Release Notes 185

 

Consolidated Invoice Payment Collection

The platform now supports payment collection for consolidated invoices via Stripe. Users can collect payments for individual or multiple Summary Invoices under the Outgoing Invoices section using intuitive options for selecting invoice date and state. 

Learn more: Payments on the Platform, How to Consolidate Invoices

 

Stripe Configuration for Distributor-Invoiced Customers

Improved payment configurations have been introduced for resellers with the Invoice Issued by Distributor (Locked) setting. All Stripe payment controls under Settings -> Currency and Payments -> Payments are disabled for such resellers. When the distributor enables Stripe and Card Payment options, customers under the reseller can select a Payment Card as their payment method.

Learn more: Payments on the Platform, Invoice-on-behalf-of capability

 

UI Adjustments for Consolidated Invoices

We have made UI adjustments to improve the user experience in the Invoices and Billings tabs - tooltips added to the Create Invoice and Custom Invoice buttons, toast messages for invoice creation success or failure, and search functionality in the Invoices tab. Columns for Invoice Code ID and Summary Invoice have been added, aligning Incoming and Outgoing views.

Learn more: Navigating the Invoices, How to Consolidate Invoices

 

Removal of Daily Automatic Payment

The daily automatic payment for invoices has been removed to avoid conflicts between legacy payment processing and consolidated payment and to ensure a more controlled payment workflow. Partners can instead activate the Invoice tab and use the dedicated payment collection button.

 

PDF Functionality for Consolidated Invoices

The PDF functionality has been expanded to support Consolidated Invoices. Users can now mark consolidated invoices as having an available PDF and retrieve the document when applicable. Additionally, the Tax Invoice column on the Consolidated Invoices pages for both Incoming and Outgoing types now features a Download/Preview button to fetch and display tax documents.

Learn more: How to Consolidate Invoices

APIs: Retrieve Tax Document of Summary Invoice, Change Tax Document Status for Summary Invoice

 

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