a year ago
Acumatica: Version 23.0607.0
Release Date: June 7, 2023
This release adds ClickToPay support for contract and project billing, displays card expiry dates on customer payment methods, and addresses ClickToPay issues reported by our customers.
IMPORTANT: To avoid conflicts with other modifications or customization projects, we strongly advise that you install and test REPAY Base and ClickToPay customization projects in a staging or sandbox environment before deploying them to production. If you run into issues, please contact Support.
Release Notes
Acumatica Versions: 2021 R2, 2022 R1, 2022 R2, 2023 R1
Features
| Ticket | Type | Description |
|---|---|---|
| ERP-2414 | Feature | Banking > Process ClickToPay Payments. When you import payments, the payment date is now the transaction date from ClickToPay. Previously, the import date was used as the payment date. |
| ERP-2906 | Feature | Customization > Profiles > Site Map. We've updated the ClickToPay prefix for screen IDs so that it doesn't conflict with other Acumatica modules. With this change, implementers no longer have to manually update the site map when configuring REPAY. The new prefix is RC.TP. Existing installations will be converted to the new prefix during the publishing of the updated ClickToPay package. |
| ERP-2907 | Feature | ClickToPay now supports Contract and Project Billing. On ClickToPay Setup, select the options you want to enable. |
| ERP-2914, ERP-2915 | Feature | ClickToPay for project billing. When you run project billing, a ClickToPay link is created and the link and URL are saved on the invoice. If the customer is opted out of ClickToPay, no link is created. This is available from:
|
| ERP-2916 | Feature | Projects. ClickToPay links are included with their corresponding invoices on the INVOICES tab of the project screen. |
| ERP-2920 | Feature | Project AR invoices now include the ClickToPay links. The links are available at the bottom of PDF, Excel, and HTML invoices. |
| ERP-3418 | Feature | Customer > Payment Methods. The payment methods table now includes the expiry date for credit cards. |
| Multiple | Feature | Internal security fixes and security upgrades to third-party libraries. |
Bug Fixes
| Ticket | Type | Description |
|---|---|---|
| ERP-2487 | Fix | Sales Orders. Resolved issues when pre-authorizations exceeded the authorization expiration configuration field in the Processing Center settings. |
| ERP-2903 | Fix | ClickToPay Sales Orders. If you synced with ClickToPay and later changed the price of an inventory item, the associated ClickToPay sales order invoice wasn't updated to reflect the new price. |
| ERP-3176 | Fix | On Sales Orders and Invoices, when you added an ACH payment method to a customer account using the "New Card" option, it was saved with Other in the description, rather than ACH as expected. |
| ERP-3214 | Fix | Sometimes credit card payments were shown with a status of Unknown. |
| ERP-3419 | Fix | When importing sales orders from SPS Commerce, the following error was displayed and sales orders weren't created.Error: An error occurred during the processing of the field CustomerLocationID... |
| ERP-3475 | Fix | Sales Order > Payments. If the Account Name is blank on the Addresses tab, when you tried to make a payment using a saved card, an error was displayed. Fixed. |
| ERP-3646 | Fix | ClickToPay and surcharge payments. When a buyer paid an invoice that included a surcharge, in Acumatica the payment was applied to the original invoice and released, but not to the surcharge invoice. |
| ERP-3681 | Fix | ClickToPay. Fixed errors that prevented using ClickToPay to collect payments for sales orders. (Clients had to use AR invoices to collect payment and apply a separate payment to the sales order to close it. |
| ERP-3692 | Fix | Improved configuration handling. |
| ERP-3819 | Fix | ClickToPay Invoice Re-Sync now ignores credit memos and only syncs invoices. Previously it attempted to sync credit memos which resulted in errors. |
Downloads
| Base Customization Projects | 2021 R2 | 2022 R1 | 2022 R2 | 2023 R1 |
| ClickToPay Customization Projects | 2021 R2 | 2022 R1 | 2022 R2 | 2023 R1 |
Resources