Edit customer details

You can edit and change certain customer-related details in the circuly operations backend. Earlier only email and phone number could be edited but now a lot more has been added to the list of customer-related information that can be edited. To see what is editable navigate to Customers and select a customer from the Customer List. in the customer detail view, information under the General information tab is editable.

Return List shows Pending replacement orders

When you swap a product in a running subscription the subscription goes into a status of pending replacement. Then in the Return List, this order is displayed with the status of Pending replacement.

Charge payment for ALL Recurring payments

Earlier you could only charge a recurring payment that has failed. Now it has been changed and you can charge a recurring payment even if the status says no. You can charge a recurring payment in advance if you want. If you charge a recurring payment before its scheduled time, you might want to include a variable {{current_period}} in the invoice to comply with the German law.

⚠️ IMPORTANT INFORMATION ⚠️

As per german law you are required to include the "service period" aka Leistungszeitraum (german translation) in the invoice to the customer.

In your circuly operations backend, there is a variable you can use for this called {{current_period}}. Kindly make sure to include this variable when designing the email template for all payment-related emails

✅ IMPORTANT TIP ✅

FYI, for the initial invoice (the one that is sent to the customer when they go through your checkout) you do not need the "service period" aka Leistungszeitraum. The "Leistungszeitraum" is only required for recurring payments.

Therefore when setting up your email templates kindly remember to add the following to the email template so that the variable for Leistungszeitraum is only rendered if the invoice is for a subscription/recurring payment.

‍

ADD THIS ➡️ {% if initial_invoice == false %}

 <p>Service period: {{current_period}}</p>

{% endif %}

New logic for one-time transactions

The way one-time payments are processed in the circuly backend has been slightly changed. Instead of entering a full amount, you can now add specific fields and in the invoice, it will be listed as products.

Create subscriptions even when initial transaction is unsettled

Typically subscriptions can only start if the initial transaction is settled. But since it can take some time for the payment service provider to process the payment we now enable you to create a subscription even if an initial transaction hasn't been settled yet. To do so get in touch with our customer support via the service desk to enable it for your company's backend operations.

Emails configured to include at least one of the following: full name, first name, last name

All emails have been configured to at least include the customer full name, last name or first name.

Include a customer account balance in failed payment mails

When recurring payments do not go through the failed payment email to your customer will contain an outstanding balance to inform your customer how much they still owe you.

Reactivate not returned subscriptions

Products under a subscription that have been cancelled by the customer and set to pending return but have not been returned by the customer until your predefined return date can be manually reactivated. The manual reactivation can be done if you want to start charging the customer again as they haven't returned the product back to you.

When you swap an order and the subscription goes to pending return then there are a few things happening:

• If there is a date saved until when the product should be returned to you but the product is not returned, an email goes out to your customer support informing you that your customer hasn't returned the product back to you.
• In addition to this, an additional email CAN BE sent to the customer informing them that they should return the product and if they fail to do so until a set date, the subscription will be reactivated
• If they still fail to return the product until the set date then the subscription will be reactivated and an email will be sent to the customer informing them that their subscription has been reactivated.
  

The additional_info field is included in CSV Imports

‍When you bulk create subscriptions by importing a CSV file you can specify the additional_info field and that will also be added to the Subscription info dashboard under a subscription detail view.  

Add product name to payment-related emails

You can add the product name as a variable in all payment-related emails. For example for payment failed emails you can include payment failed for  {{product_name}}. This way your customer will get information about which product the payment didn't go through.

Add additional infos to subscription view

Anything you add to the additional_field input field while creating a subscription will also be displayed in the subscription detail view.

Add user name to tag history

User names have been added to the tag history to see who changed the tag and when did they change it.