2026.02.14 Ordway Platform Release Notes

The February 2026 Ordway Platform release is now available in Production.

This release introduces targeted improvements across Finance, Platform, Commerce & Payments, and API Updates—enabling faster invoice generation, enhanced revenue allocation accuracy, better system performance, and greater operational efficiency.

Key Highlights

Finance

Updates designed to streamline billing operations, automate usage and revenue processes, and give finance teams greater control and flexibility.

Order Line to Revenue Line Mapping for Billing-Based Revenue ENHANCEMENT

Each order line is mapped to applicable revenue schedule lines, excluding rules that recognize revenue on invoicing.

The feature is opt-in and disabled by default. Existing behavior remains unchanged when the feature is not enabled.

Real Time Billing Runs NEW FEATURE

Billing runs triggered from the UI or API for a single Subscription or Order execute immediately when they meet system limits. No queuing is required.

What’s New

• Faster invoice generation for small billing runs
• Immediate invoice response when billing a single Subscription or Order
• Real Time execution when properly filtered

How can you use it?

To enable this feature:

1. Go to Setup> Settings. The General Settings page is displayed.
2. Under Invoice section, click Real Time Invoice Generation toggle. 
3. Click Save to enable the feature.
   

For more details, see the Create Billing Run for a Single Subscription 

Configurable Revenue Allocation Method Across Product, Charge, and Sub-Charge Levels ENHANCEMENT

What’s New 

• Configure the revenue allocation method at the product, charge, or sub-charge level
• Choose between:
  • Based on Total Contract Value
  • Based on Each Billing Line
• Charges can either inherit the parent setting or override it
• The selected method is applied consistently in revenue schedules and exports

Update Credit Support in Workflows ENHANCEMENT

What’s New
You can now select Credit as an object and use the Update Record action within Workflows to modify existing credit notes automatically.

Key Highlights

• Enables updating standard and custom fields on Credit records
• Automates post-creation credit modifications
• Works with existing workflow triggers and conditions
• Reduces manual intervention in credit management.

[Xero] Customer & Contact Sync Behavior Update ENHANCEMENT

What’s New / Behavior Details

• When a Customer is created in Ordway and synced to Xero, only the first five associated contacts are sent to Xero.
• The first contact created in Ordway is synced and automatically set as the Billing Contact in Xero.
• Any contacts beyond the first five will remain in Ordway and will not sync to Xero.
• To be eligible for sync, a contact must have at least one of the following fields populated: First Name, Last Name, or Email Address.
• Contacts missing all three fields will not sync.
• Updates to synced contacts will continue to reflect in Xero, provided they remain within the first five contacts.

Important
If a specific contact must be available in Xero, ensure it is created within the first five contacts for the Customer in Ordway.

UI Fix: Custom Boolean Field Display in Credit Lines ENHANCEMENT

What’s Fixed

• Replaced the checkbox component with the standardized toggle UI for Custom Boolean fields.
• Ensures consistency with other Boolean fields across the platform (Example: Taxable toggle).

Scope: Credit Lines 

Platform

Platform-level improvements focused on performance, usability, and consistency—making every day navigation faster and configuration workflows more intuitive.

Faster, Cleaner Company Switching ENHANCEMENT

Suggestions appear as you type, without loading the full company list, while maintaining alphabetical sorting. The experience has also been refined for smaller screen resolutions, ensuring smoother and more responsive company switching across devices.

Audit Logging and Audit Log View in Management UI ENHANCEMENT

A new Audit Log View modal allows authorized users to review these changes in a centralized, easy-to-read format.

Capabilities

• Track configuration changes with user, timestamp, action, and before/after values
• Configure audit tracking for up to 10 fields per company.
  • Up to 20 fields are supported in higher environments
• Automatically generate audit logs for every change to tracked fields
• View audit history with field-level change details in the Audit Log modal

Customization

• Administrators can select which fields are tracked for audit logging
• Audit logging can be customized per company to meet internal compliance and governance requirements

Allow Document Numbering for Child Entities ENHANCEMENT

What’s New

A new controlled_by field allows document numbering to be managed by the Parent Entity or Self.

Customer and Product documents are always controlled by the Parent Entity.

Switching control to Self requires confirmation and is irreversible. System logic, validations, UI updates, and migration fully support this change.

Benefits

Enables decentralized control where needed while preserving consistency for critical records.
Prevents accidental or conflicting document numbering across entities.

For more details, see the Document Numbering 

Commerce & Payments 

Improvements across quoting, payments, and integrations that simplify deal workflows, enhance payment transparency, and reduce manual effort.

Plan and product filtering in HubSpot ENHANCEMENT

This improvement simplifies deal setup and helps sales teams work more efficiently when managing large product catalogs. 

Clear Status Messaging for Payment Gateway Updates ENHANCEMENT

When changes are made to payment gateway settings that require background processing, Ordway now displays a clear, user-friendly status message while the update is in progress.

Users are informed that their request is being processed and can follow a link to the Help Center for more details, reducing confusion and preventing duplicate actions while the job completes.

Payments Gateway Experience Improvements ENHANCEMENT

What’s New

• Refreshed Payments Gateway UI (V2) for a more intuitive configuration experience
• Gateway settings are now clearly grouped into:
  • Accepted Payment Methods
  • Transaction Settings
  • Advanced Configuration

Processing Fee Improvements

• Easier configuration of processing fee surcharges across supported payment methods
• Control default surcharge behavior for existing and new customers

Operational enhancements

• Clear progress indicators for background gateway updates
• Audit logs added for all changes made on the Payments Gateway page
• Contextual helper text and tooltips to guide setup

For more details, see Enhanced Payment Gateway UI V2 – Ordway Support Portal

Improved Billing & Shipping Contact Mapping (HubSpot) ENHANCEMENT

When syncing deals to Ordway:

• If billing or shipping contact fields are set on the deal, those contacts are used.
• If those fields are not set, Ordway falls back to the associated deal contacts with buying roles marked as Billing or Shipping.
• If no such contacts are found, Ordway continues to create a placeholder contact using the company or customer name.

This update ensures smoother migrations to the newer HubSpot connector while preserving existing workflows and reducing manual corrections.

Adyen Transaction Fee Visibility ENHANCEMENT

This update provides better transparency into gateway costs by showing detailed transaction fee information alongside each payment, aligning Adyen behavior with existing Stripe fee visibility.

What’s Improved

• Transaction fees from Adyen are now recorded and displayed
• Enables easier reconciliation of gateway costs
• No configuration changes required

Improved Charge Editing for Quotes in “Out of Acceptance” Status ENHANCEMENT

Previously, attempting to edit charges on an expired or sent quote could fail with a status-related error, even when the quote status itself was not being changed. This has been resolved.

What’s Improved

• Charge details (such as price and charge type) can now be updated on quotes in Out of Acceptance
• No impact to the quote status during updates
• Smoother quote management for post-send adjustments

API Updates

API enhancements that streamline billing schedule data retrieval and improve response times.

Billing Schedule API: Header-Only Response Support ENHANCEMENT

Previously, the Billing Schedule GET API always returned both billing schedule header data and line-level details.
When billing schedules contained a large number of lines, this could result in slower API responses and negatively impact downstream processes that only needed high-level billing schedule information.

What’s New

A new reserved query parameter, header_only, has been introduced for the Billing Schedule GET API.

When this parameter is set to true, the API response includes only billing schedule header attributes and excludes all line-level data. 

For more details, see List Billing Schedules, List Billing Schedule ID

New API: Billing Schedule Lines NEW FEATURE

What’s New

• Fetch billing schedule line items as a standalone resource
• Supports pagination and sorting
• Enables filtering on both parent-level and line-level attributes

This enhancement eliminates the need to load the entire billing schedule and its associated lines, significantly improving response times for high-volume accounts. 

For more details, see List Billing Schedule Lines