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Version 4.146

Upgrade Instructions

  1. Install the latest payments package from our AppExchange listing at the top of this page.
  2. Visit the Payments Setup Wizard to install the latest Paylink.
  3. Visit the Webhook event object to include the field "Disputes" on the Page Layout.

:high-brightness: Enhancements :high-brightness: :sunglasses:

  • New lookup field created for disputes on the Webhook Event object.
  • New validation for ACH payment method.
  • Contact (Bill To) will be used for populating the email and phone instead of Prepared for field on the Sales Document.
  • When a Payment Gateway customer is created, it will fetch all lookup information set on the related Payment Method.

:ant: Bug Fixes :bug::beetle:

  • When there is a refund transaction created in salesforce, all the lookups to Account/Contact/Payment Gateway Customer are set from the original transaction.

Known Issues

  • If you skip the “Connect to Gateway” step in the Payments Setup Wizard, and revisit the configurations, it will halt you at the configuration step. Please connect to a test gateway and proceed.

Version 4.145

Upgrade Instructions

Go top the Payments Admin tab and click on "Add Payments fields to Page Layouts".

:new: New Features :new:

  • If the data is pushed to Stripe as metadata, we can accept them in Salesforce and store in our custom metadata fields on the core payment objects. Click here to know more!

  • When Lead lookup is set on the Payment Gateway Customer, the Email, Phone and Address fields will be automatically picked from the associated Lead record.

  • New Send Invoice On Date field added in Sales document and the page layout of Stripe Invoice record type. This will run a batch every day to send the invoice to the customer when Send Invoice On Date = TODAY.

:high-brightness: Enhancements :high-brightness: :sunglasses:

  • Users can now access the Subscription revenue data from the fields on the subscription object similar to the Account revenue rollups.

  • Set up lookup field to the Sales document in the Webhook Events.

  • Set up coupon name in salesforce to coupon name in stripe.

:dollar: Stripe Billing :dollar:
Upgrade Instructions

  1. Layouts

Stripe Invoice Layout auto-set for Stripe Invoice record type.

  1. Custom Permission Sets (Fields)

Send Invoice On Date on the Sales document.

Metadata fields on Transaction, Payment Gateway Customer, Payment Method, and subscription.(If necessary)

Sales document (lookup field) on the webhook event.

Last Finalized ARR, Last Finalized MRR, Last Finalized QRR, Last Finalized Sum of All as ARR, Upcoming ARR, Upcoming MRR, Upcoming QRR, Upcoming Sum of All as ARR on the subscription object.

  1. Schedules Jobs

Included Blackthorn | Payments Send Stripe Invoices in the scheduled jobs.

:ant: Bug Fixes :bug::beetle:

  • When there is a refund on the completed/paid transaction, the balance due field on the associated Sales Document (Invoice) will be set to null to indicate there is no due amount for that Invoice.

  • When a Transaction is synced from Stripe the Stripe Fee information will be stored on that transaction record.

  • The last finalized rollups on Account logic updated to show only the last paid invoices.

  • When the subscription amount is updated, this amount is reflected in the Upcoming Invoice Amount causing the rollups on Account to show accurate data.

Known Issues

  • Dispute transaction not linked to the original transaction when processed through webhooks.

  • Contact Email and Phone not linked on the Sales document.

  • Customer billing to Address and Phone not updating from Stripe to Payment gateway Customer (PGC) record.

Version 4.143

:new: New Features :new:

:high-brightness: Enhancements :high-brightness: :sunglasses:

:ant: Bug Fixes :bug::beetle:

  • Non-Gateway refund transactions roll up to the related opportunity.

  • When creating a Subscription, the default payment method from the related payment gateway customer will be used if the Payment Method field is blank.

  • Fixed the failing invoice.created (or payment_succeeded) webhook. These webhook events now successfully create an invoice in Salesforce.

  • Fixed the calendar UI on the Virtual Terminal object.

  • Users can now use valid ACH type Payment Methods in the Virtual Terminal to process transactions.

  • Updated the broken Contact Support Link in the Payments Admin tab.

  • When capturing a transaction using our Virtual Terminal object, the description is now mapped to Stripe and Authorize.net.

  • Relabeled the 'Amount to Pay' field to "Amount Refunded" on the Line Item object.

  • Updated the broken Contact Support Link in the Payments Admin tab.

  • Virtual Terminal now honors the custom setting for prioritizing the Related To field.

:dollar: Stripe Billing :dollar:

(https://docs.blackthorn.io/docs/converting-opportunities-to-subscriptions) in Stripe.

  • FIXED BUG: Due Date field will sync all updates in Stripe.

  • FIXED BUG: When the Billing Method is set to 'Send Invoice', the Payment Method won't be populated on the Opportunity and Subscription.

  • FIXED BUG: Times Redeemed field on the coupon object will be updated every time a coupon is used.

  • FIXED BUG: Fixed the Push to Stripe checkbox on the Opportunity object. When checked, it'll create a subscription in Stripe.

PayLink

  • Acceptance Language with a link for terms and conditions are now available for card payment methods.

Version 4.125

July 30th, 2019
:thumbsup: Upgrade Instructions :thumbsup:

  1. Upgrade your Payments app.

  2. Navigate to the Blackthorn | Payments Admin tab | Click on the "Metadata Updates" tab | Click the "Add Picklist Values" and "Add Payment Fields to Page Layouts" buttons.

🚧

Custom Permission Sets

If you are not using our managed permission sets (https://docs.blackthorn.io/docs/payments-permission-sets) you will need to provide read/write access to all the new fields. Navigate to the Payment Gateway, Payment Gateway Customer, Payment Method, and Transaction objects view the list of fields and provide access to the fields that aren't currently checked as read or edit. At a minimum, every field should have read access.

👍

Relabeled objects and fields

With the introduction of Authorize.net and support for more gateways (PayPal in July), we've generalized the naming conventions of non-Stripe specific objects and fields. No API field or object name changes occurred, only labels.

  1. Object: Stripe Customer -> Payment Gateway Customer
  2. Field: "Non-Stripe" is now "Non-Gateway" on Transaction
  3. Fields: "Created In Stripe" is now "Created In Gateway" on Transaction, Payment Method, and Payment Gateway Customer
  4. Buttons: Remove from Stripe buttons are now Remove from Gateway

:new: New Features :new:

Stripe Billing
Ability to auto-generate invoices and invoice lines for any subscription period, including upgrade, downgrade, prorate, and credit scenarios. Bi-direction integration, including create, update, and delete, of subscriptions, plans, tiers, usage, and invoices with Stripe Billing.

  • Over 63+ development tickets added to date.

Authorize.net
With Authorize.net, we support over 20 processors. The list of all supported processors is here. Authorize.net can be used with the Virtual Terminal, PayLink, Classic/Lightning UI, and REST API.

:small-blue-diamond: :diamond-shape: Upcoming features for August 2019 :diamond-shape: :small-blue-diamond:

:high-brightness: Enhancements :high-brightness: :sunglasses:

:ant: Bug Fixes :bug::beetle:

  • Historical Sync for Stripe Customers and Payment Methods - No Stripe Customers or Payment Methods were syncing over.

  • Payment Method with 100+ related Transactions - When you tried to refund or create a new charge, a "loop" exception error would be thrown.

  • The Amount To Pay feature with DocumentLink was not working with multiple transactions related to the Sales Document.

  • DocumentLink was not showing images in the rich text fields.

  • Refund Transactions can be updated (ie. updating the description field) without a second call to Stripe being initiated. Additional calls can cause potential duplicate refunds.

  • The payment status for a "Partially Refunded" Transaction will stays as is after all the webhook events process.

  • Unsupported webhook types will be automatically set to "Processed". This lowers the batch size and process time.

  • Generated transactions now automatically relate to the parent object record (ie. Opportunity) within a recurring Payment Schedule.

  • On create, setting a Payment Method as the default doesn’t duplicate the Payment Method record.

  • If a recurring Payment is scheduled on a certain date that other months don't have (ie. 29, 30, 31) that month will use its last date (ie 28, 29, 30).

  • The parent object's summary fields (ie. Opportunity) now update when transactions are automatically processed.

  • The Refund button the Transaction record in Salesforce Mobile is enabled.

  • Fixed error when running the "Re-calculate Account Revenue Values" from the payments admin tab. Previously it was attempting to create a new stripe customer.

  • Removed the Order lookup from Sales Document which was failing the upgrade installs. It can be enabled through the 'Enable Order to Invoice' button. Navigate to the Blackthorn |Payments Admin tab, 'Metadata Updates', then click Enable Order to Invoicebutton.

  • When creating a stripe customer from the account, the first related contact on the account will be marked as Primary Stripe Customer.

  • When creating a stripe customer from the account, the first related contact on the account will be marked as Primary Stripe Customer.

Version 4.98

:thumbsup: Upgrade Instructions :thumbsup:

  1. Upgrade your Payments app.

  2. Navigate to the Blackthorn | Payments Admin tab | Click on the "Metadata Updates" tab | Click the "Add Picklist Values" and "Add Payment Fields to Page Layouts" buttons.

:high-brightness: Enhancements :high-brightness: :sunglasses:

:new: New Features :new:

  • Webhook Signatures - Webhook signatures include additional security for webhook event records that are created in Salesforce
  • Stripe Billing - Create Stripe subscriptions, products, plans, and tiers all from Salesforce

:small-blue-diamond: :diamond-shape: Upcoming features for June 2019 :diamond-shape: :small-blue-diamond:

:ant: Bug Fixes :bug::beetle:

  • Historical Sync for Stripe Customers and Payment Methods - No Stripe Customers or Payment Methods were syncing over.
  • Payment Method with 100+ related Transactions - When you tried to refund or create a new charge, a "loop" exception error would be thrown.
  • The Amount To Pay feature with DocumentLink was not working with multiple transactions related to the Sales Document.
  • DocumentLink was not showing images in the rich text fields.
  • Refund Transactions can be updated (ie. updating the description field) without a second call to Stripe being initiated. Additional calls can cause potential duplicate refunds.
  • The payment status for a "Partially Refunded" Transaction will stays as is after all the webhook events process.
  • Unsupported webhook types will be automatically set to "Processed". This lowers the batch size and process time.

Version 4.77

  • Subscription update support
  • Push to Stripe checkboxes on Plan and Subscriptions
  • Opportunity Start Date (Subscription mapping)
  • Post install bug fixed
  • Delete coupons supported
  • Account based coupons supported
  • Subscription Item lookup to Account
  • Tax rollup rounding

Version 4.72

  • Stripe Coupons MVP
  • Webhooks sets Transaction source This feature requires that after upgrading, navigate to the Blackthorn | Payments Settings tab and click the Add Picklist Values button to deploy 2 new values to the field: Transaction.Source of Webhook and Sync.
  • Tax Rounding problem
  • Invoices related to Customer Account/Contact
  • Push Plan to Stripe checkbox

Version 4.71

  • Default Payment Gateway bug
  • Line Item sort order update fixed
  • Plan currency mapping on Sync

Version 4.70

  • 'Flipping transaction status on refund' bug fixed
  • Opportunity Product validations
  • Invoice push (Sales Document) from Salesforce
  • Transaction Statement Descriptor property mapped

Version 4.69 - Not for customers (not publicly available), technical release

  • Invoice push MVP
  • Product type field on Opportunity
  • Protection against double-processing Transactions in batch runs

Version 4.68

  • When syncing Stripe Products, zero-dollar price entry is created for new Products

Version 4.67

  • Added a new Lightning Flow Component that allows users to enter and charge a card
  • Log the results of the Setup Wizard - Permission Set Assignments to the browser console to make debugging any assignment issues easier for customers
  • Refactored the Setup Wizard - PayLink Install step to avoid callout timeouts
  • Improved console error logging for Virtual Terminal

Version 4.65

  • Auth.net support implemented (hidden)
  • Stripe Radar support implemented

Version 4.63

  • Added tab for Virtual Terminal and enabled it to work in Salesforce mobile
  • Fixed filter logic on Relationship step in the Setup Wizard
  • Fixed bug with parent transaction rollups
  • Added app fee support for mobile manually entered cards and ach
  • Stripe Billing beta!

Version 4.61

  • Added Lightning Actions to Add Card from Account records and Charge Card from a Payment Method record. These can be used in the Lightning desktop and on the Salesforce mobile app.
  • Added better exception handling in code when Payment Method trigger code updates the Account or Contact record. Now the error is handled, logged as a Blackthorn Log record and the Payment Method update completes successfully. This is useful for customers with sharing rules for Accounts and Contacts.
  • Fixed Webhook bug that was setting the wrong Record Type on ACH Payment Methods

Version 4.60

  • Added the Virtual Terminal to the Sales Document Lightning page
  • Added logic to the Schedule Recommended Payment Jobs (on the Payment Settings tab) that will un-schedule old and unused jobs
  • The Currency field on Sales Document defaults to USD and is no longer required

Version 4.59

  • Fixed minimum amount validation to exclude Payout Transactions which can be negative
  • Updated the Non-Stripe Transaction trigger to work for inserts and updates
  • Changed the Stripe Connect Get Balance batch job to only if Stripe Connect is enabled
  • Updated query to only process Connected Accounts with a Connected Account Id when running the Get Balance batch job

Version 4.58

  • Fixed the pre-population logic on the Virtual Terminal - Add Payment Method page

Version 4.56

  • Updated Stripe query API call to return 100 records at a time for Payout Balance processing
  • Updated the Setup Wizard - Relationships page to be faster and to sort object names correctly
  • Add validations to the (Promo) Code object for Valid From/Through Dates, that only Discount Amount or Percent is populated - not both and that the Code Name is unique in the system

Version 4.54

  • Updated logic for refunding a Authorized Transaction when using Refund button. Now it will update the Payment Status to Uncaptured instead of creating a Refund Transaction. This is same behavior as when Stripe releases an Authorized transaction after 7 days.

Patch Release: Version 4.53

  • FIX: Custom lookup field in the Virtual Terminal
    When adding two or more lookup fields to the virtual terminal fieldset or if a lookup field has additional filters, prepopulating the field did not work.

Minor Release: Version 4.52

Released December 20th, 2018

  • FIX: Payment Schedule Rounding Error.
    Based on the criteria, transactions would round up and add a few extra cents. For example, Total Amount = $500, Count = 12, Start Date: 12/20/18. The transactions would each round up to 41.67 and bring the total to $500.04. We have improved the logic so that transactions will round down and any additional cents needed for the total will be added to the last transaction.

  • IMPROVEMENT: Remove From Stripe Field Added to Payment Method.
    The "Remove From Stripe" functionality on Payment Method is now available as a checkbox field so that it can be triggered by process flows.

  • IMPROVEMENT: Two lookups on the Transaction object for Order and Invoice Sales Documents (Billing Customers Only).
    There are now two lookup fields on the Transaction object so that you can relate both the order and invoice.
    **Existing customers, please edit your transaction page layout and add the Sales Document (Order) field. Then navigate to the Blackthorn | Payments Settings tab -> Batch Jobs -> Click on the "Update Sales Document Order Transaction" button.

Minor Release: Version 4.43

Released December 11th, 2018

Major Release: Version 4.32

Released November 12th, 2018

  • IMPROVEMENT: Open-ended payment schedules
    Now create recurring payment schedules that do not end until manually canceled!

  • IMPROVEMENT: Uncaptured Authorized Transactions
    There is a new field on the Transaction object called, Uncaptured Method. This field tells you if an authorized transaction was manually or automatically released.
    To Do: Add the Uncaptured Method field to your charge transaction page layout.

  • IMPROVEMENT: A batch job to delete Blackthorn | Logs after 30 days
    Salesforce storage can fill up quickly if the Blackthorn | Logs are not deleted periodically. This batch job delete Blackthorn | Logs that are older than 30 days.

  • IMPROVEMENT: Permission set for community users
    There is a managed permission set that you can assign to community users for access to Blackthorn | Payments components.

  • IMPROVEMENT: A new lookup field to Payment Gateway has been added to the Payment Schedule object
    Defining the Payment Gateway on the Payment Schedule will roll down to all generated Transactions.
    To Do: Add the Payment Gateway field to your Payment Schedule page layout.

  • FIXED: Related To fields on Payment Schedules are now set on all generated Transactions
    When a Transaction is generated from a Payment Schedule, it inherits all the Payment Schedule's "Related To" values.

  • FIXED: The setup wizard load time has decreased.
    Prior to 4.29, it took around 5 seconds to load. Now it takes 1-2 seconds.

  • FIXED: Reattempt transactions now relate to the original transaction's parent record.

  • FIXED: Transaction due dates that have different formats, ie Australian date format, are now calculated correctly from the Payment Schedule record.

  • FIXED: The partial refund button is now working in the Service Console.

Patch Release: Version 4.9

Released September 9th, 2018

  • FIXED: Non-stripe Transfer transactions will not be submitted to Stripe.

Updated about 1 year ago

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