Pelcro Release 1.96: Smarter Reporting, Modernized UI, and AI-Driven Billing
- merhan5
- 2 days ago
- 5 min read
🟢 Platform: New Subscription Health Report for Retention & Churn Insights
We’ve introduced a comprehensive Subscription Health Report that helps you better understand historical subscription behavior and project retention and churn trends over time.
This new reporting tool gives clear visibility into subscription activity, enabling smarter forecasting and more informed business decisions.
✅ Key Features:
New Subscription Health Report accessible from the Pelcro platform.
Clients can select a custom date range and reporting interval (e.g., monthly, weekly).
Automatically generates a detailed interval-based table containing:
Opening Actives (OA)
New Starts (NS)
Churned — Opening Cohort (CO)
Churned — In-Period (CI)
Closing Actives (CA)
Closing Actives — Opening Cohort (CAO)
📊 New Retention & Churn Metrics:
The report calculates essential performance rates, including:
Subscription Retention Rate: (OA - CO) / OA
Total Retention Rate: CA / (OA + NS)
Subscription Churn Rate: CO / OA
In-Period Churn Rate: CI / NS
Total Churn Rate: (CO + CI) / (OA + NS)
🎯 Impact:
This new report empowers Pelcro clients to track subscriber behavior with precision, audit retention and churn.
🟢Beta: Natural-Language Plan Creation for Complex Billing Logic
We’re introducing an early Beta version of Advanced Billing, featuring an interactive chat-based experience that helps Billing and Product Admins create complex billing plans through natural language.This functionality is still under development and available only to selected abstracted accounts.
🧠 What’s New (Beta Release):
A new “AI Plan” option is available when creating a plan.
Instead of manual configuration, you can describe billing logic in natural language (e.g., “Bill $5 for the first month and increase by $1 each month.”).
The system enters an interactive chat flow where the chat:
Parses your prompt
Identifies missing configuration details
Asks clarifying questions
Suggests valid billing structures
Ensures the plan meets all required rules before generation
💬 Interactive Experience Highlights:
Multi-turn conversation to refine plan logic
Automatic detection of incomplete or conflicting billing rules
Real-time prompts to fill gaps (e.g., “What should the renewal price be after month 12?”)
Built-in validation before plan creation
This feature aims to simplify how complex or non-standard billing plans are created — helping teams launch sophisticated pricing models faster and with a guided, conversational experience.
🎯 Who Gets Access
Currently available only to accounts using Pelcro's billing engine.
🟢 Platform: New Accounts Receivable (AR) Aging Report
We’ve launched a fully featured AR Aging Report to help finance and AR teams accurately track overdue invoices, segment balances into industry-standard aging buckets, and strengthen their collections and cash-flow management processes.
This report follows established accounting best practices and provides all essential customer, invoice, subscription, and plan-level details needed for financial audits and reconciliation.
✅ Key Features:
New AR Aging Report available under Accounting → Reports.
A single “As of Date” filter determines:
Which invoices are considered open.
How aging buckets are calculated.
Displays only invoices created on or before the selected date and still open as of that date.
Aging buckets calculated dynamically:
Not Yet Due
1–30 Days
31–60 Days
61–90 Days
91–120 Days
Over 120 Days
📊 Data Included in the Report:
Each row includes comprehensive fields such as:
Invoice details (ID, number, created date, status, total, due date)
Customer information (ID, name, email, title, organization)
Subscription lifecycle details (created at, started, period start/end, status)
Product/Plan metadata (product name, plan ID, name, term, amount)
Accounts Receivable and all aging bucket amounts
Plan Auto Uncollectible Days (pulled from the Plan associated with the invoice)
Sales rep name tied to the originating subscription
🎯 Impact:
This marks a major upgrade for finance workflows and brings Pelcro’s accounting capabilities fully in line with industry standards.
🟢 Platform: Coupons Can Now Be Edited — Including Max Redemptions & Expiration Date/Time
We’ve introduced long-requested improvements to coupon management, allowing you to update key coupon fields without needing to recreate codes. This provides greater flexibility for managing promotions, reduces operational overhead, and ensures cleaner analytics across campaigns.
✅ Key Enhancements:
Coupons can now be edited through both the Platform UI and the API.
New editable fields include:
Maximum Redemptions
Expiration Date & Time
🎯 Impact:
This update streamlines promotional workflows, eliminates the need to recreate coupons for small adjustments, and provides precise scheduling control for marketing and subscription teams.
🟢 Platform: Modernized Products Page for a Cleaner, Faster Browsing Experience
The Products page has been fully updated with a modern UI/UX design — offering a cleaner interface, improved performance, and a more intuitive product-management flow.
This enhancement brings greater clarity and consistency across the platform, helping users browse, understand, and manage products more efficiently.
✅ This update includes:
A modernized Products page built using Pelcro’s latest UI components.
A cleaner, more intuitive layout with improved responsiveness on all devices.
Enhanced performance, accessibility, and load speed for smoother interactions.
🟢 Platform: Modernized Customers Page for a More Streamlined Management Experience
The Customers page has been fully refreshed with a modern, intuitive UI/UX — making it easier and faster to view, search, and manage customer information.
This update brings improved clarity, consistency, and performance across the platform, helping teams navigate customer data with greater efficiency.
✅ This update includes:
A modernized Customers page built using Pelcro’s latest UI components.
A cleaner, more organized layout with enhanced responsiveness across all devices.
Improved performance, accessibility, and loading speed for a smoother management experience.
🟢 Platform: Added Informational Warning to Prevent Duplicate Subscription Purchases
To help subscribers avoid unintentionally purchasing plans they already own, the checkout flow now includes a clear informational banner for logged-in users with active subscriptions.
This improvement ensures transparency during the plan selection process and reduces the likelihood of duplicate or unnecessary purchases.
✅ This update includes:
A new informational banner displayed at the top of the product/plan selection modal.
Message shown: “You are already subscribed to: Active Plan Name”
Automatically displays only for logged-in users with at least one active subscription.
If multiple active subscriptions exist, the banner shows the most recently created active plan.
Fully non-interactive banner — checkout behavior and plan selection remain unchanged.
🎯 Benefits:
Reduces accidental duplicate subscription purchases.
Adds clarity and transparency to the checkout experience.
🧩 Available now in the latest React Elements version. Please reach out to support@pelcro.com to upgrade to the newest UI.
🟠 Platform: Prevent Partially Paid Invoices from Being Marked Uncollectible or Voided
To protect financial accuracy, the platform now blocks users from marking partially paid invoices as uncollectible or voided, avoiding scenarios where applied payments disappear from customer balances.
✅ Key Improvements:
New validation prevents uncollectible/void actions on invoices with applied payments.
Clear error message guides users to issue a credit note instead.
Admin Dashboard disables/hides the “Mark as Uncollectible” option for partially paid invoices.