Discover the latest updates and improvements to Zomentum Payments. Our release notes highlight new tools, enhancements, and fixes aimed at simplifying payment processing, improving user experience, and streamlining your financial workflows.
Last Updated on 16 November 2024
Upcoming Enhancements
- Xero Bank Feeds
- Payout error troubleshooting assistance
16 December 2024
Product Enhancements
- Decoupled Transaction Steps for Seamless Processing: Transaction steps are now independent, ensuring that failures in any step won’t block the successful completion of the transaction.
- Added functionality to re-trigger webhooks for QuickBooks API timeouts or refresh token failures
Bug Fixes
- Fixed payment portal incorrect logo size
- Auto collect email will not re-trigger if invoice is reopened but a successful payment already exists
25 November 2024
Product Enhancements
Bug Fixes
- Resolved an issue where payment activation was blocked if email notifications failed. Payment activation will now proceed even if email notifications fail
- Fixed a display issue where the “Apply” button for invoice filters on the Invoice List page was hidden unless the page resolution was set to full view
28 October 2024
Product Enhancements
- Introduced support for creating overpayments when invoices are already marked as paid in Xero
- Invoices with unsupported currencies are now ignored without causing errors
Bug Fixes
- Contacts with previously invalid emails are now automatically marked as active when updated to valid addresses
- Fixed an issue where overdue emails were sent a day late; they are now sent on the exact overdue date
18 September 2024
Product Enhancements
Bug Fixes
- Clicking on invoice number in client portal is navigating to unauthorised page
21 August 2024
Product Enhancements
- Notify partner when a client submits a mandate
- Filters for Client Portal
- The same email address added to different clients can access the client portal for all of those clients
Bug Fixes
- Clicking on invoice number in client portal is navigating to unauthorised page
9 August 2024
Product Enhancements
- Email logs for when request to add a payment method is sent
- Alert the partner when an enabled global payment method is activated
- Added description and reference in refund receipt line
- Show error message if adding a new payment method fails in client portal
- "View Deposit" Link on the payout page to directly check deposits created in Quickbooks
- Information related to chargeback displayed on payout screen
Bug Fixes
- Update the message if no invoices are found in the client portal
- Hide disabled payment methods in client portal
- Fixed select drop-down to create new user
10 July 2024
Product Enhancements
- Allow adding Payment Method on behalf of client
- Automating handling of Chargeback and Refund cases
12 June 2024
Product Enhancements
- Displaying selected filters on the Invoice List page
- Client filter on the Invoice List page is now a dropdown
- Option to bulk select all invoices on multiple pages on the Invoice List page
- Additional options for individual invoices on the Invoice List page
Bug Fixes
- Clearing the client filter blocks now resets them in the filter layout
- The display record count now changes correctly
- The checkbox intermediate state appears when selecting multiple items
21 May 2024
Product Enhancements
- Invoice List Page
- Custom Field Filters for Xero
25 April 2024
Product Enhancements
- The client portal now features an "Auto Collection" Status and a "Scheduled Date" column
- Partners will be notified if their customers encounter payment method addition failures
- Refund receipts will now contain the invoice description and transaction number
- Contacts identified as suppliers in Xero will be automatically removed from Zomentum Payments
Bug Fixes
- Suppliers imported from Xero have been removed, and a solution has been implemented to prevent this from occurring again in the future
11 April 2024
Product Enhancements
- ACH account validation
- Duplicate contacts are now automatically avoided in Zomentum Payments when partners create contacts in both Zomentum Payments and QBO, with the same email address
- Payment methods are automatically enabled for a new user signing up on Zomentum Payments
- Invoice is marked as "Sent" in Xero when it's sent via Zomentum Payments
- Xero tenant name is displayed on integrations page
Bug Fixes
- Fixed Open invoices sorting issue on the Customer Page
- Bank account numbers may be missing from payout emails for UK partners in some cases. To address this, IBAN numbers are now displayed in such cases
01 Mar 2024
Product Enhancements
- Faster payouts.
- All open invoices will be imported when an accounting tool is connected.
- UK clients will now receive an estimated time of arrival for payouts.
27 Feb 2024
Product Enhancements
- Zomentum Payments can now be integrated with cloud-based accounting software Xero.
19 Feb 2024
Bug Fixes
- Fixed error page when KYC is not completed in the payment configuration tab.
- Fixed the wrong sender email address issue for automated emails that users receive following the completion of payments for Grow documents.
- Clients with a restored Active status on the QBO portal did not show up on Zomentum Payments. This issue is now fixed and their details will be restored as soon as they are made active.
01 Feb 2024
Product Enhancements
- A transactions page containing comprehensive information about all transactions is now available.
- A Sync Now button is now available for all invoices.
- Custom field filters can now be disabled/deleted at a global level.
Bug Fixes
- Manually imported and historical invoices will be updated as required.
- Users will not get a "New Invoice Generated” email again when old invoices are reopened in QuickBooks.
- When invoices are reopened in Quickbooks, Zomentum Payments will continue up the email reminder and auto-collect schedule, based on the current settings for that client.
- UI fixes for the Client and Settings pages.
12 Jan 2024
Product Enhancements
- The Payouts screen is now available to users without any integrated accounting application.
05 Jan 2024
Product Enhancements
- Proper reconciliation error messaging for the Payouts page.
- The Payouts page transactions now contain details of all contributing invoices containing information about the original amount, surcharges, and fees.
15 Dec 2023
Product Enhancements
- Introducing Custom Field filters to determine the auto-collect behavior.
- New users can now be added or invited to the Zomentum Payments portal by the account administrators.
Bug Fixes
- When multiple invoices are paid off in a single payment in QuickBooks, they will also be marked as Paid in the Zomentum Payments portal.
- Invoices remained marked as Paid in Zomentum Payments, even when the credits for the invoice were removed from QuickBooks Online. The invoice status in Zomentum Payments will now be updated according to QuickBooks.
- Users were unable to use American Express as a payment method. This issue has been fixed.
- Error messaging updated for failed BACS transactions due to incorrect account details.
01 Dec 2023
Bug Fixes
- Payment Reconciliation failure reminder email due to unmapped clients will be sent once a day from hereon.
20 Nov 2023
Product Enhancements
- An automatic email is sent when invoice auto-collect fails for any reason.
- All invoices will now have a "Collect Now" button for instant payment.
- The payout email now contains the target bank account and the estimated date of arrival for the payout.
03 Nov 2023
Product Enhancements
- The auto-collect date for invoices is now configurable.
Bug Fixes
- UI fix for sender emails.
20 Oct 2023
Product Enhancements
- The invoice amount breakup can be checked by hovering over the invoice amount.
- Clients can add new payment methods from their portal.
Bug Fixes
- UI fix to align transaction table columns.
- UI fix to align dropdowns in the Client details page.
13 Oct 2023
Product Enhancements
- Payment methods can be mapped to QuickBooks Online.
- Users can set up a custom From/ReplyTo email.
- Exclude invoice PDF attachments from end customers in payment email notifications