Beta Release: Pay buttons in Halo end user portal.
Release Notes
Announcement
New Feature
BETA: Add Halo Pay buttons to invoices in the Halo end user portal.
If you are interested in this Beta, please enquire at support@benjipays.com. Find out more in the documentation.
8
Create pay button in Halo when invoice is generated
When an invoice is created in Halo, update the required properties of that invoice in Halo to add the payment URL so that the payment button appears in the customer portal. The payment button would go to an invoice payment page for that individual invoice.
Mendy G
Beta testing
0
Fixes
3
Some transactions fail when the customer or sub customer is no longer active in the accounting system
Refunds and voids fail when a customer is no longer active. Payments fail for sub customers if the parent is still active but the sub customer is no longer active for quickbooks online and quickbooks desktop
Adam Crandall
Shipped 🚀
0
- Fix issue with Invoice Rover rules with the "Skip invoices with created date prior to" setting enabled could include older invoices if the email template contained a token that loaded older invoices.
- Fix Halo Custom Button creation for Merchant's using Xero
- Add additional syncing and checking with the accounting system during Invoice Rover processing to improve accuracy
- Fix issue with QuickBooks Desktop when a customer or sub project is inactive, transactions would fail for invoice payments, voids and refunds.
- Improve readability of Invoice Rover emails on mobile devices.
- Improve transactionAmount matching on paynow links
- Fix issue with Halo invoice PDF retrieval when HaloPSA tenant is using AWS S3 Object Storage