the customer life cycle. If you ask us to run an email campaign for you, we need to make sure that your customers do not receive two emails for the same event.

• Subscription Price Updates Do Not Require SCA
  We have slightly modified our logic for triggering strong customer authentication (SCA) for credit card payments (3D Secure) to reduce involuntary churn. Previously, when you changed the price of a running subscription using our Subscription API, your customers had to authenticate the payment again. This additional authentication is no longer necessary because we consider such price changes as merchant-initiated transactions (MITs) and not as customer-initiated transactions (CITs). For more information, see Strong Customer Authentication (SCA) > When Does SCA Apply?.
  Why this is important: A merchant-initiated transaction is a payment taken on an agreed upon date with the payer’s consent and is initiated by the merchant collecting the payment. If a transaction is merchant-initiated, it is exempt from SCA.

• Automatic Notification in Case of SCA Required
  You can subscribe to a new event that triggers a notification when a purchase or recurring payment requires strong customer authentication (SCA) and the customer hasn’t yet successfully authenticated the payment with their bank. If you want to be informed about this event, set up the notification and store the data in your internal systems. For the XML and JSON schema definition, see Secure3DEnrolledNotification. For information on how to set up notifications, see .
  Why this is important: The notification allows you to track the impact of SCA on your business and launch targeted marketing campaigns.

• Create Quote Links in Our web admin tool
  To further optimize your ecommerce conversion rate and reduce your shopping cart abandonment rate, Cleverbridge implemented the Quote Links feature in the Subscription Commerce Manager, our web admin tool. This feature allows you to create protected quote links and integrate them into your website, making it simpler and faster for B2B customers to request and submit quotes for your products. The Quote Links feature is available right now at subcomm.cleverbridge.com/customers. Just use your Cleverbridge credentials to log in. To learn more, see Manage > Manage.
  

• Launch of 3D Secure 2.X payments
  To meet the Strong Customer Authentication (SCA) requirements, introduced by the EU Revised Directive on Payment Services (PSD2) and gone into effect in Europe on January 1, 2021, Cleverbridge implemented 3D Secure 2.X on December 28, 2020. 3D Secure 2.X enrollment decreases checkout friction by improving authentication decisioning, consolidates customer trust by protecting the confidentiality of the authentication data, and increases CNP approvals by reducing false declines. For more information, see Strong Customer Authentication (SCA).
  Why this is important: The financial impact of card fraud and false positive declines in ecommerce transactions is important, along with the effects on the consumer’s behavior. 3D Secure 2.X is a collaborative approach between merchants and card issuers to combat false-positive declines and improve card authorization practices in order to ensure a risk-free card usage for customers.

• Set Up Subscription Reminders on Product level
  To optimize customer retention and increase recurring business value, it is now possible to set up renewal payment reminders for customers who subscribe to a particular product using an offline payment option. You can do this under Subscription Options > Reminder Settings in the Product portal of the Commerce Assistant. When using this feature for a subscription product, please be aware that it will override any general payment reminder settings that have been set up for your client account. For more information, contact Client Experience.
  Why this is important: You can now set up individual payment reminders for subscription products with different billing intervals (monthly, yearly, bi-yearly, etc).

• Set Up Product Variations in Our web admin tool
  The Product Variations section is now available in the Subscription Commerce Manager, our web admin tool. This section enables your ecommerce managers to set up different varieties of a product that a customer can choose from in the cart. Each product variation can have a different characteristic, such as its version, language, or license period. The Product Variations section is available right now at subcomm.cleverbridge.com/marketing. Just use your Cleverbridge credentials to log in. To learn more, see Configure > Selection Text.

• Rate Limits for Our APIs
  To guarantee a stable and reliable performance of our platform, Cleverbridge has placed limits on the amount of data that can be consumed. API users are now limited to a maximum of 150 requests per second from a particular IP address or range. All API requests count towards the rate limit. To learn more, see Get Started with Backend REST APIs > Rate Limits.

• Country-Specific Titles for Customer Invoices
  In May 2020, we changed the default title on our customer invoices from “Invoice” to “Tax Invoice” for all countries and languages. Any titles that were previously customized at the client account level were not changed. We decided to roll back this change for all countries where such a title is not legally required. The title “Tax Invoice” is only used for the following 11 countries now: Australia, Bahrain, Iceland, India, Malaysia, New Zealand, Saudi Arabia, Singapore, South Africa, Turkey, and United Arab Emirates. For more information, contact Client Experience.
  Why this is important: A tax invoice is a legal document sent by a seller to a customer showing the amount of tax payable. It also includes the description, quantity, and value of the goods and services sold.

• Removal of XSS Vulnerability
  We removed an XSS vulnerability that could have been used to inject code into our checkout pages using the Configurations Parameter.
  Why this is important: Cross-site scripting (XSS) is a type of security vulnerability typically found in web applications. XSS attacks enable attackers to inject client-side scripts into web pages viewed by other users. A cross-site scripting vulnerability may be used by attackers to bypass access controls, such as the same-origin policy. (Source: Wikipedia)

• Direct Debit Now Supported for All SEPA countries
  Direct Debit is now supported for all countries in the Single Euro Payments Area (SEPA) that use the Euro as their currency, following a ruling of the Court of Justice of the European Union (CJEU). The CJEU stated that if a business wants to offer the option of SEPA direct debit SEPA Direct Debit payments take up to 5 business days on average to reach the merchant's bank after the customer's account has been debited. Customers can reclaim completed SEPA Direct Debit payments within eight weeks after the account has been debited by requesting a return debit via their bank. Return Debits usually result from the fact that the account holder disputed a SEPA mandate and refused to pay for it. The debited amount is re-credited to their bank account within 5 business days. Once a return debit is completed, the customer must pay the due amount via wire transfer to continue using the license., it must do so for all consumers in the EU. For a complete list of countries, see the SEPA Direct Debit column in the Available Payment Options – Advanced overview.

  Why this is important: In the Euro area, direct debit made up around 23% of all payment transactions in 2018. This number has been decreasing over the last few years.

• Set Up Promotions in Our web admin tool
  The Promotions section is now available in the Subscription Commerce Manager, our web admin tool. This section enables your ecommerce managers to set up price discounts, such as a specified percentage or amount of money off of the regular product price. The Promotions section is available right now at subcomm.cleverbridge.com/marketing. Just use your Cleverbridge credentials to log in. To learn more, see Optimize > Promotions.

• Seamless Online Payment for Purchase Orders
  Business customers who submit a purchase order and do not want to pay by wire transfer can now select their preferred payment method on the confirmation page The confirmation page is displayed after a customer makes a purchase. The confirmation page contains the order confirmation and delivery information.. If they want to pay by credit card or another online payment option, they can also immediately enter their payment details.
  Why this is important: The feature will have a positive impact on the conversion rate because your business customers can choose from the full range of payment methods configured for your online storefront.

• Automatic Retry Logic for License Key Generation and Key Lists
  If a customer’s license key cannot be generated at the time of purchase or the list of pre-generated keys cannot be accessed when, for example, a server error occurs, an automatic retry logic now kicks in. The Cleverbridge platform will make up to five attempts to generate the license key or obtain the key from the key list (after 1-2-4-8-16 hours). Besides reducing manual effort, this logic will have a positive effect on the chargeback A credit card chargeback, typically referred to as chargeback, occurs when a customer successfully disputes a transaction on their bank report. Unlike a refund, where Cleverbridge proactively returns the amount to the customer, a chargeback involves the customer's bank automatically withdrawing the amount from Cleverbridge's account. Cleverbridge can contest illegitimate claims, but the card organization makes the final decision. Successfully contested chargebacks still contribute to the chargeback ratio. and refund rate.

• Automatic Notification in Case of VAT, GST, or Sales Tax Refunds
  You can subscribe to a new notification that is sent when a VAT, GST, or sales tax refund is issued to one of your business customers. If you want to be informed about this event, set up the notification type and store the data in your internal systems. For the XML and JSON schema definition, see VatRefundNotification. For information on how to set up notifications, see .

• New Global Default Title for Customer Invoices
  We decided to change the default title on our customer invoices to “Tax Invoice” for all countries and languages because more and more countries legally require such a title. Any titles that were previously customized at the client account level were not changed. For more information, contact Client Experience.
  Why this is important: A tax invoice is a legal document sent by a seller to a customer showing the amount of tax payable. It also includes the description, quantity, and value of the goods and services sold.

• Multiple MVT Campaigns – Accurate Revenue Attribution
  If you use multiple MVT campaigns in the checkout process, you can now decide which MVT campaign is recorded as origin of sale. This ensures that revenue and other numbers are accurately attributed to the correct MVT campaign when you generate reports.

• Increase Report Granularity Using Dimension Filter
  The Dimension Filter of the Business Intelligence application now allows you to exclude certain IDs with the checkbox below the IDs field. Use this enhanced filter option to run more specific reports. For more information, see Dimensions.

• Modified Credit Card Descriptor for Free Trial Transactions
  To comply with a new requirement from Visa, Cleverbridge has adjusted the credit card descriptor for free trial transactions. The descriptor now includes the information trial, in addition to the pre-existing merchant name (cleverbridge).

• Mailing Address Removed from Transaction Documents to Enhance Customer Payment Accuracy
  for Cleverbridge Inc. transactions, we removed our physical mailing address from the footer of the following purchase documents: order confirmation, cancelation, refund, and quote. We removed this information to prevent customers from sending checks and other physical payments to our physical address, rather than the lockbox address mentioned in the document.

• If you are a company that offers data-limited subscriptions, you can now use the ResetBillingInterval parameter in the Renew Subscription and Update Subscription Item API endpoints to reset a customer’s billing interval when you renew, upgrade, or downgrade their data package. For more information, see Combine Upgrade with Early Renewal (Basic to Premium).

• The Recommendations section is now available in the Subscription Commerce Manager, our web admin tool. This section enables your ecommerce managers to set up the products that are recommended to customers during the checkout process. The Recommendations section is available right now at subcomm.cleverbridge.com/marketing. Just use your Cleverbridge credentials to log in. To learn more, see Optimize.

• We added an X-parameters field in the Promotions area of the Commerce Assistant. When you add an x-parameter The x-parameter is a variable appended to a URL that allows grouping and tracking orders for later reporting purposes. It also enables you to pass through data that you want to capture in the order process. X-parameters can also be used to control design elements based on the value of the x-parameter. that includes a Partnerize publisher ID to this field, Cleverbridge can ensure that your publishers are correctly credited when they distribute promotional coupon codes which are used by customers to complete purchases. For more information, see .

Management

• To ensure compliance, we implemented new regulations from the national invoice laws of Singapore.

• It is now possible for B2B customers in Spain, Poland, and Italy to submit their tax IDs in the checkout process so that they are always correctly taxed. This information is also included on their invoices.

• To ensure that customers accurately know how long their subscriptions last, we’ve automatically added the Duration of each subscription product to your customers’ invoices. This prevents you from having to manually write this information in the Additional Name Information field in the Commerce Assistant, or the Product Subtitle field in the Subscription Commerce Manager. If you no longer require the Additional Name Information or Product Subtitle on your invoices, contact Client Experience.

• We added an Exclude field to most of the dimensions in the Business Intelligence reporting tool. This field enables you to exclude results for specific IDs and run more specific reports. For more information, see Dimensions.

• We adjusted our NL VAT ID algorithm to ensure that valid VAT IDs submitted by sole traders are accepted in the Cleverbridge checkout process.

• We fixed an error that occurred when attempting to access the EU VAT service to verify German VAT IDs.

• We fixed a bug that affected the status of a subscription after a direct debit.

• We have automated our dunning process for unpaid purchase orders. If we don't receive the money for a purchase order by the end of the payment term, your customers now receive up to three payment delinquency notices (PDNs) delivered to their email inbox. After the third PDN, Cleverbridge can notify you about the delinquency and cancel the purchase order - if you want us to do so. We can also adapt the dunning schedule to your requirements. For more information, see Collect Overdue Offline Payments (Dunning).

• You can now define an initial subscription interval of more than 999 days for a dynamic product in a checkout process URL. To find out how this is done, see the description of __TIMETOFIRSTREBILLING in List of Checkout Process Parameters > Dynamic Products.

• If payment for a purchase order is not received within the agreed term, cleverbridge starts a dunning process. Our Customer Support representatives can now select and activate the appropriate dunning schedule for your client account in the Commerce Assistant.

• The production environment of the Cleverbridge platform now allows users to place test purchase orders and test orders paid offline. Our Quality Assurance and Client Experience Managers can thus ensure that your order process works smoothly.

• The Cleverbridge platform is now fully compliant with Taiwan’s electronic Government Uniform Invoice (eGUI) system. Thanks to an integration with third-party provider Trade-Van, Taiwan-based Cleverbridge customers receive an eGUI via email and will automatically be enrolled in a lottery with their eGUI number.

• The Products & Plans module is now available in the Subscription Commerce Manager, our web admin tool. This module enables your ecommerce managers to conveniently manage your products and plans online. The Product & Plans module is available right now at subcomm.cleverbridge.com. Just use your Cleverbridge credentials to log in. To learn more, see Configure.

• Following Comodo CA’s rebranding as Sectigo, we have replaced the Comodo with the Sectigo trust seal on our checkout pages.

• We have enhanced the confirmation page and email for purchase orders that have to be confirmed by the customer (purchase status Awaiting Release for Purchase Order). They now include all purchase-relevant information, such as billing and delivery contact, product name, quantity, and total price.

• We have added the notification type AwaitingReleaseForPurchaseOrderNotification. Clients who accept purchase orders themselves receive this notification when a customer has placed an order using a purchase order.

• We have improved the payment instructions for wire transfer, which are displayed to customers who have selected this payment method.

• We are excited to inform you that the Manage module is now available in the Subscription Commerce Manager, our web admin tool. This module enables your customer service representatives to quickly find customer and subscription-related details using our new Smart Search technology. As a result, you will decrease the time spent managing each customer support ticket and ultimately reduce your operational costs.

• Using our new GraphQL API, you can now manage customers, products, and prices in your own internal system or CRM, without having to open a Cleverbridge application. Some of the tasks that you can perform via this API include:

  • Get customer emails and purchase documents
  • Renew license keys and download links
  • Create and manage your products
  • Populate your internal product catalog with Cleverbridge data

  To learn more, see Use Cases.

• We optimized our hosted checkout pages by making it possible for our front-end developers to use a newer, more standardized version of jQuery.

• We added a new form of customer communication: an email which reminds customers (who have to manually renew their subscriptions) that they must submit an online payment soon or their subscriptions will expire. This email is available for all clients who use Subscription Management 2.0 and offer subscriptions which must be manually renewed using an online payment option. For an example of this new email offering, see Customer Email Types > Reminder > Manual Renewal. To have this email added to the customer emails that we automatically send out on your behalf, contact Client Experience.

• We fixed a bug affecting some of the help topics in the Contextual Help Panel in the Commerce Assistant.

• If you offer purchase order (PO) as a payment method, you can now set up a termination date in which unpaid POs are automatically canceled. This can increase the accuracy of your reports because unpaid purchase orders are not taken into account. To set up a termination date, contact Client Experience.

• In the past, combining AlignToCurrentInterval with CouponCode in Update Subscription Item calls could, in exceptional cases, lead to a negative price and a subsequent payment processing error. The API now returns an error for such calls.

• We fixed an issue with our dynamic transaction routing.

• We fixed a bug in which some customer emails contained an incorrect refund amount. This was due to recent changes to our VAT refund process.

• We have improved the default configuration settings for new client accounts. New clients now receive the latest subscription features automatically, which reduces manual efforts during the account setup phase.

Billing

• Our Customer Support representatives can launch a purchase search in the Commerce Assistant from the support ticket system. This will reduce turnaround times for customer inquiries.

• We have enhanced our VAT refund process: Customers now receive a cancelation of the original invoice and a new invoice showing the final amount without VAT.

• We fixed a bug affecting some customers who changed their payment method when they had a past-due subscription.

Billing

• We fixed a bug causing an error to be thrown when a customer downgraded part of a multi-item subscription.

Billing

• It is now possible to search for active A/B tests so that you can more easily monitor them. To learn how to do so, open the Commerce Assistant and click Tools > MVT Campaigns in the main menu. Once the MVT Campaigns search area has appeared, open the Contextual Help Panel on the right-hand side of the application. Here you can find the following section: “Search for Active A/B Tests”.

• If you subscribe to notifications in the CSV format, it is possible to receive CSV notifications which include the Client Account ID and the Reimbursement ID attributed to the transaction. These IDs can be useful for generating reports. To add these IDs to your CSV notifications, contact Client Experience.

• We fixed a bug affecting customers who added multiple versions of the same product selection to their cart.

• We now offer a client-specific Purchase Lookup page. The page uses your corporate design and, if the customer purchased products from other clients of cleverbridge, will only list purchases made with you.

• We created a JSON and XML schema for the new notification type ChargebackInformationRequestNotification, which informs you that a customer has disputed a charge for a purchase.

• The Commerce Assistant’s purchase viewer always displays the email address that the customer used for the specific transaction, even if the customer has updated the email address for their subscription. The purchase viewer now has a View Customer Profile button that lets you access a customer’s up-to-date email address directly from any subscription-related transaction.

• Our platform now helps you to capture lost order revenue, win new customers, and widen your acquisition flow by launching a cart abandonment email campaign. For more information, see Prevent Cart Abandonment.

• We’ve improved the resend logic for notifications that cannot be delivered in the first attempt. More notifications are now resent at the same time so that you receive failed notifications faster.

• We’ve improved the throttling of our Synchronize Accounts feature to ensure the performance of our platform when synchronizing large accounts.

• If the automatic update of the Commerce Assistant fails, you will see a detailed error message that mentions the root cause.

• On July 1 2019, a new consumer protection law took effect in the state of Vermont. As required by this law, we have updated our platform so that customers in Vermont will see automatic renewal terms in boldface type, and be required to select a checkbox to opt in to automatic subscription renewals.

• We fixed a bug in the Commerce Assistant that prevented users from opening subscriptions with a double-click.

• We fixed a bug that led to outdated subscription information being shown on the confirmation page.

• We removed the customer email type SUN_CI because it is not used anymore.

• It is now possible to set up a promotion or coupon code that will only be valid for one billing interval. This feature is valuable when you want to offer a customer a one-time discount as part of retention/winback campaign. For more information, see Discount > Limit Discount in Add a Promotion.

• Business Model is now available as a dimension in the Business Intelligence tool. You can use this dimension to evaluate which of the Cleverbridge business models (AG or INC) results in a higher chargeback rate percentage for your company.

• It is now possible to re-direct In-App In-app refers to services and features that are available from within a software application, usually in a mobile phone app. customers to a default web browser configuration after they make purchases from within in your application. This can ultimately improve the UX if In-App customers open the links found in our confirmation emails. For more information, contact Client Experience.

• We optimized the process of sending you email notifications when we decide to fight a chargeback.

• You can now set up more than one hostname (online store) per Cleverbridge client account. This allows you to avoid creating multiple client accounts to create multiple hostnames.

• It is now easy for us to add monthly breakdowns of yearly or bi-yearly prices to your Cleverbridge-hosted checkout pages. For more information, contact Client Experience.

• We implemented changes to ensure that our backup acquirer is compliant with the Card on File (CoF) framework for Visa, Mastercard, and Discover.

• We fixed a bug affecting the UpdateContact endpoint. It is now possible to change the address of a customer living in a country with states (for example, the USA) to an address in country without states (for example, the United Kingdom).

• We fixed a bug causing the tooltip to not appear when you hover over the Copy button in the Product portal.

• When a customer turns on/off automatic renewal for their subscription, they now receive an email confirming the change.

• The timeout for notification delivery can be configured on the notification level. This allows us to set longer timeouts for critical notifications, such as those used for your license management system.

• A history entry is created when the renewal type of a subscription changes. You can view history entries in the Commerce Assistant’s Purchase Viewer.

Billing

• When you call the Get Subscription API endpoint, you now receive up-to-date customer payment information. For more information, see Get Subscription.

• We’ve optimized the way in which we process scheduled reports in the Business Intelligence.

• We fixed a bug affecting the y-axis in some reports generated in the Commerce Assistant.

• The validation of VAT IDs that customers enter on our checkout pages takes less time.

• The CPF number field can be edited again in the Commerce Assistant for purchases made by Brazilian customers using an offline payment option.

• We fixed a bug that allowed a customer to order a physical product without submitting a complete delivery addresses.

• We added a feature which allows you to copy the Product ID found in the header of the Product viewer of the Commerce Assistant.

• We launched the Notification History feature in the CA. This allows you to search through the notifications that were sent by Cleverbridge , so that you find out when they were sent to your system and whether or not they were successfully delivered.

• It is now possible to search for a subscription in the Commerce Assistant using a Subscription ID that does not start with an "S".

• If Subscription 2.0 is not activated for your client account, the Subscription renewal type changed option is no longer available under Notification > Notification Events in the Commerce Assistant. The Renewal Type field is also not visible on the Subscription Billing tab in the Purchase viewer. To learn more about Subscription 2.0 and the benefits it can bring to your organization, see Subscription Management 1.0 and 2.0.

• We fixed a bug causing the Group by column feature in the CA to not work correctly in some search portals when Date created was selected.

• We launched the Subscription Commerce Manager, a web-based application that allows you to manage portions of your subscription program online. In this release, you can access the Reporting module, which allows you to access your sales data from anywhere, at any time. You can also create a personalized reporting dashboard with a unique view of your business.

• You can now integrate with the Cleverbridge GraphQL API. We currently offer two resources:
  • biBookmark object - gives you access to the information behind your bookmarked reports in the Business Intelligence (BI) so that you can integrate this data with your internal systems or build your own reporting solution
  • cart object – retrieves real-time product, price, promotion, and geo IP data from the Cleverbridge platform for use in customer web browsers

• We added a Cancel Retry endpoint to the Cart API. When you manage your own subscriptions, you can use this API endpoint to cancel a retry attempt that was scheduled after a failed payment.

• We added an Update Internal Customer ID endpoint to the Subscription API. This can be used to synchronize your internal customer ID (CustomerReferenceId) with the Cleverbridge customer ID (CustomerId), so that you can more easily identify customers that have multiple subscriptions.

• To ensure that we can always send transactional information to your system via notifications, we will now give our notifications a Suspended status if your server times out. If the timeout lasts for 27 hours, we now inform Client Experience, who tries to resolve the situation as quickly as possible. For more information, see Manage Automated Notifications in Notifications ✱.

• You can resend Suspended notifications yourself, using the Unsuspend button under Notification > General in the Commerce Assistant. For more information, see Manage Automated Notifications in Notifications ✱.

• Subscription customers can now manage multi-product plans in our out-of-the-box, Cleverbridge-hosted, Customer Self-Service UI. If you are interested in adding our UI to your assortment of self-service solutions, contact Client Experience.

Billing

• We redesigned the Contextual Help panel in the Commerce Assistant (CA). It now gives you access to:
  • Updated content and a more modern design
  • Inline links that open the Client Support Center in a browser
  • Ability to print help topics directly from the CA
  • Dropdowns that allow users to hide/disclose help content

• All context-sensitive help links in the Business Intelligence (BI) tool now open the Client Support Center directly. For more information, see User Interface.

• We updated the Norton Secured seals on our checkout pages to reflect their acquisition by Digicert.

• We changed our content distribution network (CDN) to a new provider. This provides a quicker and better experience for your customers.

• We’ve updated our tax logic to comply with the introduction of Canadian sales tax in 2019. At first, this will only apply to the province of Québec.

• By default, new promotional discounts are now applied to the initial subscription billing interval only. To apply the discount to the entire subscription, you must unselect the Apply to subscription billing intervals checkbox under Promotion > Discount > Subscription Interval A subscription interval is the time period after which a recurring purchase is renewed and billed. The time period can be set in days, months, or years. One subscription can contain x products, all renewing on the same date. Settings in the Commerce Assistant.

Recommendations

• We fixed a bug causing the prices in some PaidOrderNotifications not to be rounded to the 3rd decimal place.

• We fixed several bugs in the Commerce Assistant:
  • In the Purchases search area, a drop-down sub-filter is now available when you select Business Model as a primary filter.
  • In the Subscriptions search area, you can now open a particular subscription by double-clicking on it
  • In the Purchase viewer, PDFs now open when your default PDF reader is the browser, Microsoft Edge.

• We fixed a bug affecting the tax calculation for some B2B sales.

• The Subscription API now returns information about subscription changes that are not active yet — for example, an upgrade that becomes effective with the next renewal. For more information, see the new item VersionActiveDate in the Subscription object.

• If you prefer, it is now possible to customize the default Additional Settings in the Business Intelligence — for example, a different Exchange Rate Time, Purchase Reference Time, or Week Type. For more information, contact Client Experience.

• Clients who manage subscriptions themselves can now use our effective revenue retention tool — the Expiration Date Checker.

• We made several small improvements to the Commerce Assistant that make working with the application easier:
  • In the Purchase viewer, Accept Purchase has been moved down in the Processing menu to prevent you from accidentally clicking on it. Moreover, the Purchase Details area now has a copy to clipboard button for every item.
  • In the MVT Campaign tool, you can now delete all filters under Link Audience.
  • In the Follow-Up Reminder contextual panel, you can now open follow-up reminders when you double-click.
  • The Contextual Help panel is now the first option in the Contextual Panels toolbar. In addition, you can now open the contextual help from the Help menu.

• During product setup, the Commerce Assistant now displays a warning when you enter identical prices for subscription intervals of different lengths.

• All of our APIs that receive or send Geo IP information now support GeoIP IPV6. For information about which APIs use Geo IP, see our API Reference.

• We fixed a field length restriction that was affecting some REST API calls.

• We fixed a bug that prevented the tax exemption Document ID from appearing in the CA under Purchases when a subscription was renewed.

• We fixed a bug causing the subscription icon to appear in the purchase viewer's Is Subscription column for some one-time purchases.

• We’ve added a note to the Applicable Price Configurator in the Commerce Assistant that informs you about legal requirements for redirecting customers based on their GeoIP location.

• Under Help > About the Commerce Assistant, you can now check which version of the Commerce Assistant you are using.

• The API endpoint Update Subscription Item allowed negative values in the CustomerPrice object, which led to processing errors. We’ve changed the behavior so that a negative value now throws an error.

• We’ve fixed a bug in our integration with Partnerize, with whom we offer our new performance marketing platform.

• Under certain circumstances, the Export Purchases functionality in the Commerce Assistant threw an error. This no longer happens.

• It is now possible to use the Get Purchase API endpoint to retrieve information about a purchase of your product when the sale was initiated by another Cleverbridge client, namely a multi-client cross-sell. Information about multi-client cross-sells already appears in your PaidOrder notifications and clearing documents.

• You can now reset pre-existing cookies on your customers’ browsers which store outdated MVT candidate information. This allows you to implement fresh MVT campaigns, without worrying about interference from previous campaigns. For more information, contact Client Experience.

• Dynamic pricing is now applied to products that the customer hasn’t added to the cart yet, for example, a product recommended during the checkout process.

• We made changes when processing Boleto Bancario according to the technical specifications provided by our payment service provider.

• We fixed a bug that caused certain transactions to be declined in the USA.

• All videos, tutorials, and help documents for the Commerce Assistant and Business Intelligence applications are now available in the Client Support Center. This makes it easier than ever to find the information that you need.

• It is now possible to cancel purchases in the Commerce Assistant that have the status “Purchase order waiting for payment”. This gives you extra control over your “open” orders.

• You can now search and filter by “Renewal Type” in the Subscriptions section of the Commerce Assistant.

• It is now possible to filter out “inactive” MVT campaigns in the MVT Campaign Portal. As a result, you can assess your “active” MVT campaigns more easily.

• We now ensure that export compliance checks are run on any new affiliates/publishers that sign up with our new Performance Marketing Platform. This ensures that everyone in our affiliate An individual or a company that markets a product to potential customers. The Affiliate receives a commission on a specific action (also called event: e.g., sale, lead, click, visit etc.) previously agreed upon with you, the advertiser. Each action is tracked via a unique tracking link from Partnerize.​ ​An affiliate is also called a publisher. network is compliant.

Management

• The Process Cart API and some of our notifications now contain a PaymentResult object. The PaymentResult object informs you whether and why certain payment processes succeeded or failed.

• The “Help Viewer” in the Commerce Assistant and Business Intelligence applications has been replaced with a link which opens the Client Support Center. This now gives you direct access to our searchable online help.

• If you are using our new subscription renewal type capabilities, the Reinstate button in Purchase Viewer > Subscription Billing is now a Switch to Manual/Automatic Renewal button. This button allows you to quickly change a customer’s renewal type.

• We optimized the process for updating the Commerce Assistant. The new process allows you to start using the tool asap.

• We fixed a bug causing the Get Purchase API endpoint to return an error for certain customers with declined payment statuses.

• We fixed a bug causing notifications to not be sent after calls to the Update Contact API endpoint have been made.

• We fixed a bug affecting the Align Subscription API endpoint .

• We fixed a bug affecting the Export Purchases feature in the Commerce Assistant.

• We fixed a bug causing the Cleverbridge domain to be used in some situations, instead of the custom client domain.

• We fixed a bug causing some products to be duplicated when session URLs were reloaded.

• We fixed a bug affecting some UK PayPal transactions.

• We fixed a bug causing various payments sent to one of our US acquirers to fail.

• We now offer an out-of-the-box, Cleverbridge-hosted, Customer Self-Service UI, which you can use to allow your customers to personally manage their subscriptions. If you are interested in this feature, contact Client Experience.

Billing

• We added the Update Subscription Renewal Type API to our assortment of integration possibilities. Using this API endpoint, you can create a Customer Self-Service portal which allows customers to change from manual-renewal subscriptions to auto-renewal subscriptions, and vice versa.

Billing

• You can now cancel purchases with the status “Purchase order waiting for payment”. This can be done by selecting the Deactivate and terminate subscription billing checkbox in the Purchase Viewer.

• It is now possible to activate and deactivate particular notifications that you set up in the Commerce Assistant. This prevents you from having to delete notifications that you do not need at the moment.

• We can now exclude product selection information when we sync the data in two of your Cleverbridge client accounts.

• Using the data that we accumulated last month after launching a new version of the Expiration Date Checker, we have now altered the tool to perform different operations depending on the bank that a credit card was issued by. This should lead to greater revenue retention.

• To increase the authorization rate for renewal transactions, all transactions that are “generically” declined by our primary acquirer are now instantly re-routed to another acquirer for a reattempt.

Billing

• A bug affecting the FraudProtectionMode parameter in the Process Cart API endpoint has been fixed.

• A bug causing Cleverbridge wire transfer information to not appear in some emails has been fixed.

• A bug affecting the American Express Card Refresher has been fixed.

• A bug affecting currency updates has been fixed.

• We added new metrics to the MVT Campaign portal to help you better determine which checkout pages to permanently activate. These metrics include Conversion Rate, Uplift, and Significance. For more information, see Step 3: Monitor the Campaign.

• To increase the authorization rate for initial transactions, all transactions that are “generically” declined by our primary acquirer are now instantly re-routed to another acquirer for a reattempt.

• Our Expiration Date Checker now takes into account the Bank Identification Number (BIN) of the customer's credit card. By continuously collecting and analyzing BIN data, we are able to identify unique extension rules for different BINs. As a result, the overall successful rate of the Expiration Date Checker and the authorization rate of subscription renewals will improve.

• The Pricing API has been enhanced. It is now possible to submit multiple product IDs or multiple internal product IDs if you want to populate pages that contain information about more than one of your products (for example, a catalog page). For more information, see Pricing API.

• We improved the UX in the MVT Campaign portal. Candidates with the same link audience are now color-coded and automatically grouped together. We also introduced a “Control candidate” button to make it easier for you to select a control for your A/B test. For more information, see Manage an MVT Campaign.

• To ensure that our test credit cards in the Commerce Assistant are safe and compliant, we have instituted new security features. These include encryption and limitations on who can create test credit cards. For more information, see .

• As mentioned in the July 2018 changelog, it is possible to define a fallback URL in the Commerce Assistant to which your customers are redirected if they try to use an expired SURL or delete all of the products in their cart. This fallback URL now additionally redirects users who use an inactive MVT. To learn how to set up a fallback URL, see Account Setup ✱.

• The API endpoint /subscription/getsubscriptionsforcustomer returned an error when the customer had a large number of subscriptions. This bug has been fixed.

• The recently released API endpoint /subscription/updatesubscriptionparameters now works as described in the documentation.

• Information about installment billing is only displayed on the confirmation page when this option is available for the subscription.

• We fixed a bug affecting payments in Kuwaiti dinar (KWD) processed by one of our acquirers in Europe.

• We fixed a bug affecting the retry logic for subscriptions handled by our clients.

• Under rare circumstances, our platform failed to send automated customer emails when a payment was declined by the card issuer. This bug has been fixed.

• When an offline payment option was used to pay for a subscription, notifications were not being sent if the subscription was modified using the /subscription/increasesubscriptionitemquantity and AlignToCurrentInterval was set to true. This bug has been fixed.

Billing

• Previously, the purchase status for a subscription would remain “awaiting offline payment” when the subscription’s payment type was changed from offline to online. To ensure that future subscriptions can be successfully renewed, the purchase status is now changed to “hold”.

Billing

• The new API endpoint /purchase/updatepurchaseparameters lets you update the x-parameters for an existing purchase.

• The length of the customer’s current subscription billing interval has been added to our notifications. For more information, see RecurringBilling Object.

• When setting up your account, it is now possible to define a fallback URL to which your customers are redirected if they try to use an expired SURL or delete all of the products in their cart. With this URL, the customer can restart the purchase experience from a Cleverbridge-hosted product page or catalog. Alternatively, the URL could redirect the customer to a Customer Self-Service portal on your server. To learn how to set up a fallback URL, see Account Setup ✱.

• The Commerce Assistant offers the option of renewing all download links for a purchase with one click.

• We've launched our new Performance Marketing Platform, powered by Partnerize. The platform enables advertisers to onboard, track, optimize, and pay any type of publisher for advertising their products or services. For more information, see Acquire More Customers with Partnerize.

Management

• We submit default customer address information for all local payments in Brazil to prevent any possible declines.

• We’ve enhanced our payment processing monitoring in order to respond more quickly to any disruptions.

• We incorporated a recent update of the tax exemption reasons issued by the Streamlined Sales Tax Governing Board into our platform.

• You can define an IP range to exclude particular sessions in the Business Intelligence. This allows you to prevent internal traffic from being included in your reports. For more information, contact Client Experience.

• We've enhanced our Pricing API Guide. The payload now contains discounted pricing data. The API also benefits from additional stability derived from its new GraphQL infrastructure. For more information, see our API Reference.

• The Update Price Configuration from CSV functionality in the Commerce Assistant returns clearer error messages when an import fails.

• In some cases, unrequested files were automatically emailed with our notifications. This bug has been fixed.

• In rare cases, sales tax was not correctly calculated when a user changed the quantity of a cart item. This error no longer occurs.

• We fixed a bug causing SAML integration tests to fail.

• We fixed a bug affecting the Account Updater for EMEA.

• If a refund for a purchase is queued, the refund task is now canceled when a return debit or chargeback occurs for the same purchase.

• The installments option is no longer displayed on checkout pages when customers have selected Boleto Bancário or Boleto Flash as a payment method.

• To ensure GDPR compliance, clients can now opt out of receiving address information in clearing documents. For more information, see Field Reference for Clearing Report ✱.

& Payouts

• If a customer successfully completes an offline payment after a bank declines a direct debit, a new license will be created and sent to the customer.

• Taxes are recalculated prior to each renewal to ensure that customer address changes are taken into account. For more information about taxes, see Manage Global Taxation.

• It is now possible for you to limit how your products are sold by other companies that use cleverbridge’s services. For more information, contact Client Experience.

• Labels for backup CDs/DVDs can be customized with the customer’s email address.

& Pricing

• A new database setting makes it possible to assign a manual renewal type to all subscriptions created with an offline payment method (even if the customer confirms automatic renewal during sign-up). This can be useful if you want to send subscription renewal reminders as part of an email campaign, and not through the Cleverbridge platform. For more information, contact Client Experience.

Billing

• Many of our notifications now include the field LicensePeriodInMonths. For more information, see PaidOrderNotification and PurchaseItem Object.

• The user experience for setting up products in the Commerce Assistant has been improved: Additional name information for the product is now displayed in square brackets in the header. In the Subscription Options section, the fields for entering subscription interval information have been reorganized and renamed.

• The performance of the Commerce Assistant’s account synchronizer has been further improved.

• We reworked the adapter for one of our payment service providers. This increases the maintainability and reliability of our platform.

• A bug affecting MVT traffic distribution has been fixed. For more information about MVT campaigns, see Perform Multivariate Testing.

• We fixed a logging error in our checkout process.

• In product selections, using the checkout process parameter &allowmultiple=true no longer causes an error.

• Under certain circumstances, one PayPal transaction reference number was assigned to different purchases that were paid using our platform. This error has been fixed.

• We fixed a PayPal billing agreement error.

• We published new reference documentation for our notifications. Here you can find descriptions of the different models that we use, JSON and XML examples, and descriptions of all JSON objects, arrays, and fields.

• When adding a web key generator, you can now choose to receive a notification with transactional data in JSON format. For more information, see License Key Generators.

• If an x-parameter is passed with the order on the purchase item level, the x-parameter is also included in the PaidOrderNotification. This allows you to identify information about a specific product within the order and store it together with the transactional data. For more information, see Set Up X-Parameters.

• If export compliance screening for a purchase fails, screening is automatically retried after 20 minutes.

• If export compliance screening times out after 20 seconds, an error is logged, a history entry is added, and the status of the purchase remains New.

• You can now open, export, and subscribe to reports as CSV files in Business Intelligence.

• To ensure GDPR compliance, the final digits in IP addresses are masked with a 0 in notifications or key generator responses. This also applies to purchase data exported from the Commerce Assistant.

• To ensure GDPR compliance, clients can now opt out of receiving address information in notifications. This also applies to purchase data exported from the Commerce Assistant.

• If requests made using the Process Cart API cannot be saved on our database during an outage, XML recovery files are created. These files will be saved to the database once the outage is over.

• Performance of the Commerce Assistant’s account synchronizer feature has been improved.

• To ensure GDPR compliance, remote IP addresses and remote hostnames are no longer available in the Purchase Viewer in the Commerce Assistant.

• All orders paid with Boleto Bancário receive the correct purchase status Paid instead of Awaiting offline payment.

• Files from American Express Cardrefresher are correctly stored in the database again.

• The account updater no longer prevents a refund from being issued.

• An error has been fixed that occurred when changing a payment method from a credit card to a debit card, and vice versa.

• Chargebacks and return debits are processed correctly again for one of our payment providers.

• Broken quote links have been fixed.

• During database maintenance, an error no longer occurs on checkout pages when an affiliate commission is tracked.

• We fixed a client account synchronizer bug that affected the client account ID in MVT links. For more information about MVT links, see Manage an MVT Campaign.

• Payment links are once again generated for all purchases.

• An error is logged if an email is missing after SAML response mapping.

• A bug in the Commerce Assistant’s Purchase Viewer has been fixed.

• We fixed a problem that occurred when a direct debit is declined. The payment option field will be updated in the Purchase Viewer of the Commerce Assistant.

• An error has been fixed that resulted from spaces being manually added to VAT IDs in the Commerce Assistant.

Applications

• If a locking conflict occurs in Business Intelligence when trying to generate a report, the BI will automatically try to generate the report again.

Applications

• If one of the Export as options was selected for a bookmark in Business Intelligence, the file wasn’t exported to the user’s local temp folder. This has been fixed.

Applications

• Our platform supports the payment method Boleto Flash for Brazilian customers.

• When the customer choses a payment option that triggers a redirect, the confirmation page can be skipped from the checkout process flow.

• Subscription-related notifications contain the new data item subscriptionItemRunningNumber within the recurringBilling object.

• We introduced the notification type SubscriptionRenewalTypeChangedNotification, which is sent when the customer changes the subscription renewal type from automatic to manual or vice versa. For more information, see Notification Types.

• The new Test Connection API allows you to check whether or not you can connect with our REST API service using your user credentials.

• It is now possible to prevent any tracking from firing by setting a URL parameter. For more information, contact Client Experience.

Reporting

• The renewal and upgrade pages for subscriptions now support Set Up X-parameters.

• When a customer changes the country on the review page The review page contains summary information about the purchase a customer is about to make., the VAT ID is validated a second time.

• When calling the Process Cart API endpoint, any x-parameters are now added by default to both the initial purchase of the subscription and subsequent billing events.

• The XML schema version for notifications has been updated to version 3.13.0.5, which includes new states for India and the United Arab Emirates. For more information, see Schema Definitions for Notifications.

• The rounding logic in the price scale pop-up has been enhanced.

• We adapted our platform to comply with new Visa requirements for processing payments in Icelandic krona (ISK).

• To prevent downtimes of PayPal processing, we updated a payment processing endpoint.

• We extended the logic that identifies broken scheduled reports and prevents them from being sent.

Applications

• We improved the performance of the Commerce Assistant by closing unused worksheets. For more information about worksheets, see Workspace ✱.

• The American Express card refresher no longer throws an error.

• Price validation calls are functioning properly.

• The Generate Cart Preview API endpoint returns cart items when called with a product selection.

• Taxes are recalculated for all reinstated subscriptions.

Billing

• Transactions can be exported to a CSV file again.

• When exporting transactions to a CSV file, the column header is no longer repeated.

Payments

• The trust seal on our privacy policy no longer throws an error message.

• The time zone setting for reports in Business Intelligence works properly with relative time periods again.

• When a customer converts a quote into a purchase with the payment option purchase order, the purchase is correctly processed. For more information about purchase orders, see Purchase Orders.

• Price rules are correctly applied for recommendations on the confirmation page. For more information about price rules, see Price Configurations.

& Pricing

• The retry logic for subscription billing is automatically activated.

Billing

• Business Intelligence allows you to filter for products lists.