This release contains the following features and enhancements:

  • Spreedly Integration - this integration allows Payment Center to support 120+ payment processors/gateways.
  • Advance Payments - this new feature provides the ability to take advance payments, these payments can then be applied to future invoices.
  • Invoice Lines Customization - this provides the ability to select the fields to display in the invoice PDF and payment pages, it also provides the ability to sort invoice lines.
  • Have recurring invoice use payment profile - recurring invoice has its own storage of payment information, with this new feature payment profiles can now be used in recurring invoices, essentially consolidating card on file storage into the payment profile object.
  • Payment Time Out - this provides the ability to add a timer in the payment page. This is useful in scenarios where a payment is expected within a certain period of time. Examples are ticketing or reservation systems where the reservation needs to be released if a payment is not received on time.
  • New migration utility that pulls Authorize.Net CIM records and creates payment profiles in Payment Center.
  • New migration utility that pulls Authorize.Net subscription records and creates recurring invoices in Payment Center.
  • Stripe Deposit ID - a new batch process that runs on a regular basis that updates deposit ID in Stripe payments.
  • Ability to opt-out of Auto-BillPay.
  • Ability to enter check number when recording check payments.
  • Save profile as non-default - by default new profiles are set as the default profiles, this setting provides the ability to not make new profiles as the default.
  • Ability to tokenize a profile from the REST API.
  • Days Verify ECheck Status - a new processor setting that provides the ability to specify the number of days the app shall continue checking the status of eCheck/ACH payments, after they have been settled. This is necessary in cases where the payment has been stopped by the customer. By doing this, the status of the payment will be reflected accurately in Payment Center/Salesforce.
  • Batch email invoices enhancement - invoices can now be emailed in batch from the Invoices list view.
  • Do Not Send Invoice - a new invoice setting that provides the ability not to send installment notices.
  • CyberSource "soft declines / fraud reviews" behavior change - previously soft declines are set as successful payments. In this release, soft declines will now be authorized with a status of "Authorized - PENDING REVIEW". You can then either void or capture the payment in Payment Center.
  • Several UI improvements.
  • Fixed error when refunding eCheck/ACH payments.
  • For Payeezy Telecheck payments, the ability to enroll in Auto-Billpay is now possible.
  • Optimized invoice and profile triggers in order to allow for greater flexibility in customizations without hitting Salesforce governor limits.