Release Date: July 18, 2023

The new payment wizard streamlines the payment workflow. This release also fixes a payment issue in Sage Intacct and an error affecting ERPs that prevented adding credit cards if the expiration year ended in zero.

With this release, parent-child account support is available for ERP integrations and will be added to the REPAY integrations in the coming months. Learn more about this feature later in this release note.

About REPAY ClickToPay

ClickToPay is a set of AR functionality used by REPAY's ERP integrations. It includes the online portal for paying invoices and sales orders; the Add Payment "hosted" form accessed by buyers and ERP users to add a credit card or ACH payment method; and the REPAY Receivables API that connects to the gateway, processes payments, and syncs back to the ERP for reconciliation.

Release Notes

Ticket	Type	Description
Multiple	Feature	The new payment wizard guides you through paying invoices and orders. You can move forward and back through the steps to submit a payment and receive a receipt. When you choose the bills to pay and click Pay Selected, the wizard opens and guides you through these steps: Select a saved payment method (credit card or ACH) or add a new one. Review the documents selected for payment. Complete the payment (enter the CVV for a credit card or accept terms for ACH). View and print the receipt.
ERP-4064	Fix	Sage Intacct. Accounts Receivable > Invoices. When you submitted a payment (ACH or credit card), the approved or declined message wasn't returned and displayed in Sage Intacct - the Payments tab was blank. Now, transaction details are displayed for successful payments and error messages are displayed if returned.
ERP-4115	Fix	Various ERPs, including Sage 100. You couldn't add a credit card to a customer if the expiration year ended in zero (for example, 05/30). Instead, the add payment method form displayed an error that the expiration date must be in MMYY format.
ERP-4386	Fix	Fixed an issue affecting the Add Payment Method form.

Parent-child support in ClickToPay

ClickToPay is now able to reflect parent-child account relationships that are defined in an ERP. Additional setup in the REPAY ERP integration is required to link customer accounts to a parent account and provide that linkage to ClickToPay. Partners building API integrations can use the new parentCode key (field) in the Customers endpoint requests to associate child accounts with a parent.

Highlights:

• Buyers with logins to parent accounts will be able to see and pay bills for their child accounts.
• Customers logging into ClickToPay with a child account will see only bills for that account.
• The display is optional. If you use parent accounts to manage subsidiaries or locations in your ERP, you don't have to update ClickToPay.

All documents are listed together, sorted by oldest (earliest invoice date) to newest (most recently added). The following example shows documents for two customers (one is the parent and the other, is the child).