Release 1.95 (Tech Release 1.108)

🟢 Platform: Refund Customer Balances Directly to Original Payment Cards

You can now refund customer balances directly to their original payment cards — streamlining refund workflows and eliminating the need for manual intervention or external processing.

✅ What’s New

• Added support for refunding payments originally credited to a customer balance back to their card.
• The “Refund” button now appears for eligible payments directly in the Admin Dashboard.
• Supports full or partial refunds, up to the original charge amount.
• Refunds are processed via the same payment method and gateway as the original transaction.

💡 Why It Matters
This enhancement reduces refund handling time, ensures accounting accuracy, and delivers a smoother refund experience for both customers and administrators.

🟢 Default UI: Self-Serve “Switch Plan” Experience for Subscribers

Subscribers can now upgrade their plans directly through a self-serve interface, allowing them to explore and switch to higher-tier products without contacting support — improving upsell opportunities and customer autonomy.

✅ What’s New

• Added a “Switch Plan” button to the subscriber dashboard for all active subscriptions.
• Displays only eligible plans with an equal or higher amount than the current plan.
• Subscribers receive immediate confirmation (“You’ve successfully upgraded to Plan X”).
• Updated plan details are reflected instantly in the user’s account.

💡 Why It Matters
This update empowers subscribers to manage their own upgrades, reducing support overhead and driving faster conversions to higher-value plans — all through a seamless, intuitive interface.

🧩 Available now in the latest React Elements version. Please reach out to [email protected] to upgrade to the newest UI.

🟢 Platform: Introduce Returns Management for Fulfillments

Pelcro now supports tracking and managing fulfillment returns directly within the fulfillment workflow — giving collaborators full visibility into returned quantities, reasons, and history for each shipment.

✅ What’s New

• New Returns Section under Subscription → Fulfillments displaying:
  • Returned Quantity
  • Reason for Return (optional)
  • Creation Date and User
• Introduced a “Process Return” option in the Fulfillment section — accessible via the three-dot menu on each shipment.
• Built-in validation ensures users cannot return more items than were originally delivered.

💡 Why It Matters
This enhancement introduces a structured and auditable way to manage product returns — improving operational accuracy, reducing manual tracking, and ensuring that fulfillment data remains consistent across the platform and reporting.

🟢 Integrations: New “Bypass Marketing Contacts” Flag for SendGrid

We’ve introduced a new configuration option for the SendGrid integration to improve flexibility for accounts without marketing permissions.

✅ What’s New

• Added a Bypass Marketing Contacts flag to the SendGrid settings.
• When enabled, Pelcro will skip all marketing contact operations while still allowing transactional emails (e.g., invoices, receipts, password resets) to be sent successfully.
• This should be enabled if your SendGrid API key doesn’t include Marketing Campaigns permissions.

💡 Why It Matters
This update prevents permission-related errors for customers using restricted API keys while ensuring that all essential emails continue to send without disruption.