Bug fixes and Maintenance

• third party package update for CVE security finding
• Admin and support team tools
• Bambora AVS address collection bug fix for customer page
• Improvements to Halo invoice resolving for QuickBooks Desktop users when more than one invoice is returned by Halo's search endpoint.
• Show the transaction reference from Bambora bank transactions that is stored in the accounting payment transaction on the payment details modal.
• Fixes to translation system initialization

We have a big release today, featuring one of your most-requested features. Email open / click tracking is now in beta.

We built this in order to give you more visibility into whether or not your clients have opened your emails and seen your invoices.

In addition, we enhanced our Quoter integration. Both you and your customers can now allow the card to be saved when paying for the quote. You'll find this handy when the saved card is available for future invoices. We also added the ability to save a card when using a custom payment link.

Improvements:

The All Transactions tab on the dashboard only shows attempted transactions now. Profile Skipped messages will be under the All Activity tab.

Fixes:

• Accounting Sync improvements
• Customer search improvements
• 3rd party package update as per CVE security notifications
• Reporting improvements

Fixes:

• Fix issue causing some QuickBooks Desktop merchants to not be able to sync properly
• Improve efficiency of some system related jobs with Xero
• Accounting Sync improvements.

Fixes:

• Improvements to stuck accounting sync detection
• Fix button text in customer portal settings section
• Enable AVS forms for new Bambora merchants
• Improvements to Customer page responsiveness when long sync is triggered during page load
• Fix e-mail quota tracking bug
• Content Security Policy improvements

Features

This release features beta launch of Invoice PDF Priority Settings, which allows you to set priority order for invoice PDFs. Some clients, in particular MSPs, have the ability to invoice from multiple different systems. Invoice PDF Priority Settings allows you to choose the priority order for invoicing, when multiple systems are possible.

This release also features several other updates.

• Merchants can set an order of priority for invoice PDFs when they have a PSA and the Datagate Integration enabled (Beta) - contact support for access to the early Beta
• Added a "View Payment PDF" button in the transaction details pop up for QBO merchants

• Bambora AVS data collection features ready for launch - helping keep fees low
• Merchants can now manually mark QBD payments as synchronized in cases where there is an error syncing the payment back to QBD
•  HaloPSA Can Access Invoices portal authorization out of Beta 

Fixes

• Fix issue when merchants were paying with a new card using Stripe in the merchant portal
• Email Sent History visible for all companies
• Fix to ensure accounting emails are imported with portal access enabled by default
• Fix a typo on the submit button in quoter integration
• Improved browsers content security policy for all areas of the application
• Fix issue with content security policy blocking Halo SSO logins

Updates and fixes

• Work on upcoming Days Sales Outstanding (DSO) feature for QBO users.
• Fix issue with Global Payments on the Paynow and Payment Info Request pages
• Improvements to Elavon Converge timeout handling and logging

New!

Batch Email enabling for receipts and portal access.

This new feature allows you to quickly and easily update all emails for 100s of customers at a time to enable receipt receiving or Portal Access! Find it on the customer page under Batch Actions.

• More accounting sync improvements
• Fix for portal login during edge case login scenario
• Beta release of new Halo "Can View Invoices" authorization for customer portal with SSO

New Beta Feature for Halo SSO users!

Find out more about the new authorization options for Halo (in Beta - request to join by emailing support) here:

 How to enable can view their invoices authorization via HaloPSA SSO 

Lots of work in this release, small improvements, prep for new features and bug fixes.

• Lay the groundwork for email open tracking
• Work on Address Verification for Bambora as required by them to keep rates as low as we have with them.
• Improvements to our accounting sync logic and performance
• Continued work on ConnectWise contact sync feature for future release
• Fix clover webhook issue
• Fix for issue with Elavon due to changes with converge

More to come!

Our latest release focuses on minor fixes and improvements in a number of areas.

• Upgrade to the latest version of our Database software
• Improve messaging around SPF / DKIM records in company settings
• Make sure the correct number of transactions is showing in the billing history page for a selected invoice
• Fix bug where the open balances were showing different in the customer and merchant portal
• Quoter integration ground work, new API calls and payment flows

• Improve QBD invoice sync to detect out of sync invoices
• Fix bug with website url validation in company settings

• Fix bug with refund amount not being rounded properly in transaction messages sometimes.
• Fix bug with paying multiple invoices where the invoices belong to siblings of a parent company in QuickBooks
• Check for valid email template prior to enabling Invoice Rover rule to avoid errors when processing reminders

In Invoice Rover, you'll now be able to set a minimum invoice amount in your rules. Invoice Rover would then only activate with the invoice amount is above the minimum, so that you aren't sending messages in Invoice Rover for minor amounts.

We have also added two other new features:

Provide option for a global cc/bcc whenever a payment receipt is sent

This option allows users to configure an email send to themselves or someone on their team, to allow for easy tracking of payment receipts.

Add One-Time Passwords (OTP) to specific admin actions

We've added an extra layer of security to the following admin actions with Benji Pays:

• Add admin
• Assign admin role
• Unassign admin role
• Remove admin