The following features have been released this month. Overall theme: get more information.

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Specify reasons for setting subscription status as pending return

When an active subscription is set to Pending Return you can now specify the reason for performing this action. When you click on the Set status as pending return in the pop-up box that says Set subscription to pending return, you will now see an input field where you can specify the reason for setting the subscription as pending return.

(How to set a subscription status as pending return: go to Subscriptions > Subscription List > Select a subscription from the list > click on the three dots in the top right corner > select Set status as pending return from the list)

Additionally, you can check the checkbox for Delete future recurring payments if you want to stop the customer from being charged.

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‍Mark products as "bought" during the return process

‍In the return handling process when you select an order from the Return List, in the Return handling pop-up window you now have a choice of two buttons: MARK AS RETURNED or MARK AS BOUGHT. If you mark a product as bought then it won't show up in the repair list.

Checkbox for Delete future recurring payments: Checking this box will, as the text suggests, delete all future recurring payments.

When you should not check it: in case the customer is still under the minimum contract duration and returns the product anyway then you might want to uncheck this box as you still want to change the customer for the remainder of the contract period even through they have returned the product.

Additionally, in the Asset List, the status will be reflected as bought out for products that have either been bought out or are marked as bought in the return handling process.
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Mark subscriptions as returned in bulk

You can now bulk mark subscriptions as returned. Simply select the subscriptions that you want to mark as returned and click on the button that says MARK RETURNED.

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Specify cancellation//swap reasons‍

‍When you swap a product for an existing subscription and when you cancel an order, you can specify the reason for the said action. This feature is by default turned off and can be enabled on a company level. In order to do that, write to our team via the service desk specifying the reasons you would like to be displayed in the swap/cancellation dropdown menu.

The swap/cancel reason is then displayed in the order details/subscription details under the info tab and the status is displayed as pending replacement (for swap products), and cancelled for cancelled orders.

Display payment status on order index page

In the Order List, you can now see the payment status as a new column heading. You can limit the number of columns displayed by clicking on the three dots in the top right corner and deselecting the column heading that you do not want to be displayed in the list overview.

Add refresh button in notifications popup

In the notifications tab, a refresh button has been added.

New currencies: SEK and CAD

Two more currencies have been added and are now fully supported by circuly.

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Add description field to vouchers

In the Vouchers, a description field has been added. This is meant for internal use to provide and store more info about the vouchers.

Add customer name and email address to recurring payments list

The name and email of the customer have been added as a column heading to the Recurring Payments List. You can limit the number of columns displayed by clicking on the three dots in the top right corner and deselecting the column heading that you do not want to be displayed in the list overview.

Include bill to / ship to name and email address in repair list

A new column “Ship to/ bill to” has been added to the repair list. You can limit the number of columns displayed by clicking on the three dots in the top right corner and deselecting the column heading that you do not want to be displayed in the list overview.

Subscription status: Lost

During the swap process, when you specify that a product is lost/stolen, the same is reflected under the status column in the Linked subscriptions.

Add export functionality to return and repair lists

You can now export items from the Return and Repair List.

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Add new field: date of birth

You can add date of birth as a compulsory field in the checkout page.

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