With the August 4th release we are excited to launch some updates that introduce additional guardrails and functionality for online payments.
These are significant changes, so we wanted to make sure everyone was aware of what is changing:
New Functionality For Managing eCheck Micro Deposit Account Validation
We heard your feedback loud and clear and we have centralized the management of Micro Deposit validation onto a single page that can be accessed from Online Payments.
- If you have any eCheck accounts that you or your members attempted to add and are awaiting micro-deposit validation, you will see a notification at the top of your Online Payments page (Admin Menu-Online Payments)
- By clicking the notification you will be brought to a new page where you can view all pending accounts, with the ability to validate directly from the page
- For more information on this please reference our Help Center article eCheck Micro Deposit Account Validation Tracking.
Additional Updates:
- Added a percentage icon on the Charge Comparison report found in Transaction reports to indicate the percentage change between charges.
- Resolved an issue where a small number of refunds were processed $0.01 less than they should have been.
Enhanced High Dollar Payment Management
Coming Soon* To help avoid the complications with refunding high dollar online payments Shulware Integrated Payments will now have functionality that will hold the processing of payments exceeding thresholds you can set until an admin approves the payments.
- Thresholds are set at the gateway level with the default for credit card of $10,000 or more and the ACH/eCheck limit of $5,000.
- Your members will be informed if they make an over threshold payment that it will need to be approved
- Approving these payments is simple, with the ability to see and manage on your Online Payments page
- These payments must be approved within 7 days
- For more information, please reference our Help Center article High-Dollar Payment Processing.
Updates to Transaction Add page
Coming Soon* To ensure proper system behavior and reduce the opportunity for errors, the selection of gateway and payment method for credit card and ACH payments now takes place on the familiar Online Payment Confirm Payment page rather than on the Transaction Add page.
- When you select a Payment Type that can be processed as an online payment, you will have an option at the bottom of the Transaction Add page to save and process as an an online payment
- The Online Payment Confirm Page page provides an opportunity to review the payment details once more before processing over the gateway
- For more information on this please reference our Help Center article Transaction Add (August 2021 Update).
*Though previously announced, we are delaying introduction of these changes while we make some further adjustments.