New Features and Changes

Stay up to date with all the new features and changes within Payments.

Jason Sylvestre

Jason Sylvestre

11 February 2022

New Features and Changes

Feb 11, 2022

  • Fixed Aging Report to use the due date if available, and if not the created date as resending an invoice caused the values to shift around in the report.

June 17, 2021

  • Fixed an issue where a line item longer than 100 characters prevented an invoice from being saved with just a generic message.
  • Increased max length to 500 characters, and you can no longer enter more than that maximum.

April 12, 2021

  • Some behind the scenes enhancements to emailing and logging.
  • If you can mark an invoice as paid, you can now specify a reason that will display on the invoice history.

Feb 5, 2020

  • Coupons that expire now have the expiration date shows on invoices and emails so that it is clear to the payer that there could be a time limit.
  • A coupon that was used, but now expired will show up on the admin invoice page with the discount amount.
  • A coupon that expired before the payer paid will show up as -0.00 so that it is clear that it wasn’t used before it expired.
  • Totals will now show correctly for coupons that may or may not have expired.

Dec 3, 2019

  • Show the account used on the invoice.

Oct 9, 2019

  • Fixed some display issues caused by a prior change to make site more mobile friendly.
    • Pay button is now centered (previously the preview one was centered, but not the one the users pay with).
    • Invoice list takes up more room if the monitor is wide enough.

Oct 7, 2019

  • Changed how the download link in emails work. Previously, it would link to a browser page with the pdf in a small window because downloading directly from an email didn’t work as expected. Now it will direct them to a download page where they can download the invoice and/or receipt if it has been paid. This looks much like the pay page.

Oct 3, 2019

  • Fixed issue preventing attachments from being added to an invoice.
  • Coupon details now works (From the list of coupons where you create them)

Sept 24, 2019

  • Fixed the global team search.
  • The search can use the invoice number or an email for the customer on the invoice
  • Note there are different search boxes:

Team Search

Sept 23, 2019

  • When requesting a refund, a reason must be added.
  • Reason will now display in the history of the invoice.
  • The history of the invoice now show the person who made the action when available.

Sept 10, 2019

  • KFS Description of Funds Distribution and Processing Fee now have the Invoice number added
  • Some behind the scenes enhancements

Sept 17, 2019

  • Fixed display of dates. Previously, dates were displayed in UTC. Now dates are displayed in Pacific Time.
  • Updated when the expiration date for a coupon cuts off. The coupon will remain active until the end of the date that was entered.
  • When viewing a sent invoice
    • The Invoice and Receipt icons on the buttons have changed to a download.
    • Clicking on this will download instead of trying to show the PDF in a browser window. (A small scrolling window in the browser was displayed).
  • The list of invoices on the dashboard will display up to 1000 invoices. If you encounter performance problems with this page:
    • Let us know with a help ticket.
    • Try adjusting the filter in the mean time to show less records

Prior to Sept 17, 2019

  • Fixed the issue where sending invoices to multiple customers failed and they had to be individually sent.
  • Other enhancements