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Upgrade to Leap User Interface

If you are using Chargebee's Classic user interface(UI), this document provides a detailed feature advantage of Leap UI over Classic UI. The following are the module-specific feature enhancement details mentioned in the table format.

Subscriptions

Feature


Leap UI


Classic UI


Bulk Actions

The following are the steps:


  1. Select one or multiple entries.

  1. Perform operations - Delete, Change term ends, or More Actions for the selected entry(s).


Image

Summary: Delete, Change term ends, or More Actions operations appear automatically after selecting one or more entries.

The following are the steps:


  1. Click Bulk Actions.

Image

  1. Operations - Delete, Change term ends, or More Actions appear in disabled state.

  1. Select one or multiple entries to enable and perform the operations.


Image

Summary: Bulk action operations appear by clicking the Bulk Actions button. These operations are enabled after selecting one or more entries.


Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.



Image

Use the Sort By drop-down options to sort the entries.



Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.



Image

All the column fields appear at a single place.



Image

Filters

The following are the steps:


  1. Click on the Filter list.

  1. Select attributes(filter and condition) to apply the filter.


Image

The following are the steps:


  1. Click on the filter icon.

  1. Select attributes(filter and condition).

  1. Click Apply Filter.
Image

Customers

Feature


Leap UI


Classic UI


Bulk Actions

The following are the steps:


  1. Select one or multiple entries.

  1. Perform operations - Delete or Change auto collection for the selected entry(s).


Image

Summary: Delete or Change auto collection operations appear automatically after selecting one or more entries.

The following are the steps:


  1. Click Bulk Actions.

Image

  1. Operations - Delete or Change auto collection appear in disabled state.

  1. Select one or multiple entries to enable and perform the operations.


Image

Summary: Bulk action operations appear by clicking the Bulk Actions button. These operations are enabled after selecting one or more entries.


Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.



Image

Use the Sort By drop-down options to sort the entries.



Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.



Image

All the column fields appear at a single place.



Image

Filters

The following are the steps:


  1. Click on the Filter list.

  1. Select attributes(filter and condition) to apply the filter.


Image

The following are the steps:


  1. Click on the filter icon.

  1. Select attributes(filter and condition).

  1. Click Apply Filter.
Image
Subscription Status Count

Information about the subscriptions if a customer has more than one. The most recent subscription details appears in the Subscription Info column.


Image

All the subscription information appears in a single place.


Image

Invoices

Feature


Leap UI


Classic UI


Bulk Actions

The following are the steps:


  1. Select one or multiple entries.
  2. Perform operations - Delete, Mark as Void, or More Actions for the selectedentry(s).
Image

Summary: Delete, Mark as Void, or More Actions operations appear automatically after selecting one or more entries.

The following are the steps: 1. Click Bulk Actions.


Image
  1. Operations - Delete, Mark as Void, or More Actions appear in disabled state.

  1. Select one or multiple entries to enable and perform the operations.


Image

Summary: Bulk action operations appear by clicking the Bulk Actions button. These operations are enabled after selecting one or more entries.


Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.



Image

Use the Sort By drop-down options to sort the entries.



Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.



Image

This feature is not available in the classic user interface.



Filters

The following are the steps:


  1. Click on the Filter list.

  1. Select attributes(filter and condition) to apply the filter.


Image

The following are the steps:


  1. Click on the filter icon.

  1. Select attributes(filter and condition).

  1. Click Apply Filter.
Image

Credit Notes

Feature


Leap UI


Classic UI


Bulk Actions

The following are the steps:


  1. Select one or multiple entries.

  1. Perform operations - Delete, Void credit notes, or More Actions for the selected entry(s).


Image

Summary: Delete, Void credit notes, or More Actions operations appear automatically after selecting one or more entries.

  <td>
    The following are the steps:
    <br/>
    1. Click
    <strong>Bulk Actions</strong>.<br/>
    <br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/classic-ui-credit-notes-bulk-action1.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
    <br/>
    2. Operations -
    <strong>Delete, Void credit notes, or More Actions</strong> appear in
    disabled state.
    <br/>
    3. Select one or multiple entries to enable and perform the operations.
    <br/>
    <br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/classic-ui-credit-notes-bulk-action1.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
    <br/>
    <strong>Summary</strong>: Bulk action operations appear by clicking the
    <strong>Bulk Actions</strong> button. These operations are enabled after
    selecting one or more entries.
    <br/>
  </td>
</tr>
<tr>
  <td>Sorting</td>
  <td>
    Click the column name or the arrow beside the column name to sort the
    column in ascending or descending order. Also, use
    <strong>Sort By</strong> drop-down options to sort the entries.
    <br/>
    <br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/leap-ui-credit-notes-sorting.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
    <br/>
  </td>
  <td>
    Use the <strong>Sort By</strong> drop-down options to sort the entries.
    <br/>
    <br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/classic-ui-credit-notes-sorting.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
  </td>
</tr>
<tr>
  <td>Column</td>
  <td>
    Customize the column appearance.
    <strong>Enable, disable or rearrange</strong> columns as required. You
    can also search by column name.
    <br/>
    <br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/leap-ui-credit-notes-column.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
  </td>
  <td>
    All the column fields appear at a single place.
    <br/>
    <br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/classic-ui-credit-notes-column.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
    <br/>
  </td>
</tr>
<tr>
  <td>Filters</td>
  <td>
    The following are the steps:
    <br/>
    1. Click on the Filter list.
    <br/>
    2. Select attributes(filter and condition) to apply the filter.
    <br/>
    <br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/leap-ui-credit-notes-filters.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
  </td>
  <td>
    The following are the steps:
    <br/>
    1. Click on the filter icon.
    <br/>
    2. Select attributes(filter and condition).
    <br/>
    3. Click
    <strong>Apply Filter</strong>.<br/>
    <img
      src="./assets/screenshots/images/upgrade-to-leap-ui/classic-ui-credit-notes-filters.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br/>
  </td>
</tr>

Events

Feature


Leap UI


Classic UI


Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.



Image

Use the Sort By drop-down options to sort the entries.



Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.



Image

This feature is not available in the classic user interface.



Filters

The following are the steps:


  1. Click on the Filter list.

  1. Select attributes(filter and condition) to apply the filter.


Image

The following are the steps:


  1. Click on the filter icon.

  1. Select attributes(filter and condition).

  1. Click Apply Filter.
Image

Transactions

Feature


Leap UI


Classic UI


Sorting

Click the column name or the arrow beside the column name to sort the column in ascending or descending order. Also, use Sort By drop-down options to sort the entries.



Image

Use the Sort By drop-down options to sort the entries.



Image
Column

Customize the column appearance. Enable, disable or rearrange columns as required. You can also search by column name.



Image

This feature is not available in the classic user interface.



Filters

The following are the steps:


  1. Click on the Filter list.

  1. Select attributes(filter and condition) to apply the filter.


Image

The following are the steps:


  1. Click on the filter icon.

  1. Select attributes(filter and condition).

  1. Click Apply Filter.
Image

Upgrade to Leap UI

To upgrade from Classic UI to Leap UI, follow these steps.

  1. Navigate to your profile image or icon.
  2. Click Explore Leap UI.

Alternatively, use this banner to upgrade from Classic UI to Leap UI, click TRY IT NOW.

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