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6.9 April 2018

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

Updated at July 27th, 2024

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