Skip to main content
Vindicia Knowledge Center

CashBox for Salesforce (Quote to Cash) Release Notes 1.9

CashBox for Salesforce (Quote to Cash) Release Notes 1.9

Disclaimer

As of version 14.11, CashBox Reporting for Salesforce (Quote to Cash) is now known as CashBox (Premium).

Features and Enhancements

This release includes the following new enhancement.

Label Changes to Custom Fields 

Label changes to custom Opportunity and Opportunity Product fields related to rated products (usage/metered-services) to clarify their intended use.

For the Opportunity Product fields:

  • Quantity has been changed to License Quantity. 
  • Edit Price has been changed to Edit Tier Price.

Note The functionality has also been changed such that clicking the link will no longer open a new window.

For the Opportunity and Purchase fields:

  • Customer has been changed to Billing Contact. 

Bug Fixes

The following Bugs were fixed in 1.9:

Summary Description

Error message issued when the user did not provide a Billing Plan or a Payment Method when creating an AutoBill or Quote. 

Quote to Cash will now allow you to create an AutoBill or Quote without providing a Billing Plan or Payment Method.

Quote to Cash has also been enhanced to take advantage of the Cashbox ability to identify and use the default Billing Plan or Payment Method when creating an AutoBill (reaching parity with the AutoBill.update SOAP method.) 

Inaccurate Quote totals given when atypical tier prices were used to create custom pricing for rated Products. 

Quote to Cash will now accurately calculate Quote totals (Quote Amount on Opportunity) for rated Products with atypical tier prices. 

Inaccurate Quote totals given when using the true setting for timezones in your CashBox configuration. 

Quote to Cash will now accurately calculate Quote totals (Quote Amount on Opportunity) for Orgs using the true setting for handling Timezones in the CashBox configuration.

Note If USE_TIMEZONE_IN_SOAP is set to true in your CashBox merchant options, be certain to set the Salesforce PST Time Adjustment to true

CashBox

Learn More
Cash Box

CashBox for
Salesforce (Basic)

Learn More
CashBox for Salesforce (Basic)

StoreFront

Learn More
StoreFront
Back to Top