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8.8 August 2021

8.8 Release Notes

Authorize.net Updates

  • Provided option to allow once off eChecks. (Merchant Facility - add "eCheck Once-off" to Payment Gateway Options to enable)
  • eCheck compliance message for payer/donor to accept as part of processing. Compliance message saved to Payment Instructions should future audits require
  • New reconciliation processor. Runs after daily Recurring Payment Processor to check for successful/failed eCheck settlement. Changes Payment Txn status from "eCheck Pending" to "Payment Complete" or "Error" (depending on settled successfully or not).
  • Routing and Account Number cleaned before submitting to Authorize.net to allow for entry on "-" or spaces in numbers on checkout, but to still process successfully
  • Currency now passed in with most integration points

Letter Builder

  • Line items for Annual Statements corrected to show Payment Txn fields, vs. Payment Item Fields

8.8 Post upgrade steps

Merchant Facility Custom Object

  • Field Payment Gateway Options. Add below picklist values to all record types
    • eCheck Once-off
  • Field dependency between “Payment Gateway” and “Payment Gateway Options”. Enable:
    • “eCheck Once-off” for “Authorize.net” 
      NOTE: If the field dependency does not currently exist, then you can skip this step

Payment Txn Custom Object

  • Add value “eCheck Pending” to picklist field "Status"
  • Field dependency between "Status" and "Path Status"
    • For "eCheck Pending" and "Error", "Awaiting Payment" 
      NOTE: If the field dependency does not currently exist, then you can skip this step

Updated at July 27th, 2024

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