What's new in version

Modified on Fri, 31 Dec 2021 at 07:15 AM

All Payments screen updated to show color coded transactions

The All Payments screen for a consumer has been revamped to show a full breakdown of all historical transactions, future postdates and web transactions. Colors have been used to differentiate between approved and declined credit card transactions to allow for a full history of the consumers payment attempts.

Original Creditor added to the Consumer Search Screen

New Role for Billing Admin

A new role has been created called Billing Admin. A user with this permissions may setup the internal account billing profile for your agency.

Users in this role will be able to manage their own payment methods. 

New fields for Discount of Current Balance and Original Balance.

Numerous new built in fields have been added for automatically calculating a discounted settlement. The fields are available in 5% increments from 5% to 95%. To see the available fields, edit an email template and type "Discount" into the Replacement Fields search bar. Note that there are two types of discounts:

  • DiscountCurrent - discounts the current balance
  • DiscountOrig - discounts the original balance (sometimes called the Assigned Balance)

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