Release Notes. Documentation V3.0

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1 Release Notes Documentation V3.0

2 Table of Contents InvoiceIT Payment improvement 1.1 Stripe Payment gateway 1.2 Configuring Payment gateways on Account level 1.3 SAGEPAY Payment gateway 1.4 Disabling button on single click in payment site InvoiceIT Order improvement 2.1 Display product charge pop-up in step wizard 2.2 Selecting future price plan while creating a new order/quote/opportunity 2.3 Total contract value is calculation improvement 2.4 Add Subscription ID to Midterm -adjustment view

3 InvoiceIT Billing improvement Invoice line with zero quantity and zero Total Line value Payment terms and issue in Adhoc,batch invoice and generate invoice button Due Date is not being populated in invoice InvoiceIT Product improvement 4.1 Related list on the new Product page InvoiceIT General Improvement List of pending items from 2.22 Version Change to 30 Exception handling in visual force pages Enable audit trail for key fields

4 5.5 Increase the length of the fields

5 InvoiceIT Payment improvement V1.1 Stripe Payment gateway Stripe is a global payment processor, who makes processing credit card transactions on your website easy and secure. Accept payment by all major credit cards directly on your site with Stripe. Customers can choose to safely and securely save their credit card information to their accounts. This allows for quicker and easier future checkout, and less cart abandonment and lost sales for you. To use this functionality on Invoice IT, you need to create a payment gateway and set the Gateway Type as Stripe. If you require all future payments to go through this gateway, set the Default and Active fields as true. You can use this gateway to make payments at invoice and account level. You can find the details of Merchant Security Key by following these simple steps: Note: 1) Login in to the Stripe home page, and click on the Account Settings link

6 2) Now select the API Keys tab from the top. 3) Here you will find the Test Secret Key, either copy, or make a note of this key, and then use it to populate the Merchant Security Key field on the Payment Gateway setup.

7 V1.2 Configuring Payment gateways on Account level 1) Navigate to the Accounts tab, and then click on the name of the Account that you wish to configure the payment gateway for. 2) Click on the Edit button on the Account Detail page.

8 3) Select value for the Default Payment Gateway, and the click save. 4) After a successful Save, the page will redirect to the Account Detail page where you will find the updated Default Payment Gateway.

9 V1.3 SAGEPAY Payment gateway Sage Pay is a global payment processor, who makes accepting credit cards on your website easy and secure. Accept payment by all major credit cards directly on your site with Sage Pay. Customers can choose to safely and securely save their credit card information to their accounts. This allows for quicker and easier future checkout, and less cart abandonment and lost sales for you. To use this functionality on Invoice IT, you need to create a new Payment Gateway, and set the Gateway Type as Sage Pay. To make this the Gateway for all future transactions, set the Default and Active fields as true You can use this gateway to make payments at invoice and account level. You can find the details of Merchant seal User Id by signing up for an account at: NOTE: The following conditions apply whilst using a Sage Pay gateway

10 1) You need to populate correct billing address in payment method (i.e. credit card information) Mandatory fields: o First Name o Last Name o Address o City o Postal Code o Country o Card Information 2) You can only use full names in the Country field and not abbreviations a. Example: you should enter Unites States not US. 3) Where the country is United States, then the Billing State is also required, for all other countries billing state is not a mandatory field. 4) Abbreviations and full names are permitted within the State field.

11 V1.4 Credit Card Form Prevent Duplicate Payments We have introduced an enhancement that disables the Submit Payment button after it has been clicked once. This prevents duplicate payments from being taken which has been reported by some of our customers

12 InvoiceIT Order improvement V2.1 New Product Charge Pop-up in Step2: We have implemented a new Pop-up window, which will be displayed in the new/editquote/order/opportunity wizard-step2 page. This allows you to select the relevant charges of a rate plan that you wish to apply. NOTE : This Pop up is display is only displayed when the checkbox value is true in CUSTOM SETTING Invoice IT Configuration. The record name is DISPLAY_PRODUCT_CHARGE_POP_UP. V2.2 Selecting future price plan while creating a new order/quote/opportunity Previously while creating new opportunity, order and quote, you were only be able select rate plans which are valid on the day of creation/editing. Now you will be able to select a product price plan which has start date in future.

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14 V2.3 Calculation Improvement To Total Contract Value: Previously in the core Invoice IT org, total Contract Value for Quote, Order, Opportunity and Invoice was calculating incorrectly. The issue is that it was calculating different dates, which was leading to double the contract amount. We have now corrected this and the Total Contract Value is calculating correctly. V2.4 Add Subscription ID to Midterm -adjustment view We have created a new field set, which means that you can now customize the displayed fields for the Midterm Adjustment page. InvoiceIT Billing improvement V3.1 Invoice line with zero quantity and zero Total Line value Previously while generating Adhoc Invoice; the invoice line with Zero Quantity was created. Now while generating an Adhoc Invoice, the invoice lines that have a zero Quantity and line value are not created.

15 In the above screenshot, the charge with zero quantity and line value is displayed on the Order, but in the generated Invoice shown below, this line is omitted. V3.2 Payment terms and issue in Adhoc,batch invoice and generate invoice button If the payment terms are not present in the custom setting, an exception was being thrown up while creating Invoices using the Adhoc Invoice & Generate Invoice buttons, as well as batch invoicing. This issue has now been corrected.

16 V3.3 Due Date is not being populated in invoice A bug was preventing the due date from being populated on an Adhoc Invoice, this has now been corrected. Click on Adhoc Invoice button on order to create adhoc invoice. Click on Generate Invoice button.

17 Invoice is generated with Due Date. Due Date = Order Date + Payment Terms. InvoiceIT Product improvement V4.1 Related list on the new Product page Previously we had related list that displayed in the old product detail page, product rate plan and stock items etc. We have now also implemented this for new (beta) product page. We have also made the lists as an optional extra, which is disabled by default.. To enable this we have created a custom setting: DISPLAY_PRODUCT_RELATED_LIST, which if set to true, will display the related list on the new Product page

18 InvoiceIT General Improvement V5.1 List of pending items from 2.22 Below are some pending aspects of INVOICEIT v2.22 which have been fixed in v3.0 Currency will not display in the new set up page for the old customers. For this issue we have updated the DEFAULT_CURRENCY value in the post Installation class. Comments for debugging in many classes. For this issue we have removed the debug logs from all classes. While saving any popup, one block screen is being displayed. To correct this we have removed the blocking of page and replaced the save button logic. V5.2 Version Change to 30 All of the classes, components, triggers and visual force pages have been changed to version 3.0. V5.3 Exception handling in visual force pages We have made a change that now displays information relevant to an error, whenever an exception occurs with a Visualforce page.

19 V5.4 Enable audit trail for key fields In the previous versions, field tracking histories for a few fields were not enabled. We have now enabled field tracking history for following objects: Invoice: Invoice Date, Invoice Reference, Invoice State, Payment Request Amount, Due Date, Invoice Status Invoice Line: Tax, VAT, Status, Discount Value Order: Service Start Date, Service End Date, Status Order Rate Plan Charge: Status, Quantity, Tax, VAT, Service End Date, Service Activation Date, Net Total Payment: Amount, Status Payment Allocations: Amount, Status Grouping: Minimum Customer Spend Amount Account: Advance Amount Requested(Current),Advance Request Status The above screenshot is for Invoice.

20 V5.5 Increase the length of the fields Previously some fields had a max length of (2,0), we have now changed it to (4,0). Those fields are: Order Product obj : invoiceit_s_sequencenumber_c Quote_Product obj: invoiceit_s_sequencenumber_c Order_Rate_Plan c obj : invoiceit_s_sequencenumber_c Quote_Rate_Plan c obj : invoiceit_s_sequencenumber_c Order_Rate_Plan_CHarge c obj : invoiceit_s_sequence_no_c Quote_Rate_Plan_Charge c obj : invoiceit_s_sequence_no_c