The February Ordway Platform Release is now available in Production.
The February Release includes the following feature enhancements:
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- Credit Charge on Cancellation
- Remove Billing Schedule Line on Cancellation
Feature Enhancements
Finance
In addition to the release of the new Advanced Usage Features, two new controls have been added to One-time charges. Both enhancements are currently only available in Beta, so please contact our Customer Success team if you would like these features enabled.
- Credit Charge on Cancellation - When enabled, a negative billing schedule line will be added to credit the invoiced billing schedule line on cancellation of the contract and a negative revenue schedule line will be added to offset any recognized revenue.
- Remove Billing Schedule Line on Cancellation - Unbilled billing schedule line will be removed on cancellation of the contract and a negative revenue schedule line will be added to offset any recognized revenue.
Payments
Canadian Pre-Authorized Debits – Stripe Only
- Canadian Pre-Authorized Debits is now supported for Stripe gateway accounts.
- What are Canadian Pre-Authorized Debits (PADs)?
- PADs are a way to pay bills and make payments automatically. Instead of waiting for customers to send a payment, a company or financial institution is given permission to debit a customer's bank account when the payment is due.
- Stripe users in Canada and the United States can accept PADs from customers with a Canadian bank account using the Automated Clearing Settlement System (ACSS) provided by Payments Canada.
- Before debiting a customer’s bank account, businesses must first collect a mandate from the customer defining a specific payment schedule or terms. The mandate includes the customer’s institution number, transit number, account number, name and email.
- When the Canadian Pre-Authorized Debits option is enabled in Stripe settings in Ordway, end customers can choose this payment method when paying invoices.
- Once the option is enabled in Stripe Settings, Ordway Admin users may set an interval for recurring monthly processing of Canadian PAD transactions.
- End customers have the option to select whether the account is a Canadian Bank Account in the Add Bank Account section of the Add Payment modal. Note: Only customers whose currency is set to CAD may add a Canadian Bank Account.
- Bank account details are saved by default and end customers may choose to set the account as their default payment method.
- Processing of PAD transactions begins 3 days after a Payment Run is initiated.
- Read more about Canadian Pre-authorized Debits.
Customer Portal
Payment Method Management
- Portal users can manage their saved payment methods by adding, deleting, and changing payment defaults under My account in the Customer Portal.
Note: This feature is now available for payments processed through CardConnect.
Usage Export Capabilities
- Portal users can export all recent usage data (up to 2,500 records) into an Excel file.
- Read more about our Customer Portal features.
Workflow Automation
Automate Customer Portal Actions
- We now support inviting contacts and disabling access to the Customer Portal via Workflow Automation. Learn more about our customer portal here.
‘Run’ Auto-Launched Flows
- It is now possible to run auto-launched flows on an ad-hoc basis. This is ideal for testing a new workflow or to run a workflow off-schedule.
- Read more about Navigation & Workflow Tools.
Note: Workflows must be enabled in order to run on an ad-hoc basis.
- Navigate to Menu > Platform > Workflow Automation, and click Run from the gear icon next to the desired workflow.
- Or access this option from Menu > Platform > Workflow Automation, open a workflow and click the Run button.
Restructured Workflow Logs
- In our February release, we have reorganized our Workflow Logs to make it easier to debug workflows and follow the individual steps executed. A workflow event is logged each time a workflow is executed, along with a log for each individual step within the workflow. Instead of displaying all logs in a sequential list, we now group logs by the initial run event.
- For example, let’s say your workflow is configured to find Subscriptions that match a specific criteria and update the latest billing schedule. If you open the logs for that workflow, you will see a list of every time the workflow ran. You can then dive deeper by clicking the gear icon and selecting View Child Records to see every update event logged.
- Read more about Workflow Logs.
Note: Access Workflow Logs by navigating to Menu > Platform > Workflow Automation, then click Logs from the gear icon next to any workflow.
Contact Address Form Update
- When adding or editing a contact, the Country field is now the first field in the address section. This ensures that the State field is prepopulated with the appropriate data and data type.
Integrations
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Salesforce
- A new package update will be released in early February.
- Updates include a number of UX enhancements to the Plan Picker, expired Ordway Contract renewal flows, and change/renewal opportunity creation from standalone Ordway Contracts as well as new custom object fields.
- More details will be provided in a separate email in February.
API URL Reminder!
On January 14th we communicated that our API URL has changed.
Please bookmark & use this link: https://ordwaylabs.stoplight.io/
Help Center Documentation
Check out these new & updated articles:
New:
- API Logs
- Webhook Logs
- Ordway IP Addresses
- Troubleshoot Import Files
- Add Additional Account in QBO
- Navigation & Workflow Tools
- Canadian Pre-Authorized Debits - Stripe Only
Updated:
- Audit Logs - Rewritten.
- Manage Currencies - Clarified that Ordway Support must be contacted in order to change base currency.
- Customer Portal Features - added items from this release.
- Workflow Logs - added items from this release.
Should you require additional assistance, reach out to us via Service Desk.
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