March 2022 - Version 5.53

Once the updates listed below have been reviewed, please follow the upgrade instructions to upgrade your Payments application.

Upgrade Instructions

Enhancements

Stripe Billing Component

• The order of options on the “Select the Billing Frequency and Currency” screen have been reordered. Users will now see them in the following order: Select Subscription Billing Frequency (Interval), “Advanced,” and Currency.
• On the “Review Subscription Details” screen, the text “Number of periods between the above Billing Frequencies” has been changed to “Number of periods between billing cycles.”
• The name of the “Select Coupon” screen has been changed to “Select a Coupon”.
• The “Select or Create a Coupon” label on the “Select a Coupon” screen (previously “Select Coupon”), has been changed to “Select a Coupon”
• When the Prorate this Subscription? option is set to “Active” on the “Select Subscription Dates and Billing Details” page, the Select a Proration Behavior option will be removed and the Proration Behavior on the new Subscription will automatically be set to “Creation Prorations.”
• If a user tries to set the Trial - End Date to a date or time that is AFTER the Future Billing - Start Date, the user will see the following message: “Trials must end before or on the billing cycle start date. You need to adjust either the billing cycle start date or the trial end date.”
• The Payment Gateway will be updated based on the Customer defined on the Opportunity. As a result, the user will not be prompted to choose a Payment Gateway or Payment Gateway Customer. Instead, the “Select the Billing Frequency and Currency” page will appear after clicking the Next button on the “Create New Stripe Billing Subscription” page.
• The following updates were also made to the “Create New Stripe Billing Subscription” page.
  • The header on the “Select the Stripe Customer” page has been changed to “ Select a Stripe Customer”.
  • On the “Select a Stripe Customer” page, the Select a Customer picklist will display a list of customers with email addresses that are related to the selected Gateway and to the same Account as the Opportunity.
  • After clicking the Create Customer button on the “Select a Stripe Customer” page, the header on the next page will now be “Create a Stripe Customer”. The “Select a Contact” screen will not be visible if there are no Contacts related to the Account.
  • The Email field on the “Create a Stripe Customer” page is now a required field.
  • A Description field was added to the “Create a Stripe Customer” page.

Bug Fixes

• If a Payment Gateway Customer is deleted and a new Payment Method is created with the previous Payment Gateway Customer’s credit card details, a new Payment Gateway Customer with a valid Payment Method will now be created.

• Users without API access can now create new Line Items for an Invoice.

• After creating a Line Item on an Invoice with the Quantity left blank, the Quantity on the Line Item will default to "1".

• The label for the Sales Document lookup field (conference360Sales_Documentc) on the Opportunity object has been changed to Invoice. This change will ensure the Events package has the correct label updates for Invoice (previously Sales Document).

• The Payment Gateway Customer matching rule will no longer block the creation of duplicate Payment Gateway Customers when those customers are using different Payment Gateways.

  NOTE: Users upgrading Payments will need to manually deactivate the current "Payment Gateway Customer Dup Rule" matching rule and activate the new Payment_Gateway_Customer_Matching_Rule2 matching rule. The new matching rule will be installed automatically for new installations.

Stripe

• When a Transaction is successfully disputed in Stripe, the Transaction Id on the chargeback reversal transaction (refund) will now populate correctly.
• When the Subscription Schedule is canceled in Stripe, the following will now occur:
  • The Subscription Schedule Status is updated to “Canceled”.
  • The Canceled On Date on the Subscription Schedule is updated to the date the Subscription was canceled.
• In Salesforce, if a user edits or clears the value of a field which is mapped to Stripe Metadata, then the change will now automatically get pushed to Stripe.
• Tiers created in Stripe related to Prices will now be created in Salesforce when using webhooks or the historical sync functionality.
• After winning a disputed charge in a Stripe gateway, the Net Amount of the final reversal charge will show the $15.00 Stripe dispute fee as added to the original Amount instead of deducted from it.

Virtual Terminal

• The logic in the Virtual Terminal has been updated to prevent users from receiving the "Cannot read properties of null" error when trying to add a Payment Method. The user should now select a Related To record before adding a new Payment Method.

Authorize.net

• The Email field on the Payment Method will no longer be cleared out after processing Payment Method webhooks from Authorize.net.

Spreedly

• To prevent the 'bill_to_city' parameter in a Spreedly transaction payload from being left blank after processing a transaction, the payload structure and api method were updated to include the Payment Method address fields.

DocumentLink

• Images set on an Invoice record in the fields DocumentLink Field 1 or DocumentLink Field 2 will now load properly when viewing the DocumentLink.

If you have any questions about this or need help with testing, please don't hesitate to reach out to Blackthorn Support.