New Features:
- Connect Payment Pages now allow searching by Matter Number/ID and related Invoices – In the payment page settings you can toggle between Client or Matter ID
- Search & Export Payments with the “Credit/Debit” field - In the Payment Manager, merchants can search a new field called Credit/Debit that filters payments made by a credit or debit card. Unknown card types are also searchable.
- Pending Balance Tracker – When you check the box under Settings and Connect any pending or queued payments will now be reflected on future payments.
- Connect custom fields are now available in Payment Schedule Export
- Integration with Fulcrum is now live
- Connected Payment Pages now have a “Show me all my invoices” link – This allows clients to see all outstanding invoices so they don’t have to make multiple searches when paying through the connected payment page.
- Thomson Reuters 3E Cloud Support - This feature adds support for sending/receiving encrypted invoice/receipts from clients using 3E Cloud. A new user interface in Module Enrollment is added under 3E Cloud integration.
Fixes/Changes:
- Removed the Tax line on client receipts if it is not charged
- Added Receipt Email column option in Payment Manager reports
- Improve Character Limit Reached Error Message in Message to Payer field
- Fix error when adding a payer without a first name/last name