Circuly updates 07.09.21 -  20.09.2021

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

circuly’s Internal Payment Logic with Stripe

circuly's recurring payment logic for subscriptions allows us to give you more flexibility with your transactions. Even though Payment Service Providers (PSP) are capable of creating a recurring payment, traditionally they are unable to create a subscription for it. This just means that while it is possible to collect recurring payments with a PSP, there is no schedule behind it. Also altering the amount, changing transaction amounts and creating one-time payments is practically impossible. With circuly’s internal payment logic (now available for Adyen and Stripe and coming soon for Braintree and Molly) we enable you to change payment amounts, charge one-time transaction and so on.

With the circuly internal payment logic for Stripe, you can do the following:

• Process refunds with Stripe
• Create one-time transactions with Stripe
• Create recurring payment records with Stripe

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Auto Renew Subscriptions

You can now auto-renew subscriptions in the operations backend. If a subscription was originally created for a duration of 12 months, with auto-renew you can renew the subscription for the original subscription period, that is, 12 months. You can simply toggle on and off the Auto Renew button for the desired action.

To Auto Renew a subscription, go to < Subscriptions > and select the subscription from the < Subscription List > that needs to be changed to an auto-renew subscription. On the top right turn the toggle button on for the < Auto Renew > by clicking on it. The subscription will now auto-renew for the original duration of the subscription or a previously defined general value.

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Extend a Subscription Duration

With circuly you can now also extend a subscription duration. Extending a subscription duration is different from auto renewing a subscription. While auto-renewal renews a subscription for the original duration of the subscription, extending a subscription duration gives you the flexibility of deciding upon the extension duration. Both, auto renewal and extending a subscription duration, can’t be used interchangeably and have their own individual use cases.

Example; your business case may include auto renewing a subscription if a customer does not cancel it until X months/weeks/days before the end of the subscription. In this case you may want to auto-renew the original subscription. Another business case may be that your customer gets in touch with you to extend their subscription for X number of months. In this case you do not want to auto renew a subscription for its original duration, rather only extend it for a specific duration.

To extend a subscription duration go to < Subscriptions > and select the subscription from the < Subscription List > that needs to be extended. Once the subscription details open, click on the three dots next to Auto Renew and from the dropdown menu select  < Extend Subscription Duration >.

In the pop-up window select the number of installments and click on SAVE CHANGES.

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Voucher Code in Order List

Voucher Code details are now also visible in the order List under Orders. You can customize the Order List view to include or exclude Voucher Code details from the view list. Voucher code details can be added or removed from the list by selecting the three dots on the top right and checking/unchecking the boxes you want to display in the Order List view.

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Add New Variables to Emails

You can customise the email templates at a design, text and now also at the variable level. To edit an email template, go to < Email Templates > and click on the email you want to edit. Click on the < edit icon >next to the email name on the top right. Edit the HTML and CSS code to change the design and text. Add new variables to the email list by selecting a variable from the < Available Variable > list. To include the variable in the email, click on the variable. It will be automatically copied to your clipboard. Simply paste it in your desired location in the editable HTML code.

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Display Allowed Variables in Email Template Generation

Wondering which variable you can use in an email and which not? With the latest update we’ve added the Available Variable tab in the editing window of the Email Templates. Now you know exactly what can be included in the email when you customise it thus eliminating any guesswork.

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Other Updates

• Update order status when subscription was created
• Make field names in CSV export configurable
• Liquid stock validation