A preview of Ordway's February 2025 release is now available in your Sandbox environment. Please read these release notes and familiarize yourself with new features in Sandbox over the next week.
Your Production environment is expected to be updated with the latest release on February 8th.
Table of Contents:
Finance
Evergreen Contracts - Billing Line Extensions
Ordway Application creates projected billing lines in an evergreen contract for a period of 12 months. This is extended each time the number of projected lines covers a period of 6 months or less. When extending the projected term, Ordway ensures that the last line covers a full billing period.
Platform
Formula Custom Field type supported in Plan Charges
Users can now enable the creation of a Formula Field Type as a custom field on the Plan Charges object.
Payments
Link Wallet for Stripe Payment Gateway
Improved user experience on Payment method addition have been made for more security and ease of use with the Link Wallet system for Stripe Gateway. Enhancements are found in the following elements:
- Payments Gateway
- Customer Details
- Add Payment Form / Link Integration
Read more about these new changes: Stripe Payment Elements - Improved User Experience
Additional Gateways added to Checkout and Express Checkout Portals
Checkout and Express Checkout Portals now support Heartland, Payarc, and CardConnect Payment Processing Gateways in addition to Stripe.
API Updates
Date Range Support for API Filter
API Filter now supports date ranges. The date range is specified by using the greater than (>), less than (<) and equal (<=, >=) operators.
Example Extended Supported: updated_date>={date1}&updated_date<={date2}
Payment Run API
Ordway Create Payments Run API now includes two additional flags in line with the toggles present on the Payments Run page in Ordway. Reference: Create Payment Methods
- Support Retry Failed Payments
- Apply Payments processing surcharge fee
Sample Request:
{
"filter_options": {
"customer": [
{
"id": "C-00014"
}
]
},
"target_invoice_due_date": "",
"currency": "USD",
"payments_total_value": "0.00",
"payments_success_value": "0.00",
"payments_failed_value": "0.00",
"refunds_total_value": "0.00",
"refunds_success_value": "0.00",
"refunds_failed_value": "0.00",
"created_by": "test@ordwaylabs.com",
"updated_by": "test@ordwaylabs.com",
"payment_per_customer": true,
"refunds_for_negative_invoices": true,
"success_email": false,
"decline_email": true,
"retry_payment_enabled": true
}
Sample Response:
{
"id": "PR-00047",
"status": "In progress",
"filter_options": {
"customer": [
{
"id": "C-00014"
}
]
},
"target_invoice_due_date": "2025-01-28",
"success_count": 0,
"failure_count": 0,
"currency": "USD",
"payments_total_value": "0.00",
"payments_success_value": "0.00",
"payments_failed_value": "0.00",
"refunds_total_value": "0.00",
"refunds_success_value": "0.00",
"refunds_failed_value": "0.00",
"created_by": "test@ordwaylabs.com",
"updated_by": "test@ordwaylabs.com",
"payment_per_customer": true,
"refunds_for_negative_invoices": true,
"send_email_on_payments_success": false,
"send_email_on_payment_fail": true,
"retry_failed_payment": true,
"payment_processing_surcharge": false
}
Ordway Create Payment Methods API
Ordway Create Payment Methods API
In order to improve security while passing payment method information via API, Ordway Create Payment Method API now accepts Payment Methods Token for Stripe, Heartland, Card Connect, and Payarc Gateways for Credit Card Payment Type. Reference: Create Payment Methods
Ordway users can now pass payment method token as a request parameter instead of sensitive information such as Credit Card Number, CVV, Expiration.
Sample Request:
{
"payment_type": "Credit Card",
"type": "visa",
"token": "tok_1QlljoArV4yJMZtNpLw6JDV2",
"account_holder_name": "Vishalnag V",
"country": "US",
"default": true,
"gateway_name": "Stripe"
}
Sample Response:
{
"id": "pm_1Qllk8ArV4yJMZtNp0rXSlU5",
"payment_method_id": "pm_1Qllk8ArV4yJMZtNp0rXSlU5",
"customer_id": "C-00131",
"customer_payment_gateway_id": "cus_Rdcn2XVjXJrXVd",
"account_holder_name": "Vishalnag V",
"payment_type": "credit_card",
"payment_method_type": "Credit Card",
"type": "Visa",
"account_number": "****1111",
"expiry": "6/2029",
"default": true,
"url": "https://dashboard.stripe.com/acct_1QkLWdArV4yJMZtN/test/customers/cus_Rdcn2XVjXJrXVd",
"billing_details": {
"address": {
"city": "",
"country": "",
"line1": "",
"line2": "",
"postal_code": "",
"state": ""
},
"email": "",
"name": "",
"phone": ""
}
}
Billing Schedule and Revenue Schedule
The existing API for updating Billing Schedules and Revenue Schedules has been enhanced to allow for updating specific lines using the unique line id (uid).
Example:
API for Pause/Resume Subscription
Two new APIs are introduced to manage Subscription Pause and Resume. The API end points are:
/api/v1/subscriptions/{sub_number}/pause
/api/v1/subscriptions/{sub_number}/resume
Additional details on the parameters and response structure can be found in our API documentation.
Help Center Documentation
New
Updated
- Pass Through Payment Processing Fees - clarification made to customer enablement information.
- Manage Taxes - Updated with Product Tax Groups.
- Import Usage Records via API - Clarification added to Preconditions.
- Update Salesforce Package - Updated with latest link to Version 4.3.9
- Avalara Integration - Clarified that when products do not exist yet in Avalara or do not have a tax code, Avalara uses default tax code settings.
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