Merchant Portal Release August 2022

Merchant Portal Release August 2022

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August 2022

Merchant Portal Updates

This month we’ve added new Merchant Portal settings and made several improvements to the overall display that will give merchants more control over their Portal experience while minimizing any confusion or errors. And for our Mobile App users and developers, we’re excited to roll out upgraded documentation that will simplify integration! Keep reading to learn more about these updates and several more.

PaymentSITE Management Updates

Convenience Fee Fields Now Marked As Required

To ensure that users provide all necessary information, the “total amount” and “original amount” convenience fee fields will now be indicated as required when the user enables convenience fees by selecting “Display Convenience Fee” in General Settings.

New Radio Button Display Option for Amount and Custom Fields

Until now, users who wanted to display multiple options for a transaction amount or custom field were only able to do so via a dropdown menu. Now, users can enable radio button display in which various options are listed next to clickable buttons.

“Add a New Customer” Display Settings Now Available

In the Account Settings module, we’ve added a “New Customer” section so that users can customize the display of fields in the “Add a New Customer” window. Users will be able to customize field display names, change their visibility, and designate them as required.

“CVV” Field Removed From Send Payment Request

Because the purpose of the card verification value (CVV) is for the cardholder to verify themselves, it can no longer be prefilled by the merchant in the Send Payment Request module.

New Tooltip to Notify Users When Transaction Results Are Not Set to ‘All’

Inline filtering searches do not automatically display all relevant results unless the user has first selected “All” for the search result amount (at the bottom of the page). To ensure that users are aware of this, a tooltip will now display within the inline filtering box if a user types in a search query without having selected “All.”

Bug Fixes

“View Only” Permissions Error Resolved

We resolved an issue in which View Only users were able to access additional settings.

Users Can Now Add and Remove Cards Simultaneously

Previously, merchants encountered an error when they attempted to add a new payment method to the customer’s profile at the same time that they removed a payment method. This error has since been resolved.

Mobile App Updates

The following improvements were made to the Mobile App only:

User Documentation Now More User-Friendly

For merchants and developers who use our iOS SDK to integrate our Mobile App functionalities, we’re pleased to share that we’ve revamped our documentation! The current iOS SDK has been updated for greater readability, and we’ve created a separate Technical Guide as a more detailed resource.

Transaction Voids Now Displayed Immediately (Bug Fix)

We resolved an issue in which the load time was excessive when voiding a transaction. Now, voided transactions are completed immediately.