Release Notes

Version 24.1 - March 04th, 2024

New Features

Zoho Books Integration
  • Integrated with Zoho Books to synchronize invoices and payments.
Attachments in Invoices and Payment Schedules
  • Provided the admins a comprehensive space for additional details related to an invoice or a payment schedule within the Admin Portal. Admins can now attach files directly to invoices and schedules, as well as add comments.
  • Customers also have the ability to attach files directly to the invoices and schedules through the Customer Portal.
Custom Fields in Payment Schedules
Scheduled Payment Checkout
  • Admins now have the ability to send a payment link to customers for specific scheduled payments directly from the payment schedule.
  • Sending a scheduled payment link can also be done through the APIs
  • Customers can utilize the new checkout experience designed specifically for processing these scheduled payments.
Balance Calculation and Display
Request New Payment Method
  • Added a new feature enabling admins to request customers to add a new payment method while creating a payment schedule.
  • Requesting a new payment method from customers can also be done through APIs.


Customer Profiles UI/UX Revamp
Payment Schedules
  • Unveiled comprehensive redesign and interface upgrade for the Payment Schedules tab in Customer Profiles within the Admin Portal.
  • Added a new "Create Schedule" button to the Payment Schedules tab in Customer Profiles, enabling admins to create new payment schedules directly from the profile interface.
Customer Portal Updates
Payment Schedules
  • Customers can now change a plan's subscription directly from the Subscriptions page using the "Change Plan" button, eliminating the need to open the plan.
Event Notifications โ€“ New Events and Placeholders
Cancel "Future Start" Plan Subscriptions
Multi-Factor Authentication for Customer Portal
  • Admins now have the option to enable Multi-Factor Authentication for all customer logins in the Customer Portal. When enabled, the customers will be required to enter an OTP (One-Time Password) during the login process, adding an extra layer of security to their accounts.
Allow Geolocation in Embedded Checkout
  • Included support for accessing user geolocation by adding the allow="geolocation" attribute to iframe elements in Embedded Checkout.

Bug Fixes

  • Invoice Loading Issue: Resolved null value issues in Address and BillingInfo, ensuring invoices load correctly.
  • Draft Invoice Billing Info Update: Fixed Admin Portal issue with updating billing info for draft invoices.
  • General Bug Fixes: Addressed few bugs to enhance overall system performance and stability.