What's new in version 2401.0.0.0

Aptean Pay  •  Release Note  •  4/3/2024  •  3 min

Features

With the features added in this release of the Aptean Pay extension, you can:

  • Define the G/L account or Bank account to be used as the balancing account in the Cash Receipt Journal for any processed convenience fees.

    This feature works for both sales orders/invoices and service orders/invoices.

  • View the associated convenience fee amount and total payment, including the convenience fee, on the Aptean Pay Receipts Queue page.

  • Use the Aptean Pay Credit Memo document for seamless communication with the Aptean Pay portal. For more information, see Credit Memo Processing.

  • Update the Aptean Pay Payment Method page to include an option for customers to input new billing addresses when adding a card. Enable support for multiple billing addresses per customer, with the ability to set a default address for each payment method.

  • Revise the function to delete registered payment method details and cancel any authorized payments, enabling re-authorization if needed for better control over payment methods. For more information, see Deletion of the authorized payment detail.

  • View the source document of a pre-authorized transaction. For more infomation, see View the source document of a pre-authorized transaction.

  • The retention policy function is introduced on the Aptean Pay Log to define rules for data retention, ensuring compliance, efficient storage, and optimized system performance.

Modification/enhancement

The following enhancements/modifications have been made in this release:

  • When the Skip Authorization toggle is turned on in the sales document, payment authorization will still occur when the invoice is posted. Additionally, the system will consider the invoice amount rather than the total order amount for authorization.

  • When the payment method of authorization is successful, the Skip Authorization toggle becomes non-editable.

  • Editing or deleting lines on the Aptean Pay Pre-Auth Queue page is now restricted.

  • When changing the posting number on the Sales Order or Service Order page, a notification will appear to cancel the currently applied payment method.

  • The Email and Mobile Number details are inherited from the associated Aptean Pay Payment Method record to the Aptean Pay Pre-Auth Queue page, rather than being sourced from Sales or Service documents.

UI/UX changes

The following UI/UX changes have been made in this release:

  • The Aptean Pay Credit Memo Queue page is added.

  • The Conv. Fees Bal. Account No., and Convenience Fee Suffix fields are added to the Aptean Pay Setup page.

  • The Convenience Fee Amount, Total Amount, Credit Amount, Credit Applied, Credit Memo Reference No., and Credit Memo Aptean Pay ID fields are added on the Aptean Pay Receipts Queue page.

    These fields can be added through customization.

  • The Name on the Card, Email and Mobile Number fields are added on the Aptean Pay Payment Method list page.

  • The Use same Address from Customer details checkbox is added on the Aptean Pay Payment Method page.

  • The Address, Country name, Country Code and Phone Number fields are added on the Aptean Pay Payment Method page.

  • The Invoice Reference, Payment Id, and Failure Reason fields are added on the Aptean Pay Log page.

  • The Create Payment option is added in the Entry Type field, and the Failure option is added in the Result field on the Aptean Pay Log page.

  • The Failed option is added in the Payment Status field on the Aptean Pay Pre-Auth Queue page.

  • The Delete Payment Method action is moved from the Aptean Pay Payment Method page to the Aptean Pay Payment Methods list page.

  • The Secret Key field and the Update Secret Key action are removed from the Aptean Pay Setup page.