The February Production Release is now available and includes the following:

• Feature Enhancements
  • Feature Reminder
    • Early Pay Discount
  • Commerce
    
    • Customer Portal
      • Usage
    • ACH Credit for Stripe
    • Card Holder Name Captured on Stripe
    • Regenerate Taxes Option
  • Help Center Documentation
    • New
    • Updated

Feature Enhancements

Feature Reminder

Early Pay Discount

Did you know that Ordway offers an Early Pay Discount feature? Originally released in March of 2022, Early Pay Discounts are a great way to encourage customers to not only pay on time, but early.

Using the Early Pay Discount setting within Ordway’s Payment Terms, a discount is offered when an invoice is paid by a set amount of days prior to the due date.

Example Use Case:

Robert’s Lawn Care Service wants to offer a 10% discount for customers that pay early. When customers pay their invoice 15 days before the due date, a 10% discount is automatically applied to the invoice. 

Early Pay Discount Feature Overview

1. Edit Payment Term or create a new one with Early Pay Discount enabled.
2. Determine the number of days prior to invoice due date where a discount percentage is honored.
3. Set Default Credit and Product to automatically generate a credit added to an invoice paid early. 
4. Save the Payment Term. 

Read the full article on using Early Pay Discounts. 

Commerce

Customer Portal 

Usage

Subscription ID has been added to the Usage tab. 

ACH Credit for Stripe

Ordway customers can now accept wire transfers directly into their bank account by including their virtual bank account details on their invoices.

Notes:

This feature only applies to the Stripe Payment Gateway and is only available for USD currency at this time.

Read more about ACH Credit for Stripe. 

Card Holder Name Captured on Stripe

Customers can now capture card holder name while adding credit card details throughout Ordway and Customer Portal.  

Regenerate Taxes Option

Taxes may need to be recalculated for various reasons. One example is changing the Shipping Address on the Customer Details page. Because tax configuration is driven by Shipping Address, tax amount may be affected. 

Taxes can be recalculated for Draft and Posted Invoices when editing an Invoice. Update the Invoice as needed, save, and then click Regenerate Taxes from the More menu.

Read more about Regenerating Taxes in our Manage Invoices article. 

Help Center Documentation

Check out these new & updated articles since 01/03/24! 

New

• Ordway’s 2024 Product Release Calendar
• Debit Memos
• Disable Ordway upon Contract Expiration
• ACH Credit Transfer for Stripe

Updated