What's new in version 2.0.28678.0

Aptean Pay  •  Release Note  •  4/6/2023  •  9 min

Features

Aptean Pay Role Center

You can now see the count of records and find shortcuts to Aptean Pay Activity, Aptean Pay Requests, and Aptean Pay Receipts with the newly launched Aptean Pay Role Center. Find thisunder Activities tab on the home page. For more information, see Interface.

Aptean Pay Admin Permissions

As an admin, you now have the permission to delete a Request and Receipt record.

Aptean Pay Basic

This new permission set depends on other permission sets. This means that the permissions for a Basic user will vary and they cannot perform any of the tasks without another permission.

Mandatory details to setup Aptean Pay Payment method ID

You have to mandatorily enter your credit card details, email, valid mobile number, zip code, and country/region code to successfully setup a payment method ID.

Capture Payment

You can now capture payments with both immediate and delayed process. This means that you can setup a job queue to capture the payment after a specific interval of days. You also have the option to manually capture a payment. For more details, see Payment Request with Immediate Capture and Payment Request with Delay in Capture.

  • Posted Sales Invoices List: The navigation to send a Payment Request to the Aptean Pay Requests Queue has changed. For more details, see New Navigation.
  • Posted Sales Invoice: The navigation to send a Payment Request to the Aptean Pay Requests Queue has changed. For more details, see New Navigation.
  • Load Aptean Payment Receipt Records from Cash Receipt Journal: We have added an extra way to navigate to this step. For more details, see New Navigation.

Refund

You can now refund payment to the customer after a successful transaction, if the need arises. Only full refunds are supported currently. For more information, see Refund.

Customer Subscription management

You can now initiate Customer Subscription from Business Central and the Tenant ID is generated automatically.

Additional details for Payment Requests

You can now enter additional information while sending a payment request to your customer.

Aptean Pay Payment Methods from Business Central

You can now perform these functions for your preferred Aptean Pay Payment Method:

  • Create an Aptean Pay Payment Method
  • Retrieve the details
  • Delete the created payment method permanently from both Business Central and Aptean Pay

Also, there is the option for automatic payment deduction. So, you don't have to manually make the payment each time.

SMS Notifications

Your customer will now get SMS notifications when they provide their contact number in the Customer Card page.

Aptean Pay Receipts

The following enhancements have been made:

  • You can directly open Cash Receipts Journal from the Aptean Pay Receipts Queue page, based on the appropriate template and batch given on the Aptean Pay Setup page.
  • As an admin, you can delete a receipt record.
  • If you close a receipt record, your user ID will be reflected in the User ID field.

Status of Aptean Pay Requests

You can now check the status of an Aptean Pay Request record from the Posted Sales Invoice List and Card page.

Assisted Setup for Customer Subscription

You can now use Assisted Setup for Customer Subscription initiation.

Notifications

You will receive a notification:

  • On the Customer Card page when Payment Method Code is missing and Aptean Pay Setup is complete
  • On the Sales Order page when Payment Method Code is missing and Aptean Pay Setup is complete
  • On the Sales Order page when Aptean Pay Setup is incomplete and Payment Method Code has Use Aptean Pay enabled
  • On the Sales Order page when an Aptean Pay Payment Method exists for the customer and it has not been selected

To close the notification, choose the highlighted icon.

If you don't want the notification to appear again, choose Don't show this again.

A record is created in My Notifications page for that same notification withEnabled check-box unchecked.

To enable the notifications:

  1. Choose Tell me what you want to do and enter my notifications.
  2. Check the Enabled check-box against the notification.

To complete Aptean Pay Setup, choose Run Wizard.

DLL-Free Extension

You don't have to install DLLs to connect with Aptean Pay on any version of Business Central.


DLLs are still required for NAV.

Fixed known issue

Loading greater than 50 payment receipts into the Aptean Pay Receipts Queue

On the Aptean Pay Receipts Queue page, when there are more than 50 records to load from Aptean Pay, an issue used to occur at times which caused subsequent records to not be loaded. Thishas been fixed now.