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Payments

Ability to set Payment Profiles to Inactive

Updated 2 days ago

This article outlines the recent enhancement to the Kulturra's Payment Center: the ability to mark Payment Profiles as Inactive. This update includes a new custom field on the Payment Profile object and additional validation rules to support recurring and installment invoice logic. A new Payment Page parameter has also been introduced to control the visibility of saved profiles.

Active/Inactive Payment Profile

New Field on Payment Profile

A new checkbox field called Inactive has been added to the Payment Profile object to allow better control over profile usage.

  • Field Name: Inactive

  • Type: Checkbox

  • Default Value: False (i.e., the profile is active by default)

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Validation Rules

1. To maintain data integrity and avoid disruption to billing automation, the system will prevent inactivation of payment profiles that are actively in use.

A payment profile cannot be set to inactive if it is:

  • Linked to a Recurring Invoice that:

    • Has Auto-BillPay = true, AND

    • Is Active = true

  • Linked to an Installment Invoice that:

    • Has Auto-BillPay = true, AND

    • Is not yet paid

 

Testing Scenarios

For Recurring Invoices:

1. Create a Recurring Invoice with Is Active = true and Auto-BillPay enabled.

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2. Attempt to mark the associated Payment Profile as inactive. An error will be triggered, as the profile is currently in use.

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For Installment Invoices:

1. Create an unpaid Installment Invoice with Auto-BillPay enabled.

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2. Attempt to inactivate the associated Payment Profile. An error will be triggered, as the profile is currently in use.

 

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Behavior of Inactive Profiles

  • Inactive profiles will not appear on the Payment Page.

  • If an inactive profile is used in global methods or APIs, an error will be returned.

  • Users cannot select an inactive profile when configuring Recurring or Installment Invoices.

  • Validation is triggered immediately after selecting a profile when Auto-BillPay is enabled.

 

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Do Not Display Profiles On Payment Page

A new parameter has been introduced for both Online and Terminal Payment Pages:

  • Parameter Name: doNotDisplayProfiles

  • Type: Boolean

When doNotDisplayProfiles = true:

  • Existing payment profiles will not be shown to the user.

  • Any new Credit Card or ACH information entered during the session will not be saved to a profile.

 

Availability: Spring '25

 

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