Circuly updates 13.07.21 - 27.07.21

Awesome of you to stop by our product updates blog. Let’s review the latest circuly updates.

Custom Fields In Checkout Page

Add custom fields to the checkout page. Customize your checkout page by adding text, text area, dropdown, datepicker and switch. Leverage the checkout page to gather useful insight about your customer. Data collected from the additional fields is stored in the order meta data in Shopify and Saleor.

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Customer Name in the Return list

The return list now also shows the customer name. Recognise your customers with their names instead of digits and numbers.

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Change List Count

Change the total number of items displayed in the list view to fit your preferences. Your selection will be saved across the CMS.

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Automatically Create Subscriptions for Orders

If you want to skip over the step of creating subscriptions manually by going in Orders > selecting an order > Create Subscription > assign serial number > select subscription start date> confirm, you create them automatically by uploading them as a predefined CSV file. To do so, go to Subscriptions and select the CSV button next to the search box.

Select the file from your device and click UPLOAD. Once the file has been imported, a feedback window will be displayed that tells you how many orders have been imported. In case there is an error, it will be displayed in the feedback window. To know the reason for the error, you can download the error report and check the reason for the error message. All the orders that are now imported have a subscription created automatically.

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Setting Subscription to Pending Return Cancels it with Braintee

Subscriptions are automatically canceled with Braintree payment service provider if they are set as Pending Return in the operations backend. To set a subscription as Pending Return, go to subscriptions and click on a subscription from the Subscription List. Click on the three dots on the top right and select Set as Pending Return.

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Recurring Payment Schedule if PSP is Adyen

You can see the recurring payment schedule for a subscription in the subscription details if the payment service provider is Adyen or Stripe (more PSP coming soon).