6.9 Release Notes
PayPal Recurring
- Extended PayPal for the Modern form to cater for recurring payments
- Allows for membership (Payment Option) billing plans to be created
- Allows for Recurring membership/Subscription or recurring Payment/Donations
- Status Updates of (Active, Inactive, Suspeded) on Recurring Payment updates Recurring Payment in PayPal
- PayPal user cancelling, updates Recurring Payment status to Inactive
- Requires License from Payments2Us
Manual Payments
- Lightning for updated to have Soft Credit Contact auto-complete / lookup functionality fixed
- Move buttons, i.e. Save, Cancel to docked footer to allow for quicker entry
Annual Statements
- Created new Record Type on Campaigns to make processing of Annual Statements more straight forward
- Updated layout to handle 12 rows of payments on one page
- Added ability to change which date is used for filtering transactions that are shown on the statement. This is controlled through the AAkPay__statementDateFilter fieldset on the Payment Txn object.
Events
- Corrected Add to Calendar to take into account change in/out of daylight savings
Recurring Payments
- Updated help links to point to correct manual pages
- Added new Frequency “Daily”
- Updated email links to cater for “Modern” form mode
Checkout Form
- Updated Modern Form to cater for custom date fields
- Correction to PayPal button formatting on Modern form
6.9 Upgrade Notes
- Add "Daily" picklist value to Frequency filed for ALL record types in Objects: Payment Option, Payment Form, Recurring Payment, Payment Txn, URL Token and Import File Line Item
- Add "PayPal Recurring” picklist value to License Options on the Merchant Facility custom object. Ensure you add this to ALL record types.
- Add "PayPal Webhook" field onto the Payment Form page layout. We commend placing this under the other webhooks in the Orders/Supplies/Payment Section
- Add "Suspended" status to Recurring Payment object field "Recurring Payment Status". You can add this to all record types, but ensure this is added to the PayPal record type