π’ Feature: Ability to Cancel Pending Refunds from the Platform
We've introduced the ability to cancel pending refunds directly from the platform. Collaborators can now select one or multiple pending refunds and use the new "Mark as Canceled" button, located next to the existing "Mark as Processed" action. This button is enabled only when pending refunds are selected, mirroring the behavior of other refund actions. This update is also supported via the core API, offering greater control and flexibility when managing refund workflows.
π’ Feature: Pelcro now supports ACH Direct Debit payments through Stripe
You can now allow U.S.-based customers to pay using their bank accounts, helping reduce card processing feesβespecially useful for high-value or recurring transactions.
How to enable:
Go to Integrations > Payment Gateways > Stripe
Ensure ACH Direct Debit is activated in your Stripe Dashboard
Once enabled, ACH will appear as an available payment method during checkout.
π’ Feature: Introduce Gift Subscriptions Report
We've added a new "Gift Subscriptions" report to the platform under 'Analytics'. This report allows collaborators to view and export a list of non-redeemed or redeemed gifts, making it easier to track the status of the gifts and identify inactive users.
The report is accessible from the Reports section and supports export functionality for deeper analysis.
π’ Feature: Company Name Field in Account Settings
You can now add a Company Name under Settings > Account Info. This will be reflected in areas like multi-account switching, making it easier to identify and manage accounts across the platform.
π’ Feature: Improved Data Export Accuracy with updated_at Column
We've added the updated_at column to all exports that support mode=modified_data. This enhancement ensures that records are accurately included based on when they were last modified, improving the reliability of export data and helping teams identify missing records during time-based exports. The column appears at the end of the export file and is now available on both the platform and core API.
π’ Enhancement: Customizable Membership Status Access
The JS SDK now gives you more control over who can access your gated content. You can define which membership statuses should be allowed access by using the new Pelcro.uiSettings.membershipSubscriptionStatusAccess setting.
If you donβt configure this setting, the SDK will default to the following allowed statuses:
["active", "extended", "trialing", "past_due"]
To customize which statuses are allowed, simply update your configuration like so:
Pelcro.uiSettings = {
membershipSubscriptionStatusAccess: ["active"] // Only allow active members to view content
};
This update makes it easier to manage access rules and gives you more control over your content!
Platform
π New Feature: AI-Powered Co-Pilot (Enterprise Only)
We're excited to introduce Pelcro Co-Pilot β an AI-powered assistant that helps you instantly answer complex business questions using your subscription data.
Think of it as ChatGPT for your analytics. Ask questions like:
What percentage of subscribers successfully renew at the end of their subscription term?
Which plans or promotions are driving the most revenue growth?
What is our quarterly subscription revenue in the last 5 quarters?
How many subscriptions expired each month, segmented by digital vs. print?
π 7-Day Free Trial Available
You can activate a free 7-day trial by clicking the Co-Pilot button in your navigation bar. After the trial, Co-Pilot is available exclusively to Enterprise accounts. To continue using it, contact your account manager.
This is just the beginning of a smarter, faster way to work with your data!
APIs
β οΈ Update: Throttling Introduced on IP Authorization Open API
To protect the stability and performance of our infrastructure, weβve introduced throttling on the IP Authorization Open API endpoint.
This measure is necessary to ensure fair usage and to safeguard the platform against patterns of excessive or abnormal access, without affecting legitimate and expected use cases of this endpoint.
π’ Feature: Metadata Filtering in Subscription Segments
We've introduced Metadata Filtering in Subscription Segments, allowing you to refine customer segments based on specific metadata key/value pairs. For more details, please see here.
What's New? Metadata-Based Segmentation: Add custom metadata key/value pairs to segment customers more precisely. Flexible Filtering: Use the "+" icon to add multiple metadata filters when defining customer segments. Enhanced Reporting: Generate reports based on metadata fields, ensuring full segmentation capabilities extend to metadata-driven filters.
This update enables more granular customer segmentation and better reporting, improving the way you manage and analyze subscriptions!
APIs
π’ Enhancement: User ID Filtering in Core API Endpoints
We've added user_id filtering to key Core API list endpoints, making it easier to search and filter data efficiently. For more details, please see here.
What's New?
Enhanced Filtering: You can now filter subscriptions by user_id and organizations by id.
Improved existing capabilities: Now supports user_id filtering in:
Customers
Invoices
This update improves query efficiency, making it easier to manage and retrieve relevant user data!
π’ Feature: Ability to Change Plans for Active Subscriptions
Active subscriptions now support plan modifications directly through the platform. Customers can upgrade to a higher-tier plan or switch to an equivalent-priced plan. The system automatically updates subscription details and recalculates prorated charges for upgrades, ensuring seamless billing continuity. For more details, please see here.
π’ Quick Access to Pricing Plan from Subscription Details
A direct link to the plan in the Pricing section has been added to the Subscription Details view, allowing for quick access to pricing plan details. If a plan has been deleted, the link will not be included.
π’ Multi-Currency Support for E-commerce Purchases
Customers can now purchase e-commerce items in different currencies, regardless of their configured currency. The previous one-currency restriction has been removed across all relevant flows, including the platform, Core API, and open APIs/SDK. This update enables greater flexibility in transactions, allowing seamless multi-currency purchases for E-commerce items.
Bug Fixes
π’ Fixed HTTP 500 Error When Searching Webhook Logs by Event Type
Resolved an issue where searching for webhook logs by event type resulted in an HTTP 500 error. Webhook log searches now function as expected without errors.
We have updated the platform to remove state validation for addresses where the country is set to "United Kingdom," as taxes do not require a state field. This change applies to all relevant Open API endpoints, Core API endpoints, and platform workflows. Additionally, the "State/Province/Region" dropdown will no longer appear when "United Kingdom" is selected, simplifying the address creation and editing process. Finally, existing customers with populated state fields for UK addresses will not face any issues, ensuring a seamless transition and an improved user experience.
π’Enhanced Failed Payments Export with Braintree Failure Reason
The failure reason for transactions processed via the Braintree payment gateway will now be included in the Failed Payments Export. This enhancement applies to payments received after this release, providing improved visibility and transparency into payment failures.
π’Enhancement: Braintree Gateway - Custom Descriptor & Configurable Dynamic Descriptor Support
Added support for passing a custom descriptor in the transaction object to include the site name for better transaction identification. Configuration Option: Introduced a flag to enable or disable dynamic descriptors, giving users more control over their settings. Important Note: Dynamic descriptors are not enabled by default on all braintree accounts. If you encounter a validation error or if descriptors are not displaying as expected, please contact us for assistance.
π’Enhancement: Improved "Billed To" Name Display in Invoice View & PDF
We have updated the "Billed To" section in the invoice view and PDF to display the first name and last name from the default billing address. If no default billing address is attached to the customer, the system will fallback to the customer's first and last name to ensure accurate billing information.
APIs
π’Enhancement: Include Discount Attribute in Invoice API Response
We have updated the Invoice API response to ensure that the discount attribute, along with the associated coupon information, is properly included. This enhancement provides better visibility into applied discounts, ensuring accurate and comprehensive invoice data.
Bug Fixes
π’Fix: Handling Null "paid_at" Field in Webhook Payload
We have addressed an issue where the "paid_at" field occasionally appeared as null in the "invoice.payment_succeeded" webhook payload for the Braintree gateway. This fix ensures that the payment timestamp is correctly recorded and reflected in webhook events for improved data accuracy and reliability.
π’Added customer.mail_marketing to list & fulfilment exports
The customer.mail_marketing field is now included in the Lists Export and Fulfillments Export. This enhancement ensures customer marketing preferences are exported seamlessly. Improves data availability for marketing and fulfillment processes.
π’ Enhancements to Deferred Revenue and Accounts Receivable Exports
Aligned the Deferred Revenue and Accounts Receivable exports by ensuring all fields, including plans, products, invoice number, invoice date, invoice status, invoice amount, and customer information, are consistently included in the AR export. Any newly added columns are appended to the end of the file for improved compatibility and easier integration. Additionally, monthly download buttons have been added for both AR and DR reports, enhancing usability and providing quick access to periodic data for efficient financial analysis and reporting.
π’New Monthly Debit-Credit Journal Entry Report
Introduced a consolidated export for monthly debit-credit journal entries, enabling efficient reconciliation of accounting ledgers. The new report combines data from all relevant ledgers into a single file, eliminating the need to manually download and review 10 separate files. This export streamlines financial reporting processes for your finance teams and improves transaction tracing efficiency.
π’ New Feature: Risk Assessment Logs
We've introduced a dedicated log management system for the Risk Assessment module, providing a streamlined way to analyze and export critical data.
Centralized Log Access: A new View Logs button has been added to the Risk Assessment page, enabling users to navigate directly to the Logs page with the Risk Assessment tab pre-selected.
Detailed Insights: The Risk Assessment tab consolidates key information such as:
Date
IP Address
HTTP User Agent
Risk Score Threshold
Recaptcha score, response code and origin.
Export Functionality: You can now export logs in CSV format, featuring essential fields for auditing and troubleshooting, eliminating the need for manual data compilation across multiple sources.
This update enhances visibility into risk assessment activities, making auditing and troubleshooting processes more efficient for your teams.
APIs
π’New Endpoint: Fetch SKU by ID
Introduced a new API endpoint to retrieve SKU details by ID. Refer to the API documentation for details on usage. This simplifies SKU management and retrieval processes.
π’ Display Company Field in Address Tab and Dropdown
The Company field is now displayed on the Address tab in the Customer View for improved visibility.
The Company name is now visible in the address dropdown when setting up a new subscription, enhancing the user experience and accuracy.
This update ensures better transparency and usability when managing customer addresses.
π’ Adjust End Date for Self-Renewing Subscriptions with Scheduled Phases
Enhanced the Change End Date feature to support self-renewing subscriptions with scheduled phases.
The functionality is now displayed only when the last scheduled phase becomes active, ensuring precise and accurate adjustments.
This update builds on the existing Change End Date capability, offering better handling and flexibility for subscriptions with complex renewal schedules.
π’ Added Product Name & Customer Email to Ecommerce Orders Export
The orders export feature now includes Product Name and Customer Email fields, providing more comprehensive data in your reports. This enhancement simplifies customer outreach and product-specific analysis, enabling more targeted marketing efforts.
π’ Enhanced Invoice PDFs with Complete Information
Invoice PDFs now include all data points displayed in the invoices view, ensuring consistency and accuracy. Added fields include Shipping To, Phone Number, Purchase Order, Currency, Collection Method, and Reference(s). This update improves invoice tracking and management by providing all relevant details in a clear and structured format.
Webhooks
π’ Member Webhook Enhancements
A member.updated webhook has been added to notify clients when address_id changes, ensuring accurate updates. Additionally, address_id is now included in the payloads for member.activated, member.created, and member.deleted events. All webhook payloads align with the current member's payload structure, ensuring consistency and clarity.
π’New Feature: OAuth2 Server Implementation for Micro-Services and Apps
Weβve introduced a new OAuth2 server feature to support the development of independent micro-services and apps that integrate seamlessly with Pelcro's platform. With this update, developers can implement a "Login with Pelcro" button, enabling a streamlined authentication process. Users will be redirected to a Pelcro-hosted authorization page and, once access is granted, returned to the app with an API token valid for two days. Each application must register with a CLIENT_ID,CLIENT_SECRET, and a CLIENT_CALLBACK URL for secure and reliable integration. Additionally, the Pelcro platform now features a management interface similar to the API keys view, allowing administrators to see all active OAuth2 apps and revoke access as needed.
We have enhanced the Subscriptions Export to include additional data for improved visibility and tracking. The export now provides the following details:
Sales Representative
IP Addresses
Domains
These additions will allow collaborators to access more comprehensive information within the export, supporting better tracking and analysis.
π’Customer Deletion Event in Mailchimp Integration
Weβve added a new "customer_deleted" event in our Mailchimp integration. This event is now triggered whenever a customer deletes their account, allowing an automatic confirmation email to be sent.
Event Name: customer_deleted
Usage: Triggered when a customer record has been deleted.
π’ Enhanced Risk Assessment with Multi-Domain Support
The Risk Assessment feature now supports multiple domains, allowing clients to protect all domains associated with their website against bots and fraudulent activity. A new view enables clients to list, add, edit, and delete domains within the platform, simplifying domain management. Moreover, the Risk Assessment middleware has been updated to filter incoming traffic across all registered domains, ensuring comprehensive security coverage.
π’Feature: Added a "Stay signed in" checkbox to the login screen.
Platform users now have the option to select "Stay signed in" when logging in.
If selected, the session will remain active for 7 days.
If not selected, the session will expire based on the current session timeout (e.g., 2 hours of inactivity).
APIs
π’ New API Endpoint: Mark Invoice as Uncollectible
This update introduces a new API endpoint that allows users to switch open invoices to uncollectible status, similar to the existing functionality for voiding invoices. The endpoint requires both site_id and invoice_id as parameters, and all platform validations for changing an invoice to uncollectible will be applied.
π’ New API Endpoint: Update Invoice Metadata
A new API endpoint has been introduced to allow you to update the metadata of invoices. The endpoint requires both invoice_id and site_id as parameters. For more details, refer to the documentation at Update Invoice API. This feature enables you to efficiently modify invoice metadata as needed.
π’ Enhanced 404 Error Response for Non-existent API Endpoints
APIs have been updated to return a 404 HTTP Not Found response when a non-existent endpoint is requested. The response now includes a descriptive error message along with a link to the relevant documentation for both Core API and Open API endpoints. This improves clarity for your tech team and guides them to the correct resources.
π’Performance Enhancements and Core API Updates
We have enhanced platform performance by introducing a new Core API Organizations List endpoint with search capabilities. This replaces the previous organization dropdown with a search module, significantly improving the speed of customer create and edit views. Additionally, all date attributes from the Core API are now returned as timestamps. For more details, refer to the updated documentation: Organizations List and Filtering and Sorting.
Bug Fixes
π’ Incorrect Receipt URL for Failed Payments
A bug has been fixed where the Receipt URL was incorrectly populated for failed payments, falsely indicating a successful transaction. The fix ensures that the Receipt URL is no longer populated for failed payments, providing accurate payment status information.
Coming soon
π‘ Accounting Exports Consolidation
This update introduces a new feature that consolidates monthly debit-credit journal entries for accounts with activity into a single report, eliminating the need to manually download and review multiple files. The report ensures all data points are included without discrepancies and provides a one-click export option for all transactions within a given month, simplifying the reconciliation process for finance analysts and improving the efficiency of financial reporting.
This update introduces significant improvements to our Reporting and Analytics section, providing users with more comprehensive and actionable insights into their subscription and financial performance. Key enhancements include:
Report renaming: Reports have been renamed for better clarity and consistency.
Non-cumulative data display: Charts now display data for specific time periods, allowing for more accurate analysis.
General section enhancements: Clearer descriptions and infotips for each report.
Reporting Totals Cards: Clear display of the totals for each report, categorized by each series.
Table view improvements: Simplified table structure with consistent column headers.
New reports: Introduction of new reports and removal of redundant reports.
Invoice reporting: Improved reporting for invoice and payment amounts.
Future updates will include UI enhancements, improved filtering mechanisms, and expanded chart customization options.
π’ β Tax Exemption for Specific Customer Profiles
This update introduces a new feature to identify and process orders for customers who qualify for tax exemption based on their customer profile. Tax-exempt customers will no longer be charged sales tax, ensuring accurate billing and compliance with tax regulations. The change impacts new subscriptions and future renewals, while existing subscriptions remain unaffected.
π’ β¨ Support for 3-year equivalents subscription plans
This update allow admins to create plans with intervals of 36 months, 156 weeks, or 1096 days. Validation ensures inputs beyond these limits are rejected, with updated messages indicating the maximum allowed interval. The Plan APIs (Create/Update) have also been updated to reflect these changes, enabling longer subscription terms for users.
π’ β¨ Enhanced Sorting and Filtering for Memberships and Subscriptions
Introduced new sorting and filtering options across customers, memberships, and subscriptions to improve efficiency in finding and analyzing customer information.
Customers:
Added filters for "Updated at" and "Last login date."
Added sorting by "Phone" and "Verified" status.
Memberships:
Added sorting by "Membership status" and "Member email."
Added filters for "Subscription start."
Updated filter and column names to better reflect their functionality (e.g., "Membership creation date" β "Membership invite").
Subscriptions:
Added sorting by "Subscription status" and "Cancelled by."
Added filtering and sorting for "Renewal type" and "Source."
π’ β¨ IPv6 Support for IP Authorization
Full support for IPv6 has been added across the endpoints performing IP authorization, including plan IP authorization and members IP authorization. This update enables the use of both individual IPv6 addresses and IPv6 CIDR format, ensuring compatibility for clients using both IPv4 and IPv6. By expanding the platform to handle requests from IPv6 addresses, the update ensures that IP authorization flows work seamlessly.
π’ β¨ Improved Handling of Won Payment Disputes
This update improves the handling of disputed payments in Pelcro. When a dispute is resolved in favor of the business, the payment status will now automatically be updated to "succeeded," ensuring accurate records and enabling further actions on won disputes.
π’ β¨ Enhanced Data Export Formatting
This update addresses a common issue faced by clients regarding inconsistent date formatting in exported data. To improve data compatibility and usability, all datestamps in exported data are now displayed in the locale-neutral format (e.g., "yyyy-mm-dd HH:mm:ss"). This ensures that date and time values are recognized correctly in various applications, such as Excel, and maintains consistency and accuracy in date and time representation.
π’ β¨ Subscription Cancellation Refund Options
This update introduces new options for managing subscription cancellation refunds. Businesses can now choose to either refund prorated amounts directly to the original payment method or credit them to the customer's account balance. This flexibility allows for better revenue optimization and customer satisfaction.
π’ β¨ Current Address Information on Fulfillment Exports
This update improves the accuracy of fulfillment batches by ensuring that the most recent shipping address associated with a subscription is reflected on the relevant exports. New columns have been added to the fulfillment export to display the current shipping address, preventing potential deliveries to outdated addresses and enhancing the overall efficiency of the fulfillment process.
π’ β¨ Site Information on Product Listing Page
This update improves the product listing page by adding a new column that displays the site(s) associated with each product. This provides collaborators with a quick and easy way to manage products based on their site assignments, enhancing efficiency and organization.
π’ π Resolved Issues related to payments and invoices
Fixed duplication of invoice notes by ensuring that the footer memo is correctly populated when Pelcro invoicing is enabled.
Corrected shipping and billing address information on the invoice payment page and invoice PDF.
The system now correctly processes prorated refunds for invoices that are partially paid with the customer's balance, and partially paid with credit cards. Refunds for such payments are now processed successfully, allocated in full to the customer balance, and reflected in accounting records accordingly
We are excited to announce the integration of Braintree as a payment processor on our platform! This update offers more flexibility and security for your payment processing needs while providing comprehensive support for 3D Secure (3DS) transactions. With this integration, platform admins can easily enable or disable Braintree, and customers can smoothly complete transactions with enhanced security features.
Key Highlights:
Full Braintree integration for secure payment processing.
Complete 3DS support for new subscriptions, renewals, payment method additions, and invoice payments.
Accurate webhook payloads reflecting Braintree invoice links.
Aligned with platform billing settings, including automatic payment method updates and card decline handling.
π’ Enhanced Reporting and New Insights:
Weβve made some improvements to our reporting features to provide you with more actionable insights and a more intuitive data experience:
Table View Changes: The reporting table now features a more intuitive column order for better data clarity:
Time - Series - Value
Export Changes: To improve readability, the format of the "created" field in both Subscriptions and Payments exports has been modified from a timestamp to a date-only format (DD/MM/YYYY). Additionally, the column position of the "created" field has been adjusted.
Adjustments to existing reports:
Gross Volume has been renamed to Payments Volume:
New Phases has been renamed to Renewed Subscriptions:
New Reports Introduced:
Failed Payments: Stay informed of payment issues by tracking the number of new failed payments within a specific timeframe.
π’ A new optional field, "Refund Reference," has been added to the refund creation process. This field allows to manually record a reference or a specific payment ID associated (for example, associated with a customer balance transaction). This will enable easier tracking of the source of funds during cash reconciliation.
Optional "Refund Reference" field added to refund creation (Supports text input).
Surfaced in refunds section, refunds exports and API responses.
Backwards compatibility ensured.
π’ Direct Modification of Collaborator Access and Roles:
This update streamlines collaborator management by allowing Site Owners and Administrators to directly modify an existing collaborator's site access and role without the need for removal and re-addition. With the addition of editable fields for Role and Sites in the Edit Collaborator section, administrators can efficiently manage permissions, reducing the risk of errors. Additionally, all collaborator update actions are now recorded in the Platform activity logs, ensuring enhanced traceability and security for all changes made.
π’ Introduced country availability settings for individual SKUs:
This update introduces the ability for e-commerce businesses to set country availability for individual SKUs, ensuring that each SKU is available only in the appropriate regions. The SKU creation and editing pages now include a field for setting country availability. Additionally, added a new optional countries parameter in the Create SKU and Update SKU Core API endpoints, allowing businesses to define targeted country codes for the SKU. Webhooks have also been updated to include the countries attribute in ecommerce_sku.created and ecommerce_sku.updated events, and will trigger accordingly when country availability is modified.
π’ Improved List Builder with New "Membership Role" Filter
A new "Membership Role" section has been added to the list builder, providing greater control over who receives membership deliverables. This filter lets you include or exclude Membership Owners, Members, or both when creating, reusing, or viewing subscription lists. This enhancement ensures that deliverables are accurately sent to the correct recipients, minimizing delays and confusion regarding the roles of membership owners and members.
APIs
π’ Added a new optional attribute default_source_id to the Update Customer API to allow administrators to manage customer default payment methods directly through the Core API. The new attribute accepts the ID of an existing customer payment method. This also mirrors platform behavior related to "Automatic update of default payment method" setting (i.e. If enabled for the customer, updating the default source ID will also update all their subscriptions to use the new payment method).
π’ Added a new optional countries attribute to the Create SKU and Update SKU Core API endpoints, allowing businesses to define targeted country codes for the SKU. This attribute accepts an array of ISO 3166-1 alpha-2 country codes (e.g., ["US", "CA", "GB"]), specifying the regions where the SKU should be available.
