Release Notes
Updated 2 days ago
This release contains the following features and enhancements:
Account Billing - The Account Billing component allows you to select which Payment Center objects to show the community users. You may opt to show Invoices, Installments, Payments, Payment Profiles and Recurring Invoices.
Subscription Billing - This feature allows for a faster and more straightforward process of creating recurring invoices.
Pull CardConnect Funding API - Automates syncing of Deposits (from CardConnect) to Quickbooks online.
Asynchronous Rollup of Paid Amounts - A new field in Payment Center Settings when enabled means that the rollup is not processing at the same time or speed.
On demand Rollup of Paid Amount from the list button - This feature enables you to perform a real-time rollup of the total paid amounts for both account and opportunity records.
Clear ACH Processor - An additional processor that you can set up that focuses on eChecks.
PayTrace Processor - A new integration that allows customers to use PayTrace as their processor.
Add date for Initial Payment Amount when configuring installment - A new feature that would let you capture the Initial Payment from your customer's Installments and capture it on a specific date.
Add Outstanding Invoice Component - Allows you to print and display the outstanding invoices of the Account or Contact in an invoice.
Pass address when creating a customer for Serve First - This new integration allows effortless transfer of customer addresses from Salesforce to Serve First when a customer profile is created.
Add Risk Data for Braintree (Spreedly)
Bug Fixes