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Release Notes February 20, 2024 [1.243 + 1.244]

Corey Syrnyk
  • Updated

This release brings together some previously released items that further enhance the Stax Bill QuickBooks integration, as well as some new functionality in the Self-Service Portal. Here are just a few of the highlights of the February 20, 2024 [1.243 + 1.244] release. 

 

Feature Highlight

Self-Service Portal 

The self-service portal has been updated to include a pay now button on the main page. Additional improvements have been made to allow the selection of invoices to be paid or to pay all outstanding along with the ability to add a payment method while in the payment process wizard. 

payment.png

Donations Options

You can also accept donations or tips while a customer is making a payment. You can add non-taxable items to the payment option where a customer could enter a particular amount for a donation or provide a tip. This information will be included on a separate invoice and can be viewed within the portal.

donation.png

A donation or tip is a customizable purchase item that can be configured as a tax-exempt product and included in the purchaseable items section of the self-service portal by navigating to the Portal and, under the Self-Service menu, click Configure. On the Configure page, click Purchases and configure the products to purchase. 

 

Enhancements

QuickBooks Online

The QuickBooks Online integration has been further enhanced to allow you to retry warnings or errors once you have resolved the issue. This provides instant confirmation if the fix was successful. 

resync.png

Bugs

  • Bug 57074: SSP Pay Now - Parent cannot pay child's invoice.
  • Bug 57286: Rec Report UI showing write-offs from the day after the end date.
  • Bug 56498: Unified invoicing with an EoP quantity change subscription on the child results in misleading projected invoices.
  • Bug 56972: Unable to unsuspend a customer because of migrated subscriptions with scheduled migrations.
  • Bug 56528: Draft Invoices Report Discrepancy: Mismatch Between 'Estimated Due Date' and 'Estimated Posting Date' values.

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