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July Updates

posted Jul 25, 2012, 9:28 AM by Unknown user   [ updated Jul 25, 2012, 9:28 AM ]

Credit Card charged on due date:

posted Jul 25, 2012, 9:24 AM by Unknown user   [ updated Jul 25, 2012, 9:35 AM ]

The system can now charge your customers on the Due Date that appears on the invoice as opposed to charging them immediately on invoice generation.


 In this case, the invoice is sent out to the customer on 8/5/2012, but the card is charged on the Due Date which is 8/10/2012.

Payment Retry

posted Jul 25, 2012, 9:23 AM by Unknown user   [ updated Jul 25, 2012, 9:23 AM ]

The system now has the ability to automatically retry your customer’s credit card or ACH if it was declined on the first attempt.The retry's can be done on a Date schedule or on a No. of Days schedule according to your business needs.


 If an ACH payment has been declined you might want to set the retry's for the 2nd and the 16th of the month (Date schedule), most likely dates that paychecks are deposited into the bank.

Or you could select the 3rd,5th and 7th day (no. of days schedule)  after the decline to retry.

             In order to set up this function –

                            1.     From the System menu, select Payment Configuration.



If you would like to implement a strategy of retrying payments based on specific return codes from your payment processor, please contact to enable this functionality.

This function is generally used in conjunction with the Overdue Payment Notifications. In the example belowemail reminder notifications are sent out when the payment is 15 days overdue, 45 days and then 60 days. In this example, when the the Customer Status is Overdue 3, a penalty of 5% is applied.
 Also, when the emails are sent out, their severity can be controlled. You can start out with a payment reminder and then make the reminder messages progressively stiffer.
There is the multi - language functionality that you could use to have the emails sent out to the customers in their language.

Control Invoice behavior when payments are Applied:

posted Jul 25, 2012, 9:21 AM by Unknown user   [ updated Jul 25, 2012, 9:21 AM ]

You can now control the behavior of Invoices when payments are applied:

Dynamic Mode :

   Invoice Balance will be adjusted immediately to reflect Payments Applied.  

Static Mode:
  Previous balances and payments are not reflected on the invoice.
Batch Mode:

   Payments made in the previous billing cycle are carried forward in a single batch to the following billing cycle.

  1. An Invoice for $100 goes out to the customer on 8/05/2012.


 2. On 8/10/2012, the customer makes a partial payment of $75.

3. On 8/10/2012, immediately after the payment is received, following are the various invoice #1033 scenario’s that you might see according to the mode you have opted for:

      Dynamic Mode                          Static Mode      Batch Mode
 Previous Balance $ 0 $0 $0
 Payments/Adjustments $ 75.00 $0 $0
 Current Charges $100.00 $100.00 $100.00
 Amount Due $  25.00 $100.00 $100.00


4. On 9/5/2012, when the next cycle runs invoice #1034 is generated, following is what you would see based on your selected mode:

      Dynamic Mode                          Static Mode      Batch Mode
 Previous Balance $ 0 $0 $100.00
 Payments/Adjustments $ 0 $0 $75.00
 Current Charges $100.00 $100.00 $100.00
 Amount Due $100.00 $100.00 $125.00

To choose or change your selected Invoice mode:

    -Click on the System tab.
    -Select Billing configuration
    -In the Edit Billing Configuration screen, select the radio of your choice

Please Note: If you are changing your existing invoice mode, please inform so that we can make sure your reports reflect this change.


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