Summer '23 Release

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