The June Ordway Production Release is now available and includes the following:

Feature Enhancements:

• New Analytics Platform
  • Audit Details
  • New Standard Report
• Finance
  • Pause Subscription

     

• Platform

  • Resend Emails

• Commerce

  • • Require Field Clarification

    • New Payment Method

    • Express Check for Self-Service Customers

    • Support for Refund Units on Cancel and Refund Lines on Cancel

  • Help Center Documentation

    • New

    • Updated

New Analytics Platform

Audit Details

• • Created by, Updated By and Created At, and Updated At are now available for reporting at the individual business Object level.

New Standard Report

• • • A new report called A/R Aging with Account Balance has been added to the platform. 
    • This report integrates data from two sources: the Account Balance (Cumulative, filtered for Accounts Receivable) and the A/R Aging report and highlights the variance between these two sets of data for each customer. 
    • By default, the Account Balance data is filtered to include only Accounts Receivable accounts, defined based on product posting account information (all accounts debited during invoice posting are considered Accounts Receivable). Users can modify the accounts included in the report if necessary.
      

Finance

Pause Subscription

A new capability has been added to support pausing a subscription and the corresponding adjustments to revenue and billing.

• The Pause feature will be available from the Subscription menu of any subscription in Active status.
• Subscriptions in Pause status will not be available for the following actions: 
  • Change 
  • Renew 
  • Cancel
  • Editing Billing and Revenue Schedules
    
• Read more about Pausing a Subscription. 
  

Platform

Resend Emails 

• • Users can now resend emails with attachments.

Commerce

Required Field Clarification

• Required fields are now visually highlighted for better clarity and ease of use.

New Payment Method 

• Affirm has been added as a new payment method for Stripe Customers.
• Affirm is a popular payment method in the US and Canada that allows customers to split purchases over a series of payments. 

Express Checkout for Self-Service Customers

• Ordway is introducing a streamlined 3-step Express Checkout process tailored for businesses that have their service plans and offerings listed on their website. This solution is designed for customers who seek a straightforward method to capture payment information and seamlessly create subscriptions within their billing system. The Express Checkout process involves an intuitive iframe integration, requiring minimal fields to initiate a subscription.
  
  
• Refer to our Express Checkout article for additional information.
  

Support for Refund Units on Cancel & Remove Lines on Cancel fields

• Added support for Refund Units on Cancel and Remove Lines on Cancel fields, providing users more comprehensive control and flexibility.  These fields can now be exported and imported. 

Documentation

New

• Can a VAT ID be saved in Ordway?
• Express Checkout
• Pause Subscription
• Pause Subscription Email Templates

Updated

• Manage Company Profile & Logo -  updated the max width and height of logos. 
• Payment Gateway Important Notes & Requirements - updated with recent ExactPay details and added Heartland Payment Gateway information. 
• Cancel Active Subscriptions Via Imports - clarified cancellation requirements. 
• How to Restrict Payment Methods - clarified that payment methods can be still be used even when toggled off in PayNow/Customer Portal and explained how to permanently remove a payment method.
• Anrok Integration - updated with proper steps to add a VAT ID Custom Field.
• Best Practices for Handling Incorrect Subscription Changes - clarification added on deleting Journal Entries.

• Add a Charge and Create a Plan- Clarification added on Refund Units on cancel and Refund Units on cancel and Remove Lines on cancel fields. 

• Automate Journal Entries - updated article for clarity for both JE Settings.