Skip to main content

Release Notes November 5, 2024 [1.263]

Corey Syrnyk
  • Updated

Feature Highlight

PayPal

Your customers can now use PayPal directly from the self-service portal or offering page! On the website, they can select PayPal as a payment method and log in to PayPal to complete the transaction. 

To configure PayPal, go to Settings> Collections and under other Gateways, select the PayPal Complete Payment under PayPal.

paypal_gate.png

Security Settings

You can set the minimum length of a password as well as the number of failed attempts before the account is locked for 24 hours or requiring a admin unlock.

 

Enhancements

QuickBooks Online

You can now disconnect from QuickBooks Online without removing your configuration settings. When disconnecting, by default you will maintain configurations but will no longer send data to QuickBooks. To remove all configurations, you must de-select that setting in the window. 

qbo.png

 

Credit Notes returned as HTML

When using the API creditnotes endpoint, the returned credit note is in HTML.

 

Billing Notifications

Upcoming billing emails have been improved, so fewer emails are sent when minor changes are made to the invoice. This improves customer communication and removes confusion, as fewer similar emails are sent out.

 

Invoice Reference Date Posted Invoice

You can now edit the invoice reference date on a posted invoice.

 

Netsuite location override

You can now override a particular customer's default location in NetSuite.

 

 

Bugs

  • Bug 60759: Unable to review payment details page.
  • User Story 60423: Geotab ID - trim leading and trailing space characters.
  • Bug 60660: Hubspot Invoice Column Issue.

Related articles