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

• Finance
  • Payment Term Override in Billing Runs
  • Calendar Period Alignment for Billing Cycles (Quarterly / Semi Annual / Annual)
  • Revenue Schedule Reconfiguration: Usage Billing
• Commerce
  • Invoices
  • PayNow Portal
  • Checkout
  • Payment Gateways
• Integrations
  • Integration Summary Status Page Enhancements
  • Salesforce Package
• API Updates
  • Support for Refunds and Credits
  • Support for Subscription Revert
  • New API Endpoint
  • Support for Reactivating Subscriptions 
• Help Center Documentation
  • New
  • Updated

Finance

Payment Term Override in Billing Runs

This update introduces the ability to override default payment terms during manual and scheduled billing runs. Read more about this feature. 

Key Enhancements:

• Manual Billing Runs: Users can select between default or override payment terms when creating a billing run.
• Scheduled Billing Runs: Users can also set the payment term while setting up a billing run schedule.
  
  
• Reports & Filters: Payment term is now included in billing run filters and reports.
• Invoice Updates: Payment term is now accessible in invoice templates (PDF/Email).
• Help Text Improvements: Updated tooltips for target date, invoice date, and charge type fields.

How to Use

• When creating a Billing Run, select the Override option.
• Choose a custom payment term from the available list.
• The selected payment term will be applied to all invoices in the Billing Run.

Technical Changes

• GET Billing Run API now includes a payment_term field.
• POST Billing Run API allows sending a custom payment term.
• Validation added for incorrect values.

Calendar Period Alignment for Billing Cycles (Quarterly / Semi Annual / Annual)

We have introduced a new feature that allows billing periods to align with a specific calendar date when the billing cycle is a multiple of a month. This enhancement ensures invoicing consistency with standard calendar periods such as quarterly, semi-annual, or annual billing. Users can now specify a fixed start date (e.g., 1st of January, 10th of March) for billing cycles, improving financial planning and reporting.

Key Features:

• Ability to align billing start dates with calendar periods (e.g., quarter start, annual start).
• New option to select a specific day within a calendar period.
• UI update with a drop-down for billing period alignment.
• API and import/export updates to support the new alignment option

This update impacts billing runs, schedules, and invoices, ensuring greater flexibility and control over billing cycles. Read more about this new feature. 

Revenue Schedule Reconfiguration: Usage Billing

Available in Beta. Contact Ordway Support to enable this feature.

Key Features:

• Added Usage Summary and Revenue Allocation Billing Schedule Lines.
• Usages Summary will show all the usages added for the specific period.
• Revenue Allocation will show the amount attributed by the billing line to the corresponding revenue periods.
• Added Billing Details on the revenue schedule page. This will show the amount attributed by billing lines for the specific revenue period.
• Add ability to track user edits along with the source of edit (UI, Import, API) on billing (unit price, quantity, discount, new lines) and revenue lines (change in period revenue). If the system is re-computing the values, tracking details will get removed.
• Ability to auto-adjust revenue for usage based charges whenever there is manual change in billing lines.
• Ability to allocate revenue to different revenue periods.
• All the edits/updates will be captured in audit logs along with the source of edit/update.

Read more about this new feature.

Commerce

Invoices

Invoice Total column on Customer Portal now includes the invoice amount with Taxes.

PayNow Portal

Ability to make a payment method default on Paynow Portal Currently available for customers on PayArc, Heartland, Card Connect and Stripe Gateways. 

Note: For customers on Stripe gateway who do not see this option, reach out to our customer support team.

Ordway customers' end users now have the ability to choose a certain payment method as default from the PayNow Portal.

Checkout 

Customers subscribed to our Embedded Checkout portal or Express Checkout Portal will now see a new field called Estimated Taxes.

Payment Gateways

Update to PayArc Payment status

ACH payments go to Pending (validated status on PayArc) initially. 

When the payment is settled by the PayArc processor, we move the Ordway payment status to Processed. 

If the payment fails or gets rejected at the processor, we show the status as Failed in Ordway with a failure reason.

Integrations

Integration Sync Summary Page Enhancements

• Replaced drop-downs with tabs for View By Application and View By Transaction Type. 
• Tabs retain previous selections when switching views. 
  

Note: We will show only failed records on the Sync Summary Page going forward.

View By Transaction Type

• Displays chips for supported objects; hides those with no failed records.
• Only one chip can be selected at a time.
  

View By Application

• Displays chips for active integrations; hides those with no failed records.
• Only one integration chip can be selected at a time.
• Collapsible cards show objects with failed records; only one card expands at a time.
  

These improvements enhance usability, visibility, and error resolution efficiency. Read more about these additional updates. 

Salesforce Package

The latest Salesforce package is Version 4.3.10.
Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007M4YR

API Updates

Support for Refunds and Credits

List Refunds and Credits APIs now support filtering with TimeStamp for V1.

Support for Subscription Revert

We have introduced API support to enable reverting a subscription to a previous version. This feature allows users to programmatically revert a subscription to an older version when necessary, providing greater flexibility and automation capabilities.

New API Endpoint

Method: PUT Endpoint:/api/v1/subscriptions/{subscription_id}/revert?version={version_number}

Example Request:

PUT /api/v1/subscriptions/S-00125/revert?version=1

Support for Reactivating Subscriptions 

We have introduced API support for reactivating subscriptions. Previously, users could only reactivate subscriptions through the UI. With this update, developers can now programmatically restore a canceled subscription via API, improving automation and workflow efficiency.

API Endpoint:
Method: PUT
Endpoint: /api/v1/subscriptions/{subscription_id}/reactivate

Example Request:

PUT /api/v1/subscriptions/S-00125/reactivate

Help Center Documentation

New

• Set up a Multi-Year Contract in Salesforce
• Formulas or inherited fields synced to Salesforce
• Delete an object in Salesforce
• Payment Term Override in Billing Runs
• Revenue Schedule Reconfiguration: Usage Billing
• Calendar Period Alignment for Billing Cycles

Updated

• Update Salesforce Package - latest Salesforce Package added. Receive Payments Made Directly in Stripe - updated for clarity. 
• Self Service Checkout Configuration - updated with the latest information on this feature. 
• Edit Existing Product - information added on when Product changes take effect. 
• Modify Chart of Accounts - information added on when Chart of Accounts changes take effect.  - updated the article to reflect the steps work for switching from any gateway. 
• Change Payment Gateways - updated the article to reflect the steps should work for switching from any gateway. 
• Proration Rule Overview - file added to the article that can be downloaded to review calculations.
• Reactivate Subscription - updated with reactivation steps via API. 
• Revert to Previous Subscription - updated with reversion steps via API. 
• Integration Sync Status Summary Page - updated all sections. 
• Payment Gateway Important Notes & Requirements - updated with latest information shared in these release notes for PayArc.