Release Notes 206
New Offer Billing Rules Configuration Capabilities
Product Management portal introduces a comprehensive upgrade to its billing configuration capabilities, empowering partners to define, manage, and preview billing rules directly through a new user interface. It allows users to specify billing cycles, invoice sources, and frequencies while providing intuitive control over proration, rounding, and usage billing options—all accompanied by clear validation, visual indicators, and accessibility-compliant design.
Learn more: How to configure Billing rules in the Product Management Portal
APIs: Create a Vendor, Create an Offer
HaloPSA Integration for Automated Organizations and Subscriptions Synchronization
The platform now features a new HaloPSA Integration, designed to automate and simplify the way sellers and distributors manage customer and subscription data across systems. With this integration, partners can securely connect their HaloPSA environment through Settings → Integrations, enabling seamless synchronization of organizations and subscription details between HaloPSA and the AppXite platform.
This eliminates manual data entry and ensures that customer information, billing cycles, pricing, and subscription updates remain consistent and up to date. The integration supports both daily automated sync and on demand based sync, allowing partners to react instantly to subscription changes—such as license quantity adjustments or status updates—while maintaining data accuracy for invoicing and reporting.
Learn more: HaloPSA Integration
New Contract Copy Functionality for Faster Partner Setup
This release introduces the ability to create a new contract by copying an existing one, streamlining the setup process for partners managing similar agreements. When a user clicks “COPY” on an existing contract, a new contract creation page opens with key details automatically pre-filled from the original contract. This enhancement significantly reduces repetitive data entry and accelerates contract creation for new or existing partner relationships.
Learn more: How to copy an existing contract in Partner Management Portal
Improved Invoice Accuracy for Microsoft Full Upgrades
The platform now aligns invoice generation for Microsoft full upgrades with Microsoft’s official reconciliation logic. When a subscription is upgraded—for example, from Microsoft 365 Business Basic to Microsoft 365 Business Standard—the system now displays the old offer name on the credit (negative) invoice line, reversing charges for the previous subscription. The Subscription Name column shows the current subscription name, with the previous offer name noted in brackets for clarity. This improvement ensures that invoices accurately reflect subscription transitions, enhancing transparency, billing accuracy, and consistency with Microsoft’s reporting standards.
Learn more: How to Upgrade Microsoft NCE Subscriptions?
API: Create Subscription change order, Create an order (simplified)
Same-Day Customer Price Configurations
Now sellers have greater flexibility in managing customer pricing through a new Same-Day Authorization setting in Settings → Prices. When enabled, Seller Admins can now create or upload customer-specific markup configurations effective immediately (starting today)—even for customers with existing subscriptions and orders. This supports faster response to urgent pricing changes or time-sensitive deals. When disabled, same-day pricing remains available only for customers without active subscriptions or orders, preserving pricing stability.
Learn more: Customer prices: Same day pricing configuration
Default “Enable Invoicing” Setting Updated to “Yes” in Seller Onboarding
The platform has been updated to improve the seller onboarding experience by changing the default value of the “Enable Invoicing” setting in the Distributor portal from “No” to “Yes.” This adjustment ensures invoicing is automatically enabled for newly onboarded sellers, reducing the risk of accidental configuration errors and simplifying setup for larger partners managing multiple resellers. The change makes invoicing an opt-out option rather than opt-in, supporting smoother financial operations and faster seller activation.
Learn more: How to create new Seller?
APIs: Create a Seller, Update a seller
Improved Traceability of Offer Provision Error Notification
The platform’s Offer Provision Error webhook has been extended with the Order Item ID, providing partners and integrators with clearer visibility into which specific order item triggered a provisioning error. This improvement strengthens traceability across systems, simplifies error investigation, and accelerates issue resolution—helping partners maintain smoother provisioning operations and more reliable customer experiences.
Learn more: 'Subscriptions - provisioning failed' / OfferProvisionError
Improved Role Management to Prevent Customer Access Misconfiguration
The platform now includes improved role filtering and validation to prevent customers from being assigned incorrect access levels. When inviting or assigning permissions to users under the Customers option, only customer-level roles—such as Customer, Customer Admin, and Customer Billing Admin—are now displayed in the role selection dropdown. Roles meant for sellers or distributors are automatically excluded, reducing the risk of granting unintended platform access. This improvement strengthens security, ensures correct role assignment, and helps distributors and sellers maintain proper access control for their customer organizations.
Learn more: How to invite User to the Platform
APIs: Create a User, Invite a User
Improved Billing Transparency with New Reference Code ID Column
The platform’s Billing Outgoing Reconciliation view has been enhanced with a new Reference Code ID column, providing clearer linkage between invoices and their corresponding consolidation records. This identifier is now visible under Invoice → Billing → Outgoings → Reconciliation File and is included in Excel exports, with full sorting capability. The improves billing traceability, simplifies reconciliation processes, and provides finance teams with greater accuracy and transparency when managing invoice data across systems.
Learn more: How can I see details of my Outgoing Billings?
APIs: Reporting API v1, Reporting API v2
New Suspend Organization Capability for Controlled Subscription Management
The platform introduces a Suspend Organization capability, giving partners more control when managing customer access and subscriptions—especially under Microsoft NCE rules that restrict cancellations after the 7-day window. When an organization is suspended, all new purchases are immediately blocked, while existing subscriptions remain active and can be managed individually. This capability replaces the previous “Remove” and “Block – Cancel Subscriptions” options, ensuring a safer and more compliant way to pause customer activity without disrupting ongoing subscription commitments, while maintaining full flexibility to reactivate organizations when needed.
Learn more: How to suspend and re-activate an Organization?
API: Suspend an Organization, Re-activate an Organization
Dynamic Offer Transformations – Subscription Upgrades and Downgrades
This release introduces Dynamic Offer Transformations, a new capability that allows the platform to automatically connect with vendor systems to display the most accurate and up-to-date list of upgrade and downgrade options for each subscription. Vendors can now define custom rules that determine which offers are available based on timing and context—such as midterm changes or upcoming renewals—even when those offers aren’t available for direct purchase. This means customers will see only the offers they are truly eligible to switch to, improving accuracy and flexibility in subscription management.
Learn more: How to edit Subscriptions
API: Create Subscription change order, Create an order (simplified)
Adobe Contract Enablement for Existing VIPMP Resellers
Adobe Promotions Integration for Flexible Discounts
This release adds Adobe Promotions integration, enabling partners to quickly activate percentage or fixed-amount discounts for Adobe products—ideal for seasonal campaigns like Black Friday. Partners can now retrieve promotions, apply and validate promo codes during ordering, and see discounted prices instantly reflected. Promotion details appear in subscriptions and invoices for transparency. While promotions apply at the order level, this integration gives partners greater agility to launch vendor-approved offers quickly. Functionality is live from July 31, with real promotions available starting November 1.
Learn more: How to apply Adobe promotion codes
New Adobe Acrobat Pro High Growth Offers in VIP Marketplace
Adobe Acrobat Pro High Growth Offers are now available on the AppXite platform, enabling seamless purchase, migration, and management for VIP Marketplace partners. This update supports the migration of VIP High Volume Discount (HVD) customers while honoring their existing 3-Year Commit (3YC) pricing through new Level 13 and 14 SKUs. Partners can now easily manage and sell Acrobat Pro offers for Teams and Enterprise with up to 45% discounts across commercial and government markets worldwide (excluding China).
Learn more: How to purchase Adobe High Growth offers?
Add comment
Please sign in to leave a comment.