Cyncly Pay Release Notes

June 24, 2024

Release version 1.13.0 notes:

New Features:

• Settlement report: “Transaction Date” updated to show when the payment was captured instead of created. Normally, payments are captured seconds after they are created so it was a negligible difference. But authorizations can be captured several days after they are created which caused confusion on the report.
  
• Same day partial refunds will now return a proportional amount of the fee. Previously, no fees were returned on a same day partial refund. Only same day full refunds would return the fee.
• Card Present Payment Improvements
  • Save card during terminal payment fixed. Previously, even if you checked the box to save the card info, the card was not saved.
  • Cancelling card present payment will now reset the terminal. Previously, the payment remained on the terminal until another payment was sent to it.
  • Blocking a payment sent to a terminal that is currently in use. Previously, if a terminal was waiting for a customer to tap their card and another user sent a payment to that terminal, the new payment would take over the terminal. Now, the user is provided a message that the terminal is in use and they must wait.
• Merchant Portal login now redirects the user automatically to their previously logged in account. Previously, the user had to choose their account every time. The user can still change account by clicking the Change Account link under their name.
• Implementation improvements:
  • tokens are now automatically generated when the account is created. Previously, the merchant had to login to the portal and click the “Regenerate” button to get the token.
  • The token “Regenerate” button is now disabled in the merchant portal. Previously, a merchant could login to the portal and regenerate a token which could break their integration
• Support Portal:
  • New section to view and export payments across all accounts. Previously, support would have to access each account individually to view payments.
  • Added button to manually reinstate funds from a dispute that was won if the automatic reinstatement failed for any reason.
  • New merchants created after onboarding are now “locked” and unable to process payments until support “unlocks” the account in Stripe. This prevents unknown entities access our onboarding application, creating a merchant and processing payments without our knowledge.
  • Minor support portal bug fixes
• Webhook processing improvements for edge case scenarios.
• Other minor bug fixes.

June 2, 2024

Release version #20240410 – We will change to the server naming convention next release and start with 1.13.0.

New Features:

• Time zone support improvements. We updated the portal screens to show times in the time zone of the account as defined in the settings. This is configurable by the end user and will be preset for them using the account’s address.
• Cyncly Design. We made minor updates to the UI to match the Cyncly design pattern.
• Terminal payment improvements. We added various process improvements to the card present payment process including displaying current terminal status, canceling a payment after initiated on a terminal, blocking payments on busy terminals and a timeout period to reset a terminal if a payment takes too long.
• Support portal chargebacks. We improved the ability to manage chargebacks for our internal users including automated transfers when chargebacks happen and when disputes are won.  

Bug Fixes:

101544: Handle terminal without Location
102791: Error "Invalid document" when adding an address to a contact
102793: Error editing some contacts
102830: Non admin users can see the Manage Users link
102831: Cannot define the same permission for the same user in multiple accounts
103703: Settlement report issue - duplicate payments, refunds
103846: Private links are allowing the user to delete and add items
103850: External link is not showing the eCheck tab for the customer
104184: Date filter error on the Reconciliation report
104566: SignalR issue on the checkout page
104878: Terminal timeout remaining time still being shown after payment was processed
104879: Settlement exportation is being exported blank
105024: An amount captured smaller than authorized is not shown correctly on the reconciliation report
105025: It is not possible to try to pay again a payment that initially failed (dev env)
105312: Settlement Report - duplicated payments - Americas Floor Source North Columbus
106927: Console is throwing a 404 error on Webhook configuration when Manage Account is accessed
108139: The settlement date is being presented in blank for transfer (chargebacks) in the Settlement report and those records are not present on the excel exportation
108210: Time zone support - Payment details page
108372: Dispute fee is being charging twice (QA env)

March 18, 2024
New Features:
Add Zip Code after card number and cvc (Click Here for Feature Article)
Remove 'Refund' Button from dispute process as it is not an option.
Email will include PDF of Settlement
Accept liability from dispute (Click Here for Feature Article)

Bug Fixes:
97126: Link in daily email is now directing to the correct page
99118: Add Quick Charge dropdown for 2020 login in portal
99932: Expired pre-authorizations reflecting as authorized in CP Site
99211: Unable to submit rebuttal
99231: Email reminder is not being sent for due date added in Quick Charge
99262: Quick Charge - Checking Accept Terms enables Pay button without Exp Date or CVC
99175: Settings>Manage Account - Privacy Policy should read Refund Policy
99179: Email sent for blocked payment shows date paid
99081: External checkout page allows you to pay without agreeing to the terms
98907: Cannot access Dispute after Rebuttal
98909: Adding Document to Contact does nothing
99383: Payment fails with 3ds are generating a webhook error
98238: Fees not being calculated when the fee record has expirations dates
97866: Credit Card Fee not recorded in Cyncly Pay
100058: Ability to close sidebar by clicking elsewhere

February 8, 2024
New Features:
Multi-Invoice Payments in RFMS (Click Here For Feature Article)
Multi-Invoice Payment Links (Click Here For Feature Article)
Viewing Pending Payments in Order Entry (Click Here For Feature Article) 

January 31, 2024
Enhancements:
100892: Enhanced onboarding process

January 10, 2024
Bug Fixes:
100039: Settlement report download

January 8, 2024
Bug Fixes:
99177: Configure Columns is not sticky
99621: Payments window holding onto old search criteria
99747: A declined preauthauthorization followed by a successful one leaves the invoice in a "pending" status after capture
99860: Settlement report error in some days
99953: Users are unable to refund invoices that had a "radar-rule decline"

December 18, 2023
Bug Fixes:
99308: Contacts Page does not have a search function.

December 14, 2023
Enhancements:

The layout and screens of the Cyncly Pay Portal have been updated to reflect current Cyncly UI Standards

1. Action buttons including Quick Charge, Filter, and Column Configuration have been moved to the top left of screen.
2. Search bar has been moved to the top right of screen.
3. Report action buttons including date filter, download, and filter options have been moved to the top left of screen.
4. Card Brand filter has been added to Payments Page.

Please see images below for callouts:

November 12, 2023
Enhancements: 
96395: Duplicate payment warning
96835: Statement Descriptor >22 characters being added from Stripe
95772: Change message for payment processing

Bug Fixes:
96724: Batch Report Email doesn't match settlement report/payout
96905: Checkout page not capturing funds when user clicks "Pay $XXX.XX"
96500: "Receipt" checkbox is not functional in settings page

October 16, 2023
Enhancements:
88293: Restrict duplicate card tokens
90997: Failed payout email
93271: Simplify manage account store save
93985: Get card information from card present
94273: Allow invoice to pass a parameter to not present stored tokens in the checkout page
94338: Review Edge autocomplete problem
95511: Allow to insert any amount of emails in configurations fields
95713: Mitigate occasional delay
95772: Change message for payment processing
95794: Remove bank account in manage account

96075: Validate the invoice status before send to terminal
96215: Accept Null Values Via API

October 9, 2023
Enhancements:
93458: Checkout page listen to Void event
93441: Add the Description as an option to be added to the Payments list
93535: Adapt checkout page to very small resolution

Bug Fixes:
93459: Contact address update on invoice creation
94697: Rounding off on batch email

September 26, 2023
Enhancements:
93109: Partial capture needs to correct calc the fees
93108: Changes format of fields on generated reports
93177: Remove 0 from phone number on checkout
93708: Add version number on the user dropdown

Bug Fixes:
93861: Show correct value on partial capture in reconciliation report
92169: Add card to contact
93664: Payments not present in contact page
94591: Failed Pre-Auth attempt followed by Successful Attempt will charge the card 

September 18, 2023
Enhancements:
90997: Failed payout email
91419: Card brand filter
92290: Easy way to change of selected account
92875: Improves message with that payment fails because a fraud control rule
93107: Incorrect date on file name of downloaded report
93108: Changes format of fields on generated reports
93178: Store token checkbox default marked on checkout page
93184: Reconciliation report reflects duplicate fees
93185: Field for card present or not present on the reconciliation report
93186: Detail card brand instead of "Card" on the reconciliation report
93460: Add validation to the size of statement descriptor field

Bug Fixes:
93295: Show risk assessment when the payment fails

September 5, 2023
Enhancements:
92865: Present better message error when terminals is offline

Bug Fixes:
92978: Settlement report problems
93293: Save notification url
92979: Payment Successful in CP History but Status is "Payment Processing"
92920: Fees rounding problem
92959: Do refund in same day without have a fee collected
92960: Unable to Refund Payment on CynclyPay site due to Error loading data message
92977: Problem sending email for multiples contacts

August 17, 2023
Enhancements:
92700 - Statement Descriptor with Terminals
92079 - Payment Method Modifications

Bug Fixes:
9225 - Delay from Card Information

August 10, 2023
Enhancements:

Checkout page has been revised to include the following:

• Invoice number and amount for review.
• Billing address (prefilled with the customer file information):
  • This is editable, if needed.
  • Zip code is required.
  • Image below.
  • 

Full AVS

• This will allow you to add Full Address Verification as a feature in the near future. Please reach out to support if you would like to enable this feature on your account.
• Because the billing address information is present on the checkout page, it can be verified against card data to reduce the risk of fraud.

Configurable Statement Descriptor:

• The business name can be updated to preferred name on customer's billing statement.
  • This can be edited by clicking Configurations > Manage Account.
  • The customer's website is the descriptor by default.
  • The business name must have 22 characters or less.
  • A future enhancement will cap the input on the manage account page. 

Batch Report email

• Now includes the total of the payout in the email body.

Bug Fixes:

• Settlement report now shows all settlement data including all refunds and fees.
• Terminal error resolved.
  • When the terminal is offline and the user tries to use it, the system presents an error.
  • When the payment is completed without card present, the card information was not informed and now is updated.